Civic Intelligence

Kappa Charitable Trust Fund Inc.

990 • Fiscal year 2022 • EIN 56-2063057

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 25, 2024

Organization Profile
PO Box 10652Raleigh, NC 27605-0652

(919) 737-4381

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.00x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.01x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

71st percentile

39%

Higher net margin than 71% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

107%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$381,108

Flat from 2022

Net Assets

Flat

$379,908

Flat from 2022

Liabilities

Flat

$1,200

Flat from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin71st percentile

Revenue

Flat

$151,136

Flat from 2022

Expenses

Flat

$92,056

Flat from 2022

Net Income

Flat

$59,080

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $289,642Liabilities 2011: $22,500Net Assets 2011: $267,1422011Assets 2012: $314,934Liabilities 2012: $0Net Assets 2012: $314,9342012Assets 2013: $338,828Liabilities 2013: $0Net Assets 2013: $338,8282013Assets 2014: $325,930Liabilities 2014: $0Net Assets 2014: $325,9302014Assets 2015: $319,997Liabilities 2015: $0Net Assets 2015: $319,9972015Assets 2016: $331,301Liabilities 2016: $0Net Assets 2016: $331,3012016Assets 2017: $323,523Liabilities 2017: $0Net Assets 2017: $323,5232017Assets 2018: $327,679Liabilities 2018: $0Net Assets 2018: $327,6792018Assets 2019: $333,670Liabilities 2019: $0Net Assets 2019: $333,6702019Assets 2020: $349,173Liabilities 2020: $0Net Assets 2020: $349,1732020Assets 2021: $322,028Liabilities 2021: $1,500Net Assets 2021: $320,5282021Assets 2022: $381,108Liabilities 2022: $1,200Net Assets 2022: $379,9082022Assets 2022: $381,108Liabilities 2022: $1,200Net Assets 2022: $379,9082022Assets 2023: $564,598Liabilities 2023: $244,315Net Assets 2023: $320,2832023

Highlighted filing

2022

Assets$381,108
Liabilities$1,200
Net Assets$379,908
Open 2022 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $87,136Expenses 2011: $88,630Net Income 2011: -$1,4942011Revenue 2012: $53,970Expenses 2012: $52,451Net Income 2012: $1,5192012Revenue 2013: $93,202Expenses 2013: $69,308Net Income 2013: $23,8942013Revenue 2014: $62,209Expenses 2014: $75,107Net Income 2014: -$12,8982014Revenue 2015: $94,198Expenses 2015: $100,131Net Income 2015: -$5,9332015Revenue 2016: $89,238Expenses 2016: $77,934Net Income 2016: $11,3042016Revenue 2017: $83,976Expenses 2017: $91,754Net Income 2017: -$7,7782017Revenue 2018: $83,241Expenses 2018: $79,085Net Income 2018: $4,1562018Revenue 2019: $89,774Expenses 2019: $83,783Net Income 2019: $5,9912019Revenue 2020: $58,627Expenses 2020: $64,056Net Income 2020: -$5,4292020Revenue 2021: $73,077Expenses 2021: $100,224Net Income 2021: -$27,1472021Revenue 2022: $151,136Expenses 2022: $92,056Net Income 2022: $59,0802022Revenue 2022: $151,136Expenses 2022: $92,056Net Income 2022: $59,0802022Revenue 2023: $113,159Expenses 2023: $172,483Net Income 2023: -$59,3242023

Highlighted filing

2022

Revenue$151,136
Expenses$92,056
Net Income$59,080
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2024
Return Version
2022v5.0
Gross Receipts
$151,136
Mission and Program Overview

Mission

Scholarship, community engagement and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$320,528$379,908▲ $59,380
Land, Buildings, and Equipment, Net$290,000$290,000→ $0
Savings and Temporary Cash Investments$24,034$76,924▲ $52,890
Cash and Non-Interest-Bearing Accounts$7,994$14,184▲ $6,190
Total Assets$322,028$381,108▲ $59,080
Liabilities
Accounts Payable and Accrued Expenses$1,500$1,200▼ $300
Total Liabilities$1,500$1,200▼ $300
Net Assets / Fund Balance
Total Net Assets Fund Balance$320,528$379,908▲ $59,380
Total Liabilities and Net Assets / Fund Balance$322,028$381,108▲ $59,080

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,000--
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Johnathan WilkinsPresident
Mark OconnorVice President
Aaron ThorntonBoard Member
Bryan MarshallBoard Member
Louis NewsomeBoard Member
Eric WilliamsFinancial Secretary
Dennis BarnesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,534
Program Service Revenue
$13,602
Investment Income
$0
Other Revenue
$0
All Other Contributions
$137,534
Change in Net Assets
$59,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,056
Total Fundraising Expense$37,057
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$18,993-$37,057$56,050
Occupancy$21,946--$21,946
Grants to Domestic Individuals$5,000--$5,000
Insurance$4,029--$4,029
Information Technology-$3,641-$3,641
Office Expenses-$1,390-$1,390
Total Functional Expenses$49,968$5,031$37,057$92,056
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 6

“The members are college educated men.”

PART VI, SECTION A, LINE 7A

“Yes, the members elect members of the governing body.”

PART VI, SECTION A, LINE 8B

“Minutes are taken at each committee meeting.”

PART VI, SECTION A, LINE 8A

“Minutes are taken at each meeting.”

Part VI, Section B, Line 11

“A meeting is held with the governing body to review the form 990 before it is filed.”

PART VI, SECTION B, LINE 12C

“The conflict of interest policy is review annually.”

Part VI, Section C, Line 19

“All governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Kappa Charitable Trust Fund
EIN
56-2063057
Address
PO BOX 10652, RALEIGH, NC 27605-0652

Signing Officer

Name
Eric Williams
Title
Financial Officer
Signed
2024-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Williams
Formed
1985
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

Firm
Harrisons Tax and Consulting
Address
67 AYLEBURY RIDGE, ZEBULON, NC 27597
Preparer
Latonya D Harrison
Phone
2524697999
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Credit Card liabilities decreased by $300.00”

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0LUAU THE BIGGEST ANNUAL FUNDARAISER. MONIES RAISED ARE USED FOR SCHOLARSHIPS AND OTHER COMMUNITY PRORGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS ARE COLLEGE EDUCATED MEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES, THE MEMBERS ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES ARE TAKEN AT EACH COMMITTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES ARE TAKEN AT EACH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A MEETING IS HELD WITH THE GOVERNING BODY TO REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS REVIEW ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card liabilities decreased by $300.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART XI, LINE 9
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IRS990/TotalAssetsBOYAmt0322028
IRS990/TotalAssetsEOYAmt0381108
IRS990/TotalAssetsGrp/BOYAmt0322028
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IRS990/TotalContributionsAmt0137534
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037057
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049968
IRS990/TotalFunctionalExpensesGrp/TotalAmt092056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01500
IRS990/TotalLiabilitiesEOYAmt01200
IRS990/TotalLiabilitiesGrp/BOYAmt01500
IRS990/TotalLiabilitiesGrp/EOYAmt01200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0320528
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0379908
IRS990/TotalProgramServiceExpensesAmt061050
IRS990/TotalProgramServiceRevenueAmt013602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013602
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0151136
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0322028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0381108
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA CHARITABLE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0562063057
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10652
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276050652
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0862716336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISONS TAX AND CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt067 AYLEBURY RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ZEBULON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027597
ReturnHeader/PreparerPersonGrp/PhoneNum02524697999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LATONYA D HARRISON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-08T18:00:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$381,108
Liabilities
$1,200
Net assets
$379,908
Revenue
$151,136
Expenses
$92,056
Net income
$59,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.65$2.44$3.20$1.13$1.72$0.59
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.80$1.51$0.92$0.59
2022Summary only. Only limited summary data is available for this year.$3.81$0.01$3.80$1.51$0.92$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.02$3.21$0.73$1.00$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.59$0.64$0.05
2019Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.90$0.84$0.06
2018Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$0.83$0.79$0.04
2017Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.84$0.92$0.08
2016Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$0.89$0.78$0.11
2015Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.94$1.00$0.06
2014Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.62$0.75$0.13
2013Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.93$0.69$0.24
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.54$0.52$0.02
2011Summary only. Only limited summary data is available for this year.$2.90$0.23$2.67$0.87$0.89$0.01