Civic Intelligence

Kappa Charitable Trust Fund Inc.

990 • Fiscal year 2023 • EIN 56-2063057

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 11, 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

96th percentile

0.43x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.16x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Net Margin

19th percentile

-52%

Higher net margin than 19% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • NTEE B82 • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

48%

Faster asset growth than 92% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-25%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • NTEE B82 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Flat

$564,598

Flat from 2023

Net Assets

Flat

$320,283

Flat from 2023

Liabilities

Flat

$244,315

Flat from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin19th percentile

Revenue

Flat

$113,159

Flat from 2023

Expenses

Flat

$172,483

Flat from 2023

Net Income

Flat

-$59,324

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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 2023: $564,598Liabilities 2023: $244,315Net Assets 2023: $320,2832023Assets 2023: $564,598Liabilities 2023: $244,315Net Assets 2023: $320,2832023

Highlighted filing

2023

Assets$564,598
Liabilities$244,315
Net Assets$320,283
Open 2023 Filing

Operations Trend

Revenue Growth31st 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 2023: $113,159Expenses 2023: $172,483Net Income 2023: -$59,3242023Revenue 2023: $113,159Expenses 2023: $172,483Net Income 2023: -$59,3242023

Highlighted filing

2023

Revenue$113,159
Expenses$172,483
Net Income-$59,324
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 11, 2024
Return Version
2023v5.1
Gross Receipts
$113,159
Mission and Program Overview

Mission

Scholarship, community engagement and services

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$379,908$320,283▼ $59,625
Land, Buildings, and Equipment, Net$290,000$290,000→ $0
Savings and Temporary Cash Investments$76,924$264,053▲ $187,129
Cash and Non-Interest-Bearing Accounts$14,184$10,545▼ $3,639
Total Assets$381,108$564,598▲ $183,490
Liabilities
Mortgage Notes Payable Secured by Investment Property-$242,815-
Accounts Payable and Accrued Expenses$1,200$1,500▲ $300
Total Liabilities$1,200$244,315▲ $243,115
Net Assets / Fund Balance
Total Net Assets Fund Balance$379,908$320,283▼ $59,625
Total Liabilities and Net Assets / Fund Balance$381,108$564,598▲ $183,490

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,000-$290,000
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Johnathan WilkinsPresident
Mark OconnorVice President
Aaron ThorntonBoard Member
Louis NewsomeBoard Member
Rodney ByrdBoard Member
Dennis BarnesFinancial Secretary
Johnny TaylorSecretary
Eric WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,576
Program Service Revenue
$41,583
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,681
Change in Net Assets
$-59,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,627
Grants and Similar Amounts Paid$76,856
Total Fundraising Expense$38,713
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$76,856--$76,856
Other Expenses$14,113-$38,713$52,826
Interest-$20,076-$20,076
Occupancy$18,551--$18,551
Insurance-$1,312-$1,312
Office Expenses-$150-$150
Total Functional Expenses$112,232$21,538$38,713$172,483
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 elects members to the governing body.”

PART VI, SECTION A, LINE 8A

“Minutes are taken at every meeting.”

PART VI, SECTION A, LINE 8B

“Minutes are taken at all committe meetings.”

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 reviewed annually.”

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
Treasurer
Signed
2024-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Williams
Formed
1985
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Harrisons Tax and Consulting
Address
67 AYLEBURY RIDGE, ZEBULON, NC 27597
Preparer
Latonya D Harrison
Phone
2524697999
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS ARE COLLEGE EDUCATED MEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES, THE MEMBERS ELECTS MEMBERS TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES ARE TAKEN AT EVERY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES ARE TAKEN AT ALL COMMITTE MEETINGS.
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 REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 8b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION B, LINE 12c
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IRS990/TotalProgramServiceRevenueAmt041583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041583
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113159
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0381108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0564598
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC WILLIAMS
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA CHARITABLE TRUST FUND
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-20T11:42:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$564,598
Liabilities
$244,315
Net assets
$320,283
Revenue
$113,159
Expenses
$172,483
Net income
-$59,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.65$2.44$3.20$1.13$1.72$0.59
2023Summary only. Only limited summary data is available for this year.$5.65$2.44$3.20$1.13$1.72$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