Civic Intelligence

Ahepa Marathon Chapter No 2 Foundation

990 • Fiscal year 2013 • EIN 56-2271746

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

Organization ProfileN/A
600 East Boulevard28203

(704) 517-3591

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Net Margin

53rd percentile

16%

Higher net margin than 53% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Asset Growth

61st percentile

5.2%

Faster asset growth than 61% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,133,014

Up $156,180 (+5.2%) from 2012

Net Assets

Up

$3,133,014

Up $157,636 (+5.3%) from 2012

Liabilities

Down

$0

Down $1,456 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin53rd percentile

Revenue

$141,036

No earlier filing loaded for comparison.

Expenses

Up

$117,962

Up $25,579 (+28%) from 2012

Net Income

$23,074

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,833,717Liabilities 2010: $0Net Assets 2010: $2,833,7172010Assets 2011: $2,903,404Liabilities 2011: $0Net Assets 2011: $2,903,4042011Assets 2012: $2,976,834Liabilities 2012: $1,456Net Assets 2012: $2,975,3782012Assets 2013: $3,133,014Liabilities 2013: $0Net Assets 2013: $3,133,0142013Assets 2014: $3,183,412Liabilities 2014: $0Net Assets 2014: $3,183,4122014Assets 2015: $3,026,713Liabilities 2015: $0Net Assets 2015: $3,026,7132015Assets 2016: $3,199,866Liabilities 2016: $0Net Assets 2016: $3,199,8662016Assets 2017: $3,417,691Liabilities 2017: $0Net Assets 2017: $3,417,6912017Assets 2018: $2,969,881Liabilities 2018: $0Net Assets 2018: $2,969,8812018Assets 2019: $3,348,003Liabilities 2019: $0Net Assets 2019: $3,348,0032019Assets 2020: $3,470,014Liabilities 2020: $0Net Assets 2020: $3,470,0142020Assets 2021: $3,592,742Liabilities 2021: $0Net Assets 2021: $3,592,7422021Assets 2022: $3,298,364Liabilities 2022: $0Net Assets 2022: $3,298,3642022Assets 2023: $3,410,944Liabilities 2023: $0Net Assets 2023: $3,410,9442023Assets 2024: $3,453,124Liabilities 2024: $0Net Assets 2024: $3,453,1242024

Highlighted filing

2013

Assets$3,133,014
Liabilities$0
Net Assets$3,133,014
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $73,7232010Expenses 2011: $58,2142011Expenses 2012: $92,3832012Revenue 2013: $141,036Expenses 2013: $117,962Net Income 2013: $23,0742013Revenue 2014: $185,973Expenses 2014: $147,408Net Income 2014: $38,5652014Revenue 2015: $87,343Expenses 2015: $137,911Net Income 2015: -$50,5682015Revenue 2016: $148,646Expenses 2016: $129,651Net Income 2016: $18,9952016Revenue 2017: $132,524Expenses 2017: $141,062Net Income 2017: -$8,5382017Revenue 2018: $186,665Expenses 2018: $383,112Net Income 2018: -$196,4472018Revenue 2019: $139,363Expenses 2019: $184,214Net Income 2019: -$44,8512019Revenue 2020: $165,397Expenses 2020: $155,485Net Income 2020: $9,9122020Revenue 2021: $775,184Expenses 2021: $336,687Net Income 2021: $438,4972021Revenue 2022: $143,400Expenses 2022: $170,069Net Income 2022: -$26,6692022Revenue 2023: $123,340Expenses 2023: $157,875Net Income 2023: -$34,5352023Revenue 2024: $176,187Expenses 2024: $241,655Net Income 2024: -$65,4682024

Highlighted filing

2013

Revenue$141,036
Expenses$117,962
Net Income$23,074
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.0
Gross Receipts
$747,774
Mission and Program Overview

Mission

Supporting the promotion of hellenism and charitable, educational and religious purposes.

Supporting the promotion of hellenism and charitable, educational, and religious purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,975,378$3,133,014▲ $157,636
Investments Other Securities$1,597,194$1,756,590▲ $159,396
Savings and Temporary Cash Investments$1,195,028$1,092,614▼ $102,414
Cash and Non-Interest-Bearing Accounts$184,612$283,810▲ $99,198
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,976,834$3,133,014▲ $156,180
Liabilities
Other Liabilities$1,456$0▼ $1,456
Total Liabilities$1,456$0▼ $1,456
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,975,378$3,133,014▲ $157,636
Total Liabilities and Net Assets / Fund Balance$2,976,834$3,133,014▲ $156,180

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$50,000--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
James T CavalarisChairman
Louie P PolitisVice Chair
Georgo KokalisMember
John BakosMember
John CouchellMember
John MalatrasMember
Tom NixonMember
Spero KoufaliotisSecretary
N Markos KontosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$131,674
Other Revenue
$9,362
Change in Net Assets
$23,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,175
Other Expenses$26,787
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,675--$77,675
Fees for Service Investment Mgmnt Fees$18,496--$18,496
Grants to Domestic Individuals$13,500--$13,500
Occupancy$3,900--$3,900
Fees for Services Other$2,625--$2,625
Conferences and Meetings$900--$900
Insurance$750--$750
Office Expenses$116--$116
Total Functional Expenses$117,962$0$0$117,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-2088915-501c3Charitable Assistance$17,200
26-2352170-501c3Charitable Assistance$15,000
20-3048633-501c3Charitable Assistance$7,500
56-1416719-501c3Charitable Assistance$5,000
58-0660607-501c3Charitable Assistance$5,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Ahepa marathon chapter no. 2 is an organization whose members have the right to elect the members of the foundation's governing body.”

Form 990, Part VI, Section A, Line 7A

“Each member in good standing of ahepa marathon chapter no. 2 has the right to elect the members of the foundation's governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 is provided to the officers (executives) of the board for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflicts policy and financials are not available to the public. Members may see these documents upon request.”

Filing and Contact Details

Filer

EIN
56-2271746
Phone
7045173591

Signing Officer

Name
James T Cavalaris
Title
Chairman
Phone
7043333131
Signed
2014-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James T Cavalaris
Formed
1999
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Preparer
Kellianne F Benson
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in unrealized gains 137,304.”

Raw XML AppendixShowing 400 of 405 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt117200
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CRISIS ASSISTANCE MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ST NEKTARIOS CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12SOCRATES ADACEMY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14ST LUKES GREEK ORTHODOX CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0561416719
IRS990ScheduleI/RecipientTable/RecipientEIN1562088915
IRS990ScheduleI/RecipientTable/RecipientEIN2262352170
IRS990ScheduleI/RecipientTable/RecipientEIN3580660607
IRS990ScheduleI/RecipientTable/RecipientEIN4203048633
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10500-A SPRATT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine115108 KUYKENDALL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine123909 WEDDINGTON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine131023 CENTRAL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14134 TALBERT POINTE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/City1CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/City2MATTHEWS
IRS990ScheduleI/RecipientTable/USAddress/City3CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/City4MOORESVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/State1NC
IRS990ScheduleI/RecipientTable/USAddress/State2NC
IRS990ScheduleI/RecipientTable/USAddress/State3NC
IRS990ScheduleI/RecipientTable/USAddress/State4NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode028206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode128270
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode228105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode328204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode428117
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE GIVEN TO 501(C)(3) ORGANIZATIONS OR RELIGIOUS ORGANIZATIONS IN ORDER TO FURTHER THEIR MISSIONS. AHEPA VERIFIES 501(C)(3) STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AHEPA MARATHON CHAPTER NO. 2 IS AN ORGANIZATION WHOSE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER IN GOOD STANDING OF AHEPA MARATHON CHAPTER NO. 2 HAS THE RIGHT TO ELECT THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 IS PROVIDED TO THE OFFICERS (EXECUTIVES) OF THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICTS POLICY AND FINANCIALS ARE NOT AVAILABLE TO THE PUBLIC. MEMBERS MAY SEE THESE DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN UNREALIZED GAINS 137,304.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02976834
IRS990/TotalAssetsEOYAmt03133014
IRS990/TotalAssetsGrp/BOYAmt02976834
IRS990/TotalAssetsGrp/EOYAmt03133014
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117962
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01456
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01456
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02975378
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03133014
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0117962
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0131674
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09362
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02976834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03133014
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 35173
IRS990/USAddress/City0CHARLOTTE
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode0282355173
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T CAVALARIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07043333131
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10AHEPA MARATHON CHAPTER NO 2 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AHEP
ReturnHeader/Filer/EIN0562271746
ReturnHeader/Filer/PhoneNum07045173591
ReturnHeader/Filer/USAddress/AddressLine10600 EAST BOULEVARD
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101111 METROPOLITAN AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043771678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLIANNE F BENSON

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,133,014
Liabilities
$0
Net assets
$3,133,014
Revenue
$141,036
Expenses
$117,962
Net income
$23,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.18$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.12$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.78$0.34$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.14$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.19$0.38$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.15$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.14$0.12$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.07