Civic Intelligence

Ahepa Marathon Chapter No 2 Foundation

990 • Fiscal year 2015 • EIN 56-2271746

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 31, 2016

Organization ProfileN/A
600 East BoulevardCharlotte, NC 28203

(704) 574-3133

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.00x

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

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Net Margin

25th percentile

-58%

Higher net margin than 25% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Asset Growth

26th percentile

-4.9%

Faster asset growth than 26% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-53%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,026,713

Down $156,699 (-4.9%) from 2014

Net Assets

Down

$3,026,713

Down $156,699 (-4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin25th percentile

Revenue

Down

$87,343

Down $98,630 (-53%) from 2014

Expenses

Down

$137,911

Down $9,497 (-6.4%) from 2014

Net Income

Down

-$50,568

Down $89,133 (-231%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2015

Assets$3,026,713
Liabilities$0
Net Assets$3,026,713
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

2015

Revenue$87,343
Expenses$137,911
Net Income-$50,568
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 31, 2016
Return Version
2015v2.1
Gross Receipts
$826,368
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$3,183,412$3,026,713▼ $156,699
Investments Other Securities$2,061,360$1,824,928▼ $236,432
Savings and Temporary Cash Investments$1,079,274$763,425▼ $315,849
Cash and Non-Interest-Bearing Accounts$42,778$438,360▲ $395,582
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,183,412$3,026,713▼ $156,699
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,183,412$3,026,713▼ $156,699
Total Liabilities and Net Assets / Fund Balance$3,183,412$3,026,713▼ $156,699

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$170,000--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Louie POLITISPresident
Peter PappasVice President
George KokalisMember
Jimmy ChristodouliasMember
John BAKOSMember
John LowenMember
Tom NixonMember
Spero KoufaliotisSecretary
Nicholas KontosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$87,343
Other Revenue
$0
Change in Net Assets
$-50,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,700
Other Expenses$32,211
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,200--$90,200
Fees for Service Investment Mgmnt Fees$21,652--$21,652
Grants to Domestic Individuals$15,500--$15,500
Occupancy$4,200--$4,200
Conferences and Meetings$3,044--$3,044
Fees for Services Other$2,300--$2,300
Insurance$750--$750
Office Expenses$265--$265
Total Functional Expenses$137,911$0$0$137,911
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Greek Orthodox CathedralCharlotte, NC501c3Charitable assistance$30,500
st nektarios churchCharlotte, NC501c3Charitable Assistance$11,700
Boy Scouts of AmericaChARLOTTE, NC501c3Charitable assistance$5,000
Crisis Assistance MinistryCharlotte, NC501c3Charitable assistance$5,000
Levine Cancer CenterCharlotTE, NC501c3Charitable assistance$5,000
Salvation ArmyCharlotte, NC501c3Charitable 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

Filer Name
AHEPA Marathon Chapter NO 2 Foundation
EIN
56-2271746
Phone
7045743133
Address
600 East Boulevard, Charlotte, NC 28203

Signing Officer

Name
Peter Pappas
Title
President
Phone
7043333131
Signed
2016-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Pappas
Formed
1999
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cherry Bekaert Llp
Address
1111 Metropolitan Ave Ste 1000, Charlotte, NC 28204
Preparer
Kellianne F Benson
Phone
7043771678
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“change in unrealized gains -100,881.”

Raw XML Appendix399 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/RecipientTable/PurposeOfGrantTxt0CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Charitable assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Charitable assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Charitable assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Charitable assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Charitable assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0st nektarios church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOLY TRINITY GREEK ORTHODOX CATHEDRAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CRISIS ASSISTANCE MINISTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LEVINE CANCER CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BOY SCOUTS OF AMERICA
IRS990ScheduleI/RecipientTable/RecipientEIN0562088915
IRS990ScheduleI/RecipientTable/RecipientEIN1560543229
IRS990ScheduleI/RecipientTable/RecipientEIN2561416719
IRS990ScheduleI/RecipientTable/RecipientEIN3580660607
IRS990ScheduleI/RecipientTable/RecipientEIN4566060481
IRS990ScheduleI/RecipientTable/RecipientEIN5560529957
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05108 KUYKENDALL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1600 EAST BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2500-A SPRATT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31023 Central Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 32861
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51410 E 7th Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CharlotTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ChARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028270
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd328204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd428232
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd528204
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/Total501c3OrgCnt06
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 -100,881.
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/TotalAssetsBOYAmt03183412
IRS990/TotalAssetsEOYAmt03026713
IRS990/TotalAssetsGrp/BOYAmt03183412
IRS990/TotalAssetsGrp/EOYAmt03026713
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137911
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137911
IRS990/TotalGrossUBIAmt0-1366
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03183412
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03026713
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0137911
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt088709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087343
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-1366
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03183412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03026713
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0po box 35173
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0282355173
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER PAPPAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043333131
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AHEPA Marathon Chapter NO 2 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AHEP
ReturnHeader/Filer/EIN0562271746
ReturnHeader/Filer/PhoneNum07045743133
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 East Boulevard
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 Metropolitan Ave Ste 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043771678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kellianne F Benson
ReturnHeader/ReturnTs02016-09-29T16:35:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,026,713
Liabilities
$0
Net assets
$3,026,713
Revenue
$87,343
Expenses
$137,911
Net income
-$50,568
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