Civic Intelligence

Check 1002 Charitable Trust

990 • Fiscal year 2023 • EIN 88-0828181

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
PO Box 1269Alpharetta, GA 30009-1269

(678) 892-1874

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-145%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$207,955

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-5.2%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Flat

$12,546,413

Flat from 2023

Net Assets

Flat

$12,534,277

Flat from 2023

Liabilities

Flat

$12,136

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin3rd percentile

Revenue

Flat

$506,217

Flat from 2023

Expenses

Flat

$1,239,199

Flat from 2023

Net Income

Flat

-$732,982

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2022: $13,237,286Liabilities 2022: $12,465Net Assets 2022: $13,224,8212022Assets 2023: $12,546,413Liabilities 2023: $12,136Net Assets 2023: $12,534,2772023Assets 2023: $12,546,413Liabilities 2023: $12,136Net Assets 2023: $12,534,2772023Assets 2024: $10,244,721Liabilities 2024: $10,528Net Assets 2024: $10,234,1932024

Highlighted filing

2023

Assets$12,546,413
Liabilities$12,136
Net Assets$12,534,277
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $13,987,695Expenses 2022: $840,749Net Income 2022: $13,146,9462022Revenue 2023: $506,217Expenses 2023: $1,239,199Net Income 2023: -$732,9822023Revenue 2023: $506,217Expenses 2023: $1,239,199Net Income 2023: -$732,9822023Revenue 2024: $418,995Expenses 2024: $2,653,226Net Income 2024: -$2,234,2312024

Highlighted filing

2023

Revenue$506,217
Expenses$1,239,199
Net Income-$732,982
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$506,217
Mission and Program Overview

Mission

To provide funding to charities in fulfillment of the exempt purposes of national christian charitable foundation, inc. ("nccf")

To provide funding to charities in fulfillment of the exempt purposes of nccf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,730,963$6,111,760▲ $380,797
Investments Other Securities$2,922,875$5,268,991▲ $2,346,116
Other Notes and Loans Receivable, Net$600,000$600,000→ $0
Cash and Non-Interest-Bearing Accounts$3,964,791$260,387▼ $3,704,404
Accounts Receivable$18,657$49,590▲ $30,933
Total Assets$13,237,286$12,546,413▼ $690,873
Other Assets Total$0$255,685▲ $255,685
Liabilities
Accounts Payable and Accrued Expenses$12,465$12,136▼ $329
Total Liabilities$12,465$12,136▼ $329
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,224,821$12,534,277▼ $690,544
Total Net Assets Fund Balance$13,224,821$12,534,277▼ $690,544
Total Liabilities and Net Assets / Fund Balance$13,237,286$12,546,413▼ $690,873

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,307,156--
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Joel SmyerTrustee
Kristen M LewisTrustee
Nathan H SheetsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$506,217
Other Revenue
$0
Change in Net Assets
$-732,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,204,144
Other Expenses$35,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,204,144--$1,204,144
Fees for Service Investment Mgmnt Fees-$35,000-$35,000
Other Expenses-$5-$5
Total Functional Expenses$1,204,144$35,055$0$1,239,199
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Christian Charitable Foundation IncAlpharetta, GA501(c)(3)Grant-making$1,204,144

International Summary

Offices
0
Employees
0
Spending
$600,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-saharan AfricaInvestmentsNote Receivable00$600,000
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
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
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“A majority of trustees are appointed by the supported organization (national christian charitable foundation, inc. Or "nccf"). Certain nccf trustees are not considered independent since they receive compensation from nccf for services provided to nccf.”

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

“A majority of the trustees of the organization's board (the "nccf trustees") shall be designated by national christian charitable foundation, inc. ("nccf"). The nccf trustees shall each be a person who is not a "disqualified person" as that term is described in section 4946 of the internal revenue code. A minority of trustees shall be designated by the donor group, in accordance with the organization's trust agreement.”

Form 990, Part VI, Section B, Line 11B

“The organization's tax return is compiled and reconciled with financial records from the consolidated audit of national christian charitable foundation, inc., which were subject to limited audit procedures. Once form 990 is prepared, the return is reviewed by nccf. The form 990 is then sent to all trustees prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization requires officers, trustees, and key employees to complete an annual conflict of interest statement acknowledging receipt and review of the policy and adequately disclosing the nature of any potential conflicts. If a conflict of interest is present, after the interested party provides all pertinent details regarding the potential conflict, the subject officer, trustee, or key employee is recused from any further discussion, deliberation or voting on the matter. The governing body or a relevant committee will then review the potential conflict and determine an appropriate course of action in accordance with the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“There are no officers, trustees, or key employees compensated by the filing organization at this time.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, policies, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Check 1002 Charitable Trust
EIN
88-0828181
Phone
6788921874
Address
PO BOX 1269, ALPHARETTA, GA 30009-1269

Signing Officer

Name
Kristen M Lewis
Title
Trustee
Phone
6788921874
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen M Lewis
Formed
2022
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
National Christian Foundation Inc
Address
1150 SANCTUARY PARKWAY STE 350, ALPHARETTA, GA 30009
Preparer
Marye E Lord
Phone
4042520100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“As a member of a group with consolidated financial statements, the organization did not incur income tax expense for the filing year. Several of the organization's investments generated passive losses, but there is no taxable income in the current year. A 990-t has been filed. The financial statement effects including interest and penalties of a tax position taken or expected to be taken are recognized in the consolidated financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of december 31, the trust had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 418 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/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT MONITOR THE USE OF FUNDS GRANTED TO ORGANIZATIONS IN THE UNITED STATES SINCE IT GRANTS FUNDS TO ORGANIZATIONS ONLY IF THOSE ORGANIZATIONS QUALIFY AS EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501 (C) (3) AND THEREFORE ARE BOUND TO USE SUCH FUNDS ONLY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, OR OTHER PURPOSES DESCRIBED IN THAT CODE SECTION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF TRUSTEES ARE APPOINTED BY THE SUPPORTED ORGANIZATION (NATIONAL CHRISTIAN CHARITABLE FOUNDATION, INC. OR "NCCF"). CERTAIN NCCF TRUSTEES ARE NOT CONSIDERED INDEPENDENT SINCE THEY RECEIVE COMPENSATION FROM NCCF FOR SERVICES PROVIDED TO NCCF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MAJORITY OF THE TRUSTEES OF THE ORGANIZATION'S BOARD (THE "NCCF TRUSTEES") SHALL BE DESIGNATED BY NATIONAL CHRISTIAN CHARITABLE FOUNDATION, INC. ("NCCF"). THE NCCF TRUSTEES SHALL EACH BE A PERSON WHO IS NOT A "DISQUALIFIED PERSON" AS THAT TERM IS DESCRIBED IN SECTION 4946 OF THE INTERNAL REVENUE CODE. A MINORITY OF TRUSTEES SHALL BE DESIGNATED BY THE DONOR GROUP, IN ACCORDANCE WITH THE ORGANIZATION'S TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S TAX RETURN IS COMPILED AND RECONCILED WITH FINANCIAL RECORDS FROM THE CONSOLIDATED AUDIT OF NATIONAL CHRISTIAN CHARITABLE FOUNDATION, INC., WHICH WERE SUBJECT TO LIMITED AUDIT PROCEDURES. ONCE FORM 990 IS PREPARED, THE RETURN IS REVIEWED BY NCCF. THE FORM 990 IS THEN SENT TO ALL TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT ACKNOWLEDGING RECEIPT AND REVIEW OF THE POLICY AND ADEQUATELY DISCLOSING THE NATURE OF ANY POTENTIAL CONFLICTS. IF A CONFLICT OF INTEREST IS PRESENT, AFTER THE INTERESTED PARTY PROVIDES ALL PERTINENT DETAILS REGARDING THE POTENTIAL CONFLICT, THE SUBJECT OFFICER, TRUSTEE, OR KEY EMPLOYEE IS RECUSED FROM ANY FURTHER DISCUSSION, DELIBERATION OR VOTING ON THE MATTER. THE GOVERNING BODY OR A RELEVANT COMMITTEE WILL THEN REVIEW THE POTENTIAL CONFLICT AND DETERMINE AN APPROPRIATE COURSE OF ACTION IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO OFFICERS, TRUSTEES, OR KEY EMPLOYEES COMPENSATED BY THE FILING ORGANIZATION AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, POLICIES, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0SEE FORM 990 FOR NCCF FOR A COMPREHENSIVE LIST OF ALL RELATED ORGANIZATIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,546,413
Liabilities
$12,136
Net assets
$12,534,277
Revenue
$506,217
Expenses
$1,239,199
Net income
-$732,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$0.42$2.65$2.23
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$0.51$1.24$0.73
2023Summary only. Only limited summary data is available for this year.$12.5$0.01$12.5$0.51$1.24$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.01$13.2$14.0$0.84$13.1