Civic Intelligence

Caleb Village Heights Foundation Inc.

990 • Fiscal year 2019 • EIN 04-3276483

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

Organization ProfileWWW.THECALEBFOUNDATION.ORG
491 Humphrey StSwampscott, MA 01907

(781) 595-4665

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.63x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

2.25x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$180,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

8.2%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.1%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$7,151,443

Up $540,020 (+8.2%) from 2018

Net Assets

Up

$2,640,109

Up $591,758 (+29%) from 2018

Liabilities

Down

$4,511,334

Down $51,738 (-1.1%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

Up

$2,006,458

Up $40,973 (+2.1%) from 2018

Expenses

Up

$1,641,731

Up $185,459 (+13%) from 2018

Net Income

Down

$364,727

Down $144,486 (-28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$10M$5.0M$0Assets 2010: $3,906,651Liabilities 2010: $3,895,065Net Assets 2010: $11,5862010Assets 2011: $4,276,327Liabilities 2011: $3,805,524Net Assets 2011: $470,8032011Assets 2012: $4,557,998Liabilities 2012: $3,748,187Net Assets 2012: $809,8112012Assets 2013: $4,794,953Liabilities 2013: $3,683,333Net Assets 2013: $1,111,6202013Assets 2014: $4,080,352Liabilities 2014: $3,621,237Net Assets 2014: $459,1152014Assets 2015: $4,336,911Liabilities 2015: $3,543,226Net Assets 2015: $793,6852015Assets 2016: $5,758,743Liabilities 2016: $4,612,455Net Assets 2016: $1,146,2882016Assets 2017: $6,256,900Liabilities 2017: $4,547,943Net Assets 2017: $1,708,9572017Assets 2018: $6,611,423Liabilities 2018: $4,563,072Net Assets 2018: $2,048,3512018Assets 2019: $7,151,443Liabilities 2019: $4,511,334Net Assets 2019: $2,640,1092019Assets 2020: $7,503,791Liabilities 2020: $4,406,156Net Assets 2020: $3,097,6352020Assets 2021: $8,000,342Liabilities 2021: $4,320,140Net Assets 2021: $3,680,2022021Assets 2022: $7,682,726Liabilities 2022: $4,294,646Net Assets 2022: $3,388,0802022Assets 2023: $7,821,087Liabilities 2023: $4,165,112Net Assets 2023: $3,655,9752023Assets 2024: $8,092,020Liabilities 2024: $4,097,600Net Assets 2024: $3,994,4202024

Highlighted filing

2019

Assets$7,151,443
Liabilities$4,511,334
Net Assets$2,640,109
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,221,1752010Expenses 2011: $1,218,2322011Expenses 2012: $1,344,9882012Revenue 2013: $1,684,272Expenses 2013: $1,382,463Net Income 2013: $301,8092013Revenue 2014: $1,678,927Expenses 2014: $2,331,432Net Income 2014: -$652,5052014Revenue 2015: $1,712,496Expenses 2015: $1,377,926Net Income 2015: $334,5702015Revenue 2016: $1,799,775Expenses 2016: $1,447,172Net Income 2016: $352,6032016Revenue 2017: $1,979,278Expenses 2017: $1,416,609Net Income 2017: $562,6692017Revenue 2018: $1,965,485Expenses 2018: $1,456,272Net Income 2018: $509,2132018Revenue 2019: $2,006,458Expenses 2019: $1,641,731Net Income 2019: $364,7272019Revenue 2020: $2,077,904Expenses 2020: $1,688,404Net Income 2020: $389,5002020Revenue 2021: $2,202,449Expenses 2021: $1,738,001Net Income 2021: $464,4482021Revenue 2022: $2,151,534Expenses 2022: $1,952,266Net Income 2022: $199,2682022Revenue 2023: $2,277,653Expenses 2023: $2,164,467Net Income 2023: $113,1862023Revenue 2024: $2,514,703Expenses 2024: $2,251,200Net Income 2024: $263,5032024

Highlighted filing

2019

Revenue$2,006,458
Expenses$1,641,731
Net Income$364,727
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Gross Receipts
$2,006,458
Mission and Program Overview

Mission

To develop, acquire, preserve and maintain affordable housing for individuals with special needs and living requirements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,171,866$3,067,978▼ $103,888
Investments Other Securities$2,176,334$2,498,758▲ $322,424
Cash and Non-Interest-Bearing Accounts$618,333$830,195▲ $211,862
Savings and Temporary Cash Investments$272,792$241,691▼ $31,101
Accounts Receivable$17,711$16,646▼ $1,065
Prepaid Expenses and Deferred Charges$372$1,427▲ $1,055
Total Assets$6,611,423$7,151,443▲ $540,020
Other Assets Total$354,015$494,748▲ $140,733
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,293,632$4,207,642▼ $85,990
Accounts Payable and Accrued Expenses$221,264$256,050▲ $34,786
Other Liabilities$39,141$41,970▲ $2,829
Deferred Revenue$9,035$5,672▼ $3,363
Total Liabilities$4,563,072$4,511,334▼ $51,738
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,048,351$2,640,109▲ $591,758
Total Net Assets Fund Balance$2,048,351$2,640,109▲ $591,758
Total Liabilities and Net Assets / Fund Balance$6,611,423$7,151,443▲ $540,020

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,858,288$2,860,764$5,719,052
Land$209,690-$209,690
Other Assets Org$47,933--
Other Securities$2,498,758--
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Warren SawyerChairman Emeritus
Clark OrzalliChairperson
Debra NutterPresident & CEO
Bessy KongDirector
John WasielewskiDirector
Peter LovettDirector
Roxie SeverenceDirector
Shawn YardleyDirector
Kathryn BurnsClerk
Joan B SawyerClerk Emeritus
VINCE O'DONNELLTreasurer
Robert SnowTreasurer Emeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,901,479
Investment Income
$104,979
Other Revenue
$0
Change in Net Assets
$364,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,006,458
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$227,031
Total Revenue per Audited Statements
$2,233,489
Total Revenue per Form 990
$2,006,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,641,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$227,339--$227,339
Depreciation Depletion$212,247--$212,247
Interest$169,658--$169,658
Other Expenses$168,717--$168,717
Fees for Services Management$118,502--$118,502
Insurance$47,890--$47,890
Fees for Services Other$9,779--$9,779
Fees for Services Accounting$9,500--$9,500
Office Expenses$9,122--$9,122
Fees for Services Legal$3,891--$3,891
Conferences and Meetings$1,493--$1,493
Total Functional Expenses$1,641,731$0$0$1,641,731

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,641,731
Total Expenses per Audited Statements$1,641,731
Total Expenses per Form 990$1,641,731
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$41,970
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The board of directors include members who are related by marriage.”

Form 990, Part VI, Section A, Line 6

“The members include the board of directors”

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

“The board of directors are elected by its members”

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

“The board of directors are responsible for approving governing decisions.”

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

“The form 990 is sent to the president for review and approval.”

Form 990, Part VI, Section C, Line 19

“All organizing and operating documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Caleb Village Heights Foundation Inc
EIN
04-3276483
Phone
7815954665
Address
491 HUMPHREY ST, SWAMPSCOTT, MA 01907

Signing Officer

Name
Debra Nutter
Title
President & CEO
Phone
7815954665
Signed
2020-10-15

Organization Details

Principal Officer
Debra Nutter
Formed
1995
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Gioia
Phone
2077801100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Congregate services: program service expenses 128,746. Management and general expenses 0. Fundraising expenses 0. Total expenses 128,746. Administrative expenses: program service expenses 49,554. Management and general expenses 0. Fundraising expenses 0. Total expenses 49,554. Payroll tax allocation: program service expenses 17,746. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,746. Health insurance/benfits: program service expenses 15,570. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,570. Miscellaneous operating: program service expenses 10,046. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,046. Bad debts: program service expenses 4,438. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,438. Miscellaneous financial: program service expenses 1,239. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,239.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“UNREALIZED LOSS”

Raw XML AppendixShowing 400 of 979 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/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt09122
IRS990/OfficeExpensesGrp/TotalAmt09122
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0354015
IRS990/OtherAssetsTotalGrp/EOYAmt0494748
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WAGE ALLOCATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0252334
IRS990/OtherExpensesGrp/ProgramServicesAmt1206662
IRS990/OtherExpensesGrp/ProgramServicesAmt2204597
IRS990/OtherExpensesGrp/ProgramServicesAmt3168717
IRS990/OtherExpensesGrp/TotalAmt0252334
IRS990/OtherExpensesGrp/TotalAmt1206662
IRS990/OtherExpensesGrp/TotalAmt2204597
IRS990/OtherExpensesGrp/TotalAmt3168717
IRS990/OtherLiabilitiesGrp/BOYAmt039141
IRS990/OtherLiabilitiesGrp/EOYAmt041970
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01427
IRS990/PrincipalOfficerNm0DEBRA NUTTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01901479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01901479
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0140504
IRS990/PYOtherExpensesAmt01456272
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01824981
IRS990/PYRevenuesLessExpensesAmt0509213
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01456272
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01965485
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0364727
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02006458
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0272792
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241691
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104979
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0140504
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0179968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0696
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0452486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01901479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01824981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01799310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01773436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01711800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09011006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104979
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0140504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0179968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0452486
IRS990ScheduleA/InvestmentIncomeCYPct00.04780
IRS990ScheduleA/InvestmentIncomePYPct00.03840
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95220
IRS990ScheduleA/PublicSupportPY509Pct00.96160
IRS990ScheduleA/PublicSupportTotal509Amt09011006
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01901479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01824981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01799310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01773436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01711800
IRS990ScheduleA/Total509Grp/TotalAmt09011006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02006458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01965485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01979278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01799775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01712496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09463492
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02858288
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02860764
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05719052
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01641731
IRS990ScheduleD/LandGrp/BookValueAmt0209690
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0209690
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0227031
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0345148
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt153192
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt248475
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt347933
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED FINANCING FEES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02498758
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0227031
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02006458
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNREALIZED LOSS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03067978
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0494748
IRS990ScheduleD/TotalBookValueSecuritiesAmt02498758
IRS990ScheduleD/TotalExpensesPerForm990Amt01641731
IRS990ScheduleD/TotalLiabilityAmt041970
IRS990ScheduleD/TotalRevenuePerForm990Amt02006458
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02233489
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01641731
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA NUTTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0180000
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION FOR THE PRESIDENT & CEO OF THE CALEB GROUP, A RELATED ORGANIZATION, IS ESTABLISHED THROUGH A COMBINATION OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS INCLUDE MEMBERS WHO ARE RELATED BY MARRIAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS INCLUDE THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE ELECTED BY ITS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR APPROVING GOVERNING DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS SENT TO THE PRESIDENT FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL ORGANIZING AND OPERATING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONGREGATE SERVICES: PROGRAM SERVICE EXPENSES 128,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,746. ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 49,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,554. PAYROLL TAX ALLOCATION: PROGRAM SERVICE EXPENSES 17,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,746. HEALTH INSURANCE/BENFITS: PROGRAM SERVICE EXPENSES 15,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,570. MISCELLANEOUS OPERATING: PROGRAM SERVICE EXPENSES 10,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,046. BAD DEBTS: PROGRAM SERVICE EXPENSES 4,438. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,438. MISCELLANEOUS FINANCIAL: PROGRAM SERVICE EXPENSES 1,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,239.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,151,443
Liabilities
$4,511,334
Net assets
$2,640,109
Revenue
$2,006,458
Expenses
$1,641,731
Net income
$364,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$4.10$3.99$2.51$2.25$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.82$4.17$3.66$2.28$2.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.68$4.29$3.39$2.15$1.95$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.00$4.32$3.68$2.20$1.74$0.46
2020Detailed filing. Detailed filing data is available for this year.$7.50$4.41$3.10$2.08$1.69$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.15$4.51$2.64$2.01$1.64$0.36
2018Detailed filing. Detailed filing data is available for this year.$6.61$4.56$2.05$1.97$1.46$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.26$4.55$1.71$1.98$1.42$0.56
2016Detailed filing. Detailed filing data is available for this year.$5.76$4.61$1.15$1.80$1.45$0.35
2015Detailed filing. Detailed filing data is available for this year.$4.34$3.54$0.79$1.71$1.38$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.08$3.62$0.46$1.68$2.33$0.65
2013Detailed filing. Detailed filing data is available for this year.$4.79$3.68$1.11$1.68$1.38$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$3.75$0.81$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$3.81$0.47$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$3.90$0.01$1.22