Civic Intelligence

The Jim and Cheryl Caldwell Foundation Inc

EIN 27-0691398 • Lewisville, NC

560 Belmeade Way TrailLewisville, NC 27023
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-5.2%

Higher net margin than 44% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-17%

Faster asset growth than 28% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-12%

Faster revenue growth than 37% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$10,188

Down $2,060 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,188

Down $2,060 (-17%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin44th percentile

Revenue

Down

$39,350

Down $5,518 (-12%) from 2023

Expenses

Up

$41,410

Up $4,243 (+11%) from 2023

Net Income

Down

-$2,060

Down $9,761 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2021: $17,765Liabilities 2021: $0Net Assets 2021: $17,7652021Assets 2022: $4,547Liabilities 2022: $0Net Assets 2022: $4,5472022Assets 2023: $12,248Liabilities 2023: $0Net Assets 2023: $12,2482023Assets 2024: $10,188Liabilities 2024: $0Net Assets 2024: $10,1882024

Highlighted filing

2024

Assets$10,188
Liabilities$0
Net Assets$10,188
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $5,246Expenses 2021: $43,446Net Income 2021: -$38,2002021Revenue 2022: $88,299Expenses 2022: $101,517Net Income 2022: -$13,2182022Revenue 2023: $44,868Expenses 2023: $37,167Net Income 2023: $7,7012023Revenue 2024: $39,350Expenses 2024: $41,410Net Income 2024: -$2,0602024

Highlighted filing

2024

Revenue$39,350
Expenses$41,410
Net Income-$2,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,188
Liabilities
$0
Net assets
$10,188
Revenue
$39,350
Expenses
$41,410
Net income
-$2,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.39$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.45$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.88$1.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.43$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 30, 2024
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CALDWELLPresident-$0--
CHERYL CALDWELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Jim and Cheryl Caldwell Foundation Inc
EIN
27-0691398
Address
560 BELMEADE WAY TRAIL, Lewisville, NC 27023

Signing Officer

Name
James L Caldwell
Title
President
Phone
3175090861
Signed
2024-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Westend Associates Inc
Address
116 Lowes Foods Drive Suite 190, Lewisville, NC 27023
Preparer
Joseph L Dickson
Phone
3364990911
Raw XML Appendix308 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019675
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt119675
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTERNET SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEB SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6COMPUTER SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0795
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1185
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2490
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3661
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt575
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6214
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt743
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81589
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt743
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81589
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES L CALDWELL
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1CHERYL L CALDWELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0560 BELMEADE WAY TRAIL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1560 BELMEADE WAY TRAIL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lewisville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Lewisville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027023
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd127023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175090861
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JIM AND CHERYL CALDWELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0270691398
ReturnHeader/Filer/USAddress/AddressLine1Txt0560 BELMEADE WAY TRAIL
ReturnHeader/Filer/USAddress/CityNm0Lewisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561927170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Westend Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 Lowes Foods Drive Suite 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lewisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027023
ReturnHeader/PreparerPersonGrp/PhoneNum03364990911
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph L Dickson
ReturnHeader/ReturnTs02025-06-16T14:36:13-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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