Civic Intelligence

Caldwell 2020 Inc.

990EZ • Fiscal year 2016 • EIN 27-0877018

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 31, 2017

2855 Hickory BlvdHudson, NC 28638

(828) 726-2609

Siviq Scores

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

Liabilities / Assets

98th percentile

62.97x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • NTEE S30 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.38x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • NTEE S30 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

2016 filings • NTEE S30 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$185,134

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 123.0% of source-year revenue.

2016 filings • NTEE S • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-46%

Faster asset growth than 12% of similar nonprofits.

2016 filings • NTEE S30 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • NTEE S • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$905

Down $785 (-46%) from 2015

Net Assets

Down

-$56,081

Down $38,830 (-225%) from 2015

Liabilities

Up

$56,986

Up $38,045 (+201%) from 2015

Revenue

Down

$150,500

Down $21,500 (-13%) from 2015

Expenses

Up

$189,330

Up $16,650 (+9.6%) from 2015

Net Income

Down

-$38,830

Down $38,150 (-5610%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50K-$100KAssets 2015: $1,690Liabilities 2015: $18,941Net Assets 2015: -$17,2512015Assets 2016: $905Liabilities 2016: $56,986Net Assets 2016: -$56,0812016Assets 2017: $1,909Liabilities 2017: $23,412Net Assets 2017: -$21,5032017Assets 2018: $6,318Liabilities 2018: $23,993Net Assets 2018: -$17,6752018Assets 2019: $3,979Liabilities 2019: $28,357Net Assets 2019: -$24,3782019Assets 2020: $726Liabilities 2020: $54,633Net Assets 2020: -$53,9072020Assets 2021: $88Liabilities 2021: $41,918Net Assets 2021: -$41,8302021Assets 2022: $29,887Liabilities 2022: $67,581Net Assets 2022: -$37,6942022Assets 2023: $159Liabilities 2023: $12,372Net Assets 2023: -$12,2132023Assets 2024: $15,817Liabilities 2024: $0Net Assets 2024: $15,8172024Assets 2025: $15,851Liabilities 2025: $0Net Assets 2025: $15,8512025

Highlighted filing

2016

Assets$905
Liabilities$56,986
Net Assets-$56,081

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $172,000Expenses 2015: $172,680Net Income 2015: -$6802015Revenue 2016: $150,500Expenses 2016: $189,330Net Income 2016: -$38,8302016Revenue 2017: $222,500Expenses 2017: $187,922Net Income 2017: $34,5782017Revenue 2018: $191,500Expenses 2018: $187,672Net Income 2018: $3,8282018Revenue 2019: $191,250Expenses 2019: $197,953Net Income 2019: -$6,7032019Revenue 2020: $172,500Expenses 2020: $202,029Net Income 2020: -$29,5292020Revenue 2021: $223,500Expenses 2021: $211,423Net Income 2021: $12,0772021Revenue 2022: $226,250Expenses 2022: $222,114Net Income 2022: $4,1362022Revenue 2023: $142,556Expenses 2023: $117,075Net Income 2023: $25,4812023Revenue 2024: $77,872Expenses 2024: $49,842Net Income 2024: $28,0302024Revenue 2025: $50,000Expenses 2025: $49,966Net Income 2025: $342025

Highlighted filing

2016

Revenue$150,500
Expenses$189,330
Net Income-$38,830
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$150,500
Mission and Program Overview

Mission

Strong local leadership committed to developing and building public/private partnerships and strategies to dramatically increase caldwell county's capacity to grow, produce sustainable positive change and improve caldwell county's ability to successfully compete in the new global economy. To ultimately raise the quality of life standard.

Local leadership committed to building strategies for growth for caldwell county

Program Services

DescriptionGrantsExpenses
TO DEVELOP AND BUILD STRATEGIES TO INCREASE CALDWELL COUNTY'S ABILITY TO GROW AND PRODUCE POSITIVE CHANGE FOR THE COUNTY.$0$170,433
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH MURRAYCEOFT$147,340$37,794$185,134
DOUG JOHNSONChairman Of The Board-$0--
DR KEN BOHAMVice Chairman-$0--
LAURA EASTONSecretary/Treasurer-$0--
RICK COFFEYDirector-$0--
DR PHANESH KONERUDirector-$0--
DAVID HORNDirector-$0--
BOB FLOYDDirector-$0--
JOHN MOOREDirector-$0--
DR MARK POARCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Caldwell 2020 Inc
EIN
27-0877018
Phone
8287262609
Address
2855 HICKORY BLVD, HUDSON, NC 28638

Signing Officer

Name
Laura Easton
Title
Treasurer
Phone
8287575100
Signed
2017-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Smith Stevens & Ford Pa
Address
POST OFFICE BOX 1225, LENOIR, NC 28645-1225
Preparer
David F Stevens
Phone
8287588431
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: OFFICE EXPENSES. Amount: 1,336.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCRUED VACATION. Beg. of Year Amount: 18,941. End of Year Amount: 19,559. Description: AMOUNTS ACCRUED TO COLLEGE. Beg. of Year Amount: 0. End of Year Amount: 37,427.

Raw XML Appendix189 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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IRS990EZ/PrimaryExemptPurposeTxt0LOCAL LEADERSHIP COMMITTED TO BUILDING STRATEGIES FOR GROWTH FOR CALDWELL COUNTY
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: OFFICE EXPENSES. Amount: 1,336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ACCRUED VACATION. Beg. of Year Amount: 18,941. End of Year Amount: 19,559. Description: AMOUNTS ACCRUED TO COLLEGE. Beg. of Year Amount: 0. End of Year Amount: 37,427.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA EASTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08287575100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL 2020 INC
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0270877018
ReturnHeader/Filer/PhoneNum08287262609
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LENOIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286451225
ReturnHeader/PreparerPersonGrp/PhoneNum08287588431
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F STEVENS
ReturnHeader/ReturnTs02017-01-31T12:13:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings