Civic Intelligence

Caldwell 2020 Inc.

990 • Fiscal year 2019 • EIN 27-0877018

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

Organization Profilewww.caldwell2020.org
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

95th percentile

7.13x

Higher debt load relative to assets than 95% of similar nonprofits.

2019 filings • NTEE S30 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.15x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • NTEE S30 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-3.5%

Higher net margin than 32% of similar nonprofits.

2019 filings • NTEE S30 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$193,788

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 101.3% of source-year revenue.

2019 filings • NTEE S30 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2019 filings • NTEE S30 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-0.1%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • NTEE S30 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,979

Down $2,339 (-37%) from 2018

Net Assets

Down

-$24,378

Down $6,703 (-38%) from 2018

Liabilities

Up

$28,357

Up $4,364 (+18%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin32nd percentile

Revenue

Down

$191,250

Down $250 (-0.1%) from 2018

Expenses

Up

$197,953

Up $10,281 (+5.5%) from 2018

Net Income

Down

-$6,703

Down $10,531 (-275%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2019

Assets$3,979
Liabilities$28,357
Net Assets-$24,378
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

2019

Revenue$191,250
Expenses$197,953
Net Income-$6,703
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$191,250
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,318$3,979▲ $2,661
Other Assets Total$5,000$0▼ $5,000
Total Assets$6,318$3,979▼ $2,339
Liabilities
Other Liabilities$23,993$28,357▲ $4,364
Total Liabilities$23,993$28,357▲ $4,364
Net Assets / Fund Balance
Unrestricted Net Assets$-17,675$-24,378▼ $6,703
Total Net Assets Fund Balance$-17,675$-24,378▼ $6,703
Total Liabilities and Net Assets / Fund Balance$6,318$3,979▼ $2,339
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Doug JohnsonChairman of the Board
Deborah MurrayPresident & CEO
Bob FloydVice-chairman
David HornDirector
Dr Donald PhippsDirector
Dr Mark PoarchDirector
Dr Phanesh KoneruDirector
Jason TriplettDirector
John MooreDirector
Rick CoffeyDirector
Laura EastonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,250
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$100,000
All Other Contributions
$91,250
Change in Net Assets
$-6,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$193,788
Other Expenses$4,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$135,055$15,006-$150,061
Other Employee Benefits$39,355$4,372-$43,727
Fees for Services Accounting$2,250$250-$2,500
Insurance$1,215$135-$1,350
Advertising$229$26-$255
Other Expenses$54$6-$60
Total Functional Expenses$178,158$19,795$0$197,953
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
Accrued Vacation$28,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
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 B, line 11B

“Reviewed form 990 with board members before filing.”

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

“Each board member signs a copy of the conflict of interest policy annually and the forms are maintained and monitored regularly and consistently.”

Form 990, Part VI, Section B, line 15A

“There was an executive compensation survey performed and the salary of the executive director was established from the review of this independent information.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are available at the office of the organization at 2855 hickory blvd., hudson, nc 28638.”

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
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Easton
Formed
2009
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

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

Financial Statement Notes

Part X, Line 2:

“The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for federal or state income taxes has been made in the accompanying financial statements. The Organization has been classified as an organization that is not a private foundation under Section 509(a)(3) of the Internal Revenue Code. There were no material uncertain tax positions noted.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for federal or state income taxes has been made in the accompanying financial statements. The Organization has been classified as an organization that is not a private foundation under Section 509(a)(3) of the Internal Revenue Code. There were no material uncertain tax positions noted.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt028357
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/CompensationBasedOnRltdOrgsAmt0150061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt043727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH MURRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193788
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED FORM 990 WITH BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each board member signs a copy of the conflict of interest policy annually and the forms are maintained and monitored regularly and consistently.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There was an executive compensation survey performed and the salary of the executive director was established from the review of this independent information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION AT 2855 HICKORY BLVD., HUDSON, NC 28638.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06318
IRS990/TotalAssetsEOYAmt03979
IRS990/TotalAssetsGrp/BOYAmt06318
IRS990/TotalAssetsGrp/EOYAmt03979
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt091250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178158
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197953
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023993
IRS990/TotalLiabilitiesEOYAmt028357
IRS990/TotalLiabilitiesGrp/BOYAmt023993
IRS990/TotalLiabilitiesGrp/EOYAmt028357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-17675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-24378
IRS990/TotalOtherCompensationAmt043727
IRS990/TotalProgramServiceExpensesAmt0178158
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0191250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03979
IRS990/TotReportableCompRltdOrgAmt0150061
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-17675
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-24378
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02855 HICKORY BLVD
IRS990/USAddress/CityNm0HUDSON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028638
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.caldwell2020.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA EASTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08287575100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL 2020 INC
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0270877018
ReturnHeader/Filer/PhoneNum08287262609
ReturnHeader/Filer/USAddress/AddressLine1Txt02855 HICKORY BLVD
ReturnHeader/Filer/USAddress/CityNm0HUDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028638
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C91DA3C4C555309B70FCE907C21AB50CFE0A029
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6A11A1F6642A673CECC896E30D8C97C4D14882C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.37.202.255
ReturnHeader/FilingSecurityInformation/IPDt02019-11-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:04:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561588934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH STEVENS & FORD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LENOIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286451225
ReturnHeader/PreparerPersonGrp/PhoneNum08287588431
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F STEVENS
ReturnHeader/ReturnTs02019-12-13T12:26:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,979
Liabilities
$28,357
Net assets
-$24,378
Revenue
$191,250
Expenses
$197,953
Net income
-$6,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.50$0.50$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.78$0.50$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.12$0.12$1.43$1.17$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.68$0.38$2.26$2.22$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.42$0.42$2.24$2.11$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.55$0.54$1.73$2.02$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.28$0.24$1.91$1.98$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.24$0.18$1.92$1.88$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.23$0.22$2.23$1.88$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.57$0.56$1.51$1.89$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.19$0.17$1.72$1.73$0.01