Civic Intelligence

Caldwell 2020 Inc.

990 • Fiscal year 2021 • EIN 27-0877018

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

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

98th percentile

476.34x

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

2021 filings • NTEE S30 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.19x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • NTEE S30 • <$500k nonprofits • Source year 2021

Net Margin

49th percentile

5.4%

Higher net margin than 49% of similar nonprofits.

2021 filings • NTEE S30 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$207,513

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 92.8% of source-year revenue.

2021 filings • NTEE S30 • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-88%

Faster asset growth than 2% of similar nonprofits.

2021 filings • NTEE S30 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

30%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • NTEE S30 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$88

Down $638 (-88%) from 2020

Net Assets

Up

-$41,830

Up $12,077 (+22%) from 2020

Liabilities

Down

$41,918

Down $12,715 (-23%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin49th percentile

Revenue

Up

$223,500

Up $51,000 (+30%) from 2020

Expenses

Up

$211,423

Up $9,394 (+4.6%) from 2020

Net Income

Up

$12,077

Up $41,606 (+141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2021

Assets$88
Liabilities$41,918
Net Assets-$41,830
Open 2021 Filing

Operations Trend

Revenue Growth70th 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

2021

Revenue$223,500
Expenses$211,423
Net Income$12,077
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$223,500
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$726$88▼ $638
Total Assets$726$88▼ $638
Liabilities
Other Liabilities$37,955$37,413▼ $542
Accounts Payable and Accrued Expenses$16,678$4,505▼ $12,173
Total Liabilities$54,633$41,918▼ $12,715
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-53,907$-41,830▲ $12,077
Total Net Assets Fund Balance$-53,907$-41,830▲ $12,077
Total Liabilities and Net Assets / Fund Balance$726$88▼ $638
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
$123,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$100,000
All Other Contributions
$123,500
Change in Net Assets
$12,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,513
Other Expenses$3,910
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$139,680$15,520-$155,200
Other Employee Benefits$47,082$5,231-$52,313
Fees for Services Accounting$2,250$250-$2,500
Office Expenses$1,269$141-$1,410
Total Functional Expenses$190,281$21,142$0$211,423
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$29,859
Loan Payable$7,554
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 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
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
2021-11-11
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
0

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.”

Raw XML Appendix395 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016678
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04505
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LOCAL LEADERSHIP COMMITTED TO BUILDING STRATEGIES FOR GROWTH FOR CALDWELL COUNTY
IRS990/AllOtherContributionsAmt0123500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0DEBORAH MURRAY
IRS990/BooksInCareOfDetail/PhoneNum08287262609
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02855 HICKORY BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUDSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028638
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0726
IRS990/CashNonInterestBearingGrp/EOYAmt088
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt015520
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0139680
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0155200
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0123500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03910
IRS990/CYOtherRevenueAmt0100000
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012077
IRS990/CYSalariesCompEmpBnftPaidAmt0207513
IRS990/CYTotalExpensesAmt0211423
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0223500
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO DEVELOP AND BUILD STRATEGIES TO INCREASE CALDWELL COUNTY'S ABILITY TO GROW AND PRODUCE POSITIVE CHANGE FOR THE COUNTY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0190281
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0250
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02250
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1052313
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUG JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA EASTON
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK COFFEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DR PHANESH KONERU
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID HORN
IRS990/Form990PartVIISectionAGrp/PersonNm6DR MARK POARCH
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON TRIPLETT
IRS990/Form990PartVIISectionAGrp/PersonNm9DR DONALD PHIPPS
IRS990/Form990PartVIISectionAGrp/PersonNm10DEBORAH MURRAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10155200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0223500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0STRONG 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-53907
IRS990/NetAssetsOrFundBalancesEOYAmt0-41830
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-53907
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-41830
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0141
IRS990/OfficeExpensesGrp/ProgramServicesAmt01269
IRS990/OfficeExpensesGrp/TotalAmt01410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05231
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047082
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052313
IRS990/OtherLiabilitiesGrp/BOYAmt037955
IRS990/OtherLiabilitiesGrp/EOYAmt037413
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100000
IRS990/OtherRevenueTotalAmt0100000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA EASTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt072500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt04390
IRS990/PYOtherRevenueAmt0100000
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-29529
IRS990/PYSalariesCompEmpBnftPaidAmt0197639
IRS990/PYTotalExpensesAmt0202029
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0172500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012077
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0223500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0191250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0191500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0222500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01001250
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95560
IRS990ScheduleA/PublicSupportPY170Pct00.89940
IRS990ScheduleA/PublicSupportTotal170Amt0956800
IRS990ScheduleA/SubstantialContributorsTotAmt044450
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0223500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0191500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0222500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01001250
IRS990ScheduleA/TotalSupportAmt01001250
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17554
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOAN PAYABLE
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/TotalLiabilityAmt037413
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/CompensationBasedOnRltdOrgsAmt0155200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt052313
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH MURRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0207513
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0726
IRS990/TotalAssetsEOYAmt088
IRS990/TotalAssetsGrp/BOYAmt0726
IRS990/TotalAssetsGrp/EOYAmt088
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0123500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021142
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190281
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054633
IRS990/TotalLiabilitiesEOYAmt041918
IRS990/TotalLiabilitiesGrp/BOYAmt054633
IRS990/TotalLiabilitiesGrp/EOYAmt041918
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-53907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-41830
IRS990/TotalOtherCompensationAmt052313
IRS990/TotalProgramServiceExpensesAmt0190281
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt088
IRS990/TotReportableCompRltdOrgAmt0155200
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA EASTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08287575100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F STEVENS
ReturnHeader/ReturnTs02021-12-21T13:49:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EASTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88
Liabilities
$41,918
Net assets
-$41,830
Revenue
$223,500
Expenses
$211,423
Net income
$12,077
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