Civic Intelligence

Caldwell-Clark

990EZ • Fiscal year 2017 • EIN 27-4841973

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profilewww.caldwell-clark.org
10951 Sorrento Valley RdSan Diego, CA 92121

(858) 876-5113

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$3,125

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-9.1%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$6,404

Down $644 (-9.1%) from 2016

Net Assets

Down

$4,371

Down $2,677 (-38%) from 2016

Liabilities

$2,033

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin31st percentile

Revenue

Down

$60,480

Down $10,338 (-15%) from 2016

Expenses

Down

$63,157

Down $7,784 (-11%) from 2016

Net Income

Down

-$2,677

Down $2,554 (-2076%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2016: $7,048Net Assets 2016: $7,0482016Assets 2017: $6,404Liabilities 2017: $2,033Net Assets 2017: $4,3712017Assets 2021: $66,517Liabilities 2021: $24,825Net Assets 2021: $41,6922021Assets 2022: $58,347Liabilities 2022: $16,561Net Assets 2022: $41,7862022Assets 2023: $31,923Liabilities 2023: $15,149Net Assets 2023: $16,7742023Assets 2024: $34,231Liabilities 2024: $7,718Net Assets 2024: $26,5132024

Highlighted filing

2017

Assets$6,404
Liabilities$2,033
Net Assets$4,371
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $70,818Expenses 2016: $70,941Net Income 2016: -$1232016Revenue 2017: $60,480Expenses 2017: $63,157Net Income 2017: -$2,6772017Revenue 2021: $357,020Expenses 2021: $339,537Net Income 2021: $17,4832021Revenue 2022: $418,458Expenses 2022: $418,364Net Income 2022: $942022Revenue 2023: $345,944Expenses 2023: $370,956Net Income 2023: -$25,0122023Revenue 2024: $242,381Expenses 2024: $232,642Net Income 2024: $9,7392024

Highlighted filing

2017

Revenue$60,480
Expenses$63,157
Net Income-$2,677
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$60,480
Mission and Program Overview

Mission

To establish and maintain a system of reduced cost mental health services for California residents with reduced incomes.

Program Services

DescriptionGrantsExpenses
Counseling services at reduced fees are provided to individuals and families who otherwise would not afford the help needed. We were able to provide 850 hours of services for those in need. We employ up to six Registered Marriage & Family Therapist Associates in order to keep costs down. We were able to provide services to over 100 individuals.$63,156-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AIMEE LE ZAKREWSKI CLARKSecretary-$3,125-$3,125
BENJAMIN E CALDWELLPresident-$2,000-$2,000
WARNER NEWMANTreasurer-$0--
SCOTT WOOLLEYDirector-$0--
NAVEEN JONATHANDirector-$0--
PAULA GONCALVESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Caldwell-clark
EIN
27-4841973
Phone
8588765113
Address
10951 SORRENTO VALLEY RD, SAN DIEGO, CA 92121

Signing Officer

Name
Aimee Le Zakrewski Clark
Title
Secretary
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Warner Newman CPA
Address
7370 FORMAL CT, SAN DIEGO, CA 92120-1920
Preparer
Warner Newman CPA
Phone
6192551214
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $90”

Other Expenses.1

“Credit Card Fees $1488”

Other Expenses.2

“Phone/Internet $856”

Other Expenses.3

“Payroll Service $608”

Other Expenses.4

“Utilities $208”

Other Expenses.5

“Filing Fees $76”

Other Expenses.6

“Supplies $23”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2033”

Raw XML Appendix170 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/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092121
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BENJAMIN E CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIMEE LE ZAKREWSKI CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARNER NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT WOOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NAVEEN JONATHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAULA GONCALVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To establish and maintain a system of reduced cost mental health services for California residents with reduced incomes.
IRS990EZ/ProgramServiceRevenueAmt060480
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Counseling services at reduced fees are provided to individuals and families who otherwise would not afford the help needed. We were able to provide 850 hours of services for those in need. We employ up to six Registered Marriage & Family Therapist Associates in order to keep costs down. We were able to provide services to over 100 individuals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063156
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.caldwell-clark.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06148
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065738
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0264447
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039089
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Fees $1488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Phone/Internet $856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Service $608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Filing Fees $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $23
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMEE LE ZAKREWSKI CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL-CLARK
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0274841973
ReturnHeader/Filer/PhoneNum08588765113
ReturnHeader/Filer/USAddress/AddressLine1Txt010951 SORRENTO VALLEY RD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262708061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARNER NEWMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07370 FORMAL CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921201920
ReturnHeader/PreparerPersonGrp/PhoneNum06192551214
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARNER NEWMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T07:25:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,404
Liabilities
$2,033
Net assets
$4,371
Revenue
$60,480
Expenses
$63,157
Net income
-$2,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.08$0.27$2.42$2.33$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.15$0.17$3.46$3.71$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.17$0.42$4.18$4.18$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.25$0.42$3.57$3.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.02$0.04$0.60$0.63$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.71$0.71$0.00