Civic Intelligence

Caldwell-Clark

990 • Fiscal year 2021 • EIN 27-4841973

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 06, 2022

Organization Profilewww.caldwell-clark.org
10951 Sorrento Valley Rd 2GSan Diego, CA 92121

(760) 803-3600

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

45th percentile

4.9%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$30,426

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$66,517

Up $60,113 (+939%) from 2017

Net Assets

Up

$41,692

Up $37,321 (+854%) from 2017

Liabilities

Up

$24,825

Up $22,792 (+1121%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin45th percentile

Revenue

Up

$357,020

Up $296,540 (+490%) from 2017

Expenses

Up

$339,537

Up $276,380 (+438%) from 2017

Net Income

Up

$17,483

Up $20,160 (+753%) from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$66,517
Liabilities$24,825
Net Assets$41,692
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$357,020
Expenses$339,537
Net Income$17,483
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 6, 2022
Return Version
2021v4.0
Gross Receipts
$357,020
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,141$43,244▲ $35,103
Rtn Earn Endowment Incm Other Fnds$9,681$41,692▲ $32,011
Savings and Temporary Cash Investments$9,193$22,173▲ $12,980
Loans From Officers Directors$2,450--
Prepaid Expenses and Deferred Charges-$1,100-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,334$66,517▲ $49,183
Other Assets Total-$0-
Liabilities
Grants Payable$3,687$14,550▲ $10,863
Accounts Payable and Accrued Expenses$1,516$10,275▲ $8,759
Total Liabilities$7,653$24,825▲ $17,172
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,681$41,692▲ $32,011
Total Liabilities and Net Assets / Fund Balance$17,334$66,517▲ $49,183
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aimee Le Zakrewski ClarkSecretaryPT$30,426$30,426

Board Members and Trustees

NameTitle
Benjamin E CaldwellPresident
Susannah E MullerDirector
Warner NewmanCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$3,782
Program Service Revenue
$351,038
Investment Income
$0
Other Revenue
$2,200
All Other Contributions
$95
Change in Net Assets
$17,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,422
Other Expenses$53,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$233,678--$233,678
Current Officers, Directors, Trustees, and Key Employees$30,426--$30,426
Occupancy$23,620--$23,620
Payroll Taxes$22,318--$22,318
Office Expenses$4,216--$4,216
All Other Expenses$3,320$850-$4,170
Other Expenses$2,122--$2,122
Advertising$237--$237
Total Functional Expenses$338,687$850$0$339,537
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$2,450--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“There are no committee's with authority to act on behalf of governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Caldwell-clark
EIN
27-4841973
Phone
7608033600
Address
10951 SORRENTO VALLEY RD 2G, SAN DIEGO, CA 92121

Signing Officer

Name
Aimee Le Zakrewski Clark
Title
Secretary
Signed
2022-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
23

Preparer

Firm
Warner Newman CPA
Address
7370 FORMAL CT, SAN DIEGO, CA 92120
Preparer
Warner Newman CPA
Phone
6192551214
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARNER NEWMAN CPA
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ReturnHeader/TaxYr02021

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
$66,517
Liabilities
$24,825
Net assets
$41,692
Revenue
$357,020
Expenses
$339,537
Net income
$17,483
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