Civic Intelligence

Caldwell-Clark

990 • Fiscal year 2022 • EIN 27-4841973

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

86th percentile

0.28x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

91st percentile

$43,329

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-12%

Faster asset growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

17%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$58,347

Down $8,170 (-12%) from 2021

Net Assets

Up

$41,786

Up $94 (+0.2%) from 2021

Liabilities

Down

$16,561

Down $8,264 (-33%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin41st percentile

Revenue

Up

$418,458

Up $61,438 (+17%) from 2021

Expenses

Up

$418,364

Up $78,827 (+23%) from 2021

Net Income

Down

$94

Down $17,389 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$58,347
Liabilities$16,561
Net Assets$41,786
Open 2022 Filing

Operations Trend

Revenue Growth56th 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

2022

Revenue$418,458
Expenses$418,364
Net Income$94
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$418,458
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
Rtn Earn Endowment Incm Other Fnds$41,692$41,786▲ $94
Cash and Non-Interest-Bearing Accounts$43,244$35,572▼ $7,672
Savings and Temporary Cash Investments$22,173$21,675▼ $498
Prepaid Expenses and Deferred Charges$1,100$1,100→ $0
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$66,517$58,347▼ $8,170
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10,275$11,561▲ $1,286
Grants Payable$14,550$5,000▼ $9,550
Total Liabilities$24,825$16,561▼ $8,264
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,692$41,786▲ $94
Total Liabilities and Net Assets / Fund Balance$66,517$58,347▼ $8,170
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aimee Le Zakrewski ClarkPresidentPT$43,329$43,329

Board Members and Trustees

NameTitle
Christian HodgesDirector
Susannah E MullerDirector
Warner NewmanCFO
Benjamin E CaldwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,550
Program Service Revenue
$402,931
Investment Income
$2
Other Revenue
$5,975
Change in Net Assets
$94
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$349,363
Other Expenses$69,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$278,096--$278,096
Current Officers, Directors, Trustees, and Key Employees$43,329--$43,329
Occupancy$32,024--$32,024
Payroll Taxes$27,938--$27,938
Other Expenses$4,575$4,900-$4,575
All Other Expenses$3,718$100-$3,818
Office Expenses$2,548--$2,548
Advertising$559--$559
Interest$11--$11
Total Functional Expenses$413,364$5,000$0$418,364
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
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, Section A, Line 8B

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

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 18

“Upon request.”

Form 990, Part VI, Section C, Line 19

“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
President
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
26

Preparer

Firm
Warner Newman CPA
Address
7370 FORMAL CT, SAN DIEGO, CA 92120
Preparer
Warner Newman CPA
Phone
6192551214
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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018000
IRS990ScheduleA/Total509Grp/TotalAmt0869098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0421766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0357021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0877275
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committee's with authority to act on behalf of governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0413364
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0402933
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0418458
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL-CLARK
ReturnHeader/Filer/BusinessNameControlTxt0CALD
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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/ZIPCd092120
ReturnHeader/PreparerPersonGrp/PhoneNum06192551214
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARNER NEWMAN CPA
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ReturnHeader/ReturnTs02023-11-14T11:46:18-08:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,347
Liabilities
$16,561
Net assets
$41,786
Revenue
$418,458
Expenses
$418,364
Net income
$94
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