Civic Intelligence

Caldwell-Clark

990 • Fiscal year 2023 • EIN 27-4841973

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 20, 2024

Organization ProfileWWW.CALDWELL-CLARK.ORG
10951 Sorrento Valley Rd Ste 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

90th percentile

0.47x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.04x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-7.2%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$46,313

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-45%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$31,923

Down $26,424 (-45%) from 2022

Net Assets

Down

$16,774

Down $25,012 (-60%) from 2022

Liabilities

Down

$15,149

Down $1,412 (-8.5%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin30th percentile

Revenue

Down

$345,944

Down $72,514 (-17%) from 2022

Expenses

Down

$370,956

Down $47,408 (-11%) from 2022

Net Income

Down

-$25,012

Down $25,106 (-26709%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$31,923
Liabilities$15,149
Net Assets$16,774
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$345,944
Expenses$370,956
Net Income-$25,012
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 20, 2024
Return Version
2023v5.1
Gross Receipts
$345,944
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$41,786$16,774▼ $25,012
Cash and Non-Interest-Bearing Accounts$35,572$14,742▼ $20,830
Savings and Temporary Cash Investments$21,675$12,427▼ $9,248
Prepaid Expenses and Deferred Charges$1,100$4,754▲ $3,654
Total Assets$58,347$31,923▼ $26,424
Liabilities
Accounts Payable and Accrued Expenses$11,561$10,749▼ $812
Grants Payable$5,000$4,400▼ $600
Total Liabilities$16,561$15,149▼ $1,412
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,786$16,774▼ $25,012
Total Liabilities and Net Assets / Fund Balance$58,347$31,923▼ $26,424
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aimee Z ClarkPresidentPT$46,313$46,313

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$337,244
Investment Income
$0
Other Revenue
$8,700
Change in Net Assets
$-25,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$289,646
Other Expenses$81,310
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,976--$195,976
Occupancy$50,675--$50,675
Payroll Taxes$47,357--$47,357
Current Officers, Directors, Trustees, and Key Employees$46,313--$46,313
Other Expenses$4,475--$4,475
Fees for Services Accounting$4,200--$4,200
Office Expenses$3,458--$3,458
Advertising$1,785--$1,785
Insurance$520--$520
All Other Expenses-$100-$100
Total Functional Expenses$370,856$100$0$370,956
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Governing body meeting documentation Part VI line 8A

“There are no committees with authority to act on behalf of governing body.”

Committee meeting documentation Part VI line 8B

“There are no committees with authority to act on behalf of governing body.”

Form 990 governing body review Part VI line 11

“No review was or will be conducted.”

Form 990 availability to public Part VI line 18

“UPON REQUEST.”

Governing documents etc available to public Part VI line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Aimee Z Clark
Title
President
Phone
7608033600
Signed
2024-10-20
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
24

Preparer

Firm
Coastal Business Solutions LLC
Address
4140 Oceanside Blvd Ste 159, Oceanside, CA 92056
Preparer
Eliane Savage Keast
Phone
7605497773
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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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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CALDWELL-CLARK.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMEE Z CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07608033600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL-CLARK
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0274841973
ReturnHeader/Filer/USAddress/AddressLine1Txt010951 SORRENTO VALLEY RD STE 2G
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320750912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coastal Business Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04140 Oceanside Blvd Ste 159
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092056
ReturnHeader/PreparerPersonGrp/PhoneNum07605497773
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eliane Savage Keast
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T13:11:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,923
Liabilities
$15,149
Net assets
$16,774
Revenue
$345,944
Expenses
$370,956
Net income
-$25,012
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