Civic Intelligence

Jennie E Caldwell Memorial

EIN 35-0907305 • Earl Park, IN

5098 W 550 NEarl Park, IN 47942
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$12,600

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

-0.5%

Faster asset growth than 27% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

3.6%

Faster revenue growth than 38% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$28,692,538

Down $141,314 (-0.5%) from 2023

Liabilities

Up

$1,606

Up $14 (+0.9%) from 2023

Net Assets

Down

$28,690,932

Down $141,328 (-0.5%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin67th percentile

Revenue

Up

$792,889

Up $27,705 (+3.6%) from 2023

Expenses

Down

$662,052

Down $22,121 (-3.2%) from 2023

Net Income

Up

$130,837

Up $49,826 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $12,159,185Liabilities 2010: $3,577Net Assets 2010: $12,155,6082010Assets 2011: $12,289,353Liabilities 2011: $4,087Net Assets 2011: $12,285,2662011Assets 2012: $12,413,051Liabilities 2012: $4,673Net Assets 2012: $12,408,3782012Assets 2013: $12,581,362Liabilities 2013: $5,047Net Assets 2013: $12,576,3152013Assets 2014: $12,800,540Liabilities 2014: $5,782Net Assets 2014: $12,794,7582014Assets 2015: $12,870,485Liabilities 2015: $5,622Net Assets 2015: $12,864,8632015Assets 2016: $12,987,890Liabilities 2016: $4,967Net Assets 2016: $12,982,9232016Assets 2017: $13,128,591Liabilities 2017: $1,049Net Assets 2017: $13,127,5422017Assets 2018: $17,557,963Liabilities 2018: $1,428Net Assets 2018: $17,556,5352018Assets 2019: $17,476,420Liabilities 2019: $1,440Net Assets 2019: $17,474,9802019Assets 2020: $17,515,300Liabilities 2020: $1,586Net Assets 2020: $17,513,7142020Assets 2021: $17,610,152Liabilities 2021: $1,165Net Assets 2021: $17,608,9872021Assets 2022: $17,601,920Liabilities 2022: $1,507Net Assets 2022: $17,600,4132022Assets 2023: $28,833,852Liabilities 2023: $1,592Net Assets 2023: $28,832,2602023Assets 2024: $28,692,538Liabilities 2024: $1,606Net Assets 2024: $28,690,9322024

Highlighted filing

2024

Assets$28,692,538
Liabilities$1,606
Net Assets$28,690,932
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $375,0432010Expenses 2011: $395,1542011Expenses 2012: $468,5732012Revenue 2013: $645,268Expenses 2013: $477,331Net Income 2013: $167,9372013Revenue 2014: $641,787Expenses 2014: $423,344Net Income 2014: $218,4432014Revenue 2015: $582,383Expenses 2015: $512,278Net Income 2015: $70,1052015Revenue 2016: $651,123Expenses 2016: $533,063Net Income 2016: $118,0602016Revenue 2017: $701,942Expenses 2017: $557,323Net Income 2017: $144,6192017Revenue 2018: $584,016Expenses 2018: $540,441Net Income 2018: $43,5752018Revenue 2019: $575,948Expenses 2019: $657,503Net Income 2019: -$81,5552019Revenue 2020: $544,861Expenses 2020: $506,127Net Income 2020: $38,7342020Revenue 2021: $592,481Expenses 2021: $497,208Net Income 2021: $95,2732021Revenue 2022: $672,941Expenses 2022: $681,574Net Income 2022: -$8,6332022Revenue 2023: $765,184Expenses 2023: $684,173Net Income 2023: $81,0112023Revenue 2024: $792,889Expenses 2024: $662,052Net Income 2024: $130,8372024

Highlighted filing

2024

Revenue$792,889
Expenses$662,052
Net Income$130,837
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,692,538
Liabilities
$1,606
Net assets
$28,690,932
Revenue
$792,889
Expenses
$662,052
Net income
$130,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$0.79$0.66$0.13
2023Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.77$0.68$0.08
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.67$0.68$0.01
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.59$0.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.54$0.51$0.04
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.58$0.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.58$0.54$0.04
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.70$0.56$0.14
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.65$0.53$0.12
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.01$12.9$0.58$0.51$0.07
2014Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.8$0.64$0.42$0.22
2013Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$0.65$0.48$0.17
2012Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.47
2011Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.40
2010Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 3, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY DAVISTrustee-$12,600-$12,600
CHRIS HESSTrustee-$12,600-$12,600
JEFF ALBERTSONTrusteePT$12,600-$12,600
Filing and Contact Details

Filer

Filer Name
Jennie E Caldwell Mem Home Trust
EIN
35-0907305
In Care Of
% JAY DAVIS
Phone
2194746136
Address
5098 W 550 N, EARL PARK, IN 47942

Signing Officer

Name
Jay Davis
Title
Trustee
Phone
2194746136
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Sanders Tax Service
Address
204 S MADISON AVE, Fowler, IN 47944
Preparer
B Scott Ruppel
Phone
7658841550
Raw XML Appendix379 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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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0-365912
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0-436554
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt0970278
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j5Ind0X
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01531901
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0436554
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt05B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE JENNIE E CALDWELL MEMORIAL HOME IS A CHARITABLE TRUST CARING FOR, HOUSING, CLOTHING AND FEEDING OF AGED AND INDIGENT WOMEN FROM THE TIME OF THEIR ADMISSION UNTIL THEIR DEATHS. THIS TRUST IS SUPPORTED BY THE CROP SHARE RENTAL OF APPROXIMATELY 1950 ACRES OF FARM LAND.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAY DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05158 S 100 W
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSWELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047921
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02194746136
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE TOTAL CHARITABLE ACTIVITY OF THIS FOUNDATION IS THE OPERATION OF THE CALDWELL HOME A FACILITY PROVIDING COMFORT AND CARE TO ELDERLY AND INFIRMED WOMEN
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0604366
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0604366
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0604366
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0604366
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0604366
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0604366
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CEMETERY REPAIRMTN
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ENTERTAINMENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MINISTERPRIEST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MISCELLANEOUS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12TRANSPORTATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03198
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12855
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34831
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt443238
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt525891
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61020
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt72220
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt89907
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt966338
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt107266
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112952
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt123226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34831
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt443238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt89907
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt966338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt107266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123226
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02194746136
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JENNIE E CALDWELL MEM HOME TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JENN
ReturnHeader/Filer/EIN0350907305
ReturnHeader/Filer/InCareOfNm0% JAY DAVIS
ReturnHeader/Filer/PhoneNum02194746136
ReturnHeader/Filer/USAddress/AddressLine1Txt05098 W 550 N
ReturnHeader/Filer/USAddress/CityNm0EARL PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047942
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271396206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 S MADISON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fowler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047944
ReturnHeader/PreparerPersonGrp/PhoneNum07658841550
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B SCOTT RUPPEL
ReturnHeader/ReturnTs02026-02-03T18:18:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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