Civic Intelligence

Caldwell Family Foundation

EIN 45-3724410 • Sarasota, FL

PO Box 25488Sarasota, FL 34277
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-77%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-7.2%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$213,473

Down $16,591 (-7.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$213,473

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$21,500

Up $53,440 (+167%) from 2023

Expenses

Down

$38,091

Down $6,323 (-14%) from 2023

Net Income

Up

-$16,591

Up $59,763 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2013: $724,306Liabilities 2013: $0Net Assets 2013: $724,3062013Assets 2014: $623,625Liabilities 2014: $0Net Assets 2014: $623,6252014Assets 2015: $502,649Liabilities 2015: $0Net Assets 2015: $502,6492015Assets 2018: $402,225Liabilities 2018: $0Net Assets 2018: $402,2252018Assets 2019: $468,042Liabilities 2019: $0Net Assets 2019: $468,0422019Assets 2020: $338,454Liabilities 2020: $0Net Assets 2020: $338,4542020Assets 2021: $339,077Liabilities 2021: $0Net Assets 2021: $339,0772021Assets 2022: $306,418Liabilities 2022: $12022Assets 2023: $230,064Liabilities 2023: $12023Assets 2024: $213,473Liabilities 2024: $0Net Assets 2024: $213,4732024

Highlighted filing

2024

Assets$213,473
Liabilities$0
Net Assets$213,473
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $49,551Expenses 2013: $49,152Net Income 2013: $3992013Revenue 2014: $87,769Expenses 2014: $188,450Net Income 2014: -$100,6812014Revenue 2015: $240,564Expenses 2015: $361,540Net Income 2015: -$120,9762015Revenue 2018: $228,406Expenses 2018: $411,341Net Income 2018: -$182,9352018Revenue 2019: $322,857Expenses 2019: $257,040Net Income 2019: $65,8172019Revenue 2020: -$68,473Expenses 2020: $61,115Net Income 2020: -$129,5882020Revenue 2021: $51,158Expenses 2021: $50,535Net Income 2021: $6232021Revenue 2022: $62,512Expenses 2022: $95,171Net Income 2022: -$32,6592022Revenue 2023: -$31,940Expenses 2023: $44,414Net Income 2023: -$76,3542023Revenue 2024: $21,500Expenses 2024: $38,091Net Income 2024: -$16,5912024

Highlighted filing

2024

Revenue$21,500
Expenses$38,091
Net Income-$16,591
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$213,473
Liabilities
$0
Net assets
$213,473
Revenue
$21,500
Expenses
$38,091
Net income
-$16,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.22$0.38$0.17
2023Summary only. Only limited summary data is available for this year.$2.30$0.00$0.32$0.44$0.76
2022Summary only. Only limited summary data is available for this year.$3.06$0.00$0.63$0.95$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.51$0.51$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.68$0.61$1.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$3.23$2.57$0.66
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.28$4.11$1.83
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$2.41$3.62$1.21
2014Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.88$1.88$1.01
2013Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.50$0.49$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CALDWELLPresident-$0--
LISA BOGGS CALDWELLTreasurer/Se-$0--
Filing and Contact Details

Filer

Filer Name
Caldwell Family Foundation
EIN
45-3724410
Phone
8014951995
Address
PO BOX 25488, SARASOTA, FL 34277

Signing Officer

Name
Robert Caldwell
Title
President
Signed
2025-09-04

Preparer

Firm
The CPA Group LLC
Address
5882 S 900 E 200, SALT LAKE CITY, UT 84121-1690
Preparer
Brent J Bell
Phone
8017163000
Raw XML Appendix303 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE B4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1NUMBER 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031108
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024145
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0194148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0194148
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063569
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01996
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031108
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06963
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0257717
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250754
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0230064
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BROKERAGE ACCOUNTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0213473
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0518082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14143
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21149
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14143
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21149
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt31124
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt1369
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1369
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0453724410
ReturnHeader/Filer/PhoneNum08014951995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25488
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034277
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320444152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05882 S 900 E 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841211690
ReturnHeader/PreparerPersonGrp/PhoneNum08017163000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT J BELL
ReturnHeader/ReturnTs02025-09-12T19:43:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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