Civic Intelligence

David and Patricia Caldwell

EIN 46-1499002 • Creve Coeur, MO

257 Brooktrail CourtCreve Coeur, MO 63141-8302
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

39%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

945%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,191,351

Up $184,399 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,191,351

Up $184,399 (+18%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Up

$468,645

Up $423,791 (+945%) from 2023

Expenses

Up

$284,246

Up $220,081 (+343%) from 2023

Net Income

Up

$184,399

Up $203,710 (+1055%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2013: $946,117Liabilities 2013: $0Net Assets 2013: $946,1172013Assets 2014: $956,437Liabilities 2014: $02014Assets 2015: $964,838Liabilities 2015: $02015Assets 2019: $958,583Liabilities 2019: $02019Assets 2020: $938,515Liabilities 2020: $0Net Assets 2020: $938,5152020Assets 2021: $993,640Liabilities 2021: $0Net Assets 2021: $993,6402021Assets 2022: $1,026,263Liabilities 2022: $0Net Assets 2022: $1,026,2632022Assets 2023: $1,006,952Liabilities 2023: $0Net Assets 2023: $1,006,9522023Assets 2024: $1,191,351Liabilities 2024: $0Net Assets 2024: $1,191,3512024

Highlighted filing

2024

Assets$1,191,351
Liabilities$0
Net Assets$1,191,351
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,050,642Expenses 2013: $104,525Net Income 2013: $946,1172013Revenue 2014: $63,335Expenses 2014: $53,015Net Income 2014: $10,3202014Revenue 2015: $62,959Expenses 2015: $54,558Net Income 2015: $8,4012015Revenue 2019: $123,168Expenses 2019: $137,014Net Income 2019: -$13,8462019Revenue 2020: $117,861Expenses 2020: $137,929Net Income 2020: -$20,0682020Revenue 2021: $178,067Expenses 2021: $138,261Net Income 2021: $39,8062021Revenue 2022: $184,407Expenses 2022: $151,784Net Income 2022: $32,6232022Revenue 2023: $44,854Expenses 2023: $64,165Net Income 2023: -$19,3112023Revenue 2024: $468,645Expenses 2024: $284,246Net Income 2024: $184,3992024

Highlighted filing

2024

Revenue$468,645
Expenses$284,246
Net Income$184,399
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,191,351
Liabilities
$0
Net assets
$1,191,351
Revenue
$468,645
Expenses
$284,246
Net income
$184,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.47$0.28$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.18$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.18$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.12$0.14$0.02
2019Summary only. Only limited summary data is available for this year.$0.96$0.00$0.12$0.14$0.01
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.05$0.10$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES WILLEYPresident-$0--
PATRICIA CALDWELLVice Preside-$0--
ANNE WILLEYSecretary-$0--
DAVID W CALDWELLChairman-$0--
JAY RINEHARTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
David and Patricia Caldwell
EIN
46-1499002
Phone
3145676026
Address
257 BROOKTRAIL COURT, CREVE COEUR, MO 63141-8302

Signing Officer

Name
David W Caldwell
Title
Chairman
Phone
3145676026
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Conner Ash Pc
Address
12101 WOODCREST EXECUTIVE DR STE 30, ST LOUIS, MO 63141
Preparer
James B Gentry CPA
Phone
3142052510
Raw XML Appendix305 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES WILLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YOUNG AMERICA'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INTERCOLLEGIATE STUDIES INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HILLSDALE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011480 COMMERCE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1214 MASSACHUSETTS AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23901 CENTERVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333 E COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0272000
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/AppliedToCurrentYearAmt052844
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt088015
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0309093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0219156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt088015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0272000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0219156
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0309093
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089937
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID CALDWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PATRICIA CALDWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0257 BROOKTRAIL CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1257 BROOKTRAIL CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CREVE COEUR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CREVE COEUR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063141
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd163141
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0137500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1137500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010373
TaxesSchedule/TaxesDetail/Amt0243
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0243
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID W CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03145676026
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND PATRICIA CALDWELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0461499002
ReturnHeader/Filer/PhoneNum03145676026
ReturnHeader/Filer/USAddress/AddressLine1Txt0257 BROOKTRAIL COURT
ReturnHeader/Filer/USAddress/CityNm0CREVE COEUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0631418302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431012822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNER ASH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012101 WOODCREST EXECUTIVE DR STE 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03142052510
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B GENTRY CPA
ReturnHeader/ReturnTs02025-05-09T14:42:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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