Civic Intelligence

Caterpillar Ministries

EIN 46-5034459 • 501(c)3 • Huntersville, NC

Profile

To change the lives of families living in impoverished areas and by providing Christian education and mentoring programs for kids and adults.

PO Box 2155Huntersville, NC 28070

www.caterpillarministries.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

55th percentile

6.8%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$351,059

Up $8,918 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$351,059

Up $8,918 (+2.6%) from 2023

Revenue

Up

$602,039

Up $44,684 (+8.0%) from 2023

Expenses

Up

$593,121

Up $73,640 (+14%) from 2023

Net Income

Down

$8,918

Down $28,956 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $31,854Liabilities 2014: $3942014Assets 2015: $64,559Liabilities 2015: $02015Assets 2016: $101,787Liabilities 2016: $02016Assets 2017: $125,713Liabilities 2017: $0Net Assets 2017: $125,7132017Assets 2018: $167,846Liabilities 2018: $0Net Assets 2018: $167,8462018Assets 2019: $203,129Liabilities 2019: $4,151Net Assets 2019: $198,9782019Assets 2020: $241,343Liabilities 2020: $0Net Assets 2020: $241,3432020Assets 2021: $333,646Liabilities 2021: $0Net Assets 2021: $333,6462021Assets 2022: $304,267Liabilities 2022: $0Net Assets 2022: $304,2672022Assets 2023: $342,141Liabilities 2023: $0Net Assets 2023: $342,1412023Assets 2024: $351,059Liabilities 2024: $0Net Assets 2024: $351,0592024

Highlighted filing

2024

Assets$351,059
Liabilities$0
Net Assets$351,059

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $65,224Expenses 2014: $33,764Net Income 2014: $31,4602014Revenue 2015: $106,499Expenses 2015: $73,400Net Income 2015: $33,0992015Revenue 2016: $165,270Expenses 2016: $128,042Net Income 2016: $37,2282016Revenue 2017: $246,069Expenses 2017: $222,143Net Income 2017: $23,9262017Revenue 2018: $283,767Expenses 2018: $241,883Net Income 2018: $41,8842018Revenue 2019: $313,757Expenses 2019: $282,625Net Income 2019: $31,1322019Revenue 2020: $323,236Expenses 2020: $280,870Net Income 2020: $42,3662020Revenue 2021: $388,082Expenses 2021: $295,779Net Income 2021: $92,3032021Revenue 2022: $377,673Expenses 2022: $407,052Net Income 2022: -$29,3792022Revenue 2023: $557,355Expenses 2023: $519,481Net Income 2023: $37,8742023Revenue 2024: $602,039Expenses 2024: $593,121Net Income 2024: $8,9182024

Highlighted filing

2024

Revenue$602,039
Expenses$593,121
Net Income$8,918

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 17, 2025
Return Version
2024v5.0
Gross Receipts
$604,621
Mission and Program Overview

Mission

To change the lives of families living in impoverished areas and by providing Christian education and mentoring programs for kids and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$198,965$203,492▲ $4,527
Cash and Non-Interest-Bearing Accounts$80,776$87,510▲ $6,734
Savings and Temporary Cash Investments$62,400$60,057▼ $2,343
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$342,141$351,059▲ $8,918
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,397$314,442▲ $13,045
Net Assets With Donor Restrictions$40,744$36,617▼ $4,127
Total Net Assets Fund Balance$342,141$351,059▲ $8,918
Total Liabilities and Net Assets / Fund Balance$342,141$351,059▲ $8,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$78,942$49,107$128,049
Land$124,550-$124,550
Equipment-$59,155$59,155
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sarah FortnerExecutive DirectorFT$48,030$48,030

Board Members and Trustees

NameTitle
Michelle HeathChairman
Beverly HallVice Chairman
Angelita LopezMember
Michael MainMember
Mike SellersMember
Robert GreerMember
Cindy CooperSecretary
Robin PoythressTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$536,867
Program Service Revenue
$18,484
Investment Income
$2,829
Other Revenue
$43,859
All Other Contributions
$536,867
Change in Net Assets
$8,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$309,049
Other Expenses$284,072
Total Fundraising Expense$72,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,170$88,747$26,102$261,019
All Other Expenses$44,674$556$5,617$50,847
Current Officers, Directors, Trustees, and Key Employees$26,897$16,330$4,803$48,030
Occupancy$26,076$6,519-$32,595
Information Technology$13,959$9,393$2,493$25,845
Other Expenses$25,764$8,619$33,931$25,764
Depreciation Depletion$10,858$2,715-$13,573
Insurance$4,177$7,883-$12,060
Total Functional Expenses$379,413$140,762$72,946$593,121
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,758
Fundraising Direct Expenses$2,582
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet$39,758$39,758-$39,758
Total Events$39,758$39,758$2,582$37,176
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 was reviewed by the Executive Director and made available to the rest of the directors.

Form 990, Part VI, Section C, Line 19

The financial statements are reviewed by the directors monthly and made availabel to others upon request.

Filing and Contact Details

Filer

Filer Name
Caterpillar Ministries
EIN
46-5034459
Phone
2092025976
Address
PO Box 2155, Huntersville, NC 28070

Signing Officer

Name
Daryl Poppen
Title
Business Mgr
Signed
2025-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Fortner
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
300

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
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IRS990/ProgSrvcAccomActy3Grp/Desc0Students - Provide tutoring, scholarships, school supplies, field trips
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040745
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0538389
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02616
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0290237
IRS990/PYProgramServiceRevenueAmt016350
IRS990/PYRevenuesLessExpensesAmt037874
IRS990/PYSalariesCompEmpBnftPaidAmt0229244
IRS990/PYTotalExpensesAmt0519481
IRS990/PYTotalRevenueAmt0557355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08918
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062400
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0536867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0538389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0377673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0388081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0323236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02164246
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02829
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02829
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06683
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06683
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97890
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02164246
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0536867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0538389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0377673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0388081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0323236
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02164246
IRS990ScheduleA/TotalSupportAmt02210934
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt037176
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt037176
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt078942
IRS990ScheduleD/BuildingsGrp/DepreciationAmt049107
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0128049
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059155
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059155
IRS990ScheduleD/LandGrp/BookValueAmt0124550
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0124550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0203492
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02582
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Banquet
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01682
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01682
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039758
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037176
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0900
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 was reviewed by the Executive Director and made available to the rest of the directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The financial statements are reviewed by the directors monthly and made availabel to others upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0342141
IRS990/TotalAssetsEOYAmt0351059
IRS990/TotalAssetsGrp/BOYAmt0342141
IRS990/TotalAssetsGrp/EOYAmt0351059
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0536867
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt072946
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0140762
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0379413
IRS990/TotalFunctionalExpensesGrp/TotalAmt0593121
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342141
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351059
IRS990/TotalProgramServiceExpensesAmt0379413
IRS990/TotalProgramServiceRevenueAmt018484
IRS990/TotalReportableCompFromOrgAmt048030

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