Civic Intelligence

Caldwell Friends Inc. 918 West Ave Nw

EIN 56-1380171 • 501(c)3 • Lenoir, NC

Pub. 78 EligibleNTEE O30Z

Profile

Provide mentors for youth of caldwell

PO Box 2784Lenoir, NC 28645

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

34th percentile

-6.7%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-5.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-20%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$46,786

Down $2,903 (-5.8%) from 2024

Liabilities

Up

$515

Up $96 (+23%) from 2024

Net Assets

Down

$46,271

Down $2,999 (-6.1%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin34th percentile

Revenue

Down

$45,024

Down $11,220 (-20%) from 2024

Expenses

Down

$48,023

Down $191 (-0.4%) from 2024

Net Income

Down

-$2,999

Down $11,029 (-137%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$60K$40K$20K$0Assets 2012: $12,098Liabilities 2012: $1,1882012Assets 2013: $9,067Liabilities 2013: $7582013Assets 2014: $3,864Liabilities 2014: $1,7942014Assets 2015: $5,706Liabilities 2015: $1,0232015Assets 2016: $3,922Liabilities 2016: $1,1802016Assets 2017: $6,422Liabilities 2017: $1,0332017Assets 2018: $13,887Liabilities 2018: $8122018Assets 2019: $20,266Liabilities 2019: $1,1402019Assets 2020: $30,440Liabilities 2020: $9,9162020Assets 2021: $32,410Liabilities 2021: $9,0072021Assets 2022: $47,059Liabilities 2022: $1,090Net Assets 2022: $45,9692022Assets 2023: $41,779Liabilities 2023: $539Net Assets 2023: $41,2402023Assets 2024: $49,689Liabilities 2024: $419Net Assets 2024: $49,2702024Assets 2025: $46,786Liabilities 2025: $515Net Assets 2025: $46,2712025

Highlighted filing

2025

Assets$46,786
Liabilities$515
Net Assets$46,271
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $36,009Expenses 2012: $38,708Net Income 2012: -$2,6992012Revenue 2013: $35,985Expenses 2013: $38,586Net Income 2013: -$2,6012013Revenue 2014: $33,137Expenses 2014: $39,376Net Income 2014: -$6,2392014Revenue 2015: $41,769Expenses 2015: $39,156Net Income 2015: $2,6132015Revenue 2016: $40,575Expenses 2016: $42,516Net Income 2016: -$1,9412016Revenue 2017: $44,548Expenses 2017: $41,901Net Income 2017: $2,6472017Revenue 2018: $52,258Expenses 2018: $44,572Net Income 2018: $7,6862018Revenue 2019: $62,100Expenses 2019: $56,049Net Income 2019: $6,0512019Revenue 2020: $58,839Expenses 2020: $57,441Net Income 2020: $1,3982020Revenue 2021: $40,774Expenses 2021: $37,895Net Income 2021: $2,8792021Revenue 2022: $71,602Expenses 2022: $49,036Net Income 2022: $22,5662022Revenue 2023: $44,126Expenses 2023: $48,855Net Income 2023: -$4,7292023Revenue 2024: $56,244Expenses 2024: $48,214Net Income 2024: $8,0302024Revenue 2025: $45,024Expenses 2025: $48,023Net Income 2025: -$2,9992025

Highlighted filing

2025

Revenue$45,024
Expenses$48,023
Net Income-$2,999
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,786
Liabilities
$515
Net assets
$46,271
Revenue
$45,024
Expenses
$48,023
Net income
-$2,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.8$0.52$46.3$45.0$48.0$3.00
2024Detailed filing. Detailed filing data is available for this year.$49.7$0.42$49.3$56.2$48.2$8.03
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.54$41.2$44.1$48.9$4.73
2022Detailed filing. Detailed filing data is available for this year.$47.1$1.09$46.0$71.6$49.0$22.6
2021Summary only. Only limited summary data is available for this year.$32.4$9.01$40.8$37.9$2.88
2020Summary only. Only limited summary data is available for this year.$30.4$9.92$58.8$57.4$1.40
2019Summary only. Only limited summary data is available for this year.$20.3$1.14$62.1$56.0$6.05
2018Summary only. Only limited summary data is available for this year.$13.9$0.81$52.3$44.6$7.69
2017Summary only. Only limited summary data is available for this year.$6.42$1.03$44.5$41.9$2.65
2016Summary only. Only limited summary data is available for this year.$3.92$1.18$40.6$42.5$1.94
2015Summary only. Only limited summary data is available for this year.$5.71$1.02$41.8$39.2$2.61
2014Summary only. Only limited summary data is available for this year.$3.86$1.79$33.1$39.4$6.24
2013Summary only. Only limited summary data is available for this year.$9.07$0.76$36.0$38.6$2.60
2012Summary only. Only limited summary data is available for this year.$12.1$1.19$36.0$38.7$2.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$45,024
Mission and Program Overview

Mission

Provide mentors for youth of caldwell

Program Services

DescriptionGrantsExpenses
MATCH ADULT VOLUNTEERS WITH TROUBLED AND AT RISK YOUTH AGES 7-17. VOLUNTEERS WORK A MINIMUM OF 2 HOURS A WEEK FOR ONE YEAR WITH THE YOUTH.-$48,023
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHASSIDY BARNHARDTProgram DirectorPT$19,222-$19,222
SANDY RICHChairman-$0--
CATHY ELLER MINTONTreasurer-$0--
KIMMIE ROGERSDirector-$0--
COURTNEY SWANSONDirector-$0--
JESSICA ALLISONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Caldwell Friends Inc
EIN
56-1380171
In Care Of
% CHASSIDY BARNHARDT
Phone
8287584683
Address
PO BOX 2784, LENOIR, NC 28645

Signing Officer

Name
Chassidy Barnhardt
Title
Program Director
Phone
8287584683
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Pam Helton CPA PLLC
Address
PO Box 3066, Lenoir, NC 28645
Preparer
Pam Helton CPA
Phone
8287585350
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 191PROGRAM INSURANCE 3,063OFFICE EXPENSE/SUPPLIES 416BACKGROUND RECORD CHECKS 294SOCIAL/GROUP/PROJECT/PROGRAMS 760CLIENT ASSISTANCE 162PAYROLL TAX EXPENSE 2,390DUES 227FUNDRAISING EXPENSES 2,052”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFURNITURE/FIXTURES/EQUIP- NET 285 94”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL TAXES WITHHELD 419 515”

Raw XML Appendix168 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY RICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY ELLER MINTON
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHASSIDY BARNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PROGRAM DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08287584683
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL FRIENDS INC
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0561380171
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ReturnHeader/Filer/PhoneNum08287584683
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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