Civic Intelligence

Caldwell Academy

990 • Fiscal year 2012 • EIN 56-1898871

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 27, 2012

Organization ProfileWWW.CALDWELLACADEMY.COM

View Organization Page

2900 Horsepen Creek Rd27410
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.80x

Higher debt load relative to assets than 84% of similar nonprofits.

2012 filings • NTEE B • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

15th percentile

-5.6%

Faster asset growth than 15% of similar nonprofits.

2012 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$17,657,682

Down $1,050,964 (-5.6%) from 2011

Net Assets

Down

$3,494,247

Down $1,609,845 (-32%) from 2011

Liabilities

Up

$14,163,435

Up $558,881 (+4.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,573,165

Up $1,350,743 (+22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $18,708,646Liabilities 2011: $13,604,554Net Assets 2011: $5,104,0922011Assets 2012: $17,657,682Liabilities 2012: $14,163,435Net Assets 2012: $3,494,2472012Assets 2013: $16,871,657Liabilities 2013: $13,134,163Net Assets 2013: $3,737,4942013Assets 2014: $16,994,088Liabilities 2014: $13,230,621Net Assets 2014: $3,763,4672014Assets 2015: $19,213,506Liabilities 2015: $13,275,760Net Assets 2015: $5,937,7462015Assets 2016: $20,326,045Liabilities 2016: $13,543,930Net Assets 2016: $6,782,1152016Assets 2017: $21,970,934Liabilities 2017: $12,776,413Net Assets 2017: $9,194,5212017Assets 2018: $24,595,027Liabilities 2018: $13,707,154Net Assets 2018: $10,887,8732018Assets 2019: $22,447,745Liabilities 2019: $12,084,504Net Assets 2019: $10,363,2412019Assets 2020: $21,672,477Liabilities 2020: $11,047,889Net Assets 2020: $10,624,5882020Assets 2021: $21,775,889Liabilities 2021: $10,834,364Net Assets 2021: $10,941,5252021Assets 2022: $20,742,733Liabilities 2022: $10,157,617Net Assets 2022: $10,585,1162022Assets 2023: $21,094,372Liabilities 2023: $10,662,686Net Assets 2023: $10,431,6862023Assets 2024: $25,258,724Liabilities 2024: $10,394,705Net Assets 2024: $14,864,0192024

Highlighted filing

2012

Assets$17,657,682
Liabilities$14,163,435
Net Assets$3,494,247
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,222,4222011Expenses 2012: $7,573,1652012Expenses 2013: $5,993,1642013Revenue 2014: $7,514,823Expenses 2014: $7,515,479Net Income 2014: -$6562014Revenue 2015: $9,803,034Expenses 2015: $7,583,502Net Income 2015: $2,219,5322015Revenue 2016: $8,501,420Expenses 2016: $7,219,768Net Income 2016: $1,281,6522016Revenue 2017: $9,561,553Expenses 2017: $7,801,597Net Income 2017: $1,759,9562017Revenue 2018: $9,247,319Expenses 2018: $7,986,310Net Income 2018: $1,261,0092018Revenue 2019: $7,785,626Expenses 2019: $8,323,581Net Income 2019: -$537,9552019Revenue 2020: $7,765,898Expenses 2020: $7,504,551Net Income 2020: $261,3472020Revenue 2021: $7,631,288Expenses 2021: $7,457,147Net Income 2021: $174,1412021Revenue 2022: $8,088,099Expenses 2022: $8,255,857Net Income 2022: -$167,7582022Revenue 2023: $8,775,793Expenses 2023: $9,010,438Net Income 2023: -$234,6452023Revenue 2024: $14,227,405Expenses 2024: $9,871,121Net Income 2024: $4,356,2842024

Highlighted filing

2012

Revenue-
Expenses$7,573,165
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 27, 2012
Return Version
2011v1.2
Gross Receipts
$6,005,468
Mission and Program Overview

Mission

Caldwell academy's mission is to assist parents from a biblical perspective in the instruction of their children by providing a classical and christian education.

Filing and Contact Details

Filer

EIN
56-1898871
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE INTENDED USE OF THE ENDOWMENT FUND IS TO FUND SCHOLARSHIPS FOR STUDENTS ATTENDING CALDWELL ACADEMY WHO ARE PART OF A FAMILY WHERE A PARENT HAS PASSED AWAY.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE ACADEMY ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE ACADEMY BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF JUNE 30, 2012 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE ACADEMYS INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2BOOSTER EXPENSES NOT NETTED ON 990, YET NETTED IN FINANCIAL STATEMENTS 24,595. NET UNREALIZED LOSS ON INVESTMENTS 5,565.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3BOOSTER EXPENSES NOT NETTED ON 990, YET NETTED IN FINANCIAL STATEMENTS 24,595.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/Land/BookValue01651037
IRS990ScheduleD/Land/OtherCostOrOtherBasis01651037
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-5565
IRS990ScheduleD/OtherExpensesNotIncluded024595
IRS990ScheduleD/OtherLandBuildings/BookValue01198784
IRS990ScheduleD/OtherLandBuildings/Depreciation0986843
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis02185627
IRS990ScheduleD/OtherLiabilities/Amount0291356
IRS990ScheduleD/OtherLiabilities/Amount11870547
IRS990ScheduleD/OtherLiabilities/Description0ACCRUED SALARIES AND PAYROLL WITHHOLDINGS
IRS990ScheduleD/OtherLiabilities/Description1LIABILITY UNDER INTEREST RATE SWAP
IRS990ScheduleD/OtherRevenuesNotIncluded030160
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt030160
IRS990ScheduleD/RevenueSubtotal05938725
IRS990ScheduleD/TotalAdjustments0-5565
IRS990ScheduleD/TotalExpenses07573165
IRS990ScheduleD/TotalExpensesPerForm99007573165
IRS990ScheduleD/TotalOfAmounts02161903
IRS990ScheduleD/TotalOfBookValueLandBuildings012301729
IRS990ScheduleD/TotalRevenue05968885
IRS990ScheduleD/TotalRevenuePerForm99005968885
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt07548570
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05938725
IRS990ScheduleE/ComplianceWithRevProc755001
IRS990ScheduleE/DiscriminateRaceAdmissPolicies00
IRS990ScheduleE/DiscriminateRaceAthleticProg00
IRS990ScheduleE/DiscriminateRaceEducPolicies00
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty00
IRS990ScheduleE/DiscriminateRaceOtherActy00
IRS990ScheduleE/DiscriminateRaceScholarships00
IRS990ScheduleE/DiscriminateRaceStudentsRights00
IRS990ScheduleE/DiscriminateRaceUseOfFclts00
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0DURING THE ANNUAL REGISTRATION PERIOD, CALDWELL PUBLISHES ITS STATEMENT OF NON-DISCRIMINATORY POLICY IN THE AREA NEWSPAPER OF GREATEST CIRCULATION.
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E, PART I, LINE 3

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,657,682
Liabilities
$14,163,435
Net assets
$3,494,247
Revenue
-
Expenses
$7,573,165
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.3$10.4$14.9$14.2$9.87$4.36
2023Detailed filing. Detailed filing data is available for this year.$21.1$10.7$10.4$8.78$9.01$0.23
2022Detailed filing. Detailed filing data is available for this year.$20.7$10.2$10.6$8.09$8.26$0.17
2021Detailed filing. Detailed filing data is available for this year.$21.8$10.8$10.9$7.63$7.46$0.17
2020Detailed filing. Detailed filing data is available for this year.$21.7$11.0$10.6$7.77$7.50$0.26
2019Detailed filing. Detailed filing data is available for this year.$22.4$12.1$10.4$7.79$8.32$0.54
2018Detailed filing. Detailed filing data is available for this year.$24.6$13.7$10.9$9.25$7.99$1.26
2017Summary only. Only limited summary data is available for this year.$22.0$12.8$9.19$9.56$7.80$1.76
2016Detailed filing. Detailed filing data is available for this year.$20.3$13.5$6.78$8.50$7.22$1.28
2015Summary only. Only limited summary data is available for this year.$19.2$13.3$5.94$9.80$7.58$2.22
2014Detailed filing. Detailed filing data is available for this year.$17.0$13.2$3.76$7.51$7.52$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$13.1$3.74$5.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$14.2$3.49$7.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$13.6$5.10$6.22