Civic Intelligence

Caldwell Opportunities Inc.

990 • Fiscal year 2017 • EIN 56-2208650

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

Organization ProfileN/A

View Organization Page

1617 College Avenue SWLenoir, NC 28645

(828) 757-5680

Siviq Scores

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

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • NTEE P • $500k-$1M nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$648,306

Up $95,232 (+17%) from 2016

Net Assets

Up

$600,366

Up $109,227 (+22%) from 2016

Liabilities

Down

$47,940

Down $13,995 (-23%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Up

$835,090

Up $99,275 (+13%) from 2016

Expenses

Up

$725,867

Up $2,893 (+0.4%) from 2016

Net Income

Up

$109,223

Up $96,382 (+751%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $606,389Liabilities 2011: $28,169Net Assets 2011: $578,2202011Assets 2012: $581,963Liabilities 2012: $33,328Net Assets 2012: $548,6352012Assets 2013: $600,352Liabilities 2013: $42,264Net Assets 2013: $558,0882013Assets 2014: $605,084Liabilities 2014: $68,723Net Assets 2014: $536,3612014Assets 2015: $546,545Liabilities 2015: $68,251Net Assets 2015: $478,2942015Assets 2016: $553,074Liabilities 2016: $61,935Net Assets 2016: $491,1392016Assets 2017: $648,306Liabilities 2017: $47,940Net Assets 2017: $600,3662017Assets 2018: $832,125Liabilities 2018: $59,547Net Assets 2018: $772,5782018Assets 2019: $1,053,861Liabilities 2019: $60,118Net Assets 2019: $993,7432019Assets 2020: $1,115,900Liabilities 2020: $72,267Net Assets 2020: $1,043,6332020Assets 2021: $1,384,845Liabilities 2021: $91,113Net Assets 2021: $1,293,7322021Assets 2022: $1,354,168Liabilities 2022: $88,309Net Assets 2022: $1,265,8592022Assets 2023: $1,259,088Liabilities 2023: $62,213Net Assets 2023: $1,196,8752023Assets 2024: $1,114,974Liabilities 2024: $106,361Net Assets 2024: $1,008,6132024Assets 2025: $860,380Liabilities 2025: $60,183Net Assets 2025: $800,1972025

Highlighted filing

2017

Assets$648,306
Liabilities$47,940
Net Assets$600,366
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $809,2562011Expenses 2012: $835,7592012Expenses 2013: $810,5442013Revenue 2014: $735,823Expenses 2014: $757,553Net Income 2014: -$21,7302014Revenue 2015: $710,825Expenses 2015: $768,893Net Income 2015: -$58,0682015Revenue 2016: $735,815Expenses 2016: $722,974Net Income 2016: $12,8412016Revenue 2017: $835,090Expenses 2017: $725,867Net Income 2017: $109,2232017Revenue 2018: $935,303Expenses 2018: $763,091Net Income 2018: $172,2122018Revenue 2019: $1,038,577Expenses 2019: $817,412Net Income 2019: $221,1652019Revenue 2020: $906,062Expenses 2020: $856,172Net Income 2020: $49,8902020Revenue 2021: $1,085,250Expenses 2021: $835,151Net Income 2021: $250,0992021Revenue 2022: $968,083Expenses 2022: $969,311Net Income 2022: -$1,2282022Revenue 2023: $953,083Expenses 2023: $1,021,495Net Income 2023: -$68,4122023Revenue 2024: $1,226,055Expenses 2024: $1,417,333Net Income 2024: -$191,2782024Revenue 2025: $1,158,509Expenses 2025: $1,373,667Net Income 2025: -$215,1582025

Highlighted filing

2017

Revenue$835,090
Expenses$725,867
Net Income$109,223
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$835,090
Mission and Program Overview

Mission

To promote employment and independence of persons with disabilities through customer, business, community partnerships and leadership.

To provide developmental and vocational services to adults with disabilities in order to maximize independence and employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$290,119$298,488▲ $8,369
Land, Buildings, and Equipment, Net$204,073$264,544▲ $60,471
Accounts Receivable$47,835$80,063▲ $32,228
Total Assets$553,074$648,306▲ $95,232
Other Assets Total$11,047$5,211▼ $5,836
Liabilities
Other Liabilities$56,076$43,540▼ $12,536
Accounts Payable and Accrued Expenses$5,859$4,400▼ $1,459
Total Liabilities$61,935$47,940▼ $13,995
Net Assets / Fund Balance
Unrestricted Net Assets$491,139$600,366▲ $109,227
Total Net Assets Fund Balance$491,139$600,366▲ $109,227
Total Liabilities and Net Assets / Fund Balance$553,074$648,306▲ $95,232

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$185,477$145,291-
Other Land Buildings$53,190$176,458-
Land$24,752--
Equipment$1,125$38,886-
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mr Tom BrittainPresident
Ann B EdwardsVice-president
Billy MitchellBoard Member
J Daniel TaylorBoard Member
Mr Bruce CannonBoard Member
Mr Ron BeaneBoard Member
Pam HeltonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$669,947
Program Service Revenue
$165,048
Investment Income
$95
Other Revenue
$0
All Other Contributions
$669,947
Change in Net Assets
$109,223

Audited Revenue Reconciliation

Revenue per Audited Statements
$835,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1
Total Revenue per Audited Statements
$835,091
Total Revenue per Form 990
$835,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$418,958
Other Expenses$306,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,998$164,807-$374,805
Insurance$105,671--$105,671
Payroll Taxes$22,676$13,635-$36,311
Depreciation Depletion$19,849--$19,849
Occupancy$16,505--$16,505
Other Expenses$11,627$-91-$11,536
All Other Expenses$7,362$1,054-$8,416
Other Employee Benefits$7,342$500-$7,842
Office Expenses$6,535$95-$6,630
Fees for Services Accounting$6,500--$6,500
Fees for Services Legal$3,155$-400-$2,755
Information Technology$2,266--$2,266
Travel$1,692$219-$1,911
Total Functional Expenses$546,019$179,848$0$725,867

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$725,867
Expenses per Audited Statements$725,863
Total Expenses per Audited Statements$725,863
Expenses Not Reported on Financial Statements$4
Other Expense Adjustments$4
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$29,844
Accrued Expenses$13,696
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
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

“Form 990 will be reviewed by the board president, executive director, and business manager before the form is filed. The board is informed that there is a copy of the return available for their review upon request.”

Form 990, Part VI, Section B, Line 12C

“The organization has a policy in effect that monitors conflict of interests on a case by case occurrence.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's executive director is determined by the board of directors. There is typically a review of salary within six months of employment and then again annually.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Caldwell Opportunities
EIN
56-2208650
Phone
8287575680
Address
1617 COLLEGE AVENUE SW, LENOIR, NC 28645

Signing Officer

Name
Ann Edwards
Title
President
Phone
8287575680
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Edwards
Formed
1969
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
93
Volunteers
0

Preparer

Firm
Lowdermilk Church & Co Llp
Address
121 NORTH STERLING STREET, MORGANTON, NC 28655
Preparer
Phillip E Church
Phone
8284331226
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 4.”

Financial Statement Notes

PART X, LINE 2:

“Fasb asc 740-10, accounting for uncertainty in income taxes, clarifies the accounting for uncertainty in income tax positions. Based on an evaluation of uncertain tax provisions, management is required to measure potential tax liabilities that could have a risk of greater than a 50% likelihood of being realized upon settlement. As of june 30, 2017, management has determined that the organization has no such risk and therefore no liabilities have been recorded for uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING”

Raw XML AppendixShowing 400 of 421 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05859
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04400
IRS990/AccountsReceivableGrp/BOYAmt047835
IRS990/AccountsReceivableGrp/EOYAmt080063
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
IRS990/AllOtherContributionsAmt0669947
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01054
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07362
IRS990/AllOtherExpensesGrp/TotalAmt08416
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMMY AUSTIN
IRS990/BooksInCareOfDetail/PhoneNum08287575680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01617 COLLEGE AVENUE SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0LENOIR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028645
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0290119
IRS990/CashNonInterestBearingGrp/EOYAmt0298488
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0669947
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095
IRS990/CYOtherExpensesAmt0306909
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0165048
IRS990/CYRevenuesLessExpensesAmt0109223
IRS990/CYSalariesCompEmpBnftPaidAmt0418958
IRS990/CYTotalExpensesAmt0725867
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0835090
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019849
IRS990/DepreciationDepletionGrp/TotalAmt019849
IRS990/Desc0TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt093
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0546019
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06500
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0-400
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03155
IRS990/FeesForServicesLegalGrp/TotalAmt02755
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MR TOM BRITTAIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MR RON BEANE
IRS990/Form990PartVIISectionAGrp/PersonNm2MR BRUCE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN B EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm4BILLY MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm5PAM HELTON
IRS990/Form990PartVIISectionAGrp/PersonNm6J DANIEL TAYLOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0835090
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02266
IRS990/InformationTechnologyGrp/TotalAmt02266
IRS990/InsuranceGrp/ProgramServicesAmt0105671
IRS990/InsuranceGrp/TotalAmt0105671
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0360635
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0204073
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0264544
IRS990/LandBldgEquipCostOrOtherBssAmt0625179
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE EMPLOYMENT AD INDEPENDENCE OF PERSONS WITH DISABILITIES THROUGH CUSTOMER, BUSINESS, COMMUNITY PARTNERSHIPS AND LEADERSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0491139
IRS990/NetAssetsOrFundBalancesEOYAmt0600366
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt016505
IRS990/OccupancyGrp/TotalAmt016505
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt095
IRS990/OfficeExpensesGrp/ProgramServicesAmt06535
IRS990/OfficeExpensesGrp/TotalAmt06630
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011047
IRS990/OtherAssetsTotalGrp/EOYAmt05211
IRS990/OtherChangesInNetAssetsAmt04
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0500
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07842
IRS990/OtherExpensesGrp/Desc0CLIENT LABOR
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0348
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-315
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-4
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-91
IRS990/OtherExpensesGrp/ProgramServicesAmt067561
IRS990/OtherExpensesGrp/ProgramServicesAmt144627
IRS990/OtherExpensesGrp/ProgramServicesAmt212653
IRS990/OtherExpensesGrp/ProgramServicesAmt311627
IRS990/OtherExpensesGrp/TotalAmt067909
IRS990/OtherExpensesGrp/TotalAmt144312
IRS990/OtherExpensesGrp/TotalAmt212649
IRS990/OtherExpensesGrp/TotalAmt311536
IRS990/OtherLiabilitiesGrp/BOYAmt056076
IRS990/OtherLiabilitiesGrp/EOYAmt043540
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0164807
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0209998
IRS990/OtherSalariesAndWagesGrp/TotalAmt0374805
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013635
IRS990/PayrollTaxesGrp/ProgramServicesAmt022676
IRS990/PayrollTaxesGrp/TotalAmt036311
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANN EDWARDS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0SUBCONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0165048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0165048
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0576681
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1123
IRS990/PYOtherExpensesAmt0258130
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0160257
IRS990/PYRevenuesLessExpensesAmt012841
IRS990/PYSalariesCompEmpBnftPaidAmt0464844
IRS990/PYTotalExpensesAmt0722974
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0735815
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0109223
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0165143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0669947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0576681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0546538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0557941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0611723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02962830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0546
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01026
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0874918
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt02962830
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0669947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0576681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0546538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0557941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0611723
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02962830
IRS990ScheduleA/TotalSupportAmt02963856
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0185477
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0145291
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0330768
IRS990ScheduleD/EquipmentGrp/BookValueAmt01125
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038886
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt040011
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04
IRS990ScheduleD/ExpensesSubtotalAmt0725863
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt024752
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt024752
IRS990ScheduleD/OtherExpensesNotIncludedAmt04
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053190
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0176458
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0229648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013696
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/OtherRevenueAmt01
IRS990ScheduleD/RevenueNotReportedAmt01
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0835090
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX PROVISIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF JUNE 30, 2017, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND THEREFORE NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0264544
IRS990ScheduleD/TotalExpensesPerForm990Amt0725867
IRS990ScheduleD/TotalLiabilityAmt043540
IRS990ScheduleD/TotalRevenuePerForm990Amt0835090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0835091
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0725863
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY THE BOARD PRESIDENT, EXECUTIVE DIRECTOR, AND BUSINESS MANAGER BEFORE THE FORM IS FILED. THE BOARD IS INFORMED THAT THERE IS A COPY OF THE RETURN AVAILABLE FOR THEIR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A POLICY IN EFFECT THAT MONITORS CONFLICT OF INTERESTS ON A CASE BY CASE OCCURRENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THERE IS TYPICALLY A REVIEW OF SALARY WITHIN SIX MONTHS OF EMPLOYMENT AND THEN AGAIN ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0553074
IRS990/TotalAssetsEOYAmt0648306
IRS990/TotalAssetsGrp/BOYAmt0553074
IRS990/TotalAssetsGrp/EOYAmt0648306
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0669947
IRS990/TotalEmployeeCnt093
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0179848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0546019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0725867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt061935
IRS990/TotalLiabilitiesEOYAmt047940
IRS990/TotalLiabilitiesGrp/BOYAmt061935
IRS990/TotalLiabilitiesGrp/EOYAmt047940
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0600366
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0546019
IRS990/TotalProgramServiceRevenueAmt0165048
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0835090
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0553074
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0648306
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0219
IRS990/TravelGrp/ProgramServicesAmt01692
IRS990/TravelGrp/TotalAmt01911
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0491139
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0600366
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 GOLF COURSE ROAD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287575680
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALDWELL OPPORTUNITIES
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0562208650
ReturnHeader/Filer/PhoneNum08287575680
ReturnHeader/Filer/USAddress/AddressLine1Txt01617 COLLEGE AVENUE SW
ReturnHeader/Filer/USAddress/CityNm0LENOIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,306
Liabilities
$47,940
Net assets
$600,366
Revenue
$835,090
Expenses
$725,867
Net income
$109,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.06$0.80$1.16$1.37$0.22
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.11$1.01$1.23$1.42$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.06$1.20$0.95$1.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.09$1.27$0.97$0.97$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.09$1.29$1.09$0.84$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.07$1.04$0.91$0.86$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.06$0.99$1.04$0.82$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.94$0.76$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.05$0.60$0.84$0.73$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.74$0.72$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$0.71$0.77$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.07$0.54$0.74$0.76$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.04$0.56$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.55$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.03$0.58$0.81