Civic Intelligence

Caldwell Opportunities Inc.

990 • Fiscal year 2018 • EIN 56-2208650

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 21, 2018

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

49th percentile

0.07x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.06x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$41,218

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2018 filings • NTEE P • $500k-$1M nonprofits • Source year 2018

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$832,125

Up $183,819 (+28%) from 2017

Net Assets

Up

$772,578

Up $172,212 (+29%) from 2017

Liabilities

Up

$59,547

Up $11,607 (+24%) from 2017

Revenue

Up

$935,303

Up $100,213 (+12%) from 2017

Expenses

Up

$763,091

Up $37,224 (+5.1%) from 2017

Net Income

Up

$172,212

Up $62,989 (+58%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$832,125
Liabilities$59,547
Net Assets$772,578

Operations Trend

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

2018

Revenue$935,303
Expenses$763,091
Net Income$172,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 21, 2018
Return Version
2017v2.3
Gross Receipts
$935,303
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
Savings and Temporary Cash Investments-$320,092-
Land, Buildings, and Equipment, Net$264,544$310,450▲ $45,906
Accounts Receivable$80,063$98,247▲ $18,184
Cash and Non-Interest-Bearing Accounts$298,488$96,033▼ $202,455
Total Assets$648,306$832,125▲ $183,819
Other Assets Total$5,211$7,303▲ $2,092
Liabilities
Other Liabilities$43,540$51,509▲ $7,969
Accounts Payable and Accrued Expenses$4,400$8,038▲ $3,638
Total Liabilities$47,940$59,547▲ $11,607
Net Assets / Fund Balance
Unrestricted Net Assets$600,366$772,578▲ $172,212
Total Net Assets Fund Balance$600,366$772,578▲ $172,212
Total Liabilities and Net Assets / Fund Balance$648,306$832,125▲ $183,819

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$234,279$158,789-
Other Land Buildings$44,131$163,450-
Land$24,752--
Equipment$7,288$40,202-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ambrea WilliamsExecutive DirectorFT$41,218$41,218

Board Members and Trustees

NameTitle
Ann B EdwardsPresident
Mr Bruce CannonVice President
Billy MitchellBoard Member
J Daniel TaylorBoard Member
Mr Ron BeaneBoard Member
Pam HeltonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$771,662
Program Service Revenue
$161,599
Investment Income
$2,042
Other Revenue
$0
All Other Contributions
$771,662
Change in Net Assets
$172,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$935,303
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$935,303
Total Revenue per Form 990
$935,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$434,048
Other Expenses$329,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$216,090$171,770-$387,860
Insurance$109,229--$109,229
Payroll Taxes$22,188$12,184-$34,372
Depreciation Depletion$13,412$13,412-$26,824
All Other Expenses$17,169$1,005-$18,174
Occupancy$14,130--$14,130
Office Expenses$13,022$143-$13,165
Other Expenses$12,900--$12,900
Other Employee Benefits$11,816--$11,816
Fees for Services Accounting$6,493$83-$6,576
Travel$6,299$50-$6,349
Information Technology$5,265--$5,265
Fees for Services Legal-$20-$20
Total Functional Expenses$564,424$198,667$0$763,091

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$763,091
Total Expenses per Audited Statements$763,091
Total Expenses per Form 990$763,091
Expenses Not Reported on Financial Statements$0
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$33,317
Accrued Expenses$18,192
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
2018-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Edwards
Formed
1969
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
85
Volunteers
0

Preparer

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

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, 2018, 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 408 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/BOYAmt04400
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08038
IRS990/AccountsReceivableGrp/BOYAmt080063
IRS990/AccountsReceivableGrp/EOYAmt098247
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
IRS990/AllOtherContributionsAmt0771662
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01005
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017169
IRS990/AllOtherExpensesGrp/TotalAmt018174
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/BOYAmt0298488
IRS990/CashNonInterestBearingGrp/EOYAmt096033
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0771662
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02042
IRS990/CYOtherExpensesAmt0329043
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0161599
IRS990/CYRevenuesLessExpensesAmt0172212
IRS990/CYSalariesCompEmpBnftPaidAmt0434048
IRS990/CYTotalExpensesAmt0763091
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0935303
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013412
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013412
IRS990/DepreciationDepletionGrp/TotalAmt026824
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/EmployeeCnt085
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0564424
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt083
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06493
IRS990/FeesForServicesAccountingGrp/TotalAmt06576
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020
IRS990/FeesForServicesLegalGrp/TotalAmt020
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/AverageHoursPerWeekRt640.00
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 RON BEANE
IRS990/Form990PartVIISectionAGrp/PersonNm1MR BRUCE CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN B EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm3BILLY MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm4PAM HELTON
IRS990/Form990PartVIISectionAGrp/PersonNm5J DANIEL TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6AMBREA WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt641218
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01700
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01700
IRS990/GrossReceiptsAmt0935303
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05265
IRS990/InformationTechnologyGrp/TotalAmt05265
IRS990/InsuranceGrp/ProgramServicesAmt0109229
IRS990/InsuranceGrp/TotalAmt0109229
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0342
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0362441
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0264544
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0310450
IRS990/LandBldgEquipCostOrOtherBssAmt0672891
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE EMPLOYMENT AND INDEPENDENCE OF PERSONS WITH DISABILITIES THROUGH CUSTOMER, BUSINESS, COMMUNITY PARTNERSHIPS AND LEADERSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0600366
IRS990/NetAssetsOrFundBalancesEOYAmt0772578
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01700
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt014130
IRS990/OccupancyGrp/TotalAmt014130
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0143
IRS990/OfficeExpensesGrp/ProgramServicesAmt013022
IRS990/OfficeExpensesGrp/TotalAmt013165
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05211
IRS990/OtherAssetsTotalGrp/EOYAmt07303
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011816
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011816
IRS990/OtherExpensesGrp/Desc0CLIENT LABOR
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt054418
IRS990/OtherExpensesGrp/ProgramServicesAmt146523
IRS990/OtherExpensesGrp/ProgramServicesAmt215470
IRS990/OtherExpensesGrp/ProgramServicesAmt312900
IRS990/OtherExpensesGrp/TotalAmt054418
IRS990/OtherExpensesGrp/TotalAmt146523
IRS990/OtherExpensesGrp/TotalAmt215470
IRS990/OtherExpensesGrp/TotalAmt312900
IRS990/OtherLiabilitiesGrp/BOYAmt043540
IRS990/OtherLiabilitiesGrp/EOYAmt051509
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0171770
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0216090
IRS990/OtherSalariesAndWagesGrp/TotalAmt0387860
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012184
IRS990/PayrollTaxesGrp/ProgramServicesAmt022188
IRS990/PayrollTaxesGrp/TotalAmt034372
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANN EDWARDS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0SUBCONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0161599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0161599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0669947
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt095
IRS990/PYOtherExpensesAmt0306909
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0165048
IRS990/PYRevenuesLessExpensesAmt0109223
IRS990/PYSalariesCompEmpBnftPaidAmt0418958
IRS990/PYTotalExpensesAmt0725867
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0835090
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0172212
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0771662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0669947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0576681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0546538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0557941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03122769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0822
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0828790
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt03122769
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0771662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0669947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0576681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0546538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0557941
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03122769
IRS990ScheduleA/TotalSupportAmt03123591
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0234279
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0158789
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0393068
IRS990ScheduleD/EquipmentGrp/BookValueAmt07288
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040202
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt047490
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0763091
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt024752
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt024752
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044131
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0163450
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0207581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133317
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0935303
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, 2018, 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/TotalBookValueLandBuildingsAmt0310450
IRS990ScheduleD/TotalExpensesPerForm990Amt0763091
IRS990ScheduleD/TotalLiabilityAmt051509
IRS990ScheduleD/TotalRevenuePerForm990Amt0935303
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0935303
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0763091
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0648306
IRS990/TotalAssetsEOYAmt0832125
IRS990/TotalAssetsGrp/BOYAmt0648306
IRS990/TotalAssetsGrp/EOYAmt0832125
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0771662
IRS990/TotalEmployeeCnt085
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0198667
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0564424
IRS990/TotalFunctionalExpensesGrp/TotalAmt0763091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt047940
IRS990/TotalLiabilitiesEOYAmt059547
IRS990/TotalLiabilitiesGrp/BOYAmt047940
IRS990/TotalLiabilitiesGrp/EOYAmt059547
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0600366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0772578
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0564424
IRS990/TotalProgramServiceRevenueAmt0161599
IRS990/TotalReportableCompFromOrgAmt041218
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0935303
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0648306
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0832125
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt050
IRS990/TravelGrp/ProgramServicesAmt06299
IRS990/TravelGrp/TotalAmt06349
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0600366
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0772578
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 GOLF COURSE ROAD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287575680
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
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
ReturnHeader/Filer/USAddress/ZIPCd028645
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F3004899BE34B712B1AB49D75780A22B18625B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026BAF7A7BADE9E3B735539B53EE658FECB36DEFB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.107.32.210
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:20:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561607661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOWDERMILK CHURCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 NORTH STERLING STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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