Civic Intelligence

Caldwell Opportunities Inc.

990 • Fiscal year 2019 • EIN 56-2208650

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 05, 2019

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

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$46,756

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,053,861

Up $221,736 (+27%) from 2018

Net Assets

Up

$993,743

Up $221,165 (+29%) from 2018

Liabilities

Up

$60,118

Up $571 (+1.0%) from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin85th percentile

Revenue

Up

$1,038,577

Up $103,274 (+11%) from 2018

Expenses

Up

$817,412

Up $54,321 (+7.1%) from 2018

Net Income

Up

$221,165

Up $48,953 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2019

Assets$1,053,861
Liabilities$60,118
Net Assets$993,743
Open 2019 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

2019

Revenue$1,038,577
Expenses$817,412
Net Income$221,165
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 5, 2019
Return Version
2018v3.1
Gross Receipts
$1,038,577
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$520,409▲ $200,317
Land, Buildings, and Equipment, Net$310,450$320,396▲ $9,946
Cash and Non-Interest-Bearing Accounts$96,033$138,627▲ $42,594
Accounts Receivable$98,247$59,527▼ $38,720
Total Assets$832,125$1,053,861▲ $221,736
Other Assets Total$7,303$14,902▲ $7,599
Liabilities
Other Liabilities$51,509$53,064▲ $1,555
Accounts Payable and Accrued Expenses$8,038$7,054▼ $984
Total Liabilities$59,547$60,118▲ $571
Net Assets / Fund Balance
Unrestricted Net Assets$772,578$993,743▲ $221,165
Total Net Assets Fund Balance$772,578$993,743▲ $221,165
Total Liabilities and Net Assets / Fund Balance$832,125$1,053,861▲ $221,736

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$225,104$174,400-
Other Land Buildings$59,425$175,655-
Land$24,752--
Equipment$11,115$37,238-
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ambrea WilliamsExecutive DirectorFT$46,756$46,756

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$852,917
Program Service Revenue
$185,433
Investment Income
$227
Other Revenue
$0
All Other Contributions
$852,917
Change in Net Assets
$221,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,038,577
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,038,577
Total Revenue per Form 990
$1,038,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$479,521
Other Expenses$337,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$266,272$171,153-$437,425
Insurance$28,844$90,950-$119,794
Payroll Taxes$24,271$12,430-$36,701
Depreciation Depletion$15,620$15,952-$31,572
Information Technology$19,533--$19,533
Occupancy$13,883--$13,883
Other Expenses$11,376$577-$11,953
All Other Expenses$9,379$691-$10,070
Office Expenses$9,086$980-$10,066
Fees for Services Accounting$9,760--$9,760
Other Employee Benefits-$5,395-$5,395
Travel$4,282$40-$4,322
Total Functional Expenses$518,684$298,728$0$817,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$817,412
Total Expenses per Audited Statements$817,412
Total Expenses per Form 990$817,412
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$33,369
Accrued Expenses$19,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
2019-12-05
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
79
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, 2019, 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 416 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0546538
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IRS990ScheduleA/PublicSupportPY170Pct00.99970
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0576681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0546538
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03417745
IRS990ScheduleA/TotalSupportAmt03418622
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0225104
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0174400
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0399504
IRS990ScheduleD/EquipmentGrp/BookValueAmt011115
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037238
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt048353
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0817412
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt024752
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt024752
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt059425
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0175655
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0235080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133369
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01038577
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, 2019, 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:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0817412
IRS990ScheduleD/TotalLiabilityAmt053064
IRS990ScheduleD/TotalRevenuePerForm990Amt01038577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01038577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0817412
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0832125
IRS990/TotalAssetsGrp/EOYAmt01053861
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IRS990/TotalEmployeeCnt079
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt060118
IRS990/TotalLiabilitiesGrp/BOYAmt059547
IRS990/TotalLiabilitiesGrp/EOYAmt060118
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IRS990/TotalProgramServiceExpensesAmt0518684
IRS990/TotalProgramServiceRevenueAmt0185433
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IRS990/TravelGrp/ProgramServicesAmt04282
IRS990/TravelGrp/TotalAmt04322
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,053,861
Liabilities
$60,118
Net assets
$993,743
Revenue
$1,038,577
Expenses
$817,412
Net income
$221,165
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