Civic Intelligence

The Caldsted Foundation

990T • Fiscal year 2021 • EIN 62-0696466

Nov 01, 2020 to Oct 31, 2021 • Filed on Apr 21, 2022

Organization Profile
3701 Cherryton DriveChattanooga, TN 37411

(423) 624-9906

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $11,058,507Liabilities 2011: $36,3962011Assets 2012: $11,060,557Liabilities 2012: $25,6542012Assets 2013: $12,000,030Liabilities 2013: $61,3132013Assets 2014: $12,469,720Liabilities 2014: $47,4762014Assets 2015: $11,819,684Liabilities 2015: $74,8312015Assets 2019: $11,584,629Liabilities 2019: $90,8832019Assets 2020: $11,983,745Liabilities 2020: $192,041Net Assets 2020: $11,791,7042020Assets 2021: $14,498,290Liabilities 2021: $100,763Net Assets 2021: $14,397,5272021Assets 2022: $12,184,730Liabilities 2022: $108,271Net Assets 2022: $12,076,4592022Assets 2023: $11,971,835Liabilities 2023: $87,157Net Assets 2023: $11,884,6782023Assets 2024: $12,616,718Liabilities 2024: $85,283Net Assets 2024: $12,531,4352024Assets 2025: $12,664,703Liabilities 2025: $73,640Net Assets 2025: $12,591,0632025

Latest loaded filing

2025

Assets$12,664,703
Liabilities$73,640
Net Assets$12,591,063
Open 2025 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $563,079Expenses 2011: $885,960Net Income 2011: -$322,8812011Revenue 2012: $455,628Expenses 2012: $877,782Net Income 2012: -$422,1542012Revenue 2013: $975,456Expenses 2013: $924,509Net Income 2013: $50,9472013Revenue 2014: $682,703Expenses 2014: $889,157Net Income 2014: -$206,4542014Revenue 2015: $1,218,847Expenses 2015: $947,535Net Income 2015: $271,3122015Revenue 2019: $748,463Expenses 2019: $996,805Net Income 2019: -$248,3422019Revenue 2020: $833,056Expenses 2020: $1,080,570Net Income 2020: -$247,5142020Revenue 2021: $1,538,813Expenses 2021: $1,041,116Net Income 2021: $497,6972021Revenue 2022: $2,026,384Expenses 2022: $1,277,170Net Income 2022: $749,2142022Revenue 2023: $1,389,929Expenses 2023: $1,308,106Net Income 2023: $81,8232023Revenue 2024: $963,688Expenses 2024: $1,377,009Net Income 2024: -$413,3212024Revenue 2025: $1,032,085Expenses 2025: $1,428,029Net Income 2025: -$395,9442025

Latest loaded filing

2025

Revenue$1,032,085
Expenses$1,428,029
Net Income-$395,944
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Apr 21, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
The Caldsted Foundation
EIN
62-0696466
Phone
4236249906
Address
3701 CHERRYTON DRIVE, CHATTANOOGA, TN 37411

Signing Officer

Name
Joanna King
Title
Executive Director
Phone
4236249906
Signed
2022-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Murphey & Wright Pc
Address
301 NORTH MARKET STREET, CHATTANOOGA, TN 37405
Preparer
Paul Johnson Iii CPA
Phone
4237561170
Raw XML Appendix89 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
IRS990T/BooksInCareOfDetail/PersonNm0THE CALDSTED FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum04236249906
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03701 CHERRYTON DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd037411
IRS990T/BookValueAssetsEOYAmt014498290
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt03676
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0273
IRS990T/OverpaymentSection/OverpaymentAmt0273
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt017206
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017206
IRS990TScheduleA/TotUnrltTrdBusIncmAmt017206
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0LIMITED PARTNERSHIPS UNRELATED BUSINESS TAXABLE INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt017206
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt017206
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt03403
IRS990T/TaxLessCreditsAmt03403
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03676
IRS990T/TotalTaxAmt03403
IRS990T/TotalTaxComputationAmt03403
IRS990T/TotalUBTIAmt016206
IRS990T/TotalUBTIBeforeNOLSpecificAmt017206
IRS990T/TotalUBTIBeforeSection199AAmt017206
IRS990T/TotalUBTIComputedAmt017206
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNA KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04236249906
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALDSTED FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0620696466
ReturnHeader/Filer/PhoneNum04236249906
ReturnHeader/Filer/USAddress/AddressLine1Txt03701 CHERRYTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621093134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON MURPHEY & WRIGHT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 NORTH MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037405
ReturnHeader/PreparerPersonGrp/PhoneNum04237561170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL JOHNSON III CPA
ReturnHeader/ReturnTs02022-04-21T13:10:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KING
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
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Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$0.07$12.6$1.03$1.43$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.09$12.5$0.96$1.38$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.09$11.9$1.39$1.31$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.11$12.1$2.03$1.28$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.10$14.4$1.54$1.04$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.19$11.8$0.83$1.08$0.25
2019Summary only. Only limited summary data is available for this year.$11.6$0.09$0.75$1.00$0.25
2015Summary only. Only limited summary data is available for this year.$11.8$0.07$1.22$0.95$0.27
2014Summary only. Only limited summary data is available for this year.$12.5$0.05$0.68$0.89$0.21
2013Summary only. Only limited summary data is available for this year.$12.0$0.06$0.98$0.92$0.05
2012Summary only. Only limited summary data is available for this year.$11.1$0.03$0.46$0.88$0.42
2011Summary only. Only limited summary data is available for this year.$11.1$0.04$0.56$0.89$0.32