Civic Intelligence

Caldwell Housing

EIN 88-2055461 • 501(c)3 • Charlotte, NC

Profile

The purpose of the corporation shall be to build, manage and/or provide rental housing for low income individuals and families, and provide support for entities or organizations that provide affordable rental housing for low income individuals and families, including, without limitation, through the Easter's Home at Caldwell affordable housing project (Easter's Home) on the property of Caldwell Presbyterian Church.

1609 E 5th StreetCharlotte, NC 28204

caldwellhousing.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

$1,512,107

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,512,107

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue7th percentileNet Margin97th percentile

Revenue

$1,508,742

No earlier filing loaded for comparison.

Expenses

$2,169

No earlier filing loaded for comparison.

Net Income

$1,506,573

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,512,107Liabilities 2024: $0Net Assets 2024: $1,512,1072024

Highlighted filing

2024

Assets$1,512,107
Liabilities$0
Net Assets$1,512,107
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2024: $1,508,742Expenses 2024: $2,169Net Income 2024: $1,506,5732024

Highlighted filing

2024

Revenue$1,508,742
Expenses$2,169
Net Income$1,506,573
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,512,107
Liabilities
$0
Net assets
$1,512,107
Revenue
$1,508,742
Expenses
$2,169
Net income
$1,506,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$1.51$0.00$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.1
Gross Receipts
$1,508,742
Mission and Program Overview

Mission

The purpose of the corporation shall be to build, manage and/or provide rental housing for low income individuals and families, and provide support for entities or organizations that provide affordable rental housing for low income individuals and families, including, without limitation, through the Easter's Home at Caldwell affordable housing project (Easter's Home) on the property of Caldwell Presbyterian Church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$1,476,551-
Prepaid Expenses and Deferred Charges-$24,540-
Cash and Non-Interest-Bearing Accounts$5,534$11,016▲ $5,482
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,534$1,512,107▲ $1,506,573
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,534$1,512,107▲ $1,506,573
Total Net Assets Fund Balance$5,534$1,512,107▲ $1,506,573
Total Liabilities and Net Assets / Fund Balance$5,534$1,512,107▲ $1,506,573
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Lisa ThompsonChair
Riley KilpatrickVice Chair
Darin GanttBoard Member
Randy HoodBoard Member
Rev John CleghornBoard Member
Elli DaiSecretary
Jeffrey BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,493,384
Program Service Revenue
$0
Investment Income
$15,358
Other Revenue
$0
All Other Contributions
$1,493,384
Change in Net Assets
$1,506,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,508,742
Total Revenue per Audited Statements
$1,508,742
Total Revenue per Form 990
$1,508,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,927--$1,927
Office Expenses-$242-$242
Total Functional Expenses$1,927$242$0$2,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,169
Total Expenses per Audited Statements$2,169
Total Expenses per Form 990$2,169
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
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

“A draft 990 was generated by the Treasurer and reviewed by the Caldwell Housing Board in draft form. Members contributed corrections and additions which were incorporated into a revised draft Form 990. The revised Form 990 was reviewed and approved by the Caldwell Housing Board. It was then submitted to the IRS by the Treasurer.”

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

“The Compliance Officer and Secretary remind the Board at least annually to review the full Bylaws, including this policy. All Board members complete updated Conflict of Interest forms at least annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and audited financial statements are made available upon written request to a Caldwell Housing Board member.”

Filing and Contact Details

Filer

Filer Name
Caldwell Housing
EIN
88-2055461
Phone
7044695860
Address
1609 E 5th Street, Charlotte, NC 28204

Signing Officer

Name
Jeffrey Brown
Title
Treasurer
Signed
2025-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Thompson
Formed
2022
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
15

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft 990 was generated by the Treasurer and reviewed by the Caldwell Housing Board in draft form. Members contributed corrections and additions which were incorporated into a revised draft Form 990. The revised Form 990 was reviewed and approved by the Caldwell Housing Board. It was then submitted to the IRS by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Compliance Officer and Secretary remind the Board at least annually to review the full Bylaws, including this policy. All Board members complete updated Conflict of Interest forms at least annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents, conflict of interest policy and audited financial statements are made available upon written request to a Caldwell Housing Board member.
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 C, Line 19
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01609 E 5th Street
IRS990/USAddress/CityNm0Charlotte
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IRS990/WebsiteAddressTxt0CaldwellHousing.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caldwell Housing
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0882055461
ReturnHeader/Filer/PhoneNum07044695860
ReturnHeader/Filer/USAddress/AddressLine1Txt01609 E 5th Street
ReturnHeader/Filer/USAddress/CityNm0Charlotte
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02025-05-16T08:42:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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