Caldwell Opportunities Inc
- Assets
- $1.4m
- Revenue
- $968.1k
- Investments
- $0.0
- Employees
- 63
- Location
- Lenoir, NC
- Founding
- 02/2001
- Data as of
- 06/2022
- EIN
- 56-2208650
Organization Overview
Caldwell Opportunities Inc is located in Lenoir, NC. The organization was established in 2001. According to its NTEE Classification (P82) the organization is classified as: Developmentally Disabled Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Caldwell Opportunities Inc employed 63 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caldwell Opportunities Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Caldwell Opportunities Inc generated $968.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.0% each year. All expenses for the organization totaled $969.3k during the year ending 06/2022. While expenses have increased by 4.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ambrea Williams Executive Director | Officer | 40 | $63,620 |
Pam Helton President | OfficerTrustee | 0 | $0 |
J Daniel Taylor Secretary/treasurer | OfficerTrustee | 0 | $0 |
Mr Billy Mitchell Vice-President | OfficerTrustee | 0 | $0 |
Ron Beane Board Member | Trustee | 0 | $0 |
Rocky Brooks Board Member | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $958,709 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $958,709 |
| Total Program Service Revenue | $0 |
| Investment income | $1,874 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $7,500 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $968,083 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $591,985 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $11,648 |
| Payroll taxes | $45,265 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,265 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $114 |
| Office expenses | $11,126 |
| Information technology | $25,131 |
| Royalties | $20,041 |
| Occupancy | $0 |
| Travel | $5,452 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $47,584 |
| Insurance | $135,479 |
| All other expenses | $9,255 |
| Total functional expenses | $969,311 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45,462 |
| Savings and temporary cash investments | $880,765 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $88,093 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $289,576 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $50,272 |
| Total assets | $1,354,168 |
| Accounts payable and accrued expenses | $9,292 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $79,017 |
| Total liabilities | $88,309 |
| Net assets without donor restrictions | $1,265,859 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,354,168 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Caldwell Opportunities Inc has recieved totaling $17,050.
| Awarding Organization | Amount |
|---|---|
National Christian Charitable Foundation Inc Alpharetta, GA PURPOSE: GROWTH | $10,000 |
Bernhardt Furniture Foundation Lenoir, NC PURPOSE: CIVIC SUPPORT | $5,000 |
Stevens Family Foundation Inc Boone, NC PURPOSE: GENERAL SUPPORT | $2,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $50 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Versability Resources Inc Hampton, VA | $38,988,304 | $55,905,926 |
Orange Grove Center Inc Chattanooga, TN | $25,283,096 | $40,700,796 |
Babcock Center Inc West Columbia, SC | $20,651,421 | $36,060,569 |
Shelby Residential And Vocational Services Inc Memphis, TN | $11,136,048 | $28,344,823 |
Georgia Community Support And Solutions Inc Atlanta, GA | $4,204,879 | $27,773,056 |
Life Bridges Inc Cleveland, TN | $14,755,928 | $22,280,185 |
Madison-Haywood County Developmental Services Inc Jackson, TN | $14,948,919 | $21,950,419 |
Tri-Development Center Of Aiken County Aiken, SC | $11,301,624 | $21,352,454 |
Lifespan Incorporated Charlotte, NC | $15,854,360 | $20,547,610 |
Progressive Directions Inc Clarksville, TN | $6,267,368 | $17,802,978 |
York County Board Of Disabilities And Special Needs York, SC | $16,505,254 | $19,088,984 |
Employment Source Inc Fayetteville, NC | $11,512,831 | $17,714,777 |