CALDWELL 2020 INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

DAVID HORN

Phone

8287262609

Tax Period

2024-07-01 to 2025-06-30

CALDWELL 2020 INC, founded in 2009, is a micro nonprofit in the Community Improvement sector that reported $50K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring.

Mission

STRONG LOCAL LEADERSHIP COMMITTED TO DEVELOPING AND BUILDING PUBLIC/PRIVATE PARTNERSHIPS AND STRATEGIES TO DRAMATICALLY INCREASE CALDWELL COUNTY'S CAPACITY TO GROW, PRODUCE SUSTAINABLE POSITIVE CHANGE AND IMPROVE CALDWELL COUNTY'S ABILITY TO SUCCESSFULLY COMPETE IN THE NEW GLOBAL ECONOMY. TO ULTIMATELY RAISE THE QUALITY OF LIFE STANDARD.

Program Service Accomplishments

Program 1

Expenses: $44,722

TO DEVELOP AND BUILD STRATEGIES TO INCREASE CALDWELL COUNTY'S ABILITY TO GROW AND PRODUCE POSITIVE CHANGE FOR THE COUNTY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,722

Other Expenses $49,966

TOTAL EXPENSES $49,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,000	$77,872	-0.4%
Expenses	$49,966	$49,842	+0.0%
Net Income	$34	$28,030	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$46,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG JOHNSON	CHAIRMAN OF THE BOARD	0.00	Officer Director	$0	$0	$0
BOB FLOYD	VICE-CHAIRMAN	0.00	Officer Director	$0	$0	$0
DAVID HORN	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
RICK COFFEY	DIRECTOR	0.00	Director	$0	$0	$0
DR PHANESH KONERU	DIRECTOR	0.00	Director	$0	$0	$0
DR DONALD PHIPPS	DIRECTOR	0.00	Director	$0	$0	$0
DR MARK POARCH	DIRECTOR	0.00	Director	$0	$0	$0
JOHN MOORE	DIRECTOR	0.00	Director	$0	$0	$0
DEBORAH MURRAY	PRESIDENT & CEO	12.00	Officer	$46,200	$0	$46,200

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$50,000	$49,966	$15,851	$34
2024	$77,872	$49,842	$15,817	$28,030
2023	$142,556	$117,075	$159	$25,481
2022	$226,250	$222,114	$29,887	$4,136
2021	$223,500	$211,423	$88	$12,077
2020	$172,500	$202,029	$726	$-29,529
2019	$191,250	$197,953	$3,979	$-6,703