Caldwell County United Fund
Lenoir, North Carolina
B-Health Score
49B-
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Average
💰
$395K
Total Revenue
📊
$404K
Total Expenses
🏦
$472K
Net Assets
📋
$1K
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
-1.9%
Year-over-year change (2022 → 2023)
Net Margin
-2.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.17
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $395,216↓2% | $403,993 | $473,223↓2% | |
| 2022 | $402,782↓1% | $403,212↑18% | $481,594 | — |
| 2021 | $404,892↓8% | $341,470↓36% | $482,578↑14% | — |
| 2020 | $441,409↑780% | $531,044↑249% | $424,985↓17% | — |
| 2019 | $50,175↓88% | $152,055↓71% | $514,047↓17% | — |
| 2019 | $423,095↑16% | $522,920↑1% | $615,990↓14% | — |
| 2018 | $364,112↓23% | $519,580↑11% | $715,632↓18% | — |
| 2017 | $472,450↑13% | $466,484↑8% | $870,966 | — |
| 2016 | $418,331↓11% | $432,693↓8% | $866,969↓1% | — |
| 2015 | $467,550↑8% | $472,107↑7% | $879,008↓1% | — |
| 2014 | $433,390↓15% | $440,395↓2% | $884,001↓1% | — |
| 2013 | $508,488↑21% | $449,845↑7% | $890,607↑7% | — |
| 2012 | $421,519 | $422,172 | $835,914 | — |
Frequently Asked Questions
What does Caldwell County United Fund do?▼
Caldwell County United Fund is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Caldwell County United Fund financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for Caldwell County United Fund.
How much revenue does Caldwell County United Fund generate?▼
Caldwell County United Fund reports $355K in annual revenue and holds $597K in total assets, based on IRS filings.
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