Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2208650

CALDWELL OPPORTUNITIES INC

Tax-exempt · LENOIR, NC 28645

Financials

$1.2M$1.4M2023$1.2M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of CALDWELL OPPORTUNITIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,158,509$1,373,667-$215,158$860,380$60,183$800,197
June 30, 2024990$1,226,055$1,417,333-$191,278$1,114,974$106,361$1,008,613
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,124,267
Program service revenue
$0
Investment income
$34,242
Net gain from sales of assets
$10,115
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$898,240
Salaries, compensation and benefits (total)
$991,341
Professional fundraising fees
$0
Accounting fees
$10,950
Occupancy
$22,729
Travel
$8,566
Depreciation
$48,505
Program services (functional)
$1,068,152
Management and general (functional)
$305,515

Balance sheet and other

Total assets, start of year
$1,114,974
Total assets, end of year
$860,380
Total liabilities, end of year
$60,183
Net assets, end of year
$800,197
Land, buildings and equipment
$347,697
Publicly traded securities
$301,666
Net assets without donor restrictions
$800,197
Gross receipts
$1,158,509
Employees
25
Volunteers
0
Year formed
1969
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JULIE CURRYEXECUTIVE DIRECTOR
Officer
40$70,838
PAM HELTONPRESIDENT
Trustee or director, Officer
0$0
J DANIEL TAYLORSECRETARY/TREASURER
Trustee or director, Officer
0$0
MR BILLY MITCHELLVICE-PRESIDENT
Trustee or director, Officer
0$0
ROCKY BROOKSBOARD MEMBER
Trustee or director
0$0
ALLISON JENSONBOARD MEMBER
Trustee or director
0$0
JON BLAIRBOARD MEMBER
Trustee or director
0$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
JULIE CURRYEXECUTIVE DIRECTOR
Officer
40$70,838
PAM HELTONPRESIDENT
Trustee or director, Officer
0$0
J DANIEL TAYLORSECRETARY/TREASURER
Trustee or director, Officer
0$0
MR BILLY MITCHELLVICE-PRESIDENT
Trustee or director, Officer
0$0
ROCKY BROOKSBOARD MEMBER
Trustee or director
0$0
ALLISON JENSONBOARD MEMBER
Trustee or director
0$0
JON BLAIRBOARD MEMBER
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1617 COLLEGE AVE SW, LENOIR, NC 28645-5315
Principal officer (990 for 2024)
PAM HELTON, PO BOX 3066, LENOIR, NC 28645
Signed the 990
PAM HELTON, PRESIDENT
Phone
(828) 757-5680
Return prepared by
LOWDERMILK CHURCH & CO LLP

Mission

TO PROMOTE EMPLOYMENT AND INDEPENDENCE OF PERSONS WITH DISABILITIES THROUGH CUSTOMER, BUSINESS, COMMUNITY PARTNERSHIPS AND LEADERSHIP.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE DEVELOPMENTAL AND VOCATIONAL SERVICES TO ADULTS WITH DISABILITIES IN ORDER TO MAXIMIZE INDEPENDENCE AND EMPLOYMENT.
    Expenses $1,068,152

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-2208650
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P82)
Assets (IRS master file)
$860,380
Income (IRS master file)
$1,158,509

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,158,509$1,373,667$860,380XML
990June 2024$1,226,055$1,417,333$1,114,974IRS
990June 2023$953,083$1,021,495$1,259,088IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2208650).

Questions about CALDWELL OPPORTUNITIES INC

What is the EIN of CALDWELL OPPORTUNITIES INC?
The employer identification number (EIN) of CALDWELL OPPORTUNITIES INC is 56-2208650.
Is CALDWELL OPPORTUNITIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CALDWELL OPPORTUNITIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALDWELL OPPORTUNITIES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALDWELL OPPORTUNITIES INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALDWELL OPPORTUNITIES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CALDWELL OPPORTUNITIES INC?
The 990 for the year ended June 30, 2025 names PAM HELTON.
Who are the officers and directors of CALDWELL OPPORTUNITIES INC?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $70,838 (JULIE CURRY, EXECUTIVE DIRECTOR).
How much revenue does CALDWELL OPPORTUNITIES INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,158,509, expenses of $1,373,667 and total assets of $860,380 at year end.

Other nonprofits in LENOIR

All nonprofits in LENOIR · North Carolina · Human services