Bill and Dianne Campbell Community Charitable Trust

Nonprofit profile at a glance

EIN
272140661
IRS 990-PF coverage
2013–2013
Forms available
Form 990-PF 2013
Location
Destin, FL, USA
Phone
8505027062
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$79,277
Expenses
$23,824

Source: IRS Form 990-PF. Selected filing: tax year 2013. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2013

The foundation reported 2 filed grant rows totaling $17,024. The stated grant purposes included to support emerald coast wildlife refuge's goal to rehabilitate and release all orphaned and injured wildlife indigenous to northwest florida, provide wildlife rescue services and environmental outreach. and to support alaqua animal refuge's goal to advocate the general welfare and humane treatment of animals by providing shelter, prevention of pet overpopulation and adoption services..

Operating model

Revenue model
Other-operating. 100% of the foundation's positive operating resources came from other operating revenue.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. The filing reports one or more activities that warrant closer review and the available information about grant readiness automatic revocation leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 71
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 62

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 71.5%; rating input score 71; 48th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Fail
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 8; rating input score 100

Endowment Health

  • Endowment-health comparison: 5.45; rating input score 62; 62nd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 62th percentile for endowment coverage
  • Consistency: 8 of 8 current checks pass
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Compliance: Foundation activity disclosures: Excess business holdings not reported.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.