Carlton Landing Social Welfare Foundation

Nonprofit profile at a glance

EIN
884392567
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-N 2022
Location
Carlton Landing, OK, USA
Phone
9187075252
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$414,083
Expenses
$304,967
Assets
$519,439
Liabilities
$3,717

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • GRANT HUMPHREYS (PRESIDENT)
  • SARAH PARTIN (VICE PRESIDENT)
  • ALICE CANADA (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ALICE CANADA (EXECUTIVE DIRECTOR): $96,713 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The carlton landing social welfare foundation 501(c)4 was created to influence culture through events, programs and the promotion of the core values of carlton landing. These core values; family, creation, and simplicity, create a life-giving community culture.

What it reported doing in 2025

The carlton landing social welfare foundation 501(c)(4) maintains and operates the pop-up shops on water street as a community support initiative. The pop-up shops on water street directly support the mission of clswf by enhancing the collective well-being and prosperity of the community. By providing a dedicated space for local artisans, small businesses, and entrepreneurs, this program strengthens the local economy and creates opportunities for meaningful community interactions. The pop-ups foster a sense of connection among residents and visitors, encourage a thriving marketplace, and contribute to the town's overall vitality. Through this initiative, the foundation actively bolsters community bonds while supporting sustainable economic growth in carlton landing.we host 20-50 vendors. Visitors vary between 100 - 750. Shops are open friday evenings and saturday mornings may through july, with additional openings during holiday weekends when we host themed events. We provide internet and electricity to the vendors.

Operating model

Revenue model
Donor-supported. 77% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 51
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.2%; rating input score 43
  • Program expense ratio: 56.2%; rating input score 56
  • Fundraising efficiency: $64.96 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 26.4%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 1.7; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 31.7%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 2% per year; rating input score 100; 37th percentile among comparable filings
  • Revenue growth: -3.2% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 41.6% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 43.2% of revenue deployed · 56.2% of spending went to programs
  • Governance: 4 of 4 board members independent · 6 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $171K in reported program spending
  • Leadership: top reported pay $97K · 6 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.