Carolina Charter PTO

Nonprofit profile at a glance

EIN
883336127
IRS 990-PF coverage
2022–2024
Forms available
Form 990-PF 2024
Location
Angier, NC, USA
Rating
40
Verdict
MIXED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$47,615
Expenses
$47,105

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Parent/Teacher Group

What it reported funding in 2024

The foundation reported 3 grants totaling $6,910. The stated grant purposes included purchase of custom metal benches and 8th grade graduation frame gifted to school., hurricane relief donation, and donation to mental health advocacy..

Operating model

Revenue model
Donor-supported. 65% of the foundation's positive operating resources came from contributions.
Distribution model
Direct operator. The foundation carried out 82% of its reported charitable disbursements directly.

The verdict

MIXED - The filing identifies who received its grants and the endowment provides a meaningful financial cushion. A relatively small share of spending goes to grants and some filed totals do not add up.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 15
  • Transparency: 100
  • Compliance: 48
  • Endowment Health: 72

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 14.7%; rating input score 15; 47th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 1 of 19 controls in place; rating input score 5
    • Property sale or exchange with a disqualified person: Missing
    • Borrowing from or lending to a disqualified person: Missing
    • Goods, services, or facilities involving a disqualified person: Missing
    • Compensation paid to a disqualified person: Missing
    • Assets transferred to a disqualified person: Missing
    • Payment to a government official: Missing
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: Pass
    • Excess business holdings: Missing
    • Investments that may jeopardize charitable purposes: Missing
    • Uncorrected prior-year jeopardizing investments: Missing
    • Attempt to influence legislation: Missing
    • Attempt to influence an election: Missing
    • Grants to individuals: Missing
    • Grants to organizations: Missing
    • Spending for a noncharitable purpose: Missing
    • Funds received for a personal-benefit contract: Missing
    • Premiums paid on a personal-benefit contract: Missing
    • Prohibited tax-shelter transaction: Missing
  • Filing consistency checks: 9; rating input score 90

Endowment Health

  • Endowment-health comparison: 6.33; rating input score 72; 72nd 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
  • Payout: Filed payout detail
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 72th percentile for endowment coverage
  • Consistency: 9 of 10 current checks pass · 1 finding to review
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 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.

  • High — Cost Efficiency: Grant expense ratio scored 15/100.
  • Moderate — Transparency & Controls: Qualifying distribution sum did not reconcile in the filed values.