Carrillo Pto Inc

Nonprofit profile at a glance

EIN
474542227
IRS 990-EZ coverage
2020–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Carlsbad, CA, USA
Phone
7602902919
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$146,241
Expenses
$143,119
Assets
$230,754
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • MELANIE KLUGER (PRESIDENT)

People named in this filing

  • MELANIE KLUGER (PRESIDENT)
  • WENDY GARAFALO (SECRETARY)
  • DAPHNE MAGDALENO (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Promote the education (see schedule o)

What it reported doing in 2024

-- provide enriching programs in the areas of music, computer lab, art, assemblies, reading lab, library, physical education, science and math (see schedule o)

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 73% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 57
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.8%; rating input score 95
  • Program expense ratio: 96.9%; rating input score 97

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.1%; rating input score 40; 40th percentile among comparable filings
  • Total-asset coverage ratio: 1.61; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -2.7% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -12.6% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -1.3% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 94.8% of revenue deployed · 96.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $139K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2020 to 2024
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 40/100.
  • High — Growth: Asset growth scored 0/100.