CHARLEE Family Care Inc

Nonprofit profile at a glance

EIN
330133438
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Beaumont, CA, USA
Phone
9518453588
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Residential Care & Adult Day Programs

Reported finances

Revenue
$4,185,899
Expenses
$4,054,892
Assets
$2,212,269
Liabilities
$578,924

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

Leadership & pay

10 people listed

Executive titles in this filing

  • Jason Jimenez (President)

Highest reported compensation

  • Athena Byrne (Executive Dir.): $129,986 total reported compensation
  • DANIELLE BENTO (TBS SUPERVISOR): $98,769 total reported compensation
  • MARGIE BAILEY DUBOIS (EC PROGRAM MANAGER): $85,907 total reported compensation

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

Overview

Mission

C.H.A.R.L.E.E. Family Care, Inc. is a not for profit 501(c)(3) agency serving southern california families and communities. C.H.A.R.L.E.E. is an acronym for Children Have All Rights: Legal Educational, Emotional. For over 35 years, the mission and work of C.H.A.R.L.E.E. Family Care, Inc. has been to empower youth, families, and communities within a culturally diverse environment by promoting resiliency and individual, family, and community responsibility. Our mission is rooted in the belief that children and families benefit from effective, timely, and compassionate services tailored to the persons needs. Through an array of services, C.H.A.R.L.E.E. seeks to maximize individual and family strengths, heal relationships, and restore wellness. We offer relevant, multi-cultural, evidence-based, and evidence-informed treatment modalities that help improve emotional and behavioral regulation as well as relationships.

What it reported doing in 2024

Foster family services: served 56 clients.Mental health services including: a) Outpatient mental health - maintained 5 outpatient office (medication and therapy); b) In Home Theraputic Behavior Service - Served 20 clients.

Operating model

Revenue model
Grant-funded. 99% of the money available for current operations came from government grants.
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 - 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: 74
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 34
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.6%; rating input score 82
  • Program expense ratio: 84%; rating input score 84
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.1%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 0.55; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.26; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 13.3%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: -3.7% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 81.6% of revenue deployed · 84% of spending went to programs
  • Governance: 4 of 4 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $3.4M in reported program spending
  • Leadership: top reported pay $130K · 10 people listed
  • Highest-paid contractors: 1 contractor listed · $172K reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.