North Carolina Institute for Spiritual Direction and Formation
Nonprofit profile at a glance
- EIN
- 851651530
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Holly Springs, NC, USA
- Phone
- 5129234690
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Student Services, Organizations of Students
Reported finances
- Revenue
- $86,493
- Expenses
- $80,753
- Assets
- $92,477
- Liabilities
- $53,532
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
People named in this filing
- Sarah Capel (Co-Director, Board Chair)
- Khris Ford (Co-Director)
- Alexis Roraback (Secretary)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide spiritual direction and formation professional education to providers of those services.
What it reported doing in 2025
The Duke Endowment-Sacred Sorrow Initiative Completed phase 1 (research phase) for production of comprehensive curriculum in Grief Support, to be delivered in 2026-2027
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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. 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: 56
- Transparency & Controls: 100
- Sustainability: 49
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.8%; rating input score 54
- Program expense ratio: 57.6%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 6.6%; rating input score 56; 56th percentile among comparable filings
- Total-asset coverage ratio: 1.15; rating input score 51; 51st percentile among comparable filings
- Liabilities to assets ratio: 0.58; rating input score 7; 7th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 53.8% of revenue deployed · 57.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $47K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 54/100.
- Review — Financial Efficiency: Program expense ratio scored 58/100.
- Review — Sustainability: Operating margin scored 56/100.
- Review — Sustainability: Total-asset coverage ratio scored 51/100.
- High — Sustainability: Liabilities to assets ratio scored 7/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.