The Charmettes Incorporated

Nonprofit profile at a glance

EIN
592285511
IRS 990 coverage
2011–2022
Forms available
Form 990 2022
Location
Jacksonville, FL, USA
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Youth Community Service Clubs

Reported finances

Revenue
$299,681
Expenses
$344,272
Assets
$161,272
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

31 people listed

Executive titles in this filing

  • CECILY ROBINSON-DUFFIE (NATIONAL PRESIDENT)
  • WANDA SERMONS-LEE (NATIONAL VICE PRESIDENT)
  • STEFANIE TURMAN (PRESIDENT ATLANTA)
  • CATHERINE LEWIS (EXECUTIVE DIRECTOR)

People named in this filing

  • BARBARA SAMUEL (PRES MARION CHAPTER)
  • DEMETRICE RUFUS (PRES MEMPHIS CHAPTER)
  • JANICE SMITH COAXUM (PRES NC CHAPTER)

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

Source: IRS Form 990. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Advocates to improve the quality of community life and provides education, service, and support for cancer research through fundraising

What it reported doing in 2022

Various contributions to churches, mental health, pace, food banks, learn to read and other educational organizations

Operating model

Revenue model
Donor-supported. 62% 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

MIXED - 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: 29
  • Transparency & Controls: 91
  • Accountability: 64
  • Sustainability: 33
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 34.4%; rating input score 34
  • Program expense ratio: 29.9%; rating input score 30
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 13th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -14.9%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 82; 82nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 70; 70th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 34.4% of revenue deployed · 29.9% of spending went to programs
  • Governance: 30 of 30 board members independent · 1 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $103K in reported program spending
  • Leadership: top reported pay $0 · 31 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 9 filing years from 2011 to 2022
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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 34/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 30/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Sustainability: Operating margin scored 19/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.