CAROLINA SCHOOL FOR INQUIRY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

DR VICTORIA DIXON-MOKEBA

Phone

8032544643

Tax Period

2024-07-01 to 2025-06-30

CAROLINA SCHOOL FOR INQUIRY, founded in 2006, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF THE CAROLINA SCHOOL FOR INQUIRY IS TO TEACH A DIVERSE POPULATION OF CHILDREN IN AN ATMOSPHERE OF KINDNESS THAT ENCOURAGES ACTIVE INQUIRY, FOSTERS INDIVIDUAL GROWTH, AND PROMOTES RESPECT FOR SELF, AND THE WORLD IN WHICH THEY LIVE.

Program Service Accomplishments

Program 1

Expenses: $2,209,603 Revenue: $16,775

ORGANIZED UNDER THE SC CHARTER SCHOOL ACT, CSI PROVIDES ACADEMIC CHOICE FOR PARENTS AND STUDENTS WHILE EXPANDING THE CAPACITY OF THE PUBLIC SCHOOL SYSTEM IN RICHLAND SCHOOL DISTRICT ONE. EACH STUDENT RECEIVES AN INDIVIDUALIZED LEARNING PLAN ALLOWING THEM TO WORK AT AN INDEPENDENT LEARNING LEVEL. THIS FOSTERS STUDENTS SOCIAL, EMOTIONAL, AND LITERACY SKILLS ALLOWING THEM TO DEMONSTRATE AT LEAST A YEARS GROWTH OF DEVELOPMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,124,276

Program Service Revenue $16,775

Investment Income $24,735

Other Revenue $0

TOTAL REVENUE $2,165,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,608,293

Fundraising Expenses $0

Program Expenses $2,209,603

Other Expenses $880,289

TOTAL EXPENSES $2,488,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,165,786	$2,113,835	+0.0%
Expenses	$2,488,582	$2,036,899	+0.2%
Net Income	$-322,796	$76,936	-5.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$201,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR VICTORIA DIXON-MOKEBA	DIRECTOR	40.00	Officer	$145,781	$55,340	$201,121
MONICA BELTON	TREASURER	0.75	Officer Director	$0	$0	$0
DR TONY CHAHAUN	BOARD MEMBER	0.50	Director	$0	$0	$0
DR CHERRY DANIELS	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS DINKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
TYRONE ELLIS	CHAIR	2.50	Officer Director	$0	$0	$0
DR JACKIE EPPS	VICE CHAIR	0.50	Officer Director	$0	$0	$0
DR EDWIN THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,165,786	$2,488,582	$2,846,022	$-322,796
2024	$2,113,835	$2,036,899	$2,904,011	$76,936
2023	$1,912,124	$1,881,692	$3,109,301	$30,432
2022	$2,012,406	$1,765,239	$3,455,293	$247,167
2021	$2,041,237	$1,687,507	$3,438,374	$353,730
2020	$2,100,457	$1,735,842	$1,924,341	$364,615
2019	$1,936,419	$1,658,600	$1,515,491	$277,819
2018	$1,921,169	$1,705,441	$1,411,165	$215,728