CAROLINA CHILDREN'S CHARITY INC (EIN 570878058) - Form 990 Financial Analysis & Trantor Score

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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

1987

Legal Domicile

Principal Officer

SONYA BEALE

Phone

8437697555

Tax Period

2023-10-01 to 2024-09-30

CAROLINA CHILDREN'S CHARITY INC, founded in 1987, is a small nonprofit in the Diseases & Disorders sector that reported $190K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $279K exceeded revenue, resulting in a 47% operating deficit.

Mission

GRANTS TO INDIVIDUALS TO SUPPORT THE PREVENTION AND THE AMELIORATION OF THE EFFECTS OF BIRTH DEFECTS AND CHILDHOOD DISEASES. PATIENT AIDE-SPECIFIC ASSISTANCE TO INDIVIDUALS FOR PATIENT CARE AND MEDICAL ASSISTANCE FOR CHILDHOOD DISEASES AND BIRTH DEFECTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $172,961

Program Service Revenue $0

Investment Income $38,675

Other Revenue $-21,471

TOTAL REVENUE $190,165

Expense Breakdown

Grants Paid $69,804

Salaries & Benefits $179,142

Fundraising Expenses $23,053

Program Expenses $233,136

Other Expenses $30,296

TOTAL EXPENSES $279,242

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,165	$137,131	+0.4%
Expenses	$279,242	$272,362	+0.0%
Net Income	$-89,077	$-135,231	-0.3%

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

200

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

$158,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE CONTRERAS	BOARD MEMBER	0.50	Director	$0	$0	$0
MARCI-JO MISHOE	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID MOORE	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE MUTHARD	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN VAN BAKERGEM	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS WALLACE	BOARD MEMBER	0.50	Director	$0	$0	$0
KIMBERLY WHEAT	BOARD MEMBER	0.50	Director	$0	$0	$0
JANE LOCKE	DIRECTOR-AT-LARGE	0.80	Officer Director	$0	$0	$0
JILL MOZINGO	DIRECTOR-AT-LARGE	0.80	Officer Director	$0	$0	$0
RON THAYER	DIRECTOR-AT-LARGE	0.80	Officer Director	$0	$0	$0
RALEIGH BEASLEY	VICE PRESIDENT	0.80	Officer Director	$0	$0	$0
JIM BRADLEY	PRESIDENT	0.80	Officer Director	$0	$0	$0
LAUREN PEREGRINE	SECRETARY	0.80	Officer Director	$0	$0	$0
ROBBIE EASTERLIN	TREASURER	0.80	Officer Director	$0	$0	$0
SONYA BEALE	EXECUTIVE DIRECTOR	40.00	Officer	$75,792	$15,663	$91,455
SHANNAN WILSON	ADMINISTRATIVE MANAGER	40.00	Officer	$54,607	$12,824	$67,431

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
2024	$190,165	$279,242	$778,666	$-89,077
2023	$137,131	$272,362	$765,062	$-135,231
2022	$206,113	$237,035	$843,608	$-30,922
2021	$180,849	$245,717	$1,003,532	$-64,868
2020	$74,189	$274,249	$931,259	$-200,060
2019	$305,688	$314,368	$1,121,098	$-8,680
2018	$240,584	$296,000	$1,136,979	$-55,416

CAROLINA CHILDREN'S CHARITY INC