Quick charity verification for Carter & Melissa Cafritz Charitable Tr (EIN: 137049874)
Verdict: Carter & Melissa Cafritz Charitable Tr appears trustworthy
85/100Mission Score
$1.3MRevenue
$2.7MAssets
1Red Flags
4Strengths
Red Flags
NTEE code X99Z (Unknown/Unclassified) provides limited insight into specific programmatic focus.
Strengths
Consistent zero officer compensation, indicating high efficiency in executive overhead.
Stable asset base over a decade, demonstrating financial resilience.
Minimal liabilities ($1 in recent years), indicating strong financial management.
Extensive filing history (10 filings) provides good transparency into financial operations.
Spending Breakdown
How Carter & Melissa Cafritz Charitable Tr allocates its funds across programs, administration, and fundraising.
95%
Program Spending
Healthy — majority goes to mission
5%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Carter & Melissa Cafritz Charitable Tr
Is Carter & Melissa Cafritz Charitable Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Carter & Melissa Cafritz Charitable Tr (EIN: 137049874) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
Is Carter & Melissa Cafritz Charitable Tr a good charity to donate to?
Carter & Melissa Cafritz Charitable Tr has a Mission Score of 85/100. Revenue: $1.3M. Assets: $2.7M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Carter & Melissa Cafritz Charitable Tr?
The Employer Identification Number (EIN) for Carter & Melissa Cafritz Charitable Tr is 137049874. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Carter & Melissa Cafritz Charitable Tr spend its money?
Carter & Melissa Cafritz Charitable Tr allocates 95% to programs, 5% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Carter & Melissa Cafritz Charitable Tr's tax-exempt status?
You can verify Carter & Melissa Cafritz Charitable Tr's tax-exempt status using EIN 137049874 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Carter & Melissa Cafritz Charitable Tr operates as a private foundation, primarily distributing grants rather than running direct programs. Its financial health appears stable, with assets consistently around $2.7 million to $3 million over the past decade, despite fluctuating annual revenues and expenses. For instance, in 2023, the trust reported assets of $2,719,907. The organization consistently reports minimal liabilities ($1 in recent years), indicating a strong balance sheet. Spending efficiency is difficult to assess in the traditional sense for a private foundation, as their primary 'program' activity is grantmaking. However, the consistent absence of officer compensation (0% across all reported periods) suggests very low administrative overhead related to executive salaries. Transparency is generally good, with 10 years of IRS 990 filings available, providing a clear historical financial picture.