Carol Woods Charitable Fund Inc

Carol Woods Charitable Fund maintains strong assets and zero officer compensation amidst fluctuating revenues.

EIN: 204262143 · Chapel Hill, NC · NTEE: L11 · Updated: 2026-03-28

$390KRevenue
$2.7MAssets
85/100Mission Score (Excellent)
L11
Carol Woods Charitable Fund Inc Financial Summary
MetricValue
Total Revenue$390K
Total Expenses$143K
Program Spending90%
CEO/Top Officer Pay$2.5
Net Assets$2.5M
Transparency Score85/100

Is Carol Woods Charitable Fund Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Carol Woods Charitable Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Carol Woods Charitable Fund Inc

Carol Woods Charitable Fund Inc (EIN: 204262143) is a nonprofit organization based in Chapel Hill, NC, classified under NTEE code L11. The organization reported total revenue of $390K and total assets of $2.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Carol Woods Charitable Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Carol Woods Charitable Fund Inc is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$397K
Total Expenses$143K
Surplus / Deficit+$254K
Total Assets$2.5M
Total Liabilities$3K
Net Assets$2.5M
Operating Margin63.9%
Debt-to-Asset Ratio0.1%
Months of Reserves212.1 months

Financial Health Grade: A

In 2023, Carol Woods Charitable Fund Inc reported a surplus of $254K with revenue exceeding expenses, holds 212.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Carol Woods Charitable Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023+60.4%-47.7%+11.2%
2022-24.3%+380.6%-5.5%
2021+39.8%-37.2%+13.0%
2020-36.3%-59.1%+2.1%
2019-18.4%-9.1%+13.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Carol Woods Charitable Fund Inc. demonstrates a generally stable financial position with consistent asset growth over the past decade, reaching $2,528,821 in 2023. Revenue has fluctuated, with a notable high of $718,396 in 2017 and a recent $396,721 in 2023. The organization consistently reports 0% officer compensation, indicating a volunteer-led or very lean executive structure, which is a positive sign for donor confidence and efficient use of funds. However, without detailed expense breakdowns from the provided data, it's challenging to fully assess spending efficiency beyond the overall revenue-to-expense ratio. The organization's financial health appears sound, with assets significantly exceeding liabilities in most years, though liabilities did reach $98,798 in 2019 and $2,700 in 2023. The consistent growth in assets suggests effective financial management and investment, building a solid foundation for its charitable activities. The absence of officer compensation is a strong indicator of transparency and a commitment to directing funds towards the mission rather than administrative overhead. To provide a more comprehensive assessment of spending efficiency, a detailed breakdown of program, administrative, and fundraising expenses would be necessary. However, based on the available data, the organization appears to be fiscally responsible, maintaining a healthy balance sheet and demonstrating a commitment to minimizing executive costs.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Carol Woods Charitable Fund Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Carol Woods Charitable Fund Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$397KTotal Revenue
$143KTotal Expenses
$2.5MTotal Assets
$3KTotal Liabilities
$2.5MNet Assets
  • The organization reported a surplus of $254K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.1%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly favorable for a nonprofit of its size with assets over $2.5 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Carol Woods Charitable Fund Inc:

  • Consistent asset growth, reaching $2,528,821 in 2023, indicating strong financial management.
  • Zero officer compensation reported across all filings, demonstrating efficient use of funds.
  • Generally low liabilities relative to assets, indicating a healthy balance sheet.
  • Positive net income in most recent years (e.g., $396,721 revenue vs. $143,095 expenses in 2023).

Frequently Asked Questions about Carol Woods Charitable Fund Inc

Is Carol Woods Charitable Fund Inc a legitimate charity?

Carol Woods Charitable Fund Inc (EIN: 204262143) is a registered tax-exempt nonprofit based in North Carolina. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $390K. No red flags identified. 4 strengths noted. Financial health grade: A.

How does Carol Woods Charitable Fund Inc spend its money?

Carol Woods Charitable Fund Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Carol Woods Charitable Fund Inc tax-deductible?

Carol Woods Charitable Fund Inc is registered as a tax-exempt nonprofit (EIN: 204262143). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Carol Woods Charitable Fund Inc CEO make?

Carol Woods Charitable Fund Inc's highest-compensated officer earns $2.5 annually. The organization reported $390K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Carol Woods Charitable Fund Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Carol Woods Charitable Fund Inc is above average for NTEE category L11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Carol Woods Charitable Fund Inc located?

Carol Woods Charitable Fund Inc is headquartered in Chapel Hill, North Carolina and files with the IRS under EIN 204262143. It is classified under NTEE code L11.

How many years of IRS 990 filings does Carol Woods Charitable Fund Inc have?

Carol Woods Charitable Fund Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $390K in total revenue.

Is Carol Woods Charitable Fund Inc. financially stable?

Yes, the organization appears financially stable, consistently growing its assets from $1,404,933 in 2016 to $2,528,821 in 2023, and generally maintaining low liabilities relative to assets.

How does Carol Woods Charitable Fund Inc. manage executive compensation?

The organization reports 0% officer compensation in all available filings, suggesting a highly efficient and potentially volunteer-led executive structure.

What is the trend in the organization's revenue?

Revenue has fluctuated over the years, with a high of $718,396 in 2017 and a recent $396,721 in 2023, indicating variability in annual funding.

Are there any significant liabilities reported?

Liabilities have generally been low, with the highest reported at $98,798 in 2019, and $2,700 in 2023, which is minimal compared to its assets.

Filing History

IRS 990 filing history for Carol Woods Charitable Fund Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Carol Woods Charitable Fund Inc's revenue has grown by 13%, moving from $351K to $397K. Total assets increased by 265.6% over the same period, from $692K to $2.5M. Total functional expenses fell by 60.7%, from $364K to $143K. In its most recent filing year (2023), Carol Woods Charitable Fund Inc reported a surplus of $254K, with revenue exceeding expenses. The organization holds $3K in liabilities against $2.5M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $2.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $397K $143K $2.5M $3K View 990
2022 $247K $274K $2.3M $925
2021 $326K $57K $2.4M $7K
2020 $234K $91K $2.1M $0 View 990
2019 $367K $222K $2.1M $99K View 990
2018 $449K $244K $1.8M $0 View 990
2017 $718K $449K $1.7M $55K View 990
2016 $231K $370K $1.4M $38K View 990
2015 $131K $178K $1.5M $0 View 990
2014 $300K $427K $1.6M $0 View 990
2013 $723K $251K $1.7M $0 View 990
2012 $1.1M $486K $1.2M $0 View 990
2011 $351K $364K $692K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $397K, expenses of $143K, and assets of $2.5M (revenue +60.4% year-over-year).
  • 2022: Revenue of $247K, expenses of $274K, and assets of $2.3M (revenue -24.3% year-over-year).
  • 2021: Revenue of $326K, expenses of $57K, and assets of $2.4M (revenue +39.8% year-over-year).
  • 2020: Revenue of $234K, expenses of $91K, and assets of $2.1M (revenue -36.3% year-over-year).
  • 2019: Revenue of $367K, expenses of $222K, and assets of $2.1M (revenue -18.4% year-over-year).
  • 2018: Revenue of $449K, expenses of $244K, and assets of $1.8M (revenue -37.5% year-over-year).
  • 2017: Revenue of $718K, expenses of $449K, and assets of $1.7M (revenue +210.9% year-over-year).
  • 2016: Revenue of $231K, expenses of $370K, and assets of $1.4M (revenue +76.9% year-over-year).
  • 2015: Revenue of $131K, expenses of $178K, and assets of $1.5M (revenue -56.5% year-over-year).
  • 2014: Revenue of $300K, expenses of $427K, and assets of $1.6M (revenue -58.5% year-over-year).
  • 2013: Revenue of $723K, expenses of $251K, and assets of $1.7M (revenue -34.0% year-over-year).
  • 2012: Revenue of $1.1M, expenses of $486K, and assets of $1.2M (revenue +211.9% year-over-year).
  • 2011: Revenue of $351K, expenses of $364K, and assets of $692K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Carol Woods Charitable Fund Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Carol Woods Charitable Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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