Human Services
(P80)
IRS Verified
DX Registered
990 on File
NEXT STEP CLUBHOUSE
Financial strength (30%)
88/100
Reliability (20%)
50/100
Effectiveness (25%)
86/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
The mission of The Exceptional Foundation of Charlotte is to provide a facility and programs for individuals with intellectual and developmental disabilities to meet regularly and experience a broad range of social and recreational activities designed to promote healthy living, support social relationships, explore the arts, improve functional skills and foster community involvement.
Financial Overview — FY 2024
$323K
Total Revenue
$322K
Total Expenses
$70K
Net Assets
10
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
90.8%
Fundraising Efficiency
0.0%
Operating Reserve
2.61x
Liability-to-Asset
0.0%
Revenue Diversification
52.2%
Executive Compensation
$40K
Compared with Peers
FY 2024
Compared with 15,047 similar organizations
(United States, Human Services, $100K–$1M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
90.8% | 86.3% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
9.2% | 10.4% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
0.0% | 15.8% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
2.6 mo | 8.4 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 1.6% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
52.2% | 96.4% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
21.1% | 7.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.7% | 8.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
0.4% | 2.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $323K | $322K | $70K | 90.8% | 10 |
| 2023 | $266K | $301K | $69K | 87.3% | 13 |
| 2022 | $224K | $222K | $103K | 84.0% | 11 |
| 2021 | $206K | $162K | N/A | — | 6 |
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