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CHARITY REVIEW
Issued: March 2025 Expires: March 2027

Charlies Kids Foundation

Standards Not Met
Standards Not Met
10 13 16 17 18
PO Box 42374
Cincinnati, OH, 45242-0374

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Charlies Kids Foundation does not meet the following 5 Standards for Charity Accountability:

Standard 10 (Ending Net Assets)
Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

Charlies Kids Foundation does not meet this standard because:

Organization's ending net assets without donor restrictions exceed three times their annual expenses.

Standard 13 (Accuracy of Expenses in Financial Statements)
Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

Charlies Kids Foundation does not meet this standard because:

Organization does not report fundraising expenses.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Charlies Kids Foundation does not meet this standard because:

Organization does not have an annual report.

Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

Charlies Kids Foundation does not meet this standard because:

Organization's Form 990 is not posted to their website.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

Charlies Kids Foundation does not meet this standard because:

Organization does not have a privacy policy on their website.

The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 9, 15

Charlies Kids Foundation meets the remaining 13 Standards for Charity Accountability.

Stated Purpose:
Charlie's Kids advocates for safe sleep to prevent infant death.

Year, State Incorporated:
2011,

For the year ended December 31, 2023, Charlies Kids Foundation's program expenses were:

Program services $225,287
Total Program Expenses $225,287

Chief Executive
Natasha Shull, Executive Director

Chair of the Board
Sam Hanke, Board President

Chair's Profession / Business Affiliation

Board Size
10

Paid Staff Size
1

Method(s) Used:
Invitations to fund raising events, Grant proposals, Internet, Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 0.00%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Charlies Kids Foundation's IRS Form 990 for the year ended December 31, 2023.

Source of Funds
Other revenue $231,846
Investment income $16,842
Contributions and grants $16,059
Total Income $264,747

Programs: 100% Fundraising: 0% Administrative: 0%

Total Income $264,747
Total expenses: $225,287
  Program expenses $225,287
  Fundraising expenses $0
  Administrative expenses $0
  Other expenses $0
Income in Excess of Expenses $39,460
Beginning Net Assets $1,220,638
Other Changes In Net Assets $1,081
Ending Net Assets $1,261,179
Total Liabilities $8,558
Total Assets $1,269,737

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Cincinnati