Mission: St. Baldrick's Foundation began in 2000 as a challenge between friends and has since grown into the world's largest volunteer-powered, donor centered fundraising pro ... (More)

St. Baldrick's Foundation is a 501(c)(3) organization, with an IRS ruling year of 2004, and donations are tax-deductible.

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Contact Information

  http://www.stbaldricks.org

 1333 South Mayflower Avenue
Suite 400
Monrovia CA 91016 

  888-899-2253


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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Needs Improvement

This charity's score is 74.33, earning it a 2-Star rating. Charity Navigator believes donors can "Give with Confidence" to charities with 3- and 4-Star ratings.

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

72.4%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

3.7%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

23.7%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

63.7%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.25


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

0.36 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

0.31%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Kathleen Ruddy, Chief Executive Officer

$254,742 (0.68% of Total Expenses)


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Activity data not reported from the IRS


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


St. Baldrick's Foundation reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Grants Sent

  • Balance Sheet


How COVID-19 impacted the organization's operations financially:

Before the pandemic we were raising between $36-38 million in donations per year with 90% via our participant driven, head shaving event fundraising model. In fiscal year 2019-2020, we were partially affected by the pandemic and raised $24.8 million. The entirety of the following fiscal year was significantly impacted with only $16.5 million in donations. A 50% reduction in revenue meant every budget, including our grants program, was reduced. Our operations were impacted with the layoff of employees in 2020, the elimination of two vendors (public relations and marketing) in 2021, and cutbacks elsewhere. New hiring was frozen, priorities were reexamined and resources were redeployed to support the critical path forward. Despite this, we have honored 100% of our existing grant commitments and research supported by our constituents was not terminated due to the inability to fundraise. This was possible because we reserve the entire multi-year grant commitment when we award the grant.


How COVID-19 impacted the organization's delivery of programs:

The pandemic shut-downs began in 2020 just as our peak fundraising season began, after all event expenses had been incurred. While we quickly pivoted to virtual events, our primarily peer-to-peer revenues diminished by approximately 50%. This had an extreme effect on the expense ratios for FY 2019-20 and 2020-21. We worked closely with research advisors to prioritize the types of grant applications to accept, closing a number of grant categories until revenues return to normal. The number of new grants was greatly reduced, but we were able to honor 100% of existing grant commitments, since the entirety of multi-year grant funds are reserved when awarded. Our finance, fundraising, and grants administration teams worked closely together to model predicted revenues for the coming year and adjust as needed until revenues have returned to a higher level. We cut expenses as much as possible, reducing both staff and vendors, while prioritizing strong relationships with donors and volunteers.


How this organization adapted to changing conditions caused by COVID-19:

When everything shut down at the peak of our fundraising season, we successfully worked with over 800 volunteer organizers to defer or virtualize their events overnight. The move to virtual permeated every program area of the foundation. In federal advocacy, a training program for childhood cancer advocates was converted to virtual, offering technical level training to a larger audience. To diversify our fundraising, we partnered with Schick Xtreme to launch a clever mobile game, ushering in never-before tapped supporters. This has led to a broader streaming program for the foundation. A pivot to virtual donor cultivation and stewardship prompted the launch of an “Impact Series” of monthly interviews on social platforms and “Research Insiders” where constituents meet virtually in small groups with a researcher. With a limited budget, we recruited long-time volunteers in marketing to serve on a task force to help strengthen our strategy and guide execution of marketing priorities.


Innovations the organization intends to continue permanently after the pandemic:

The impacts of the pandemic while far reaching in every aspect, taught us lessons in resilience and adaptability and yielded innovations that will stay with us for the duration. The successful pivot from our in-person event model to virtual platforms and the potential to engage both participants and donors beyond the local community has added the option of virtual “events” and even hybrid events for a combination of virtual and in-person participation with the ability to accommodate every supporter’s needs. Diversifying fundraising strategies in the wake of reduced giving pioneered a key partnership with Schick Xtreme and the launch of a clever mobile game as well as the addition of a broader streaming program for the foundation with a new resource in Tiltify. Virtual stewardship and cultivation resources consisting of interviews on social platforms with influential leaders in the St. Baldrick’s community and intimate “invitation only” meetings with researchers are here to stay.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
4/1/20212019 74.33
9/3/20192018 75.54
12/1/20182017 77.72
12/1/20172016 76.99
12/21/20162015 78.93
6/1/20162014 84.44
Rating Version: 2.0
10/1/20152014 89.17
2/1/20142013 89.70
7/1/20132012 89.86
4/1/20122011 89.85
10/1/20112010 89.62
9/20/20112010 89.41

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

Rating Version: 1.0
7/1/20112010 85.33
7/1/20102009 80.05

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

St. Baldrick's Foundation cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at St. Baldrick's Foundation? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



St. Baldrick's Foundation reported its largest program on its FY 2020 Form 990 as:


$24,034,654

Spent in most recent FY

100%

Percent of program expenses


THE ST. BALDRICK'S FOUNDATION IS THE LARGEST NON-GOVERNMENT FUNDER OF CHILDHOOD CANCER RESEARCH GRANTS. WITH A RIGOROUS SCIENTIFIC REVIEW PROCESS, THESE GRANT TYPES WERE FUNDED: NEXT GENERATION TRAINI ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by St. Baldrick's Foundation is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The St. Baldrick’s Foundation is a volunteer and donor powered charity committed to supporting the most promising research to find cures for childhood cancers and give survivors long and healthy lives.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Our vision is a world where every child diagnosed with cancer receives an effective, non-toxic treatment that not only saves their lives, but preserves each child’s unique physical, emotional and intellectual and abilities for the duration of their natural lifetimes.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Ensure the best pediatric cancer research by harnessing the collective expertise of the scientific community in a rigorous review to fund the most promising research no matter where it takes place.

Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.


Goal Two: Fuel collaboration to fast-track progress by investing in data sharing projects, donor supported partnerships for targeted research and federal advocacy for funding of childhood cancer research.

Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.


Goal Three: Diversify revenue beyond volunteer-driven events to broadly cultivate, solicit and steward donors of all levels to build a more sustainable organization and ensure mission delivery.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

A Foundation vendor has a senior executive who is a organizational development expert. He volunteered his time to work weekly with our management team over a period of approximately six months. During this time, he met regularly with each member of the team and weekly with the team as a whole to improve accountability and overall performance. Our leadership team is a more cohesive and effective entity today, and each member of the leadership team has grown in their role as well. Further, his facilitation strengthened our response to the pandemic by prioritizing competing needs and helping all employees to remain focused on our overarching goals. Complimenting this, we offered a year-long online learning portal for all managers to strengthen their leadership skills by better developing their teams, retaining talent and impacting organizational culture for both staff and volunteers.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

The St. Baldrick’s Foundation pursues multiple strategies to ensure not only staff and board members are prepared for future leadership roles, but our volunteers are as well. We have a team of employees who “coach” volunteer leaders to success through all aspects of fundraising. Volunteers understand they are integral to the mission and willingly invest the time to learn how to develop a social media following, to market events, recruit participants and sponsors, solicit and recognize donors and build community around kids with cancer and their families. The pandemic’s impact on fundraising limited our budget, fueling the need to recruit long-time volunteers who work in marketing to serve on a task force to help strengthen our strategy and execution of marketing priorities. Looking for leadership in unexpected places is part of our culture. With 75,000 volunteers and millions of donors and only 40 staff, volunteers are the lifeblood of the organization, our mission and our results.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


When everything shut down in March 2020, it was our peak fundraising week in our busiest month of the year. As our events are entirely managed by volunteers, we worked with over 800 organizers to defer, or virtualize their events overnight. Within days we had not only migrated our staff to remote, but also converted hundreds of events to a virtual platform. Within weeks, we also added new event hosting platforms to offer more sophisticated virtual experiences where donors could watch from home to view an event on any of several platforms, interact with participants and donate without leaving the virtual event platform. The move to virtual permeated every program area of the organization, including board meetings and our federal advocacy “action days.” A new training program for childhood cancer advocates will be offered in a virtual model this fall, enabling this technical level of training to be available to a larger audience and ultimately, elevating our federal advocacy efforts. Through a key corporate partnership with Schick XTreme in 2020, a mobile game was launched to usher in a never-before tapped audience of supporters. The success of this program led to our new streaming initiative to launch in September 2021 on Tiltify, allowing streamers, influencers and would be fans to support lifesaving research. We pivoted to virtual donor cultivation and stewardship efforts by launching a monthly “Impact Series” on LinkedIn with simultaneous streaming on Facebook and YouTube where we interview researchers, children with cancer, corporate and other St. Baldrick’s leaders. We also launched “Research Insiders”, a rare opportunity for donors and volunteers to meet virtually in small groups with a research thought leader to learn about the impact of their contributions, hurdles researchers are working to overcome, efforts to improve patient survival and improve their quality of life. These were well-received and will continue year-round with a new topic each quarter.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

St. Baldrick's Foundation is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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