Mission: The Boys & Girls Clubs of Carlsbad works to provide activities and experiences that enrich the lives of young people, inspiring and enabling them to reach their full potential. Boys & Girls Clubs provide a safe place to learn and grow; ongoing relationships with caring, adult professionals; character development experiences; and hope and opportunity. Boys & Girls Club programs and services promote and enhance the development of boys and girls by instilling a sense of belonging, competence, usefulness, and influence. Since opening its doors in 1952, the Club has served well over80,000 youth, many of which still reside in the City.

Boys & Girls Clubs of Carlsbad is a 501(c)(3) organization, with an IRS ruling year of 1954, and donations are tax-deductible.

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Contact Information

  http://www.bgccarlsbad.org

  2730 Bressi Ranch Way
Carlsbad CA 92009 

  760-729-0207


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for Boys & Girls Clubs of Carlsbad is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

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.




Good

This charity's score is 88.28, earning it a 3-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

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

This organization has issued a response to this ratingView this organization’s historical ratings.


Back to Overall

Star Rated Report

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Program Expense

Program Expense Ratio

87.7%


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

5.4%


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

6.8%


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

10.9%


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

$0.35


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

1.57 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

2.43%


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 can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. 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 Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Brad Holland, CPO

$171,881 (5.03% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

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:

Other recreational activities (BMF activity code: 318)

Other social activities (BMF activity code: 319)

Other sports or athletic activities (BMF activity code: 317)


Foundation Status:

Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2) (BMF foundation code: 16)


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).

Official Charity Response


We are looking forward to regaining our 4 star status, which we held for more than five years and just barely missed this year! Our programs were at capacity, and we worked diligently to reduce costs so we could provide even more help to families that need us the most. This is what caused our rating to slip a notch. Thank you for your consideration.

Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
11/1/20202019 88.28
9/3/20192018 90.21
3/1/20192017 94.69
2/1/20182016 93.98
2/1/20172015 93.73
12/1/20162015 88.01

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

6/1/20162014 93.63
Rating Version: 2.0
11/1/20152014 93.26
10/1/20142013 90.77
11/1/20132012 90.38
9/1/20132012 90.38
11/6/20122011 88.05
12/1/20112010 82.74
9/20/20112009 79.69
Rating Version: 1.0
8/1/20102009 74.78
9/1/20092008 72.59
11/1/20082007 70.06

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   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

Boys & Girls Clubs of Carlsbad 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 Boys & Girls Clubs of Carlsbad? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

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Largest Programs

Largest Programs



Boys & Girls Clubs of Carlsbad reported its largest program on its FY 2020 Form 990 as:


$2,701,859

Spent in most recent FY

100%

Percent of program expenses


ALL PROGRAM SERVICES HAVE PROVIDED THE COMMUNITY IN THE FOLLOWING FIVE CORE AREAS:EDUCATION AND CARRER DEVELOPMENTHEALTH AND LIFE SKILLSCHARACTER AND LEADERSHIPTHE ARTSSPORTS, FITNESS AND RECREATION


Previous: Impact & Results  / Next: Culture & Community

...   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 Boys & Girls Clubs of Carlsbad is a passing score. This score has no effect on the organization's Star Rating.

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


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

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


The Boys & Girls Clubs of Carlsbad works to provide activities and experiences that enrich the lives of young people, inspiring and enabling them to reach their full potential. Boys & Girls Clubs provide a safe place to learn and grow; ongoing relationships with caring, adult professionals; character development experiences; and hope and opportunity. Boys & Girls Club programs and services promote and enhance the development of boys and girls by instilling a sense of belonging, competence, usefulness, and influence. Since opening its doors in 1952, the Club has served well over 80,000 youth, many of which still reside in the City.


Source: Nonprofit submitted responses

Vision

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


Provide a world-class Club Experience that assures success is within reach of every young person who enters our doors, with all members on track to graduate from high school with a plan for the future, demonstrating good character and citizenship, and living a healthy lifestyle. We believe every kid has what it takes. The mission and core beliefs of Boys & Girls Clubs fuel our commitment to promoting safe, positive and inclusive environments for all. Boys & Girls Clubs of America supports all youth and teens – of every race, ethnicity, gender, gender expression, sexual orientation, ability, socio-economic status, and religion – in reaching their full potential. No family or child is ever turned away due to inability to pay.


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: 1. Expand our reach in the community by increasing our sports and teen offerings. Rebuild and expand our sports programming at 3 middle schools, as well as our teen programming at 2 high schools.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: 2. Provide support for families in need. No child is turned away due to inability to pay. Covid has left families new challenges ie homelessness, food insecurity, emotional health issues.

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


Goal Three: 3. Expand program space. Our future must include this in order to serve even more youth. As our community continues to grow, the need for quality after school care and education support also grows.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

All of our staff are given the opportunity to participate in leadership and on going education opportunities presented by Boys & Girls Clubs of America. In addition, several local foundations host webinars and seminars, and our leadership team is actively encouraged to attend all appropriate development opportunities.

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

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

We actively seek partnerships with for-profit local corporations and individuals through our "Community Partner Program," which gives participants the opportunity to advertise their product/service to our constituents, volunteer at our organization, participate in our special events, and other benefits. We recently became a Kindness Certified Nonprofit by partnering with global nonprofit Kids For Peace. It also puts us at the forefront of the kindness movement that is being piloted right here in Carlsbad. The world can definitely use more kindness and compassion! We are constantly raising awareness and communicating our mission via e-blasts, press releases, other means on an ongoing basis. Social media as become a daily way for us to show the public the impact we have on young kids' lives, and communicate our mission in a personal and profound way.

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.


It has been quite the COVID-19 journey! Although our two Clubhouses were forced to shut its doors initially for 6 weeks, we continued to support families by being a distribution center for food and pantry items. During that time, we also regularly checked in on our families, making sure they received emotional support as well. As soon as we were able to open in May, we did so and provided childcare services to essential worker families. As we were only allowed 25% capacity, major adjustments to our programming, staffing, training, and safety protocols had to be made. We creatively came up with ways to engage kids – even those who were not able to come to the Club due to capacity restrictions - by offering virtual options. At Halloween, our “Boo Bus” was a runaway hit. Accompanied by loud upbeat music, we drove around neighborhoods and delivered candy to the kids (along with impromptu dance sessions – socially distanced, of course). We made a massive investment in training, PPE, internet capacity, and staffing to ensure that the Club provides a safe environment for both its members and staff. As the COVID landscape changed, so did we. We’ve provided all day programs for those children learning online, hybrid programming for those children with a mix of online and in person learning, plus after school programming. We’ve learned how to pivot quickly and effectively to best accommodate the needs of our community. Our fundraising efforts are very important as we are nearly 100% locally supported. We had to learn how to fundraise without the benefit of in-person events. For 70 years, the Club has navigated times of tragedy and crisis to provide safe places for kids and teens. Today, we are committed more than ever to ensure Club staff, members, families, and communities have the resources and support they need to manage these uncertain times. We’ve learned a lot from this global pandemic. And we will continue to be more than just an after school program.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Evan Perkins

Chief Executive Officer

Sharone Story

Board President

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

90

out of 100

Boys & Girls Clubs of Carlsbad has earned a passing score. This score has no effect on the organization's Star Rating. The organization provided data about its Diversity, Equity, & Inclusion (DEI) practices (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: Not Scored

  • Diversity, Equity, & Inclusion: 90/100 (100% of beacon score)


Back to Overall

Culture & Community Report

90

of 100 points

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Constituent Feedback

Diversity, Equity, & Inclusion

90/100 points

100% of beacon score


This organization's score of 90 is a passing score. The organization reported that it is implementing 7 diversity, equity and inclusion (DEI) practices. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


View this organization's DEI Strategies


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback from the constituents and/or communities it serves. However, it did not respond to one or more survey questions, and therefore is not eligible for a score on this metric. (View our beacon methodology.) 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.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

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. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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