Mission: The mission of Senior Concerns is to provide programs and services for seniors and their family caregivers which support and improve their quality of life. Our vision: To be the premier resource for an aging population, their families, caregivers and the community.

Founded in 1975, Senior Concerns serves eastern Ventura County and western Los Angeles County. Our comprehensive scope of services includes an Adult Day Program (the only such program in the community) for seniors with cognitive or physical impairments, multiple nutrition programs including Meals On Wheels and congregate meals, a Caregiver Support Center, Senior Advocacy, pro bono legal and financial services, information and referrals, and community education on aging's challenges and opportunities.

Senior Concerns is a 501(c)(3) organization, with an IRS ruling year of 1978, and donations are tax-deductible.

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Contact Information

  https://www.seniorconcerns.org/

 401 Hodencamp Road
Thousand Oaks CA 91360 

  805-497-0189


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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.




Good

This charity's score is 85.98, 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.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

76.9%


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

15.2%


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

7.8%


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

4.5%


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

$0.26


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

1.04 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

-0.46%


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



Andrea Gallagher, Executive Director

$105,000 (5.42% 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:

Services for the aged (see also 153 ad 382) (BMF activity code: 575)

Care and housing for the aged (see also 382) (BMF activity code: 153)

Supplying money, goods or services to the poor (BMF activity code: 560)


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.


Senior Concerns reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Grants Received

  • Balance Sheet


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

With the temporary closure of our Adult Day Program (ADP), we lost a major revenue source. Prior to the pandemic, the ADP brought in revenue close to $500,000. We also had to close our Thrift Store, resulting in lost revenue of approximately $115,000, and we had to cancel in-person fundraising events. At the same time, we were fortunate to receive both the EIDL and PPP loans, and secure emergency funding from many of our supporters to help us continue to operate during the pandemic. This emergency funding helped enable Senior Concerns to respond to emergent needs with new services, such as the creation of COVID-19 Tool Kits that were delivered free of charge to seniors age 75+. We also launched an In-Home Geriatric Assessment Program to provide seniors and family caregivers a comprehensive assessment that is individualized to specific needs and concerns. And, we became a clearing house for information and help in scheduling vaccine appointments.


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

We had to temporarily close our Adult Day Program and Thrift Store, and cease in-person delivery of case management and senior advocacy provided by our social work team. We have been able to shift delivery of services to telephone and on-line platforms. Senior Concerns began offering twice weekly activity sessions over Zoom for seniors with cognitive impairment. The sessions offer enriching activities while also checking in with participants visually. All one-on-one case management, senior advocacy and support groups are offered via Zoom. Our monthly seminars are now offered via Zoom and are available on our website for later viewing. We experienced a tremendous increase in need for Home Delivered Meals, and grew from delivering 800 meals/week to now delivering more than 4,000 meals/week. We created a Pantry and delivered needed items free of charge to homebound seniors. To address the loneliness many seniors were experiencing, we launched monthly Birthday Parties over Zoom.


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

With the closure of our Adult Day Program, we had to furlough half our staff and operate with just 16 employees, many part time. Staff willingly assumed added responsibility to ensure smooth and continued delivery of programs. We had to adapt to several staff working remotely. This meant upgrading our phone system so calls could be seamlessly connected to staff at home. In advance of the re-opening of our Adult Day Program, we had to upgrade the HVAC system and add new air filtration to ensure the safety of our program participants. Many of our long time volunteers had to step back during the pandemic and we had to quickly onboard 400 new volunteers to deliver meals and pantry items. We invested in a new volunteer management system to make the process efficient. To meet an increased need in home delivered meals, we had to quickly onboard two new restaurant partners to help prepare meals, and coordinate meal delivery from three separate locations to homebound seniors in need.


Innovations the organization intends to continue permanently after the pandemic:

When we moved our Path to Positive Aging seminar series to Zoom, we were able to tap expertise of presenters nationwide, as well as record the seminars for later viewing from our website. In addition, we could accommodate a greater number of people. We will continue to provide these seminars via Zoom. Our new Volunteer Management System will continue to be the centerpiece of our Volunteer Program, making the application and onboard process extremely efficient. We are now able to direct prospective volunteers to fill out an application and complete a background check entirely online rather than via paper forms. This allows us to quickly onboard new volunteers. Senior Concerns has been fortunate that many in the community have stepped us to provide support. Many have expressed interest in making a lasting commitment to the organization. We are launching a comprehensive Planned Giving Program to provide update-to-date resources and information to those wishing to make legacy gifts.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
10/1/20202019 85.98
10/1/20202018 83.81
6/1/20182017 84.52
6/1/20172016 92.48
6/1/20162015 90.07
Rating Version: 2.0
3/1/20162015 84.26
11/1/20152014 91.72
6/1/20142013 92.95
5/1/20142013 90.74

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.

9/1/20122011 91.40
9/20/20112010 83.42
Rating Version: 1.0
7/1/20112010 78.02
9/1/20102009 83.97
12/1/20092008 82.13
11/1/20082007 81.32
2/1/20082006 82.23

...   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

Senior Concerns 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.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Senior Concerns reported its three largest programs on its FY 2020 Form 990 as:


$654,102

Spent in most recent FY

46%

Percent of program expenses


ADULT DAY PROGRAM: SENIOR CONCERNS' ADULT DAY PROGRAM PROVIDES A FRIENDLY, SUPPORTIVE ENVIRONMENT THAT ENCOURAGES WELL-BEING, SOCIALIZATION AND THE HIGHEST LEVEL OF FUNCTIONING FOR THOSE WITH DEMENTIA ... (More)


$318,369

Spent in most recent FY

22%

Percent of program expenses


MEALS ON WHEELS PROGRAM: THE MEALS ON WHEELS PROGRAM ADDRESSES THE GROWING PROBLEM OF FOOD INSECURITY AMONG HOMEBOUND SENIORS IN THOUSAND OAKS AND NEWBURY PARK. FOOD INSECURITY (LIMITED OR UNCERTAIN A ... (More)


$154,108

Spent in most recent FY

10%

Percent of program expenses


CAREGIVER SUPPORT CENTER: AS MORE AND MORE PEOPLE ASSUME THE ROLE OF FAMILY (UNPAID) CAREGIVER, THERE IS AN INCREASED NEED FOR SUPPORTIVE SERVICES FOR THE FAMILY CAREGIVER. SENIOR CONCERNS' CAREGIVER  ... (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 Senior Concerns 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


Founded in 1975, Senior Concerns’ mission is to provide programs and services which support and improve the health, well-being, and quality of life for seniors and family caregivers. We recognize that by supporting not only the senior, but also the family caregiver, we help ensure better emotional and physical health for the entire family. Senior Concerns supports people living in community, rather than in facilities where they have services provided for them. Senior Concerns’ programs include Meals On Wheels/Home Delivered Meals, an Adult Day Program for seniors with cognitive or physical impairment, a Caregiver Support Center, Senior Advocacy Services, In-Home Geriatric Assessments, and Pro Bono Legal and Financial Counseling. We also offer our monthly Path to Positive Aging seminar series to provide education on aging and its challenges and opportunities. Senior Concerns is considered the hub and go-to resource for all issues related to aging and caregiving in our community.


Source: Nonprofit submitted responses

Vision

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


The landscape of care and services for seniors is increasingly moving to the home. Most Americans over the age of 65 live in the community, not in nursing homes or other institutions. Only 4.5 percent (about 1.5 million) of older adults live in nursing homes and 2 percent (1 million) in assisted living facilities. This means that there will continue to be a greater reliance on community-based services, such as those offered by Senior Concerns. Senior Concerns provides a broad range of evidence-based and evidence-informed programs designed to address the needs of a rapidly growing senior community as they age in place. We aim to provide life-affirming resources that help seniors remain as independent, and enable families to avoid premature placement of loved ones into facilities by enhancing the quality of seniors' lives.


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: Develop and implement a sustainability plan which includes financial, leadership, programming, physical plant sustainability.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Goal Two: Develop and implement plans to appropriately serve the growing population of seniors and family caregivers in our service area, with an eye toward diversity, equity, and inclusion.

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


Goal Three: Build advocacy for the needs and desires of seniors and family caregivers and the services our organization provides, through education, partnerships, media, marketing, and consensus building.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Our leadership team maintains membership and attends training through several organizations in order to provide professional development and improve skills and knowledge in our industry. We are members of the Alzheimer’s Foundation of America and Meals On Wheels America. We also hold memberships with and receive training from the Center for Nonprofit Leadership and the Association for Fundraising Professionals. Senior Concerns’ leadership serves on the Executive Committees of the Ventura County Area Agency on Aging, the LGBT Aging Coalition of Ventura County, Dementia Friendly Ventura County, the Ventura County Coalition for Compassionate Care and the Ethics Committee of Los Robles Medical Center.

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

  • Community Building

What are this organization’s external mobilizaton efforts?

Senior Concerns engages in strategic partnerships with several other nonprofit, public and private sector organizations to serve the senior community. We provide thought leadership through monthly seminars on aging through our Path to Positive Aging seminar series, and through columns the Acorn Newspapers, and the Ventura County Star. We actively market our programs through email and on social media. We regularly distribute materials to seniors on topics such as how to recognize and treat heat stroke, how to prepare for a power outage, and what to do to prepare for wildfire. Our COVID-19 Took Kit included a booklet that provided facts on the virus, what to do if one suspects they are ill, and how to create a COVID Back Up Plan should one be hospitalized or unable to care for themselves. We mobilized 400 volunteers to help deliver meals, groceries and supplies to homebound seniors. We mobilized County and City leaders, and local foundations, ensure our Center was ready for re-opening.

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.


With congregate meal programs closed and seniors staying home for their own health and safety, Senior Concerns quickly expanded its Meals On Wheels/Home Delivered Meal programs, growing from delivering 800 meals per week to 4,000 meals per week. This was done by creating partnerships with two local restaurants to prepare additional meals to meet increased need. We also became one of only two nonprofits in Ventura County to serve as coordinating agency for the State’s Great Plates Program. Recognizing that local pantries don’t deliver and seniors could not get to the store for groceries, we established a free Pantry and have been making no contact deliveries of shelf stable food, paper goods, cleaning supplies and personal care items. We also created a Grocery/Errand Service. Through the Pantry and the Grocery service, we have delivered more than 4,500 bags of grocery items. We moved our Case Management and Senior Advocacy Services, including one-on-one counseling and support groups, to the Zoom platform so we could continue to serve the community. With our Adult Day Program closed, we began offering twice weekly, cognitively stimulating activities via Zoom for our Adult Day participants to keep them active and engaged. To help ensure seniors’ health and provide them the tools to monitor any COVID symptoms, we created COVID-19 Tool Kits including a thermometer, plus oximeter, gloves, face masks, hand sanitizer, and more. These were distributed free of charge to 1,000 seniors. We began hosting birthday parties over Zoom because many seniors were alone and unable to gather with friends and family to celebrate. We moved our monthly seminars to Zoom, enabling us to accommodate more people and tap the knowledge of experts nationwide to present. We became the go-to resource helping seniors understand and obtain the vaccines, oftentimes arranging for a mobile vaccine clinic to travel to the home of a bedbound senior.

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

Senior Concerns 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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