BOYS & GIRLS CLUB OF CARLSBAD FOUNDATION (EIN 330378861) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

GREG NELSON

Phone

7607290207

Tax Period

2024-07-01 to 2025-06-30

BOYS & GIRLS CLUB OF CARLSBAD FOUNDATION, founded in 2010, is a micro nonprofit in the Youth Development sector that reported $37K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 38% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED TO ENGAGE IN THE SOLICITATION, RECEIPT AND ADMINISTRATION OF PROPERTY AND MONIES, AND FROM TIME TO TIME DISBURSE SUCH PROPERTY AND INCOME TO AND FOR THE BENEFIT OF THE BOYS AND GIRLS CLUBS OF CARLSBAD, A CALIFORNIA NON-PROFIT CORPORATION, FOR ITS CHARITABLE USES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $500

Program Service Revenue $0

Investment Income $36,788

Other Revenue $0

TOTAL REVENUE $37,288

Expense Breakdown

Grants Paid $2,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,275

Other Expenses $20,889

TOTAL EXPENSES $23,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,288	$59,742	-0.4%
Expenses	$23,164	$24,300	0.0%
Net Income	$14,124	$35,442	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG NELSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LUKE MATTESON	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT CHELBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE MAHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM MORRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
MERYL YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE CROWLEY	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$37,288	$23,164	$1,136,668	$14,124
2024	$59,742	$24,300	$1,119,811	$35,442
2023	$21,000	$4,736	$1,082,235	$16,264
2022	$1,001,686	$2,005	$1,064,687	$999,681

BOYS & GIRLS CLUB OF CARLSBAD FOUNDATION