CARLSBAD BATTERED FAMILIES SHELTER

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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

1982

Legal Domicile

Principal Officer

ERIKA WRIGHT

Phone

5758854615

Tax Period

2023-07-01 to 2024-06-30

CARLSBAD BATTERED FAMILIES SHELTER, founded in 1982, is a small nonprofit that reported $429K in total revenue in fiscal year 2023.

Mission

THE MISSION OF CARLSBAD BATTERED FAMILIES SHELTER IS TO HELP PEOPLE RECOGNIZE THE POWER AND EFFECT OF DOMESTIC VIOLENCE OF FAMILIES AND SOCIETY, TO HELP VICTIMS OF DOMESTIC VIOLENCE AND THEIR FAMILES ACHIEVE SELF-SUFFICENCY AND PRESERVE DIGNITY BY PROVIDING SERVICE IN A TIMELY, RESPONSIBLE, COURTEOUS AND EFFICIENT MANNER.

Program Service Accomplishments

Program 1

Expenses: $331,456 Revenue: $881

CARLSBAD BATTERED FAMILIES SHELTER WAS ABLE TO PROVIDE OVER 1600 HOURS TO OUR BATTERER'S INTERVENTION PROGRAM, 320 HOURS OF SAFETY PLANNING AND 600 HOURS TO ADVOCACY AND SUPPORT/LEGAL ADVOCACY...

CARLSBAD BATTERED FAMILIES SHELTER WAS ABLE TO PROVIDE OVER 1600 HOURS TO OUR BATTERER'S INTERVENTION PROGRAM, 320 HOURS OF SAFETY PLANNING AND 600 HOURS TO ADVOCACY AND SUPPORT/LEGAL ADVOCACY. CARLSBAD BATTERED FAMILIES SERVED 100 HOURS OF COMMUNITY OUTREACH THROUGH ORGANIZATION HELD EVENTS, COMMUNITY EVENTS, COMMUNITY COORDINATOR MEETINGS AND PRIVATE ORGANIZATIONS. BY PROVIDING THESE SERVICES, CBFS WAS ABLE TO EDUCATE OUR COMMUNITY OF THE COMPLEX DYNAMICS OF DOMESTIC VIOLENCE AND PROVIDE MUCH NEEDED VICTIM ADVOCACY AND SUPPORT TO DOMESTIC VIOLENCE VICTIMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $425,044

Program Service Revenue $881

Investment Income $3,237

Other Revenue $0

TOTAL REVENUE $429,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $325,209

Fundraising Expenses $8,883

Program Expenses $331,456

Other Expenses $116,502

TOTAL EXPENSES $441,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$429,162	$432,822	0.0%
Expenses	$441,711	$453,353	0.0%
Net Income	$-12,549	$-20,531	-0.4%

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

Volunteers

150

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

$79,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RODGERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIO CARRASCO	TREASURER	2.00	Officer Director	$0	$0	$0
ALISSA WEST	SECRETARY	2.00	Officer Director	$0	$0	$0
JULIA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA MOUNCE	DIRECTOR	2.00	Director	$0	$0	$0
LATRISHA CALDERON	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MCGONAGILL	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA WRIGHT	EXECUTIVE D	40.00	Officer	$79,029	$0	$79,029

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
2024	$394,497	$441,559	$409,715	$-47,062
2024	$429,162	$441,711	$442,921	$-12,549
2023	$432,822	$453,353	$454,219	$-20,531
2022	$379,146	$449,132	$477,085	$-69,986
2020	$590,976	$380,672	$474,156	$210,304
2019	$435,167	$360,950	$260,391	$74,217
2018	$360,372	$354,455	$193,968	$5,917