BOYS & GIRLS CLUBS OF CARLSBAD (EIN 952131503) - 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

1952

Legal Domicile

Principal Officer

TRAVIS VAN TREESE

Phone

7606835106

Tax Period

2024-07-01 to 2025-06-30

BOYS & GIRLS CLUBS OF CARLSBAD, founded in 1952, is a community nonprofit in the Youth Development sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $9.1M represent 29 months of operating reserves.

Mission

TO PROVIDE ACTIVITIES AND EXPERIENCES THAT ENRICH THE LIVES OF YOUNG PEOPLE, INSPIRING AND ENABLING THEM TO REACH THEIR FULL POTENTIAL.

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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 $564,971

Program Service Revenue $2,180,102

Investment Income $347,050

Other Revenue $687,514

TOTAL REVENUE $3,779,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,245,254

Fundraising Expenses $112,686

Program Expenses $3,405,700

Other Expenses $1,572,420

TOTAL EXPENSES $3,817,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,779,637	$4,278,793	-0.1%
Expenses	$3,817,674	$3,804,865	+0.0%
Net Income	$-38,037	$473,928	-1.1%

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

148

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD NELSON	CEO	40.00		$182,531	$0	$182,531
TRAVIS VAN TREESE	President	3.00	Officer Director	$0	$0	$0
JASON MASHERAH	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMIE ARTERTON	BOARD MEMBER	3.00	Director	$0	$0	$0
KEITH KELSON	BOARD MEMBER	3.00	Director	$0	$0	$0
SHAUN ALGER	BOARD MEMBER	3.00	Director	$0	$0	$0
MIKE MAHER	BOARD MEMBER	3.00	Director	$0	$0	$0
TIMOTHY BROADHEAD	Finance Chair	3.00	Officer Director	$0	$0	$0
NICK PUCCIO	BOARD MEMBER	3.00	Director	$0	$0	$0
LUKE MATTESON	Exec. Secretary	3.00	Officer Director	$0	$0	$0
MIKE BATTIN	HUM. RES. CHAIR	3.00	Officer Director	$0	$0	$0
CARRIE FILLA	MARKETING & PR	3.00	Officer Director	$0	$0	$0
RICK BERGAMASCHI	BOARD MEMBER	3.00	Director	$0	$0	$0
ALENA BROOKS BLASIO	BOARD MEMBER	3.00	Director	$0	$0	$0
VANOLI CHANDER	BOARD MEMBER	3.00	Director	$0	$0	$0
BRANDON WHEELIHAN	Facility Chair	3.00	Officer Director	$0	$0	$0
RANDY FERREN	RES. DEV. CHAIR	3.00	Officer Director	$0	$0	$0
MARYLOU FLANDERS	BOARD MEMBER	3.00	Director	$0	$0	$0
RUSS KOHL	BOARD MEMBER	3.00	Director	$0	$0	$0
KAY MATHERLY	BOARD MEMBER	3.00	Director	$0	$0	$0
AMY MCNAMARA	COMMUNITY CHAIR	3.00	Officer Director	$0	$0	$0
JIM MORRISON	BOARD MEMBER	3.00	Director	$0	$0	$0
DEREK BERG	PROGRAMS CHAIR	3.00	Officer Director	$0	$0	$0
GREG LEWIS	BOARD MEMBER	3.00	Director	$0	$0	$0
BILL LARSON	BOARD MEMBER	3.00	Director	$0	$0	$0
MIKE NAYLOR	BOARD MEMBER	3.00	Director	$0	$0	$0
MARK LOFTUS	BOARD MEMBER	3.00	Director	$0	$0	$0
VIOLA WHEELIHAN	BOARD MEMBER	3.00	Director	$0	$0	$0
GEORGE YOUNG	BOARD MEMBER	3.00	Director	$0	$0	$0
ALEX KLINGENSMITH	INVEST. CHAIR	3.00	Officer 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	$3,779,637	$3,817,674	$9,630,060	$-38,037
2024	$4,278,793	$3,804,865	$9,680,492	$473,928
2023	$3,284,309	$3,665,899	$9,044,477	$-381,590
2022	$6,512,881	$3,419,199	$9,240,106	$3,093,682
2021	$3,019,996	$2,997,624	$6,054,069	$22,372
2020	$3,624,874	$3,103,916	$6,101,224	$520,958
2019	$3,472,815	$3,419,051	$5,860,183	$53,764
2018	$3,174,740	$3,297,381	$5,784,636	$-122,641

BOYS & GIRLS CLUBS OF CARLSBAD