Balboa Park Conservancy

Nonprofit profile at a glance

EIN
950850465
IRS 990 coverage
2010–2021
Official website data refreshed
Sep 2026
Forms available
Form 990 2021
Location
San Diego, CA, USA
Phone
6192353066
Rating confidence
Limited
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$0
Expenses
$2,944,883
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

24 people listed

People named in this filing

  • JON BAILEY (Trustee)
  • JOYE BLOUNT (Trustee)
  • JERRY BUCKLEY (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To restore, enhance, and sustain Balboa Park for the benefit of all.

What it reported doing in 2021

As of July 1, 2021 the Balboa Park Conservancy was merged into Friends of Balboa Park (the surviving corporation). All assets and liabilities were transferred to the surviving corporation as of the first day of the fiscal year and all fiscal year revenue and expense activity has been reported on the returns of the surviving corporation. The expenses of $2,944,883 represents the book value of the Balboa Park Conservancy's net assets transferred to the Friends of Balboa Park. The merged organization now operates under the name Forever Balboa Park.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 84
  • Accountability: 88
  • Sustainability: 8
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 3; 3rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 6.1% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 3.2% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 67th percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 100% of spending went to programs
  • Governance: 24 of 24 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $2.9M in reported program spending
  • Leadership: top reported pay $0 · 24 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2010 to 2021
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Total-asset coverage ratio scored 3/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.