Womans Club of Carlsbad

Nonprofit profile at a glance

EIN
956096772
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-EZ 2023
Location
Carlsbad, CA, USA
Phone
9165495835
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$204,821
Expenses
$55,268
Assets
$391,275
Liabilities
$10,212

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • DIANE CAMPBELL (PRESIDENT)

People named in this filing

  • HELEN STAMATELATOS (PHILANTHROPY CHAIR)
  • MARI ERICKSON (MEMBERSHIP CHAIR)
  • LISA KAUFMAN (PAST PRESIDENTS CHAIR)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The WCC is a philanthropic organization dedicated to helping meet local community needs. Through a century-long legacy of volunteerism and charitable work, we are a multiplier helping nonprofits every year. 100+ members boosts the success of dozens of diverse civic groups.

What it reported doing in 2024

We provided $2,239 for supplies and 6,569 hours of support to over 20 local charities this year: Meals on Wheels-touching over 700 seniors in our community, ongoing food bank support, holiday Angel Tree with Salvation Army-giving to over 500 economically disadvantaged families and sewing over 200 comfort pillows to surgery patients. We also support civic groups such as: First Responders, Village Academy teachers, and various local organizations supporting and preventing domestic violence and human trafficking. Plus, we have a close relationship with Carlsbad High School, including club support and sponsoring an annual art contest. Another 6,016 volunteer hours were dedicated to fundraising, member education, and social activities needed to build strong club relations inside and outside of the club. Totaling 12,585 volunteer hours. All remaining revenue was designated to our building reserve fund. Our club house was built in the 1960s and needs major ADA remodeling

Operating model

Revenue model
Other-operating. 78% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 42% for direct work, and 58% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 74
  • Accountability: 70
  • Sustainability: 83
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.2%; rating input score 68
  • Program expense ratio: 83.3%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 26th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 48.8%; rating input score 49; 42nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • 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: 73%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 7.08; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 10.4% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 10.1% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 68.2% of revenue deployed · 83.3% of spending went to programs
  • Governance: 15 of 15 board members independent · 2 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $46K in reported program spending
  • Leadership: top reported pay $0 · 24 people listed
  • Consistency: 17 of 18 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes grants
  • 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.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 49/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.