Buckner Children and Family Services 2019 Independent Evaluation by ExcellenceinGiving

Buckner Children and Family Services Bullet-Point Analysis strength

caution

weakness

S T R AT E GY Keeping Families Together. In addition to coordinating foster care and adoption placements, Buckner works to keep families together. Buckner offers aid and coaching to families who may be at risk of future child removal due to abuse or neglect, and it works to reduce barriers to self-sufficiency for single parents so they can afford to care for their children long-term.

Focus on Expansion. Last year, Buckner listed demonstrating “the measurable impact that Buckner core services have on clients” as its #1 target for future plans. This year, all future plans switched back to expansion of services—more counties in Texas, more Family Hope Centers, etc.—despite outcome measures still being a weakness. Quantifying Buckner’s impact would show which high impact programs to expand. Buckner has not modified or cut a program in the last 3 years for bad results.

L EA DE RS H I P Board Engagement and Support. Buckner’s gender-diverse Board meets 4 times annually, works in 4 committees, has approved a strategic plan, and evaluates the CEO annually. The Board has also established a separate advisory Board it can use to recruit new Board members when their term limits end. The Board contributed 3% of gift income in FY2018.

Volunteer Leverage. Buckner’s 309 staff (FTE) mobilized 6,375 volunteers in the USA in FY2018. Leveraging volunteers can exponentially improve operating efficiency.

IM P A CT Tracking Activities and Outputs. Buckner reports how many single moms completed its Family Pathways program, how many children were adopted or placed with a foster family, and how many people were served by Family Hope Center programs around the world.

Measuring Long-term Outcomes. Buckner is unable to report on the long-term outcomes of most of its clients. Buckner reports clear outcomes for its Family Pathways participants, but it does not report (1) improved child safety or stability for foster family placements or (2) reduction in risk of abuse or neglect for Family Hope Center program participants through healthier relationships and finances.

Duplicated Clients. Until 2018, Buckner was counting some of its clients more than once when reporting annual clients served. After removing duplications, Buckner reported serving half as many clients in FY2018 as in FY2017. After adjusting for the duplications, Buckner’s cost per client served more than doubled from the $127 reported in FY2017 to the more accurate $262 reported in FY2018.

FI N A N C ES Financial Management. Buckner performs annual independent audits and follows written financial controls. No debt and investments creating $10M+ in annual income gives Buckner financial stability.

No Urgent Need for Funding. Buckner is 73% self-sustainable in the USA and has a separate foundation with over $318M. Buckner maintains $44 million in near-term expendable assets to cover an entire year of expenses. Buckner’s strong financial backing allows it to compensate its CEO $481K.

Fundraising Efficiency. Though Buckner is highly self-sufficient, it spends a high 20 cents for each dollar it fundraises – more than 85% of the nonprofits in the Excellence in Giving database. Buckner’s total number of donors was lower in FY2018 than any of the prior 3 years. NOTE: Excellence in Giving’s analysis is based on data provided by the nonprofit in our Analytics report.

Created: 5.16.2019

Nonprofit Analytics GENERAL U.S. Tax ID# 75-2571395 Year Founded 1995 Buckner Children and Family Services Zip 75201 HQ Street Address 700 N. Pearl St., Suite 1200 City & State Dallas TX HQ Nation United States Phone 214.758.8000 Website(s) www.buckner.org Contact Email roxane.lopez@buckner.org Primary Contact & Title Roxane Lopez, Senior Director of Operations Organization Type Charity with separate Support Org Annual Report Link https://spark.adobe.com/page/N7jsqb61GqPdj/ Texas Department of Family and Protective Services, Texas Rangers Charity Navigator BBB (give.org) Nonprofit Strategic ✔ Charity Watch Guidestar Foundation, World Vision, North Texas Food Bank, Texas Baptist Accountability Partners ✔ ECFA Ministry Watch Listings Men, Convoy of Hope, Samaritan's Purse Primary Program Area Support Services Peer Group Unknown Organization Name

Other Program Area(s)

Foster Care Healthcare

Clients Served

Children

GROWTH TRENDS

FY 2015

FY 2016

FY 2017

FY 2018

Paid Staff (FTE)

300.5

246.2

273.5

309.0

3 % Restructured in 2016 to operate within a balanced budget

Clients Served

339,089

298,358

337,095

168,843

50 % BCFS clients. Reporting changes decreased duplication '18

Annual Income $44,169,309

% Change

Explanation

3 % '18 Unaudited. More cash gifts for shoes vs in-kind '17-'18

$46,008,338 $38,894,702 $45,498,594

Donors

6,340

6,244

6,272

5,885

Key Activity

2,259

2,763

2,249

2,242

1 % Foster Care, Adoption, and Global Permanency * Invested Endowment Fund Balance reflects "Total Assets" of Buckner

FUNDRAISING Foundation 30 %

NOT Cost to Raise $1 ("GIK" ) $ 0.20

47 % Largest Gift for FY2018 $750,000

Gov't Funding %

Gift Size: Donors Listed by Gift Size for # of Donors: FY 2018 Total Amount:

< $1,000

$1K - 4,999

$5K - 24,999

$25K - 49,999

$50K - 99,999

$100,000 +

5,017 $ 651,562

537 $ 976,126

250 $ 2,402,135

39 $ 1,196,650

25 $ 1,652,079

17 $ 3,341,627

Donor Retention Rate

Gift Income % from Largest Gift

73% Invested Endowment Fund Balance * $318,857,867

7.3%

Self-sustainability %

FINANCIAL MANAGEMENT Cash & Equivalents on Hand Written Financial Controls FISCAL YEAR

01/01 TO 12/31 INCOME

Earned Revenue Gifts in Kind Cash Donations

EXPENSES

Total Income Program Services Administrative Fundraising Total Expenses

SURPLUS/DEFICIT

1-2 Months Yes

Near-term Expendable Net Assets No

Independent Financial Audits

$44,930,275 Yes

FY 2015

FY 2016

FY 2017

FY 2018

$22,608,602 $8,218,131 $13,342,576 $44,169,309

$29,838,363 $7,984,372 $8,185,603 $46,008,338

$25,967,607 $4,202,023 $8,725,072 $38,894,702

$32,324,948 $2,953,467 $10,220,179 $45,498,594

Total Current Debt

Reserve Coverage % 2019

BUDGET ACTUALS

$28,173,767 $0 $13,927,066 $42,100,833

$40,177,289 91 % $40,303,322 89 % $38,457,652 90 % $38,554,123 87 % $37,889,000 90 % $2,535,437 6 % $3,194,060 7 % $2,131,941 5 % $3,705,375 8 % $2,476,833 6 % $1,400,496 3 % $2,007,128 4 % $2,108,098 5 % $2,033,870 5 % $1,735,000 4 % $42,100,833 $44,113,222 $42,697,691 $44,293,368 $45,504,510 $56,087 $3,802,989 $503,828 $1,205,226 $0

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101% 2015-2018 FY TRENDS

43 % 64 % 23 % 3% 4% 46 % 45 % 0%

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LEADERSHIP Dr. Albert Reyes

CEO Name & Tenure CEO Annual Evaluation

Yes

Total Paid Staff by Type FT: 290

11 yrs No

PT: 38

* Total Volunteers shown for US only

CEO Age 50-59 yrs

CEO has Board Vote

Yes

6% 9 staff

Total CEO Compensation

$ 480,888

CEO Successor Identified

Yes

6,375 Yearly Staff Evaluations Yes No CEO Direct Reports Annual Board Meetings 4 Board Chair & Tenure Board Size Board Gender Diversity Men:13 Women:11 Rodney Henry 8 yrs 24 Donation % from Board 3 % Board Committees 4 Term Length 3 yrs Consecutive Term Limits 3 terms Additional Advisory or Development Board Yes No Number of Board Members Related to the CEO 0 Staff Turnover Rate

Total Volunteers*

STRATEGY MISSION

Buckner Children and Family Services transforms the lives of vulnerable children and builds strong families through Christ-centered values.

1+ Year(s)

LENGTH of Primary Client Relationships

CLIENTS SERVED

Vulnerable children and families in the U.S. and around the world.

The PROBLEM

In today's world, many families are struggling with poverty, family issues and lack of services. These struggles create added stress for parents and children, leaving them vulnerable to challenges and insecurities that can lead to broken homes, child abuse or neglect, and the perpetuation of generational poverty.

BCFS identifies critical needs for vulnerable children and families and provides quality programs that strengthen, equip and elevate families through Your SOLUTION education and coaching to create long-term transformational change, and reduce the barriers to self-sufficiency. 1-3 year PLAN

1.) BCFS is currently planning for the expansion of foster care services to surrounding counties in North Texas. 2.) Construction of a new Family Hope Center is currently underway in the Bachman Lake area of Dallas, with additional Family Hope Centers also in the planning stages. 3.) In Mexico, Guatemala, Dominican Republic (DR), Honduras and Peru we are projecting to serve an estimated 200 families per Latin American country per year.

Up-to-date Board-approved STRATEGIC PLAN

Yes

CUT (or Modified) PROGRAM in last 3 years for bad results

Yes

IMPACT Long-term VISION

The long term vision of Buckner Children and Family Services is to protect and serve vulnerable children and families by strengthening families and creating permanency so that children can reach their God-given potential.

RESULTS Report outcomes not activities

1.) In 2018, 1,028 neglected, abused or abandoned children were cared for through Buckner foster care programs in Texas and 133 children were adopted into forever families. 2.) Internationally, 263 children found safety and love in foster and kinship care homes in Kenya and Guatemala, and 33 children were adopted into forever families in Kenya. 3.) In 2018, of the participants served through Buckner Family Pathways programs in Texas, 42 participants successfully completed the program, a 68% increase from 2016. 4.) In 2018, over 61,000 children and adults were served through 7 Family Hope Centers in Texas and 18 Family Hope Centers in six countries.

Measure outcomes against benchmarks

Yes

Track Key Performance Indicators

Yes

Completed independent impact evaluation

Yes

Completed program logic model(s)

Yes

Survey program beneficiaries

Yes

Conducted randomized controlled trial (RCT)

Yes

Impact STORY

Courtney is a single mother participating in Family Pathways. After a difficult childhood and 13 years as a drug addict, Courtney surrendered her life to Jesus and found a path to make a better life for herself and her son, Caleb. Courtney will soon receive an Associates Degree from Eastfield College and will go on to earn a Bachelor's Degree in Social Work.

Recent Program BCFS is working on the implementation of Monitoring, Evaluation and Learning plans to provide evidence-based programming to better serve clients IMPROVEMENT and demonstrate the true impact of our programs.

GEOGRAPHIC SCOPE Where do your programs operate?

Local

Regional

National (USA)

International (List nations or regions served below alphabetically)

BCFS represents the “program” side of Buckner and serves clients domestically (USA) and internationally (Dominican Republic, Guatemala, Honduras, Kenya, Mexico, Peru).

S.W.O.T. ANALYSIS STRENGTHS Staff; Continuum of Care; Quality of Services; 140-year history; Business Practices

SOURCE

WEAKNESSES

OPPORTUNITIES

THREATS

Economy; Tax Legislation; Challenges of Talent Management; Outcome Measures; Positioning organization for future Fundraising growth; Strategic Development; Financial Sustainability Developing mutually-beneficial alliances; Increased community awareness Completed By:

Roxane Lopez

Date: 2 of 2

06/06/2019 www.excellenceingiving.com