CHARITABLE ADULT RIDES & SERVICES (EIN 274327126) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

HOWARD A PEARL

Phone

8583002902

Tax Period

2024-07-01 to 2025-06-30

CHARITABLE ADULT RIDES & SERVICES, founded in 2010, is a mid-sized nonprofit in the Human Services sector that reported $21.2M in total revenue in fiscal year 2024. Expenses of $19.9M left a modest 6% surplus.

Mission

THE ORGANIZATION'S MISSION IS (1) TO SERVE THE TRANSPORTATION NEEDS OF OLDER ADULTS WHO ARE UNABLE TO DRIVE IN THE SAN DIEGO AREA, (2) TO SUPPORT THE ACTIVITIES OF JEWISH FAMILY SERVICE OF SAN DIEGO (JFSSD), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, INCLUDING MAKING CASH GRANTS TO JFSSD, (3) TO PROMOTE PHILANTHROPY AND CHARITABLE GIVING IN SUPPORT OF VARIOUS CAUSES, INCLUDING THOSE OF THE ORGANIZATION, ALL OF WHICH ARE FUNDED THROUGH DONATIONS OF CASH, VEHICLES, REAL ESTATE AND OTHER PROPERTY, PUBLIC AND PRIVATE GRANTS AND ALL OTHER DIRECT AND INDIRECT SOURCES OF REVENUE AND (4) PROVIDE TRANSPORTATION COORDINATION SERVICES TO OTHER CHARITABLE ORGANIZATIONS NEEDING ASSISTANCE IN GETTING THEIR INDIVIDUAL CONSTITUENTS FROM POINT A TO B BY OFFERING HIGH-TOUCH TRANSPORTATION SOLUTIONS, INCLUDING CALL CENTER SERVICES, FOR INDIVIDUALS THAT HAVE MOBILITY RESTRICTIONS OR LIMITED TRANSPORTATION CAPABILITIES. ADDITIONALLY, THE ORGANIZATION MAY ENGAGE IN ANY ACTIVITIES THAT ARE REASONABLY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $767,126

Program Service Revenue $18,656,139

Investment Income $1,518,722

Other Revenue $278,865

TOTAL REVENUE $21,220,852

Expense Breakdown

Grants Paid $2,500,000

Salaries & Benefits $10,726,721

Fundraising Expenses $2,987,794

Program Expenses $15,072,850

Other Expenses $6,718,436

TOTAL EXPENSES $19,945,157

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,220,852	$21,082,994	+0.0%
Expenses	$19,945,157	$20,601,351	0.0%
Net Income	$1,275,695	$481,643	+1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

147

Volunteers

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

$1,571,381

Total Directors

$621,910

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD A PEARL	CHIEF EXECUTIVE OFFICER	40.00	Officer	$642,194	$13,862	$656,056
MICHAEL HOPKINS	CO-CHAIRMAN/JFS CEO	1.00	Officer Director	$0	$58,018	$621,910
MARK CLAUSON	CHIEF TECHNOLOGY OFFICER	40.00	Officer	$267,336	$26,079	$293,415
TODD HOLDER	VP,NATIONAL BUS. DEVELOPMENT	40.00	Highest	$204,774	$25,753	$230,527
JEFFREY MEHLBRECH	GENERAL MANAGER	40.00	Highest	$155,932	$25,136	$181,068
MICHAEL WALLACE	SENIOR DIRECTOR, STRATEGY & CONSULTING	40.00	Highest	$135,814	$7,447	$143,261
JAMES H STRASSBURG	DIRECTOR, NATIONAL BUS. DE	40.00	Highest	$135,613	$41,311	$176,924
BIANCA BARLAS	SENIOR DEV MANAGER	40.00	Highest	$122,040	$20,276	$142,316
MARIE RAFTERY	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
GUINEVERE KERSTETTER-DEJARNETT	TREASURER	1.00	Officer Director	$0	$0	$0
JAMIE SMITH CARR	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY ACHEATE	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BUCKSBAUM	DIRECTOR	1.00	Director	$0	$0	$0
NELSON DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON DEREZIN	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LEVINSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JENNEWEIN	DIRECTOR	1.00	Director	$0	$0	$0
MERYL MANEKER	DIRECTOR	1.00	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	$21,220,852	$19,945,157	$13,049,071	$1,275,695
2024	No data	No data	No data	No data
2023	$17,892,014	$18,522,776	$10,245,635	$-630,762
2022	$21,093,169	$20,857,717	$9,823,219	$235,452
2021	$20,026,941	$18,278,718	$11,154,441	$1,748,223
2020	$11,759,854	$11,606,950	$7,710,300	$152,904
2019	$10,909,174	$10,399,401	$5,895,674	$509,773
2018	$8,410,562	$7,985,925	$3,549,519	$424,637

CHARITABLE ADULT RIDES & SERVICES