LAWYER REFERRAL SERVICE OF THE BAR ASSOC OF NORTHERN SAN DIEGO COUNTY INC (EIN 330017615) - 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

1994

Legal Domicile

Phone

7607584755

Tax Period

2025-01-01 to 2025-12-31

LAWYER REFERRAL SERVICE OF THE BAR ASSOC OF NORTHERN SAN DIEGO COUNTY INC, founded in 1994, is a small nonprofit that reported $135K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $166K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE THE COMMUNITY WITH FREE REFERRALS TO EXPERIENCED ATTORNEYS LICENSED TO PRACTICE LAW BY THE STATE OF CALIFORNIA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $89,325

Investment Income $45,699

Other Revenue $10

TOTAL REVENUE $135,034

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $96,443

Fundraising Expenses $0

Other Expenses $54,847

TOTAL EXPENSES $166,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$135,034	$180,731	-0.3%
Expenses	$166,290	$161,733	+0.0%
Net Income	$-31,256	$18,998	-2.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEATRIZ OLIVAS	PROGRAM ADMINISTRATOR	37.50		$61,059	$0	$61,059
K MARTIN WHITE	President	1.50	Officer Director	$0	$0	$0
KATIE ANDERSON	Secretary	1.00	Officer Director	$0	$0	$0
IRENE STEWART	Director	1.00	Director	$0	$0	$0
DEBRA LEFFLER STREETER	Treasurer	1.00	Officer Director	$0	$0	$0
RUSSELL KOHN	Director	1.00	Director	$0	$0	$0
WAYNE TEMPLIN	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	$135,034	$166,290	$1,203,982	$-31,256
2024	$180,731	$161,733	$1,147,550	$18,998
2023	$70,038	$161,431	$1,142,495	$-91,393
2022	$95,898	$158,588	$1,234,923	$-62,690
2021	$1,208,378	$184,413	$1,295,664	$1,023,965

LAWYER REFERRAL SERVICE OF THE BAR ASSOC OF NORTHERN SAN DIEGO COUNTY INC