Assistance League of Saddleback Va… - Form 990 Financial Data

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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

1989

Legal Domicile

Phone

9494598988

Tax Period

2023-06-01 to 2024-05-31

Assistance League of Saddleback Valley, founded in 1989, is a small nonprofit that reported $324K in total revenue in fiscal year 2023. Expenses of $299K left a modest 8% surplus.

Mission

To put caring and commitment into action by providing services to children, families and the elderly in the Saddleback Valley Communities through nonprofit volunteer efforts.

Program Service Accomplishments

Program 1

Expenses: $167,888

Operation School Bell - the national philanthropy of Assistance League, is the chapter's largest program. They provide children with new clothing and school supplies. This service helps to promote...

Operation School Bell - the national philanthropy of Assistance League, is the chapter's largest program. They provide children with new clothing and school supplies. This service helps to promote improved self-image and performance in school to those children who are identified by their teachers and principals to be in need of our help. This service has been expanded to include intermediate and high school children. The chapter is partnered with Target whereby chapter members assist students and parents to shop, with each child receiving $100 worth of back-to-school clothing and school supplies. The chapter also provides girls jeans to children of Marine families of Camp Pendleton.

Program 2

Expenses: $40,823

Links to Learning - is a program that awards funds to intermediate and high school teachers, allowing them to purchase equipment and materials for their classrooms to enrich learning as well as...

Links to Learning - is a program that awards funds to intermediate and high school teachers, allowing them to purchase equipment and materials for their classrooms to enrich learning as well as expand the existing curriculum with new innovative approaches.

Program 3

Expenses: $19,792

Camp Pendleton Outreach - The chapter provides books and Easter baskets to preschool children of Marine families at Camp Pendleton.

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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 (2023)

Revenue Breakdown

Contributions & Grants $225,763

Program Service Revenue $9,522

Investment Income $48

Other Revenue $88,274

TOTAL REVENUE $323,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $25,578

Program Expenses $249,591

Other Expenses $298,737

TOTAL EXPENSES $298,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,607	$302,788	+0.1%
Expenses	$298,737	$254,352	+0.2%
Net Income	$24,870	$48,436	-0.5%

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

N/A

Volunteers

141

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
Susan Dolbee	President	5.00	Officer Director	$0	$0	$0
Heather Redd	Treasurer	15.00	Officer Director	$0	$0	$0
Mary Lou Light	VP Philanthropy	10.00	Officer Director	$0	$0	$0
Vicki Easterling	Marketing Comm	17.00	Officer Director	$0	$0	$0
Pam Bisson	Education	3.00	Officer Director	$0	$0	$0
Terry Petersen	Strategic Plng	3.00	Officer Director	$0	$0	$0
Sita Gyan-Gorski	Secretary	1.00	Officer Director	$0	$0	$0
Maggie Kerns	VP Membership	9.00	Officer Director	$0	$0	$0
Darelene Carpenter	VP Resource Dev	7.00	Officer Director	$0	$0	$0
Karen Tijanich	Assist Coordntr	6.00	Officer 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	No data	No data	No data	No data
2024	$323,607	$298,737	$596,317	$24,870
2023	$302,788	$254,352	$571,601	$48,436
2022	$280,544	$226,836	$586,550	$53,708
2021	$214,510	$186,751	$453,550	$27,759
2020	$257,036	$200,480	$422,035	$56,556

Assistance League of Saddleback Valley