ASSISTANCE LEAGUE OF TEMECULA VALLEY (EIN 330360419) - 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

1989

Legal Domicile

Phone

9516948018

Tax Period

2023-06-01 to 2024-05-31

ASSISTANCE LEAGUE OF TEMECULA VALLEY, founded in 1989, is a community nonprofit in the Unknown sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $274K, a strong 26% operating margin.

Mission

ASSISTANCE LEAGUE OF TEMECULA VALLEY IS A VOLUNTEER PHILANTHROPIC ORGANIZATION DEDICATED TO SERVING THE NEEDS OF FAMILIES IN SOUTHWEST RIVERSIDE COUNTY. VOLUNTEERS ARE COMMITTED TO COMMUNITY SERVICE AND SPECIAL PROGRAMS TO HELP LOCAL CHILDREN AND FAMILIES IN NEED.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $1,032,222

Program Service Revenue $6,557

Investment Income $865

Other Revenue $0

TOTAL REVENUE $1,039,644

Expense Breakdown

Grants Paid $297,721

Salaries & Benefits $0

Fundraising Expenses $159,576

Program Expenses $559,468

Other Expenses $467,671

TOTAL EXPENSES $765,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,039,644	$769,503	+0.4%
Expenses	$765,392	$653,162	+0.2%
Net Income	$274,252	$116,341	+1.4%

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

N/A

Volunteers

227

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
AUBREY NICOMETO	VP MEMBERSHIP	6.00	Officer Director	$0	$0	$0
ANNETTE SHEEHY	VP PROGRAMS	11.00	Officer Director	$0	$0	$0
MARY MURPHY	President	8.00	Officer Director	$0	$0	$0
RITA O'NEILL	EDUCATION CHAIR	5.00	Director	$0	$0	$0
DENISE LANIER	ASSISTEENS	6.00	Director	$0	$0	$0
MARILYN RULE	Treasurer	18.00	Officer Director	$0	$0	$0
ELECTRA DEMOS	COMMUNICATIONS	14.00	Director	$0	$0	$0
DIANA ELIZONDO	Secretary	19.00	Officer Director	$0	$0	$0
CINDY JASPERSON	CHAPTER HOUSE	9.00	Director	$0	$0	$0
MICHELLE STILES	VP FINANCE	15.00	Officer Director	$0	$0	$0
ANNA SILVA	THRIFT SHOP	14.00	Director	$0	$0	$0
SUE SAMPSON	BYLAWS CHAIR	4.00	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	No data	No data	No data	No data
2024	$1,039,644	$765,392	$1,458,726	$274,252
2023	$769,503	$653,162	$1,142,045	$116,341
2022	$704,792	$673,851	$1,069,265	$30,941
2021	$472,164	$409,875	$1,003,478	$62,289
2020	$765,387	$730,778	$860,753	$34,609
2019	$874,058	$856,874	$873,283	$17,184

ASSISTANCE LEAGUE OF TEMECULA VALLEY