ASSISTANCE LEAGUE OF NORTH COAST (EIN 330530220) - 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

1993

Legal Domicile

Principal Officer

NANCY SCHAEFER

Phone

7607222286

Tax Period

2024-06-01 to 2025-05-31

ASSISTANCE LEAGUE OF NORTH COAST, founded in 1993, is a small nonprofit in the Human Services sector that reported $469K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $99K, a strong 21% operating margin.

Mission

ASSISTANCE LEAGUE OF NORTH COAST IS DEDICATED TO SERVING THE NEEDS, PRIMARILY OF CHILDREN, IN THECOMMUNITIES OF CARLSBAD, OCEANSIDE AND VISTA WITH THE GOAL OF PROVIDING A POSITIVE STARTING POINT FOR ACADEMIC SUCCESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $559,067

Program Service Revenue $11,348

Investment Income $4,364

Other Revenue $-105,772

TOTAL REVENUE $469,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,460

Program Expenses $323,931

Other Expenses $369,560

TOTAL EXPENSES $369,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,007	$580,747	-0.2%
Expenses	$369,560	$499,089	-0.3%
Net Income	$99,447	$81,658	+0.2%

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

144

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
CHERYL MCGLOCKLIN	PRESIDENT	15.00	Officer Director	$0	$0	$0
KRISTA ROSS	VP MEMBERSHIP	7.00	Officer Director	$0	$0	$0
NOREEN TASKALOS	VP RESOURCE DEV	7.00	Officer Director	$0	$0	$0
LESLIE RODWICK	VP PHILANTHROPY	14.00	Officer Director	$0	$0	$0
JAN TERZIAN	SECRETARY	6.00	Officer Director	$0	$0	$0
MONA ACKERMAN	TREASURER	5.00	Officer Director	$0	$0	$0
CHERYL GUCKERT	EDUCATION	6.00	Director	$0	$0	$0
JAN WHITE	THRIFT SHOP	12.00	Director	$0	$0	$0
KATHIE HAFNER	THRIFT SHOP	32.00	Director	$0	$0	$0
NANCY GAYVERT	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
NANCY SCHAEFER	PRESIDENT ELECT	8.00	Director	$0	$0	$0
BEVERLY CHARLES	MARKETING	11.00	Director	$0	$0	$0
KEN CLARK	TECHNOLOGY	14.00	Director	$0	$0	$0
LAURA FARR	STRATEGIC PLANNING	2.00	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	$469,007	$369,560	$1,132,426	$99,447
2024	$580,747	$499,089	$1,196,043	$81,658
2023	$513,729	$512,880	$1,209,308	$849
2022	$508,056	$512,621	$771,334	$-4,565
2021	$462,122	$324,936	$756,450	$137,186
2020	$426,962	$423,396	$601,769	$3,566
2019	$441,392	$432,389	$635,546	$9,003

ASSISTANCE LEAGUE OF NORTH COAST