Assistance League of Rancho San Dieguito (EIN 330556542) - 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

LynnMarie Cooper

Phone

7606341091

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Rancho San Dieguito, founded in 1993, is a small nonprofit that reported $486K in total revenue in fiscal year 2024. Expenses of $424K left a modest 13% surplus.

Mission

Assistance League volunteers transforming the lives of children and adults through community programs.

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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 $434,948

Program Service Revenue $0

Investment Income $21,401

Other Revenue $29,176

TOTAL REVENUE $485,525

Expense Breakdown

Grants Paid $190,499

Salaries & Benefits $12,000

Fundraising Expenses $165,023

Program Expenses $227,061

Other Expenses $221,740

TOTAL EXPENSES $424,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,525	$477,363	+0.0%
Expenses	$424,239	$375,313	+0.1%
Net Income	$61,286	$102,050	-0.4%

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

176

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

$2,000

Total Directors

$2,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary Wolod	Treasurer	15.00	Officer Director	$2,000	$0	$2,000
Linda Kermott	President	20.00	Officer Director	$0	$0	$0
Diana Dean-Nau	Vice President	12.00	Officer Director	$0	$0	$0
Kathy Aubin	Vice President	15.00	Officer Director	$0	$0	$0
Deborah Beauschene	Vice President	7.00	Officer Director	$0	$0	$0
Claudette Chaisson	Vice President	8.00	Officer Director	$0	$0	$0
Lory McGregor	Vice President	6.00	Officer Director	$0	$0	$0
Shelley de Ganna	Vice President	20.00	Officer Director	$0	$0	$0
Marilyn Scheininger	Treasurer	8.00	Officer Director	$0	$0	$0
Pam Leander	Secretary	10.00	Officer Director	$0	$0	$0
Cathie Kinnard	Secretary	3.00	Officer Director	$0	$0	$0
Kathy O'Leary	Director	26.00	Director	$0	$0	$0
Carol Tuggey	Director	7.00	Director	$0	$0	$0
Ellen Hsu	Director	9.00	Director	$0	$0	$0
Jo Ely	Director	3.00	Director	$0	$0	$0
Jan McEachern	Director	7.00	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	$485,525	$424,239	$952,900	$61,286
2024	$477,363	$375,313	$973,800	$102,050
2023	$368,674	$336,012	$960,683	$32,662
2022	$452,042	$287,763	$693,100	$164,279
2021	$275,337	$246,694	$525,222	$28,643

Assistance League of Rancho San Dieguito