ASSISTANCE LEAGUE OF GREATER PLACER (EIN 680119738) - 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

Principal Officer

JAMIE HERSHMAN

Phone

5308231188

Tax Period

2024-06-01 to 2025-05-31

ASSISTANCE LEAGUE OF GREATER PLACER is a small nonprofit that reported $571K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $146K, a strong 26% operating margin.

Mission

ASSISTANCE LEAGUE OF GREATER PLACER IS A NONPROFIT, ALL VOLUNTEER ORGANIZATION THAT PUTS CARING AND COMFORT INTO ACTION THROUGH COMMUNITY BASED PHILANTHROPIC 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 $179,800

Program Service Revenue $0

Investment Income $5,747

Other Revenue $385,917

TOTAL REVENUE $571,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $398,925

Other Expenses $425,534

TOTAL EXPENSES $425,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$571,464	$489,886	+0.2%
Expenses	$425,534	$393,861	+0.1%
Net Income	$145,930	$96,025	+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

200

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
JANET BRADFORD	VP PHILANTHR	5.00	Officer Director	$0	$0	$0
LINDA DAVIDSON	VP RESOURCE	5.00	Officer Director	$0	$0	$0
KATHLEEN GEARY	PARLIMENTARI	5.00	Officer Director	$0	$0	$0
JAMIE HERSHMAN	TREASURER	5.00	Officer Director	$0	$0	$0
JAN KRUG	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOANNE KUTZMAN	VP MEMBERSHI	5.00	Officer Director	$0	$0	$0
JACKIE MCGINNIS	RECORDING SE	5.00	Officer Director	$0	$0	$0
ELISA MONTES	VP MARKETING	5.00	Officer Director	$0	$0	$0
PATTI SWAN	VP CHAPTER S	5.00	Officer Director	$0	$0	$0
JANET WHEATLEY	PARLIMENTARI	5.00	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	$571,464	$425,534	$899,252	$145,930
2024	$489,886	$393,861	$743,668	$96,025
2023	$404,826	$349,105	$638,055	$55,721
2022	$309,812	$280,442	$579,164	$29,370
2021	$268,678	$267,865	$565,881	$813
2020	$301,868	$336,942	$559,438	$-35,074
2019	$286,497	$251,388	$587,269	$35,109

ASSISTANCE LEAGUE OF GREATER PLACER