ASSISTANCE LEAGUE OF SAN JOSE (EIN 770033914) - 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

1983

Legal Domicile

Principal Officer

JANE EARLE

Phone

4084752814

Tax Period

2023-06-01 to 2024-05-31

ASSISTANCE LEAGUE OF SAN JOSE, founded in 1983, is a small nonprofit that reported $238K in total revenue in fiscal year 2023. Net assets of $540K represent 27 months of operating reserves.

Mission

VOLUNTEERS TRANSORMING 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 (2023)

Revenue Breakdown

Contributions & Grants $205,710

Program Service Revenue $0

Investment Income $14,707

Other Revenue $17,260

TOTAL REVENUE $237,677

Expense Breakdown

Grants Paid $350

Salaries & Benefits $0

Fundraising Expenses $115

Program Expenses $228,520

Other Expenses $243,220

TOTAL EXPENSES $243,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,677	$233,448	+0.0%
Expenses	$243,570	$256,765	-0.1%
Net Income	$-5,893	$-23,317	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE EARLE	PRESIDENT	39.00	Officer Director	$0	$0	$0
SUSIE LECHNER	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
PHYLLIS FAXON	TREASURER	6.00	Officer Director	$0	$0	$0
GWEN ANDERSON	FIRST V.P. - MEMBERSHIP	7.00	Director	$0	$0	$0
KAREN HENGST	SECOND V.P.- PHILANTHROPI	12.00	Director	$0	$0	$0
GIOIA INGRAM	THIRD V.P. - RESOURCE DEV	6.00	Director	$0	$0	$0
NANCY ADRIAN	CORRESPONDING SECRETARY	4.00	Director	$0	$0	$0
MARGOT HARRIGAN	EDUCATION	4.00	Director	$0	$0	$0
SHARON BYNUM	FINANCE	10.00	Director	$0	$0	$0
MONICA BACON-PROCTOR	MARKETING	13.00	Director	$0	$0	$0
LUANN MULLIKIN	TECHNOLOGY	15.00	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	$237,677	$243,570	$555,836	$-5,893
2023	$233,448	$256,765	$560,964	$-23,317
2022	$237,595	$309,659	$580,911	$-72,064
2021	$236,096	$137,331	$653,110	$98,765
2020	$234,870	$205,565	$554,135	$29,305
2019	$227,917	$200,158	$527,290	$27,759

ASSISTANCE LEAGUE OF SAN JOSE