ASSISTANCE LEAGUE OF SAN LUIS OBISPO CO (EIN 770337378) - 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

Phone

8057820824

Tax Period

2024-06-01 to 2025-05-31

ASSISTANCE LEAGUE OF SAN LUIS OBISPO CO, founded in 1993, is a small nonprofit that reported $695K in total revenue in fiscal year 2024.

Mission

ASSISTANCE LEAGUE OF SAN LUIS OBISPO COUNTY IS A NONPROFIT VOLUNTEER ORGANIZATION WHOSE MEMBERS ARE DEDICATED TO SERVING FAMILES AND CHILDREN THROUGH ITS 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 $578,006

Program Service Revenue $0

Investment Income $3,888

Other Revenue $112,620

TOTAL REVENUE $694,514

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $57,622

Program Expenses $600,168

Other Expenses $683,312

TOTAL EXPENSES $693,312

Year-over-Year Comparison

	2024	2023	Change
Revenue	$694,514	$716,428	0.0%
Expenses	$693,312	$677,937	+0.0%
Net Income	$1,202	$38,491	-1.0%

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

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
BONNIE LONG	Secretary	2.00	Officer Director	$0	$0	$0
CHERYL QUILICI	Vice President	25.00	Officer Director	$0	$0	$0
CINDY CANTRELL	Vice President	3.00	Officer Director	$0	$0	$0
HELEN ROBERTSON	Treasurer	22.00	Officer Director	$0	$0	$0
CHRISTINE PONTIUS	Vice President	13.00	Officer Director	$0	$0	$0
NANCY WINKENBACH	Vice President	10.00	Officer Director	$0	$0	$0
SUSAN PINO	Vice President	20.00	Officer Director	$0	$0	$0
SHARON DARNTON	President	30.00	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	$694,514	$693,312	$1,038,272	$1,202
2024	$716,428	$677,937	$1,037,641	$38,491
2023	$675,483	$680,010	$691,613	$-4,527
2022	$654,363	$535,265	$697,853	$119,098
2021	$585,691	$464,221	$605,795	$121,470
2020	$568,910	$542,437	$455,472	$26,473
2019	$557,174	$538,972	$450,051	$18,202

ASSISTANCE LEAGUE OF SAN LUIS OBISPO CO