CHILDRENS LEGAL SERVICES OF SAN DIEGO (EIN 813389364) - 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

2016

Legal Domicile

Principal Officer

BETH PLOESCH

Phone

8582210404

Tax Period

2023-10-01 to 2024-09-30

CHILDRENS LEGAL SERVICES OF SAN DIEGO, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.0M in total revenue in fiscal year 2023. Expenses of $4.8M left a modest 4% surplus.

Mission

Providing legal representation and advocacy to foster children and youth in the San Diego County courts.

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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 $4,997,534

Program Service Revenue $0

Investment Income $33,618

Other Revenue $0

TOTAL REVENUE $5,031,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,188,984

Fundraising Expenses $0

Program Expenses $4,526,924

Other Expenses $660,368

TOTAL EXPENSES $4,849,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,031,152	$4,964,605	+0.0%
Expenses	$4,849,352	$4,829,381	+0.0%
Net Income	$181,800	$135,224	+0.3%

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

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

$431,743

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN GRIESEMER FORMER	Executive Dir.	40.00	Officer	$156,449	$9,433	$165,882
SUSAN MCPHEE	MANAGING ATTNY	40.00		$143,292	$12,025	$155,317
Beth Ploesch	Executive Dir.	40.00	Officer	$144,187	$5,848	$150,035
Nicole McConn	MANAGING ATTNY	40.00		$139,097	$9,363	$148,460
KAREN PROSEK	DIR OF LEGAL SVCS	40.00		$132,583	$11,910	$144,493
MARIA DIAZ	ATTORNEY II	40.00		$125,848	$13,230	$139,078
STEVE WEDEL	MANAGING ATTNY	40.00		$126,262	$12,025	$138,287
JOELLE LACKEY	DIR OF OPS	40.00	Officer	$106,228	$9,598	$115,826
KRISTEN MONTGOMERY	COO/CFO	40.00		$87,707	$7,428	$95,135
MORGAN SHAW	President	1.00	Officer Director	$0	$0	$0
REBECCA LEVINE ESQ	Director	1.00	Director	$0	$0	$0
RYAN COHEN ESQ	Director	1.00	Director	$0	$0	$0
CAMILLE GUSTAFSON ESQ	Director	1.00	Director	$0	$0	$0
MICHELLE MACRON-BENJAMIN	Director	1.00	Director	$0	$0	$0
BHASHINI WEERASINGHE	Director	1.00	Director	$0	$0	$0
JOHN EDSON	Director	1.00	Director	$0	$0	$0
MATTHEW STOREY	Director	1.00	Director	$0	$0	$0
SARA LUCCHINI	Director	1.00	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
2024	$5,031,152	$4,849,352	$4,018,509	$181,800
2023	$4,964,605	$4,829,381	$3,857,445	$135,224
2022	$4,246,705	$4,115,856	$3,381,736	$130,849
2021	$4,712,343	$3,949,152	$3,320,083	$763,191
2020	$4,044,677	$3,690,566	$2,964,607	$354,111
2019	$3,444,795	$3,340,967	$2,023,223	$103,828
2018	$3,787,703	$3,043,955	$1,903,058	$743,748

CHILDRENS LEGAL SERVICES OF SAN DIEGO