Assistance League of Albuquerque (EIN 856009968) - 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

1960

Legal Domicile

Principal Officer

LAURIE EVERHART

Phone

5052650619

Tax Period

2023-06-01 to 2024-05-31

Assistance League of Albuquerque, founded in 1960, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $158K, a strong 15% operating margin.

Mission

Assistance League membersvolunteers transforming the lives of 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 $989,733

Program Service Revenue $0

Investment Income $53,185

Other Revenue $10,110

TOTAL REVENUE $1,053,028

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $835,647

Other Expenses $885,854

TOTAL EXPENSES $894,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,053,028	$1,027,624	+0.0%
Expenses	$894,854	$805,925	+0.1%
Net Income	$158,174	$221,699	-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

N/A

Volunteers

231

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
JUDY FRY	President	14.00	Officer Director	$0	$0	$0
LAURIE EVERHART	PresidentElect	18.00	Officer Director	$0	$0	$0
DEBBIE ZAMORA	Secretary	33.00	Officer Director	$0	$0	$0
WANITA KIRKMAN	Treasurer	16.00	Officer Director	$0	$0	$0
MITZI HOLMES	VP Membership	18.00	Officer Director	$0	$0	$0
SHERRI FILTER	VP Philanthropic	10.00	Officer Director	$0	$0	$0
WANITA KIRKMAN	VP Resource Dev	15.00	Officer Director	$0	$0	$0
RON GLASER	Durable Assets	15.00	Director	$0	$0	$0
BOBBIE BOGGESS	Durable Assets	15.00	Director	$0	$0	$0
JUDY FRY	Marketing Com	25.00	Director	$0	$0	$0
BREDA BOVA	Education Chair	3.000	Director	$0	$0	$0
MARY KENNEY	Strategic Planning	15.00	Director	$0	$0	$0
BARBARA FUNKHOUSER	Information Technology	24.00	Director	$0	$0	$0
MARSHA KERN	Thrift Shop	30.00	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	$1,053,028	$894,854	$2,863,631	$158,174
2023	$1,027,624	$805,925	$2,463,238	$221,699
2022	$898,504	$691,305	$2,379,295	$207,199
2021	$558,290	$495,746	$2,215,920	$62,544
2020	$686,862	$703,646	$2,133,568	$-16,784
2019	$928,566	$677,197	$2,251,854	$251,369

Assistance League of Albuquerque