ASSISTANCE LEAGUE OF CARLSBAD INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

LISA WATSON

Phone

5758853333

Tax Period

2024-05-01 to 2025-04-30

ASSISTANCE LEAGUE OF CARLSBAD INC, founded in 1965, is a small nonprofit that reported $287K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $131K, a strong 46% operating margin.

Mission

AN INDEPENDENTLY AND LOCALLY GOVERNED CHAPTER OF NATIONAL ASSISTANCE LEAGUE; ASSISTANCE LEAGUE OF CARLSBAD, INC. ("ASSISTANCE LEAGUE", OR "ORGANIZATION") WAS INCORPORATED AS A TAX-EXEMPT NONPROFIT ORGANIZATION IN THE STATE OF NEW MEXICO IN 1965 AND IS PRIMARILY AND DIRECTLY RESPONSIBLE FOR ITS OWN OPERATIONS. THE ORGANIZATION'S MISSION IS TO CARRY ON A PROGRAM OF PHILANTHROPIC WORK IN THE CARLSBAD, NEW MEXICO AREA. THE ORGANIZATION'S PRIMARY SOURCES OF SUPPORT AND REVENUE ARE CONTRIBUTIONS AND SPECIAL FUNDRAISING EVENTS.

Program Service Accomplishments

Program 1

Expenses: $116,965

OPERATION SCHOOL BELL PROVIDES ASSISTANCE TO CHILDREN IN NEED. CHAPTERS DETERMINE THE SPECIFIC NEEDS IN THEIR LOCAL COMMUNITIES, THEN DEVELOP, FUND,AND IMPLEMENT THE PROGRAMS. EACH CHAPTER DETEMINES THE NEED IN THEIR COMMUNITY AND HOW BEST THEIR VOLUNTEERS CAN OPERATE THE PROGRAM. SOME CHAPTERS OUTFIT EACH CHILD IDENTIFIED BY SCHOOL NURSES AND COUNSLERS AT THEIR CHAPTER FACILITY. OTHER CHAPTERS PROVIDE CHILDREN IN NEED WITH CLOTHING AT SHOPPING EVENTS AT LOCAL STORES OR THROUGH VOUCHERS. OTHER ITEMS PROVIDED BY CHAPTERS ARE PERSONAL CAR KITS, HAIR CUTS, SCHOOL SUPPLIES, BOOKS, DICTIONARIES, DENTAL AND VISION CARE. FOR MANY CHILDREN THESE ARE THE FIRST NEW CLOTHES OR BOOKS THEY HAVE EVER RECEIVED.

Program 2

Expenses: $6,185

SCHOLARSHIP SERVICES PROVIDES ANNUAL SCHOLARSHIPS TO SELECTED STUDENTS GRADUATING FROM CARSLBAD HIGH SCHOOL FOR ASSISTANCE IN HIGHER EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,089

Program Service Revenue $0

Investment Income $25,225

Other Revenue $201,279

TOTAL REVENUE $286,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,378

Program Expenses $123,150

Other Expenses $155,861

TOTAL EXPENSES $155,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,593	$257,234	+0.1%
Expenses	$155,861	$124,150	+0.3%
Net Income	$130,732	$133,084	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
ANDREA COOPER	DIRECTOR	N/A	Director	$0	$0	$0
CINDY ELKINS	DIRECTOR	N/A	Director	$0	$0	$0
ROXANN HAUGEN	DIRECTOR	N/A	Officer Director	$0	$0	$0
RHONDA JONES	RECORDING SE	N/A	Officer Director	$0	$0	$0
DEBORAH KILGORE	ASS. TREASUR	N/A	Officer Director	$0	$0	$0
JENNIFER LEMMONS	1ST VICE PRE	N/A	Director	$0	$0	$0
CRYSTAL MONTOYA	PRESIDENT	N/A	Officer Director	$0	$0	$0
ADRIANNE NAVARRETTE	DIRECTOR	N/A	Director	$0	$0	$0
PAM TABOR	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
SIDNEY VASQUEZ	DIRECTOR	N/A	Director	$0	$0	$0
LISA WATSON	TREASURER	N/A	Officer Director	$0	$0	$0
BEVERLY WESTON	DIRECTOR	N/A	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	$286,593	$155,861	$947,764	$130,732
2024	$257,234	$124,150	$807,211	$133,084
2023	$166,891	$126,364	$678,699	$40,527
2022	$125,985	$100,365	$635,842	$25,620
2021	$105,055	$145,722	$604,559	$-40,667
2020	$205,164	$120,310	$659,500	$84,854
2019	$242,621	$86,641	$578,871	$155,980