ASSISTANCE LEAGUE OF BEND (EIN 943138500) - 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

1990

Legal Domicile

Principal Officer

MARGARET CHAPPELL

Phone

5413892075

Tax Period

2024-06-01 to 2025-05-31

ASSISTANCE LEAGUE OF BEND, founded in 1990, is a small nonprofit that reported $555K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 19% operating margin.

Mission

ASSISTANCE LEAGUE VOLUNTEERS TRANSFORMING 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 (2024)

Revenue Breakdown

Contributions & Grants $515,945

Program Service Revenue $0

Investment Income $12,860

Other Revenue $25,944

TOTAL REVENUE $554,749

Expense Breakdown

Grants Paid $344,811

Salaries & Benefits $0

Fundraising Expenses $19,282

Program Expenses $367,643

Other Expenses $104,436

TOTAL EXPENSES $449,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$554,749	$360,256	+0.5%
Expenses	$449,247	$469,001	0.0%
Net Income	$105,502	$-108,745	-2.0%

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

145

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
JANET MARTIN	PRESIDENT	20.00	Officer Director	$0	$0	$0
SUSAN HEBERLEIN	VP MEMBERSHI	8.00	Officer Director	$0	$0	$0
DEBBIE ANGLE	VP PHILANTHR	5.00	Officer Director	$0	$0	$0
ANDREA HAYS	VP RESOURCE	8.00	Officer Director	$0	$0	$0
WYNDI PERRY	VP MARKETING	7.00	Officer Director	$0	$0	$0
HOLLY BENCE	SECRETARY	8.00	Officer Director	$0	$0	$0
CYNTHIA CONRAD	TREASURER	18.00	Officer Director	$0	$0	$0
SUSAN FOSTER	ASSISTANT TR	5.00	Director	$0	$0	$0
JOAN CRAIG	GRANTS CHAIR	8.00	Director	$0	$0	$0
MEREDITY KELLOGG	OSB CHAIR	10.00	Director	$0	$0	$0
MARLA ANDERSON	PLANNING CHA	5.00	Director	$0	$0	$0
RENATA BECK	PARLIAMENTAR	3.00	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	$554,749	$449,247	$728,200	$105,502
2024	$360,256	$469,001	$611,242	$-108,745
2023	$534,896	$450,971	$727,202	$83,925
2022	$337,260	$343,635	$623,347	$-6,375
2021	$235,160	$256,842	$634,007	$-21,682
2020	$262,685	$288,316	$653,306	$-25,631
2019	$345,591	$277,135	$683,181	$68,456

ASSISTANCE LEAGUE OF BEND