LEGAL AID SOCIETY OF SAN DIEGO (EIN 951869806) - 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

1953

Legal Domicile

Principal Officer

JOANNE FRANCISCUS

Phone

8775342524

Tax Period

2023-07-01 to 2024-06-30

LEGAL AID SOCIETY OF SAN DIEGO, founded in 1953, is a mid-sized nonprofit that reported $29.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $28.0M left a modest 6% surplus.

Mission

TO PROVIDE LEGAL SERVICES TO INDIGENT INDIVIDUALS WHO MEET ESTABLISHED ELIGIBILITY GUIDELINES. THE SOCIETY OPERATES LAW PROGRAMS, SUBJECT TO INDIVIDUAL GRANT RESTRICTIONS, IN THE FOLLOWING GENERAL PRIORITY AND SUBSTANTIVE AREAS: HOUSING, HEALTH/INCOME MAINTENANCE, INDIVIDUAL RIGHTS, FAMILY, CONSUMER/FINANCE, EDUCATION AND JUVENILE.

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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 $29,201,853

Program Service Revenue $214,165

Investment Income $288,289

Other Revenue $-5,662

TOTAL REVENUE $29,698,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,420,238

Fundraising Expenses $182,748

Program Expenses $24,568,021

Other Expenses $8,562,547

TOTAL EXPENSES $27,982,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,698,645	$27,044,157	+0.1%
Expenses	$27,982,785	$25,766,774	+0.1%
Net Income	$1,715,860	$1,277,383	+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

291

Volunteers

402

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

$590,642

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GWEN HEANLEY-PAMPLIN	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
WILLIAM B SAILOR ESQ	VICE CHAIRPERSON	10.00	Officer Director	$0	$0	$0
FRED MORRISON	VICE CHAIRPERSON (THRU 02/24)	10.00	Officer Director	$0	$0	$0
JOANNA FOX ESQ	CHAIRPERSON-ELECT	10.00	Officer Director	$0	$0	$0
FRANCES D BUMPUS	SECRETARY	10.00	Officer Director	$0	$0	$0
MICHAEL W BATTIN ESQ	TREASURER	10.00	Officer Director	$0	$0	$0
AMINA A DAUOOD	BOARD MEMBER	10.00	Director	$0	$0	$0
ANTHONY M STIEGLER ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
BARRY J TUCKER ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
BRIAN M KRAMER	BOARD MEMBER	10.00	Director	$0	$0	$0
CORRIE TAYLOR	BOARD MEMBER	10.00	Director	$0	$0	$0
CRAIG SINGLETON	BOARD MEMBER	10.00	Director	$0	$0	$0
DAVID HACKATHORN	BOARD MEMBER	10.00	Director	$0	$0	$0
JAMES CEKOLA ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
LINA L LANE	BOARD MEMBER	10.00	Director	$0	$0	$0
LINDA TOSTADO	BOARD MEMBER	10.00	Director	$0	$0	$0
LINDSAY MERTENS ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
MARK G RACKERS ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
PETER ADAMS ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
DR PHYLLIS A JONES	BOARD MEMBER	10.00	Director	$0	$0	$0
RYAN C CAPPLAN ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
STANLEY J PANIKOWSKI ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
THOMAS J WARWICK JR ESQ	BOARD MEMBER	10.00	Director	$0	$0	$0
VALERIE E TORRES ESQ	BOARD MEMBER (THRU 12/23)	10.00	Director	$0	$0	$0
GREGORY E KNOLL ESQ	EXECUTIVE DIRECTOR (THRU 08/23)	35.00	Officer	$194,093	$20,972	$215,065
JOANNE L FRANCISCUS	CEO/EXECUTIVE DIRECTOR	35.00	Officer	$177,884	$21,339	$199,223
GERARDO SERGIO VALENZUELA	CHIEF FISCAL OFFICER	35.00	Officer	$151,342	$25,012	$176,354
DANIEL LEE BENSON ESQ	DEPUTY DIRECTOR	35.00	Highest	$146,445	$20,927	$167,372
JACK DAILEY ESQ	DIRECTOR OF POLICY AND TRAINING	35.00	Highest	$125,392	$18,703	$144,095
KRISTIN JACOBS ESQ	DEPUTY DIRECTOR	35.00	Highest	$129,615	$32,946	$162,561
CAROL MCBIRNEY ESQ	DEPUTY DIRECTOR	35.00	Highest	$110,733	$14,956	$125,689
GILBERT VERA	DEPUTY DIRECTOR	35.00	Highest	$105,216	$14,522	$119,738

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	No data	No data	No data	No data
2024	$29,698,645	$27,982,785	$18,664,724	$1,715,860
2023	$27,044,157	$25,766,774	$18,039,721	$1,277,383
2022	$20,830,330	$20,178,166	$14,231,676	$652,164
2021	$19,711,863	$19,043,057	$14,905,552	$668,806
2020	$17,326,996	$17,185,763	$15,145,816	$141,233
2019	$17,592,913	$16,833,840	$10,102,105	$759,073
2018	$16,710,384	$16,175,821	$9,926,469	$534,563

LEGAL AID SOCIETY OF SAN DIEGO