Assistance League of Newport-Mesa (EIN 951942148) - 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

1947

Legal Domicile

Principal Officer

Julia Edwards

Phone

9496456929

Tax Period

2023-06-01 to 2024-05-31

Assistance League of Newport-Mesa, founded in 1947, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $333K, a strong 25% operating margin.

Mission

Assistance League of Newport-Mesa member volunteers are 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 (2023)

Revenue Breakdown

Contributions & Grants $894,449

Program Service Revenue $145,858

Investment Income $112,184

Other Revenue $191,180

TOTAL REVENUE $1,343,671

Expense Breakdown

Grants Paid $161,389

Salaries & Benefits $351,209

Fundraising Expenses $182,316

Program Expenses $647,949

Other Expenses $498,024

TOTAL EXPENSES $1,010,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,343,671	$686,212	+1.0%
Expenses	$1,010,622	$887,437	+0.1%
Net Income	$333,049	$-201,225	-2.7%

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

335

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
Julia Edwards	President	6.00	Officer Director	$0	$0	$0
Elizabeth Kim	Treasurer	1.00	Officer Director	$0	$0	$0
Emily Sigrist	Secretary	2.00	Officer Director	$0	$0	$0
Nancy Yeager	Vice President	10.00	Officer Director	$0	$0	$0
Cherie Copin	Director	3.00	Officer Director	$0	$0	$0
Jennifer Johnson	Vice President	12.00	Officer Director	$0	$0	$0
Deidre Campbell	Vice President	3.00	Officer Director	$0	$0	$0
Erika Fiore	Vice President	2.00	Officer Director	$0	$0	$0
Erin Kim	Vice President	7.00	Officer Director	$0	$0	$0
Becky Janda	Vice President	4.00	Officer Director	$0	$0	$0
Andrea Mock	Vice President	1.00	Officer Director	$0	$0	$0
Terry Lee	Director	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	No data	No data	No data	No data
2024	$1,343,671	$1,010,622	$4,358,022	$333,049
2023	$686,212	$887,437	$3,911,088	$-201,225
2022	$1,070,366	$765,085	$4,082,671	$305,281
2021	$628,061	$700,735	$4,163,625	$-72,674

Assistance League of Newport-Mesa