COMMUNITY LEGAL AID SOCAL (EIN 951994337) - 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

1958

Legal Domicile

Principal Officer

NIKKI MILIBAND

Phone

7145715200

Tax Period

2024-02-01 to 2025-01-31

COMMUNITY LEGAL AID SOCAL, founded in 1958, is a mid-sized nonprofit in the Crime & Legal sector that reported $15.5M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $17.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS AND TO PROMOTE EQUAL ACCESS TO THE JUSTICE SYSTEM THROUGH ADVOCACY, LEGAL COUNSELING, INNOVATIVE SELF-HELP SERVICES, IN DEPTH LEGAL REPRESENTATION, COMMUNITY EDUCATION, AND ECONOMIC DEVELOPMENT.

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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 $15,183,583

Program Service Revenue $0

Investment Income $235,488

Other Revenue $75,172

TOTAL REVENUE $15,494,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,442,746

Fundraising Expenses $156,084

Program Expenses $13,610,427

Other Expenses $3,637,864

TOTAL EXPENSES $17,080,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,494,243	$16,953,104	-0.1%
Expenses	$17,080,610	$15,766,442	+0.1%
Net Income	$-1,586,367	$1,186,662	-2.3%

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

175

Volunteers

339

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

$422,605

Key Employees

$749,114

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN MARR	Executive Director	40.00	Director Highest	$226,407	$33,236	$259,643
MAXINE MARGARITIS	Director of Operations	40.00	Director Key Emp	$151,060	$11,902	$162,962
ELIZABETH VALDEZ	Director of Human Resources	40.00	Key Emp	$133,068	$29,082	$162,150
ANTHONY FILER	Directing Attorney	40.00	Key Emp	$121,504	$22,271	$143,775
EMILY ROSE WING	Director of Fund Development	40.00	Key Emp	$126,509	$13,733	$140,242
JASON COLEMAN	Directing Attorney	40.00	Key Emp	$126,302	$13,683	$139,985
TEDDY NGUYEN	Secretary	3.00	Officer Director	$0	$0	$0
RICH OTERA	Board Member	1.00	Director	$0	$0	$0
DONNA VALERA	Board Member	1.00	Director	$0	$0	$0
RYAN WALSH	Board Member	1.00	Director	$0	$0	$0
SCOT RIVES	Board Member	1.00	Director	$0	$0	$0
ANIKA WILSON	Vice - President	1.00	Officer Director	$0	$0	$0
JENNI KATZER	Board Member	1.00	Director	$0	$0	$0
ALLISON CUFF	Vice President	1.00	Director	$0	$0	$0
MIRYAM ABITBOL	Board Member	1.00	Director	$0	$0	$0
JORGE DENEVE	Board Member	1.00	Director	$0	$0	$0
YASHINA BURNS	CFO	3.00	Officer Director	$0	$0	$0
LAUREN GROCHOW	Board Member	3.00	Director	$0	$0	$0
MATTHEW PHAM	Board Member	1.00	Director	$0	$0	$0
HONIEH UDENKA	Board Member	1.00	Director	$0	$0	$0
DEBORAH TRELLES	Board Member	1.00	Director	$0	$0	$0
JEFF WERTHEIMER	Board Member	1.00	Director	$0	$0	$0
MARCO ORTEGA	Board Member	1.00	Director	$0	$0	$0
MICHELLE GOURLEY	Board Member	1.00	Director	$0	$0	$0
STEVE SOHN	Board Member	1.00	Director	$0	$0	$0
VANESSA DAVIS	Board Member	3.00	Director	$0	$0	$0
DEIRDE KELLY	Board Member	1.00	Director	$0	$0	$0
YURI DE JESUS RAMIREZ	Board Member	1.00	Director	$0	$0	$0
RITA OKOROGU	Board Member	3.00	Officer Director	$0	$0	$0
ORCHID CAMERON	Board Member	1.00	Director	$0	$0	$0
NANCY GLICKMAN	Board member	3.00	Director	$0	$0	$0
MIKE BEHRENS	Board Member	1.00	Director	$0	$0	$0
JON LITTLE	Board Member	1.00	Director	$0	$0	$0
JORDAN MARTELL	CFO	3.00	Officer Director	$0	$0	$0
BLAIR GANSON	Board Member	1.00	Director	$0	$0	$0
NIKKI MILIBAND	President	3.00	Officer Director	$0	$0	$0
ERICKA IBARRA	Vice - President	1.00	Officer Director	$0	$0	$0
LUCAS HORI	Board Member	1.00	Director	$0	$0	$0
SIERRA TIERNEY-GROSS	Board Member	1.00	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	$15,494,243	$17,080,610	$11,565,712	$-1,586,367
2024	$16,953,104	$15,766,442	$12,587,964	$1,186,662
2023	$13,841,114	$13,735,240	$11,583,566	$105,874
2022	$12,638,604	$12,326,422	$12,459,593	$312,182
2021	$12,319,483	$11,459,689	$11,193,270	$859,794
2019	$8,965,242	$8,510,588	$9,049,165	$454,654

COMMUNITY LEGAL AID SOCAL