LEGAL AID SOCIETY OF SAN BERNARDINO INC (EIN 951997024) - Form 990 Financial Analysis & Trantor Score

🔒

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

1958

Legal Domicile

Principal Officer

PABLO RAMIREZ

Phone

9098897328

Tax Period

2024-01-01 to 2024-12-31

LEGAL AID SOCIETY OF SAN BERNARDINO INC, founded in 1958, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 11% surplus.

Mission

LEGAL AID SOCIETY OF SAN BERNARDINO IMPROVES THE LIVES OF THOSE IN NEED IN SAN BERNARDINO AND RIVERSIDE COUNTY BY PROVIDING REPRESENTATION, COUNSELING, EDUCATION, AND LEGAL SERVICES REGARDLESS OF ABILITY TO PAY.

🔒

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 $4,214,914

Program Service Revenue $0

Investment Income $22,722

Other Revenue $2,944

TOTAL REVENUE $4,240,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,003,050

Fundraising Expenses $0

Program Expenses $3,671,410

Other Expenses $790,736

TOTAL EXPENSES $3,793,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,240,580	$3,279,610	+0.3%
Expenses	$3,793,786	$3,691,594	+0.0%
Net Income	$446,794	$-411,984	-2.1%

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

Volunteers

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

$226,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE DALY	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
WILFRID LEMANN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
BARBARA KEOUGH	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MARK MCGUIRE	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MICHAEL SCAFIDDI	PRESIDENT EMERITUS	1.00	Director	$0	$0	$0
WILLIAM SHAPIRO	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
DEAN MCVAY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
PABLO RAMIREZ	EXECUTIVE DIRECTOR	40.00	Officer	$210,267	$16,611	$226,878
JOYCE HOLCOMB	PRESIDENT	2.00	Officer	$0	$0	$0
EUGENE KIM	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT MACBURNEY	TREASURER	1.00	Officer	$0	$0	$0
SUSIE CARRILLO	SECRETARY	2.00	Officer	$0	$0	$0
GREGORY ARMSTRONG	DEPUTY DIRECTOR \| ATTORNEY	40.00	Highest	$121,100	$11,885	$132,985

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
2024	$4,240,580	$3,793,786	$2,243,371	$446,794
2023	$3,279,610	$3,691,594	$1,703,583	$-411,984
2022	$3,332,768	$1,883,342	$2,097,328	$1,449,426
2021	$1,497,648	$1,337,459	$502,775	$160,189
2020	$832,589	$1,052,005	$574,636	$-219,416
2019	$1,554,772	$1,524,906	$412,489	$29,866
2018	$1,159,697	$1,120,890	$367,947	$38,807

LEGAL AID SOCIETY OF SAN BERNARDINO INC