Assistance League of Santa Ana (EIN 952126982) - 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

1939

Legal Domicile

Principal Officer

Gayle McLean

Phone

7146640547

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Santa Ana, founded in 1939, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $198K, a strong 17% 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 $727,654

Program Service Revenue $38,598

Investment Income $165,234

Other Revenue $221,153

TOTAL REVENUE $1,152,639

Expense Breakdown

Grants Paid $314,148

Salaries & Benefits $100,931

Fundraising Expenses $202,185

Program Expenses $595,478

Other Expenses $539,335

TOTAL EXPENSES $954,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,152,639	$1,370,562	-0.2%
Expenses	$954,414	$829,874	+0.2%
Net Income	$198,225	$540,688	-0.6%

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

245

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
Judi Fine	President	20.00	Officer Director	$0	$0	$0
Claudia Ramirez	Secretary	5.00	Officer Director	$0	$0	$0
Gayle McLean	Treasurer	5.00	Officer Director	$0	$0	$0
Linda Chapel	Vice President	5.00	Officer Director	$0	$0	$0
Kay Housley	Vice President	5.00	Officer Director	$0	$0	$0
Priscilla Cloud	Vice President	5.00	Officer Director	$0	$0	$0
Lewis Bratcher	Director	5.00	Director	$0	$0	$0
Miriam Garcia	Director	5.00	Director	$0	$0	$0
Karol Goldsmith	Director	5.00	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	$1,152,639	$954,414	$4,480,181	$198,225
2024	$1,370,562	$829,874	$4,202,467	$540,688
2023	$1,056,231	$768,868	$3,517,951	$287,363
2022	$736,180	$774,763	$3,476,403	$-38,583
2021	$583,227	$524,420	$3,678,850	$58,807

Assistance League of Santa Ana