Assistance League of Whittier (EIN 952135127) - 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

Carolyn Mcfarland

Phone

5626936533

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Whittier, founded in 1953, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $145K exceeded revenue, resulting in a 12% operating deficit.

Mission

Assistance League of Whittier 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 $117,308

Program Service Revenue $0

Investment Income $0

Other Revenue $12,868

TOTAL REVENUE $130,176

Expense Breakdown

Grants Paid $76,350

Salaries & Benefits $0

Fundraising Expenses $25,008

Program Expenses $99,251

Other Expenses $69,117

TOTAL EXPENSES $145,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,176	$171,221	-0.2%
Expenses	$145,467	$129,361	+0.1%
Net Income	$-15,291	$41,860	-1.4%

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

N/A

Volunteers

121

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
Linda Crowley	President	18.00	Officer Director	$0	$0	$0
Ann Thorne	Vice President	1.00	Officer Director	$0	$0	$0
Carolyn Mcfarland	Vice President	3.00	Officer Director	$0	$0	$0
Carolyn Salazar	Vice President	10.00	Officer Director	$0	$0	$0
Janice Geiger	Secretary	3.00	Officer Director	$0	$0	$0
Rita Holmes	Treasurer	33.00	Officer Director	$0	$0	$0
Henrietta Gomez	Director	5.00	Director	$0	$0	$0
Marjorie Kocharian	Director	4.00	Director	$0	$0	$0
Delia Morales	Director	27.00	Director	$0	$0	$0
Jan Sprague	Director	5.00	Director	$0	$0	$0
Pat Beck	Director	2.00	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	$130,176	$145,467	$1,222,035	$-15,291
2024	$171,221	$129,361	$1,168,162	$41,860
2023	$111,185	$126,684	$1,048,972	$-15,499
2022	$105,597	$86,478	$1,062,554	$19,119
2021	$87,383	$121,255	$1,093,016	$-33,872

Assistance League of Whittier