ANGEL SOCIETY OF FALLBROOK (EIN 953258567) - 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

1978

Legal Domicile

Phone

7607286513

Tax Period

2024-05-01 to 2025-04-30

ANGEL SOCIETY OF FALLBROOK, founded in 1978, is a small nonprofit that reported $323K in total revenue in fiscal year 2024. Expenses of $294K left a modest 9% surplus.

Mission

The purpose of the Angel Society of Fallbrook shall be to fund, support and enhance charitable projects and programs of community or social welfare, in but not limited to, the greater Fallbrook area.

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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 $7,976

Program Service Revenue $17,776

Investment Income $9,560

Other Revenue $287,873

TOTAL REVENUE $323,185

Expense Breakdown

Grants Paid $269,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $269,450

Other Expenses $24,540

TOTAL EXPENSES $293,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,185	$314,241	+0.0%
Expenses	$293,990	$287,062	+0.0%
Net Income	$29,195	$27,179	+0.1%

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

240

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
Cheryl Pizzo	Director	5.00	Director	$0	$0	$0
Pat Munyon	Director	5.00	Director	$0	$0	$0
Kelly Bednarski	President	10.00	Officer Director	$0	$0	$0
Bonnie Amick	Director	5.00	Director	$0	$0	$0
Michelle Pollack	Director	5.00	Director	$0	$0	$0
Judy Igoe	1st VP	8.00	Officer Director	$0	$0	$0
Lorrie Valeron	Director	10.00	Director	$0	$0	$0
Gerri Ankerman	Bld Maint Chair	6.00	Officer Director	$0	$0	$0
Susan Vix	Director	5.00	Director	$0	$0	$0
Jennifer Anderson	3rd VP	4.00	Officer Director	$0	$0	$0
Tami Bartholomew	Director	15.00	Director	$0	$0	$0
Kathy Gausepohl	Shop Chairwomen	5.00	Officer Director	$0	$0	$0
Donna Carter	Director	5.00	Director	$0	$0	$0
Mona Castro	Director	6.00	Director	$0	$0	$0
Shelly Kuri	Director	8.00	Director	$0	$0	$0
Cheryl Clinite	Director	18.00	Officer Director	$0	$0	$0
Mah-jhey Fish	Director	5.00	Director	$0	$0	$0
Eve Desborough	Director	17.00	Director	$0	$0	$0
Peggy Gausepohl	Director	8.00	Director	$0	$0	$0
Christine Hawranik	Director	7.00	Officer Director	$0	$0	$0
Diane Gravlin	Director	6.00	Director	$0	$0	$0
Pat Dales	2nd VP	4.00	Officer Director	$0	$0	$0
Meline Giannini	Director	4.00	Director	$0	$0	$0
Phyllis Majdick	Director	8.00	Director	$0	$0	$0
Fiona Urquhart	Director	5.00	Director	$0	$0	$0
Louise Small	Recording Sec	6.00	Officer Director	$0	$0	$0
Marilyn Wertz	Director	3.00	Director	$0	$0	$0
Fran White	Director	6.00	Director	$0	$0	$0
Lynn Allen	Director	6.00	Director	$0	$0	$0
Heidi Chance	Treasurer	5.00	Officer	$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	$323,185	$293,990	$757,927	$29,195
2024	$314,241	$287,062	$842,645	$27,179
2023	$280,678	$217,067	$872,681	$63,611
2022	$234,749	$149,453	$863,513	$85,296
2021	$96,000	$90,954	$820,752	$5,046
2020	$179,364	$177,996	$832,284	$1,368
2019	$201,669	$206,005	$878,058	$-4,336
2018	$215,220	$202,295	$928,929	$12,925

ANGEL SOCIETY OF FALLBROOK