ASSISTANCE LEAGUE OF SANTA CLARITA (EIN 954271779) - 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

1990

Legal Domicile

Phone

6612551991

Tax Period

2024-06-01 to 2025-05-31

ASSISTANCE LEAGUE OF SANTA CLARITA, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $709K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $116K, a strong 16% operating margin.

Mission

ASSISTANCE LEAGUE OF SANTA CLARITA IS A VOLUNTEER ORGANIZATION THAT DEVELOPS AND IMPLEMENTS PROGRAMS TO MAKE A DIFFERENCE IN THE LIVES OF FAMILIES IN OUR COMMUNITY.

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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 $687,424

Program Service Revenue $0

Investment Income $22,064

Other Revenue $0

TOTAL REVENUE $709,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $424,498

Other Expenses $593,537

TOTAL EXPENSES $593,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,488	$778,847	-0.1%
Expenses	$593,537	$507,583	+0.2%
Net Income	$115,951	$271,264	-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

N/A

Volunteers

200

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
JOLEE OWENS	3RD VP RESOURCE	25.00	Director	$0	$0	$0
MELANIE COTTERELL	Treasurer	25.00	Director	$0	$0	$0
DIANE SAYRE	Secretary	10.00	Director	$0	$0	$0
NANCY BARKER	President	40.00	Director	$0	$0	$0
SUE FISCHER	TECHNOLOGY	20.00	Director	$0	$0	$0
KARLA SMITH	1ST VP MEMBERSH	15.00	Director	$0	$0	$0
YVONNE MOJICA	2ND PHILANTHROP	30.00	Director	$0	$0	$0
LINDA LIKENS	STRATEGIC PLANN	10.00	Director	$0	$0	$0
MAYRA SANTOS	MARKETING	10.00	Director	$0	$0	$0
LISA PARK	FINANCE	10.00	Director	$0	$0	$0
JULIA SANCHEZ	RESALE STORE	40.00	Director	$0	$0	$0
LORI WILSON	ASSISTEENS	10.00	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	$709,488	$593,537	$3,216,923	$115,951
2024	$778,847	$507,583	$3,295,456	$271,264
2023	$811,546	$454,919	$3,220,060	$356,627
2022	$679,859	$286,283	$2,966,973	$393,576
2021	$760,286	$222,529	$2,806,434	$537,757
2020	$541,608	$439,174	$2,087,696	$102,434
2019	$620,655	$419,598	$2,020,436	$201,057

ASSISTANCE LEAGUE OF SANTA CLARITA