Assistance League of Arcadia (EIN 956055339) - 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

1954

Legal Domicile

Principal Officer

Ann Sotowa

Phone

6264467605

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Arcadia, founded in 1954, is a small nonprofit in the Community Improvement sector that reported $263K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $323K exceeded revenue, resulting in a 23% operating deficit.

Mission

Assistance League of Arcadia volunteers transform 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 $221,954

Program Service Revenue $0

Investment Income $39,081

Other Revenue $1,673

TOTAL REVENUE $262,708

Expense Breakdown

Grants Paid $150,684

Salaries & Benefits $0

Fundraising Expenses $72,151

Program Expenses $232,710

Other Expenses $172,619

TOTAL EXPENSES $323,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,708	$216,638	+0.2%
Expenses	$323,303	$275,734	+0.2%
Net Income	$-60,595	$-59,096	+0.0%

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

234

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
Karen Conrad	President	10.00	Officer Director	$0	$0	$0
Sharon Eberhardt	Vice President	5.00	Officer Director	$0	$0	$0
Terry Leahy	Vice President	5.00	Officer Director	$0	$0	$0
Charlene Martinez	Vice President	5.00	Officer Director	$0	$0	$0
Lori Cappello	Vice President	5.00	Officer Director	$0	$0	$0
Chris Rodriguez	Secretary	5.00	Officer Director	$0	$0	$0
Kay Kinsler	Treasurer	10.00	Officer Director	$0	$0	$0
Jennifer Brofer	Director	5.00	Director	$0	$0	$0
Merri Frew	Director	5.00	Director	$0	$0	$0
Diane Lucas	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	$262,708	$323,303	$1,107,417	$-60,595
2024	$216,638	$275,734	$1,073,294	$-59,096
2023	$173,334	$217,055	$1,044,013	$-43,721
2022	$198,910	$189,542	$1,120,373	$9,368
2021	$100,521	$187,641	$1,123,263	$-87,120
2020	$212,588	$259,564	$1,109,688	$-46,976
2019	$312,998	$285,603	$1,165,065	$27,395

Assistance League of Arcadia