Assistance League of Orange

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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

1950

Legal Domicile

Principal Officer

Claire Kocek

Phone

7145325800

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Orange, founded in 1950, is a small nonprofit in the Human Services sector that reported $585K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $656K exceeded revenue, resulting in a 12% operating deficit.

Mission

Assistance League of Orange volunteers transform lives and strengthen our community through philanthropic programs in and around the city of Orange.

Program Service Accomplishments

Program 1

Expenses: $189,842

Operation School Bell provides new clothing and a backpack filled with school and hygiene supplies to students in the Orange Unified School District.

Program 2

Expenses: $175,825

Other programs provide benefit to those in need in the City of Orange and primarily include Steps to Independence and Operation 101.

Program 3

Expenses: $60,950

Scholarships provide financial aid for higher education or technical training to deserving high school seniors who reside or attend school within the Orange Unified School District.

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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 $346,535

Program Service Revenue $0

Investment Income $35,772

Other Revenue $202,381

TOTAL REVENUE $584,688

Expense Breakdown

Grants Paid $351,894

Salaries & Benefits $0

Fundraising Expenses $114,355

Program Expenses $491,827

Other Expenses $304,112

TOTAL EXPENSES $656,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,688	$652,702	-0.1%
Expenses	$656,006	$735,435	-0.1%
Net Income	$-71,318	$-82,733	-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

374

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
Lisa Swenerton	President	19.00	Officer Director	$0	$0	$0
Robin Lyall	Director	7.00	Director	$0	$0	$0
Alice Prothero	Vice President	14.00	Officer Director	$0	$0	$0
Daena Hullinger	Vice President	3.00	Officer Director	$0	$0	$0
Darlene Decenzo	Vice President	10.00	Officer Director	$0	$0	$0
Nancy Clark	Secretary	2.00	Officer Director	$0	$0	$0
Claire Kocek	Treasurer	19.00	Officer Director	$0	$0	$0
Linda Kiser	Director	5.00	Director	$0	$0	$0
Sandra Kosin	Director	1.00	Director	$0	$0	$0
Ginny Abell	Director	19.00	Director	$0	$0	$0
Julie Bynon	Director	1.00	Director	$0	$0	$0
Leslie Sorrells	Director	9.00	Director	$0	$0	$0
Bree Sandberg	Director	2.00	Director	$0	$0	$0
Cheryl Scudday	Director	15.00	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	$584,688	$656,006	$2,130,450	$-71,318
2024	$652,702	$735,435	$2,087,966	$-82,733
2023	$590,550	$633,873	$2,130,855	$-43,323
2022	$556,396	$520,408	$2,105,063	$35,988
2021	$812,036	$380,929	$2,312,788	$431,107