Assistance League of Greater San Diego (EIN 956110237) - 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

1964

Legal Domicile

Principal Officer

Lynn Shields

Phone

6192987050

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Greater San Diego, founded in 1964, is a small nonprofit in the Human Services sector that reported $864K in total revenue in fiscal year 2024. Expenses of $1.0M exceeded revenue, resulting in a 18% operating deficit.

Mission

Volunteers 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 $845,834

Program Service Revenue $0

Investment Income $23,269

Other Revenue $-5,086

TOTAL REVENUE $864,017

Expense Breakdown

Grants Paid $124,201

Salaries & Benefits $0

Fundraising Expenses $76,979

Program Expenses $904,630

Other Expenses $893,925

TOTAL EXPENSES $1,018,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$864,017	$903,428	0.0%
Expenses	$1,018,126	$746,716	+0.4%
Net Income	$-154,109	$156,712	-2.0%

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

245

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
Sue Geller	President	015.00	Officer Director	$0	$0	$0
Lynn Shields	Treasurer	018.00	Officer Director	$0	$0	$0
Anne Haule	Secretary	007.00	Officer Director	$0	$0	$0
Kathy Bridge	1st Vice President Membership	007.00	Officer Director	$0	$0	$0
Cheryl Dorris	2nd Vice President Philanthropy Programs	008.00	Officer Director	$0	$0	$0
Debi Hardy	3rd Vice President Resource Development	022.00	Officer Director	$0	$0	$0
Judi Lawless	Marketing Chair	007.00	Director	$0	$0	$0
Karen Degischer	Strategic Planning Chair	027.00	Director	$0	$0	$0
Tony Azar	Property Chair	008.00	Director	$0	$0	$0
Ann Filippone	Assisteens Liaison	005.00	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	$864,017	$1,018,126	$1,352,822	$-154,109
2024	$903,428	$746,716	$1,406,031	$156,712
2023	$729,954	$621,285	$1,250,854	$108,669
2022	$659,176	$415,583	$1,140,787	$243,593
2021	$266,610	$296,172	$893,796	$-29,562
2020	$498,911	$410,215	$925,332	$88,696
2019	$275,642	$401,653	$856,253	$-126,011

Assistance League of Greater San Diego