Assistance League of Carlsbad Inc
Nonprofit profile at a glance
- EIN
- 856014382
- IRS 990 coverage
- 2018–2024
- Forms available
- Form 990 2024
- Location
- Carlsbad, NM, USA
- Phone
- 5758853333
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $286,593
- Expenses
- $155,861
- Assets
- $947,764
- Liabilities
- $11,358
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- CRYSTAL MONTOYA (PRESIDENT)
People named in this filing
- ANDREA COOPER (DIRECTOR)
- CINDY ELKINS (DIRECTOR)
- ROXANN HAUGEN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
An independently and locally governed chapter of national assistance league; assistance league of carlsbad, inc. ("assistance league", or "organization") was incorporated as a tax-exempt nonprofit organization in the state of New Mexico in 1965 and is primarily and directly responsible for its own operations. The organization's mission is to carry on a program of philanthropic work in the carlsbad, New Mexico area. The organization's primary sources of support and revenue are contributions and special fundraising events.
What it reported doing in 2024
Operation school bell provides assistance to children in need. Chapters determine the specific needs in their local communities, then develop, fund, and implement the programs. Each chapter detemines the need in their community and how best their volunteers can operate the program. Some chapters outfit each child identified by school nurses and counslers at their chapter facility. Other chapters provide children in need with clothing at shopping events at local stores or through vouchers. Other items provided by chapters are personal car kits, hair cuts, school supplies, books, dictionaries, dental and vision care. For many children these are the first new clothes or books they have ever received.
Operating model
- Revenue model
- Other-operating. 70% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 58
- Transparency & Controls: 86
- Accountability: 64
- Sustainability: 80
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 48%; rating input score 48
- Program expense ratio: 79%; rating input score 79
- Fundraising efficiency: $13.73 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 45.6%; rating input score 90; 90th percentile among comparable filings
- Total-asset coverage ratio: 6.08; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 44; 44th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 9.1% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 5.4% per year; rating input score 100; 54th percentile among comparable filings
- Asset growth: 7.5% per year; rating input score 100; 58th percentile among comparable filings
Details
- Where the money goes: 48% of revenue deployed · 79% of spending went to programs
- Governance: 30 of 12 board members independent · 1 of 7 filing controls reported
- Programs: 2 filed program accomplishments · $123K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 19 of 20 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors
- Filing history: 7 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Moderate — Financial Efficiency: Fundraising efficiency scored 48/100.
- Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 44/100.