NATIONAL CHARITY LEAGUE LAGUNA (EIN 330167492) - 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

1983

Legal Domicile

Principal Officer

JEN BLAKEY

Phone

9496328992

Tax Period

2023-06-01 to 2024-05-31

NATIONAL CHARITY LEAGUE LAGUNA, founded in 1983, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Net assets of $551K represent 101 months of operating reserves.

Mission

FOSTERING THE MOTHER-DAUGHTER RELATIONSHIP THROUGH AN ONGOING COMMITMENT TO PHILANTHROPY, CULTURE AND LEADERSHIP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $103,887

Program Service Revenue $0

Investment Income $4,720

Other Revenue $-43,044

TOTAL REVENUE $65,563

Expense Breakdown

Grants Paid $19,952

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,767

Other Expenses $44,815

TOTAL EXPENSES $64,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,563	$125,069	-0.5%
Expenses	$64,767	$77,485	-0.2%
Net Income	$796	$47,584	-1.0%

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

N/A

Employees

N/A

Volunteers

221

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
JEN BLAKEY	PRESIDENT	10.00	Officer	$0	$0	$0
CAROL DYGEAN	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
ANNE GLASS	VP PHILANTHROPY	17.00	Officer	$0	$0	$0
ANN HIRAKAWA	VP ENGAGEMENT	1.00	Officer	$0	$0	$0
MASHID RIZZONE	VP NEW MEMBERS	1.00	Officer	$0	$0	$0
NANCY CHOI	VP COMMUNICATIONS	5.00	Officer	$0	$0	$0
MARIVIC SHAEFER	VP COMMUNICATIONS	1.00	Officer	$0	$0	$0
ALLISON HOFFMANN	TREASURER	8.00	Officer	$0	$0	$0
CELESTE VOS	TREASURER	1.00	Officer	$0	$0	$0
BORIANA FARIAS	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
JOANNE KUY	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
MAUREEN AITKEN	VP TICKTOCKERS	1.00	Officer	$0	$0	$0
MISTIE WHALEN	SECRETARY	1.00	Officer	$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	No data	No data	No data	No data
2024	$65,563	$64,767	$553,545	$796
2023	$125,069	$77,485	$549,759	$47,584
2022	$82,887	$82,311	$502,175	$576
2021	$173,523	$49,255	$501,599	$124,268
2020	$60,165	$75,139	$407,811	$-14,974
2019	$145,562	$134,543	$392,305	$11,019

NATIONAL CHARITY LEAGUE LAGUNA