NATIONAL CHARITY LEAGUE PACIFIC COAST CHAPTER INC (EIN 330754853) - 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

1998

Legal Domicile

Principal Officer

WENDY MATTHEWS

Phone

7145531730

Tax Period

2024-06-01 to 2025-05-31

NATIONAL CHARITY LEAGUE PACIFIC COAST CHAPTER INC, founded in 1998, is a small nonprofit in the Unknown sector that reported $255K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $306K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO FOSTER MOTHER-DAUGHTER RELATIONSHIPS IN A PHILANTHROPIC ORGANIZATION COMMITTED TO COMMUNITY SERVICE, LEADERSHIP DEVELOPMENT, AND CULTURAL EXPERIENCES.

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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 $45,684

Program Service Revenue $139,300

Investment Income $54

Other Revenue $70,002

TOTAL REVENUE $255,040

Expense Breakdown

Grants Paid $109,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $284,000

Other Expenses $196,026

TOTAL EXPENSES $305,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,040	$292,866	-0.1%
Expenses	$305,776	$256,036	+0.2%
Net Income	$-50,736	$36,830	-2.4%

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

102

Independent Members

N/A

Employees

N/A

Volunteers

217

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
LAURA RIVERA	President	8.00	Officer Director	$0	$0	$0
MARIANNE HOMER	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
JUNIE PEARSON	COMMUNICATIONS	4.00	Officer Director	$0	$0	$0
RACHEL SVOBODA	VP MEMBERSHIP	4.00	Director	$0	$0	$0
TRACY LUNA	VP TICKTOCKERS	4.00	Officer Director	$0	$0	$0
CHRISSY ROGERS	VP WAYS & MEANS	4.00	Officer Director	$0	$0	$0
ASHLEY CERAOLO	VP ENGAGEMENT	4.00	Officer Director	$0	$0	$0
MARIE DERKS	Secretary	2.00	Officer Director	$0	$0	$0
VALERIE KUNIMURA	Treasurer	5.00	Officer Director	$0	$0	$0
ANNE PUGH	VP PHILANTHROPY	4.00	Officer Director	$0	$0	$0
CYNTHIA NICHOLS	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
CARRIE JONES	NEW MEMBERS	4.00	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	$255,040	$305,776	$256,055	$-50,736
2024	$292,866	$256,036	$275,329	$36,830
2023	$275,522	$252,606	$233,254	$22,916
2022	$259,430	$231,064	$204,812	$28,366
2021	$253,393	$254,736	$156,726	$-1,343
2020	$199,143	$155,277	$157,535	$43,866
2019	$312,040	$289,908	$112,808	$22,132

NATIONAL CHARITY LEAGUE PACIFIC COAST CHAPTER INC