NATIONAL CHARITY LEAGUE INC PENINSULA CHAPTER (EIN 952136037) - 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

1961

Legal Domicile

Principal Officer

JENNIFER GIORDANO

Phone

3103757517

Tax Period

2024-06-01 to 2025-05-31

NATIONAL CHARITY LEAGUE INC PENINSULA CHAPTER, founded in 1961, is a small nonprofit in the Community Improvement sector that reported $371K in total revenue in fiscal year 2024. Expenses of $343K left a modest 7% surplus.

Mission

TO PROVIDE COLLEGE SCHOLARSHIPS TO INDIVIDUALS AND DONATIONS TO CHARITABLE ORGANIZATIONS.

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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 $136,925

Program Service Revenue $0

Investment Income $332

Other Revenue $233,644

TOTAL REVENUE $370,901

Expense Breakdown

Grants Paid $197,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,039

Other Expenses $146,292

TOTAL EXPENSES $343,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,901	$346,764	+0.1%
Expenses	$343,392	$353,553	0.0%
Net Income	$27,509	$-6,789	-5.1%

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

150

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
CATHY EADES	President	15.00	Officer Director	$0	$0	$0
BROOKE SACHS	PRESIDENT ELECT	15.00	Officer Director	$0	$0	$0
MINDY GORMLEY	VP MEM-RECRUIT	5.00	Officer Director	$0	$0	$0
JOYCELYN HARRIGIAN	VP MEM-STANDARD	5.00	Officer Director	$0	$0	$0
TORY TODARO	VP TICKTOCKERS	5.00	Officer Director	$0	$0	$0
DARCY DARRELL	VP PHILANTHROPY	5.00	Officer Director	$0	$0	$0
SOPHIA MACKIEWICZ	VP THRIFT SHOP	5.00	Officer Director	$0	$0	$0
JEANNE BRAY	VP PHIL RESEARC	5.00	Officer Director	$0	$0	$0
ALYSON MCFERSON	VP COMMUNICATIO	5.00	Officer Director	$0	$0	$0
KRISTINA CORREA	VP ENGAGE/INCLU	5.00	Officer Director	$0	$0	$0
AMY ROCHE	VP NEW MEMBERS	5.00	Officer Director	$0	$0	$0
WENDY MOULTON	SEC-RECORDING	5.00	Officer Director	$0	$0	$0
CYNDI BARNES	SEC-CORRESPOND	5.00	Officer Director	$0	$0	$0
JEN GIORDANO	Treasurer	5.00	Officer Director	$0	$0	$0
AMBER POSSEMATO	THRIFT SH TREAS	5.00	Officer Director	$0	$0	$0
JULIE MANTH	FIN ADV COM CH	5.00	Director	$0	$0	$0
JENNIFER SANDUSKY	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
CHRISTY HOYNE	IMM PAST PRES	5.00	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	$370,901	$343,392	$426,429	$27,509
2024	$346,764	$353,553	$387,556	$-6,789
2023	$345,172	$361,098	$390,613	$-15,926
2022	$295,960	$322,163	$432,438	$-26,203
2021	$235,752	$217,527	$464,728	$18,225
2020	$285,149	$279,369	$385,614	$5,780
2018	$358,073	$350,390	$373,269	$7,683

NATIONAL CHARITY LEAGUE INC PENINSULA CHAPTER