National Charity League Ventura County Chapter

EIN: 952505646 501(c)(3) Philanthropy & Grantmaking

Oxnard, CA

Total Revenue
$306,642
Total Expenses
$300,711
Total Assets
$156,658
Net Assets
$156,658
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
CA
Principal Officer
AMBER MCCALISTER
Phone
8053205911
Tax Period
2023-06-01 to 2024-05-31

National Charity League Ventura County Chapter, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $307K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

TO FOSTER THE MOTHER-DAUGHTER RELATIONSHIP IN A PHILANTHROPIC ORGANIZATIONCOMMITTED TO COMMUNITY SERVICE LEADERSHIP DEVELOPMENT AND CULTURALEXPERIENCES, ALSO TO RAISE FUNDS FOR THE BENEFIT OF LOCAL NON-PROFITORGANIZATIONS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $160,309
Program Service Revenue $60,486
Investment Income $0
Other Revenue $85,847
TOTAL REVENUE $306,642

Expense Breakdown

Grants Paid $194,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $290,039
Other Expenses $106,711
TOTAL EXPENSES $300,711

Year-over-Year Comparison

2023 2022 Change
Revenue $306,642 $236,965 +0.3%
Expenses $300,711 $260,035 +0.2%
Net Income $5,931 $-23,070 -1.3%
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

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
N/A

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
1
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIN KRAUS VP TICKTOCKERS 0.00
Director
$0 $0 $0
JENNIFER MATHESON Secretary 0.00
Director
$0 $0 $0
TARA MATHESON VP MEMBERSHIP 0.00
Director
$0 $0 $0
JOIE MOBLEY VP Patroness Ac 0.00
Officer Director
$0 $0 $0
Amanda Martinez Secretary 0.00
Director
$0 $0 $0
CHRISTINE RENSHAW Parliamentarian 0.00
Director
$0 $0 $0
MARIA GODINEZ VP Philanthropy 0.00
Director
$0 $0 $0
KIM GRAY VP SUSTAINERS 0.00
Director
$0 $0 $0
CRYSTAL KALLIK VP Provisionals 0.00
Director
$0 $0 $0
CARLY SIMPSON President-Elect 0.00
Director
$0 $0 $0
CHRISTINA HOFER VP Communicatio 0.00
Director
$0 $0 $0
KELLY FANCHER VP CHPTR ENGAGE 0.00
Director
$0 $0 $0
AMBER MCCALISTER Treasurer 0.00
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
2024 $306,642 $300,711 $156,658 $5,931
2023 $236,965 $260,035 $150,725 $-23,070
2022 $260,537 $254,290 $172,110 $6,247
2021 $188,204 $286,214 $163,628 $-98,010
2020 $207,296 $82,149 $268,501 $125,147
2019 $211,970 $232,952 $134,463 $-20,982
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