NATIONAL CHARITY LEAGUE INC SAN LUIS REY CHAPTER (EIN 953220722) - 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

1977

Legal Domicile

Principal Officer

CHERIE BROWN

Phone

7604681606

Tax Period

2023-06-01 to 2024-05-31

NATIONAL CHARITY LEAGUE INC SAN LUIS REY CHAPTER, founded in 1977, is a micro nonprofit that reported $35K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $6K, a strong 17% operating margin.

Mission

EVENTS AND FUNDRAISERS TO RAISE MONEY FOR CHARITABLE GIVING

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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 $6,075

Program Service Revenue $19,475

Investment Income $0

Other Revenue $9,660

TOTAL REVENUE $35,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,102

Other Expenses $29,308

TOTAL EXPENSES $29,308

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,210	$42,169	-0.2%
Expenses	$29,308	$31,954	-0.1%
Net Income	$5,902	$10,215	-0.4%

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

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ SCHMIERER	VP MEMBERSHIP	N/A	Officer	$0	$0	$0
CHERIE BROWN	VP MEMBERSHIP	N/A	Officer	$0	$0	$0
MARIE CANCEL	SECRETARY	N/A	Officer	$0	$0	$0
DONNA MARMOLEJO	VP COMMUNICATIONS	N/A	Officer	$0	$0	$0
ANGELA MORALES	VP PHILANTHROPIES	N/A	Officer	$0	$0	$0
ROSE RAGGIO	PARLEMENTARIAN	N/A	Director	$0	$0	$0
DENISE RIVERA	VP NEW MEMBERSHIP	N/A	Officer	$0	$0	$0
LISA SIMON	PRESIDENT	N/A	Officer	$0	$0	$0
LANI STEENHARD	PRESIDENT ELECT	N/A	Director	$0	$0	$0
EMBER THOMPSON	VP TICKTOCKERS	N/A	Officer	$0	$0	$0
GINA UYEDA	VP CHAPTER INCOME	N/A	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
2024	$35,210	$29,308	$63,164	$5,902
2022	$47,286	$47,399	$41,134	$-113

NATIONAL CHARITY LEAGUE INC SAN LUIS REY CHAPTER