NATIONAL CHARITY LEAGUE INC CONEJO VALLEY CHAPTER (EIN 953553623) - 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

1978

Legal Domicile

Principal Officer

Mollie Valestrino

Phone

8184271746

Tax Period

2023-06-01 to 2024-05-31

NATIONAL CHARITY LEAGUE INC CONEJO VALLEY CHAPTER, founded in 1978, is a micro nonprofit that reported $51K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $79K exceeded revenue, resulting in a 55% operating deficit.

Mission

To foster mother-daughter relationships in a philanthropic organization committed to community service.

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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 $17,564

Program Service Revenue $20,844

Investment Income $161

Other Revenue $12,384

TOTAL REVENUE $50,953

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $1,500

Program Expenses $67,711

Other Expenses $59,129

TOTAL EXPENSES $79,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,953	$57,840	-0.1%
Expenses	$79,129	$65,259	+0.2%
Net Income	$-28,176	$-7,419	+2.8%

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

240

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
Vanessa Yessner	President-Elect	1.00	Officer Director	$0	$0	$0
Mollie Valestrino	Co-President	1.00	Officer Director	$0	$0	$0
Estelle Elliott	Parliamentarian	1.00	Officer Director	$0	$0	$0
Kessie Cimino	Co-President	1.00	Officer Director	$0	$0	$0
Brianna Adams	VP Ticktockers	1.00	Officer	$0	$0	$0
Debra Boyd	VP Comm	1.00	Officer	$0	$0	$0
Jenn Holtz	VP New Members	1.00	Officer	$0	$0	$0
Alison Brandon	Recording Sec.	1.00	Officer	$0	$0	$0
Beth Andrews	VP Philanthropy	1.00	Officer	$0	$0	$0
Kelly Atkinson	Treasurer	1.00	Officer	$0	$0	$0
Anne Marie Marasco	VP Membership	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	$50,953	$79,129	$287,600	$-28,176
2023	$57,840	$65,259	$308,116	$-7,419
2022	$73,265	$62,126	$317,754	$11,139
2020	$48,686	$69,715	$289,017	$-21,029
2019	$139,674	$128,746	$336,347	$10,928

NATIONAL CHARITY LEAGUE INC CONEJO VALLEY CHAPTER