NATIONAL CHARITY LEAGUE INC SAN BERNARDINO CHAPTER (EIN 956097397) - 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

1963

Legal Domicile

Principal Officer

KIM ROCK

Tax Period

2023-06-01 to 2024-05-31

NATIONAL CHARITY LEAGUE INC SAN BERNARDINO CHAPTER, founded in 1963, is a micro nonprofit that reported $62K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $70K exceeded revenue, resulting in a 13% operating deficit.

Mission

COMMUNITY SERVICE IN SAN BERNARDINO COUNTY

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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 $240

Program Service Revenue $60,301

Investment Income $89

Other Revenue $1,463

TOTAL REVENUE $62,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,125

Other Expenses $70,055

TOTAL EXPENSES $70,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,093	$38,828	+0.6%
Expenses	$70,055	$70,316	0.0%
Net Income	$-7,962	$-31,488	-0.7%

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

198

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
KIM ROCK	President	5.00	Officer Director	$0	$0	$0
PETERANN KAY	President Elect	5.00	Officer Director	$0	$0	$0
MELISA ALVAREZ	VP Membership	2.00	Director	$0	$0	$0
JESSICA PANGELINAN	VP New Members	2.00	Director	$0	$0	$0
MONIQUE GUERRERO	VP Ticktockers	2.00	Director	$0	$0	$0
LAURA PEREZ	VP Philanthropy	2.00	Director	$0	$0	$0
MICHELLE MAINEZ	VP Chapter	2.00	Director	$0	$0	$0
KELLEE BAKER	VP Communicatio	2.00	Director	$0	$0	$0
KRISTEN BARBEE	Parliamentarian	2.00	Director	$0	$0	$0
SHAUNA NAIME	Secretary	5.00	Officer Director	$0	$0	$0
KERI GOMEZ	Treasurer	5.00	Officer 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	No data	No data	No data	No data
2024	$62,093	$70,055	$77,339	$-7,962
2023	$38,828	$70,316	$62,400	$-31,488
2022	$11,452	$28,155	$142,908	$-16,703
2021	$30,779	$22,357	$159,611	$8,422
2019	$38,484	$16,571	$132,825	$21,913

NATIONAL CHARITY LEAGUE INC SAN BERNARDINO CHAPTER