NATIONAL CHARITY LEAGUE INC

EIN: 956120599 501(c)(3)

PLANO, TX

Total Revenue
$4,337,417
Total Expenses
$3,310,937
Total Assets
$9,284,865
Net Assets
$9,115,494
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
TX
Principal Officer
NANCY DEAN
Phone
7149661005
Tax Period
2024-06-01 to 2025-05-31

NATIONAL CHARITY LEAGUE INC, founded in 2022, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 24% operating margin.

Mission

WE ARE PHILANTHROPISTS:AS A MULTI-GENERATIONAL PHILANTHROPIC ORGANIZATION OF MOTHERS AND DAUGHTERS, WE DONATE CLOSE TO THREE MILLION HOURS ANNUALLY TO OVER 6,000 CHARITIES IN THE UNITED STATES. WE PRACTICE PHILANTHROPY, THE ACTIVE EFFORT TO PROMOTE HUMAN WELFARE. WE WELCOME FEMALES OR INDIVIDUALS WHO IDENTIFY AS FEMALE TO PARTICIPATE IN OUR PROGRAMS. OUR PROGRAMS EMPOWER WOMEN TO SUCCEED AS CONFIDENT, WELL-ROUNDED CONTRIBUTORS TO SOCIETY WHILE MAKING A POSITIVE IMPACT IN THE COMMUNITIES THEY SERVE. OUR VISION: CONNECTING HEARTS, HANDS AND MINDS SO THAT EVERY COMMUNITY THRIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,273,137
Program Service Revenue $548,165
Investment Income $442,488
Other Revenue $73,627
TOTAL REVENUE $4,337,417

Expense Breakdown

Grants Paid $8,291
Salaries & Benefits $1,773,118
Fundraising Expenses $40,715
Program Expenses $2,830,281
Other Expenses $1,529,528
TOTAL EXPENSES $3,310,937

Year-over-Year Comparison

2024 2023 Change
Revenue $4,337,417 $3,666,072 +0.2%
Expenses $3,310,937 $2,595,907 +0.3%
Net Income $1,026,480 $1,070,165 0.0%
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
12
Independent Members
12
Employees
30
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
5
$168,000
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHERYL LAMEE PRESIDENT 10.00
Officer Director
$0 $0 $0
ABBY RAY PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
BEVERLY HOTTOIS TREASURER 5.00
Officer Director
$0 $0 $0
JONELL MERTENS SECRETARY 5.00
Officer Director
$0 $0 $0
AIMEE GILLUM DIRECTOR 5.00
Director
$0 $0 $0
DIEEMA WHEATON DIRECTOR 5.00
Director
$0 $0 $0
ELIZABETH RICE DIRECTOR 5.00
Director
$0 $0 $0
JENNIFER LARSEN DIRECTOR 5.00
Director
$0 $0 $0
LAURA BOLIN DIRECTOR 5.00
Director
$0 $0 $0
MONTSERRAT DE MULLER DIRECTOR 5.00
Director
$0 $0 $0
TANYA STERLING DIRECTOR 5.00
Director
$0 $0 $0
TERESA WEEDEN DIRECTOR 5.00
Director
$0 $0 $0
NANCY DEAN CEO 40.00
Officer
$168,000 $0 $168,000
TIA KLINE DIRECTOR OF FINANCE AND ADMINISTRATION 40.00
Highest
$133,394 $0 $133,394
KARLA MARTINEZ DIRECTOR OF MARKETING 40.00
Highest
$124,974 $0 $124,974
IRIS SWINEA DIRECTOR OF PROGRAMS & STRATEGIC PARTNERSHIPS 40.00
Highest
$120,259 $0 $120,259
NAFEESA BECKWITH DIRECTOR OF IT 40.00
Highest
$106,069 $0 $106,069
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 $4,337,417 $3,310,937 $9,284,865 $1,026,480
2024 $3,666,072 $2,595,907 $8,160,157 $1,070,165
2023 $3,423,313 $2,402,835 $6,551,357 $1,020,478
2022 $3,198,341 $2,027,465 $5,435,489 $1,170,876
2021 $2,831,991 $1,972,354 $4,519,311 $859,637
2020 $2,800,699 $2,113,804 $3,695,188 $686,895
2019 $2,521,676 $2,312,288 $2,875,097 $209,388
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