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

OUR MISSION: FOSTERING THE MOTHER-DAUGHTER RELATIONSHIP THROUGH AN ONGOING COMMITMENT TO PHILANTHROPY, CULTURE AND LEADERSHIP.

Program Service Accomplishments

Program 1
Expenses: $2,830,281 Revenue: $557,128

THE NCL CORE PROGRAM (CHAPTERS)MOTHERS AND THEIR DAUGHTERS (GRADES 7-12) PARTICIPATE IN AN ENRICHING PROGRAM THAT EMBRACES PILLARS OF PHILANTHROPY, LEADERSHIP AND CULTURE. MANY MEMBERS CONTINUE BY...

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THE NCL CORE PROGRAM (CHAPTERS)MOTHERS AND THEIR DAUGHTERS (GRADES 7-12) PARTICIPATE IN AN ENRICHING PROGRAM THAT EMBRACES PILLARS OF PHILANTHROPY, LEADERSHIP AND CULTURE. MANY MEMBERS CONTINUE BY BECOMING SUSTAINERS IN FOREVER NCL, A NATIONAL NETWORK OF EXPERIENCED NCL PHILANTHROPISTS. OUR CORE PROGRAM IS EVER EVOLVING AS WE ADD NEW PARTNERS AND PROGRAMS EACH YEAR.

Program 2

NCL, INC. SEMI ANNUAL CONFERENCE, OR OUR 2025 CENETENNIAL CELEBRATION CONFERENCE PROGRAM PROVIDED KEY NOTE INSPIRATIONAL LEADERSHIP SPEAKERS INCLUDING DEBBIE ALLEN, KELLY CORRIGAN AND JAMIE KERN LIMA...

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NCL, INC. SEMI ANNUAL CONFERENCE, OR OUR 2025 CENETENNIAL CELEBRATION CONFERENCE PROGRAM PROVIDED KEY NOTE INSPIRATIONAL LEADERSHIP SPEAKERS INCLUDING DEBBIE ALLEN, KELLY CORRIGAN AND JAMIE KERN LIMA AS WELL BREAKOUT WORKSHOPS ON CULTURE, STRENGTHENING COMMUNITIES, COLLABORATION SKILLS, BRAIN HEALTHY HABITS, MODERN ETTIQUETTE, NATIONAL PHILANTHROPY PROJECTS AND NETWORKING OPPORTUNITIES.

Program 3

NCL, INC. HAS 2 NATIONAL PROGRAMS. FOREVER NCL SUSTAINER PROGRAM GIVES MEMBERS THE OPPORTUNITY TO STAY CONNECTED AFTER THEIR ACTIVE CHAPTER YEARS ARE COMPLETE AND INCLUDES OPPORTUNITIES TO NETWORK...

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NCL, INC. HAS 2 NATIONAL PROGRAMS. FOREVER NCL SUSTAINER PROGRAM GIVES MEMBERS THE OPPORTUNITY TO STAY CONNECTED AFTER THEIR ACTIVE CHAPTER YEARS ARE COMPLETE AND INCLUDES OPPORTUNITIES TO NETWORK, CONNECT AND LEAD. NCL EVERYWHERE IS A VIRTUAL COMMUNITY PROGRAM THAT ALLOWS MEMBERS TO EXPERIENCE THE NCL PROGRAM VIRTUALLY AND TARGETS AREAS WERE THERE ARE NO CHAPTERS OR CHAPTERS ARE AT CAPACITY AS WELL AS A DIVERSE POPULATIONS. THE PROGRAM HAS THE SAME CORE PILLARS OF PHILANTHROPY, LEADERSHIP AND CULTURE.

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Trantor Score

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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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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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