National Charity League South Coast Chapter (EIN 956134883) - 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

1965

Phone

5625982404

Tax Period

2024-06-01 to 2025-05-31

National Charity League South Coast Chapter, founded in 1965, is a small nonprofit that reported $219K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 17% operating margin.

Mission

National Charity League, Inc., is a non profit organization composed of Patronesses and Ticktocker groups. Our mission is to foster mother-daughter relationships in a philanthropic organization committed to community service, leadership development and cultural experiences.

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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 (2024)

Revenue Breakdown

Contributions & Grants $203,393

Program Service Revenue $47,256

Investment Income $0

Other Revenue $-31,955

TOTAL REVENUE $218,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,884

Other Expenses $182,169

TOTAL EXPENSES $182,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,694	$173,047	+0.3%
Expenses	$182,169	$231,630	-0.2%
Net Income	$36,525	$-58,583	-1.6%

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

275

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
Christy Di Leo	Board Member	6.00	Director	$0	$0	$0
Maria West	Board Member	6.00	Director	$0	$0	$0
Shannon Keany	Board Member	6.00	Director	$0	$0	$0
Kimberly H Shotwell	Board Member	6.00	Director	$0	$0	$0
Amy Payne	President	6.00	Officer	$0	$0	$0
Noreen Curry	Secretary	6.00	Officer	$0	$0	$0
Elizabeth Whitt	Treasurer	0.00	Officer	$0	$0	$0
Joy Harn	Treasurer	6.00	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	$218,694	$182,169	$205,195	$36,525
2024	$173,047	$231,630	$160,568	$-58,583
2023	$231,395	$190,886	$219,151	$40,509
2022	$240,653	$206,583	$178,642	$34,070
2021	$208,671	$207,092	$144,572	$1,579
2020	$166,157	$225,893	$156,054	$-59,736
2019	$242,673	$218,318	$202,729	$24,355

National Charity League South Coast Chapter