NATIONAL CHARITY LEAGUE INC NEWPORT CHAPTER (EIN 966055016) - 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

1958

Legal Domicile

Phone

9494873637

Tax Period

2024-06-01 to 2025-05-31

NATIONAL CHARITY LEAGUE INC NEWPORT CHAPTER, founded in 1958, is a small nonprofit that reported $793K in total revenue in fiscal year 2024. The organization ran a surplus of $168K, a strong 21% operating margin.

Mission

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 $8,205

Program Service Revenue $196,635

Investment Income $43,171

Other Revenue $545,061

TOTAL REVENUE $793,072

Expense Breakdown

Grants Paid $311,251

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $578,345

Other Expenses $313,720

TOTAL EXPENSES $624,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$793,072	$804,796	0.0%
Expenses	$624,971	$622,985	+0.0%
Net Income	$168,101	$181,811	-0.1%

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

N/A

Employees

N/A

Volunteers

500

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
KELLY FOSTER	Past President	1.00	Officer Director	$0	$0	$0
MICHELLE BARTO	President	1.00	Officer Director	$0	$0	$0
KIM RIKER	President Elect	1.00	Officer Director	$0	$0	$0
LAUREN LOHMAN	Auditor	1.00	Director	$0	$0	$0
TORI RIMLINGER	VP E & I	1.00	Director	$0	$0	$0
ALEECE DE VENGOECHEA	VP Ways & Means	1.00	Director	$0	$0	$0
STEPHANIE THORP	VP Philan.Elect	1.00	Director	$0	$0	$0
KELLEY SWITZ	VP Ticktockers	1.00	Director	$0	$0	$0
EMILY NORTON	VP TT - Elect	1.00	Director	$0	$0	$0
SARAH DANIEL	VP Philanthropy	1.00	Director	$0	$0	$0
TINA WAINWRIGHT	VP E&I Elect	1.00	Director	$0	$0	$0
JENNI KROUGH	VP Membership	1.00	Director	$0	$0	$0
MARGIE SULLIVAN	VP Memb. Elect	1.00	Director	$0	$0	$0
BECKY BETHELL	VP Communic	1.00	Director	$0	$0	$0
COURTNEY BLACKBURN	VP Comm. Elect	1.00	Director	$0	$0	$0
MELISSA MEEHAN	VP New Members	1.00	Director	$0	$0	$0
CATHY NELSON	VP New Mem Elec	1.00	Director	$0	$0	$0
ALLISON PENCE	Treasurer	1.00	Officer Director	$0	$0	$0
CARI ANN HEAD	Treasurer Elect	1.00	Officer Director	$0	$0	$0
JENNIFER BARTZ	Secretary	1.00	Director	$0	$0	$0
CATHERINE LITTLE	Advisor to Jrs.	1.00	Director	$0	$0	$0
CAREY WELLBOURN	Sustain Liaison	1.00	Director	$0	$0	$0
KAREN WEBB	Parliamentarian	1.00	Director	$0	$0	$0
STACY BRADFIELD	VP W&M Elect	1.00	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	$793,072	$624,971	$1,864,273	$168,101
2024	$804,796	$622,985	$1,696,172	$181,811
2023	$726,972	$715,158	$1,514,361	$11,814
2022	$763,089	$766,690	$1,502,547	$-3,601
2021	$609,992	$423,882	$1,506,148	$186,110
2020	$548,803	$419,743	$1,320,038	$129,060
2019	$508,161	$521,468	$1,190,978	$-13,307
2018	$483,370	$461,273	$1,204,285	$22,097

NATIONAL CHARITY LEAGUE INC NEWPORT CHAPTER