National Charity League - Capistrano Coast Chapter

Nonprofit profile at a glance

EIN
330238134
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2014, Form 990-EZ 2024
Location
San Juan Capistrano, CA, USA
Phone
9494291600
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$84,409
Expenses
$87,276
Assets
$106,992

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Lauren Sipelis (Past President)
  • Jeanne Walker (President)
  • Lelani Duckwitz (President Elect)

People named in this filing

  • Lauren Sipelis (Past President)
  • Jeanne Walker (President)
  • Lelani Duckwitz (President Elect)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To foster mother-daughter relationships in a philanthropic organization committed to community service, leadership development, and cultural experiences.

What it reported doing in 2024

Support for local community philanthropies and chapter events related to community service, leadership development, educational activities, and cultural events.

Operating model

Revenue model
Earned-program. 69% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 87% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 100
  • Sustainability: 40
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.1%; rating input score 84
  • Program expense ratio: 81.4%; rating input score 81

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -3.4%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 1.23; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: -6.3% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: -0.6% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: 84.1% of revenue deployed · 81.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $71K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.