National Charity League Heart of KC

Nonprofit profile at a glance

EIN
134278042
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2016
Location
Leawood, KS, USA
Phone
9135688316
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Counseling, Support Groups

Reported finances

Revenue
$66,107
Expenses
$56,040
Assets
$169,154
Liabilities
$57,990

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

Leadership & pay

12 people listed

Executive titles in this filing

  • Stefani Briere (Vice President Ticktockers)
  • Susan Steimley (President)
  • Anne Waldron (Vice President New Members)
  • Sandra Archer (Vice President Membership)
  • Katy Bleish (Vice President of Communications)
  • Jennifer Carson (President Elect)

People named in this filing

  • Stefani Briere (Vice President Ticktockers)
  • Shelley Mathews (Parliamentarian)
  • Desiree Greco (VP Chapter Engagement & Inclusion)

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

Community improvement service group

What it reported doing in 2024

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

Operating model

Revenue model
Membership-supported. 70% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% 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. Liabilities are high compared with assets and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.3%; rating input score 83
  • Program expense ratio: 98.2%; rating input score 98

Transparency & Controls

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

Sustainability

  • Operating margin: 15.2%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 3.02; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0.34; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 9.7% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 8.9% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 83.3% of revenue deployed · 98.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $55K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2017 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 — Sustainability: Liabilities to assets ratio scored 11/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.