National Charity League Inc Heritage Oaks Chapter

Nonprofit profile at a glance

EIN
113716925
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Saratoga, CA, USA
Phone
4088288225
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Youth Development Programs

Reported finances

Revenue
$30,259
Expenses
$38,817
Assets
$97,530

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Julia Lombardi (President)
  • Archana Koppula (President-Elect)
  • Caroline Evans (Vice President)
  • Patricia Charles (Vice President)
  • Anita Mathias (Vice President)
  • Shilpa Gupta (Vice President)

People named in this filing

  • Julia Lombardi (President)
  • Archana Koppula (President-Elect)
  • Holly Vergara (Secretary)

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

Serving others through donations of time and skills

What it reported doing in 2024

The ncl experience inspires and empowers women and daughters to succeed as confident, well-rounded and socially aware contributors in their communities. Mother and daughter members volunteer in a variety of community philanthropic activities.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

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

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 82
  • Sustainability: 36
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.3%; rating input score 82
  • Program expense ratio: 64.1%; rating input score 64

Transparency & Controls

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

Sustainability

  • Operating margin: -28.3%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 2.51; rating input score 71; 71st 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: -5.9% per year; rating input score 0; 34th percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 82.3% of revenue deployed · 64.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $25K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2015 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: Operating margin scored 19/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.