NATIONAL CHARITY LEAGUE INC - VISTA ROBLES CHAPTER: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL CHARITY LEAGUE INC - VISTA ROBLES CHAPTER (EIN 27-3628813)
Tax period
2023-06-01 to 2024-05-31
Filed
2024-10-01
IRS object ID
202412759349200211
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-01T17:58:50-04:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260710271PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VG Partners LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12217 Rutland PlaceAddressLine1Txt
CityThousand OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273628813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL CHARITY LEAGUE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1449AddressLine1Txt
CityThousand OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91358ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusie ForcadaPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8055064131PhoneNum
Signature2024-09-01SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBharti GuptaPreparerPersonNm
PTINP00793600PTIN
Phone8059901906PhoneNum
Preparation2024-10-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addressnationalcharityleague.org/chapter/vistarWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$54,578GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$27,686ContributionsGiftsGrantsEtcAmt
Program Service Revenue$26,885ProgramServiceRevenueAmt
Investment Income$7InvestmentIncomeAmt
Total Revenue$54,578TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$910FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$1,994OccupancyRentUtltsAndMaintAmt
Other Expenses Total$47,006OtherExpensesTotalAmt
Total Expenses$49,910TotalExpensesAmt
Excess Or Deficit For Year$4,668ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$83,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$88,551NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$132,624BOYAmt
EOY$126,989EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,593BOYAmt
EOY$5,666EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$134,217BOYAmt
EOY$132,655EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,334BOYAmt
EOY$44,104EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$83,883BOYAmt
EOY$88,551EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeSEE SCHEDULE O PART IIIPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
FOSTERING MOTHER-DAUGHTER RELATIONSHIPS VIA SENIOR RECOGNITION EVENTS,EDUCATIONAL PROGRAMMING AND OTHER EVENTS$38,331$31,114
FOSTERING MOTHER-DAUGHTER RELATIONSHIPS VIA GIVING BACK TO THE COMMUNITY, NCL NATIONAL DUES$16,240$10,004
FieldValueIRS element (for citing)
Total Program Service Expenses$41,118TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Lara Filgas
President8.00$0$0$0
Megan Spahr
Secretary2.00$0$0$0
Stacy Hall
Treasurer8.00$0$0$0
Richelle Ruesga
VP Membership6.00$0$0$0
Denise Bartlett
VP Ticktockers4.00$0$0$0
Palma Friery
VP Philanthrophy2.00$0$0$0
Nikki Shapiro
President Elect5.00$0$0$0
Keri Monda
VP Communications4.00$0$0$0
Hillary Wilson
VP New members4.00$0$0$0
Amy Cann
VP Engagement and Inclusion4.00$0$0$0
Ole Bateman
Parliamentarian2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (true)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSusie ForcadaPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1449AddressLine1Txt
CityThousand OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91358ZIPCd
FieldValueIRS element (for citing)
Phone8185854273PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,707CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,722CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,301CurrentTaxYearMinus1YearAmt
Current Tax Year$27,686CurrentTaxYearAmt
Total$124,885TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,470CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,613CurrentTaxYearMinus1YearAmt
Current Tax Year$26,885CurrentTaxYearAmt
Total$76,259TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,985CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,735CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,914CurrentTaxYearMinus1YearAmt
Current Tax Year$54,571CurrentTaxYearAmt
Total$201,144TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$201,144PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9CurrentTaxYearMinus1YearAmt
Current Tax Year$7CurrentTaxYearAmt
Total$125TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9CurrentTaxYearMinus1YearAmt
Current Tax Year$7CurrentTaxYearAmt
Total$125TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,006CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,748CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,923CurrentTaxYearMinus1YearAmt
Current Tax Year$54,578CurrentTaxYearAmt
Total$201,269TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99940PublicSupportCY509Pct
Public Support PY5090.99910PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Description of other expenses Part I line 16Description AmountDepreciation from 4562 45EVENTS & MEETINGS 1,526GLA CLASS FUNDS & SUPPLIES 730NCL NATIONAL DUES 6,424INSURANCE 1,600BILLHIGHWAY FEE 2,818SENIOR RECOGNITION & AWARDS EVENTS 19,368ANNUAL CHAPTER TEA 3,452TT AWARDS AND TRAINING 3,915VP COMMUNICATION 1,400EDUCATIONAL PROGRAMMING 1,300OFFICERS EXPENSES 1,426VP CHAPTER ENGAGE 1,553PHILANTHROPY DONATIONS 1,424FRANCHISE TAX BOARD 25
Description of other assets Part II line 24Category Beginning of Year End of YearACCOUNTS RECEIVABLE 1,175 5,293FURNITURE AND EQUIPMENT 418 373
Description of total liabilities Part II line 26Category Beginning of Year End of YearDEFERRED REVENUE 47,351 42,198Accrued expenses 447 0Fund Balance adjustment 2,536 1,906
Changes to governing documents Part V line 341. League hours have been replaced with leadership hours and 10 arerequired. 2. We will no longer have sponsors for new members.3. The membership drive will start in January instead of October.4. We will not distinguish between onsite and offsite philanthropy hours whenlogging our hours.5. The policy for canceling philanthropy opportunities has been updated.6. Signing off on philanthropy hours required by schools.7. There will be a change to Ticktocker elections, with some jobs beingelected positions and others appointed.
Personal benefit contract statement Part VThe Organization during this year did not receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.The Organization, did not, during the year, pays any premium directly or indirectly on a personal benefit contract.
Part III response or note to any other line in Part IIIPART III, PRIMARY EXEMPT PURPOSE - THE PRIMARY MISSION IS TO FOSTER MOTHER-DAUGHTER RELATIONSHIPS IN A PHILANTHROPIC ORGANIZATION COMMITTED TO COMMUNITY SERVICE, LEADERSHIP,DEVELOPMENT AND CULTURAL EXPERIENCE.

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