NATIONAL CHARITY LEAGUE INC - VISTA ROBLES CHAPTER: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL CHARITY LEAGUE INC - VISTA ROBLES CHAPTER (EIN 27-3628813)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-10-09
- IRS object ID
- 202502829349200200
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T02:47:03-04:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260710271 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VG Partners LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2217 Rutland Place | AddressLine1Txt |
| City | Thousand Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273628813 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CHARITY LEAGUE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Nikki Shapiro | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8055064131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1449 | AddressLine1Txt |
| City | Thousand Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91358 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIKKI SHAPIRO | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8055064131 | PhoneNum |
| Signature | 2025-10-08 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BHARTI GUPTA | PreparerPersonNm |
| PTIN | P00793600 | PTIN |
| Phone | 8059901906 | PhoneNum |
| Preparation | 2025-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | nationalcharityleague.org/chapter/vistar | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $46,229 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $25,344 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $20,878 | ProgramServiceRevenueAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Total Revenue | $46,229 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $925 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,850 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $53,667 | OtherExpensesTotalAmt |
| Total Expenses | $56,442 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$10,213 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $88,551 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,989 | BOYAmt |
| EOY | $117,215 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,666 | BOYAmt |
| EOY | $6,228 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,655 | BOYAmt |
| EOY | $123,443 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,104 | BOYAmt |
| EOY | $45,105 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,551 | BOYAmt |
| EOY | $78,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SEE SCHEDULE O PART III | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| FOSTERING MOTHER-DAUGHTER RELATIONSHIPS VIA SENIOR RECOGNITION EVENTS,EDUCATIONAL PROGRAMMING AND OTHER EVENTS | $30,532 | $40,160 |
| FOSTERING MOTHER-DAUGHTER RELATIONSHIPS VIA GIVING BACK TO THE COMMUNITY, NCL NATIONAL DUES | $15,690 | $10,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $50,322 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Megan Spahr | ||||
| Parliamentarian | 2.00 | $0 | $0 | $0 |
| Richelle Ruesga | ||||
| VP New members | 4.00 | $0 | $0 | $0 |
| Nikki Shapiro | ||||
| President | 8.00 | $0 | $0 | $0 |
| Keri Monda | ||||
| VP Communications | 4.00 | $0 | $0 | $0 |
| Ole Bateman | ||||
| President Elect | 5.00 | $0 | $0 | $0 |
| Amy Cann | ||||
| VP Engagement and Inclusion | 4.00 | $0 | $0 | $0 |
| Nah Young Kim | ||||
| VP Philanthropy | 2.00 | $0 | $0 | $0 |
| Daisy Vasquez | ||||
| VP Ticktockers | 4.00 | $0 | $0 | $0 |
| Karly Rosalez | ||||
| VP Membership | 6.00 | $0 | $0 | $0 |
| Susie Forcada | ||||
| Treasurer | 8.00 | $0 | $0 | $0 |
| Rebecca Drago | ||||
| Secretary | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Yeates | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1449 | AddressLine1Txt |
| City | Thousand Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185854273 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,344 | CurrentTaxYearAmt |
| Total | $144,760 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,878 | CurrentTaxYearAmt |
| Total | $92,667 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,222 | CurrentTaxYearAmt |
| Total | $237,427 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $237,427 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $57 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $57 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,229 | CurrentTaxYearAmt |
| Total | $237,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountDepreciation from 4562 45EVENTS & MEETINGS 1,283GLA CLASS FUNDS & SUPPLIES 231NCL NATIONAL DUES 6,177INSURANCE 1,884BILLHIGHWAY FEE 1,366SENIOR RECOGNITION & AWARDS EVENTS 25,937ANNUAL CHAPTER TEA 3,197TT AWARDS AND TRAINING 4,379VP COMMUNICATION 1,270EDUCATIONAL PROGRAMMING 982OFFICERS EXPENSES 1,889VP CHAPTER ENGAGE 1,528PHILANTHROPY DONATIONS 205FRANCHISE TAX BOARD 50VP MEMBERSHIP 390OTHER MISC PROGRAMS 2,854 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearACCOUNTS RECEIVABLES 5,293 5,900FURNITURE AND EQUIPMENT 373 328 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearDEFERRED REVENUE 42,198 41,429Accrued expenses 0 1,770Fund Balance adjustment 1,906 1,906 |
| Changes to governing documents Part V line 34 | 1. NCL Inc. annual dues are increased to $40/member2. Chapter annual Membership dues are also increased and approved by the chapter board and submitted to NCL- |
| Personal benefit contract statement Part V | The 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 III | PART 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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