Civic Intelligence

National Charity League - Blue Heron Chapter

EIN 22-3917488 • 501(c)3 • Lake Oswego, OR

Profile

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

PO Box 2307Lake Oswego, OR 97035

www.nclblueheron.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$76,518

Up $12,308 (+19%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$76,518

Up $12,308 (+19%) from 2014

Revenue

Up

$49,149

Up $10,490 (+27%) from 2014

Expenses

Down

$36,841

Down $589 (-1.6%) from 2014

Net Income

Up

$12,308

Up $11,079 (+901%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $51,990Liabilities 2012: $02012Assets 2013: $56,324Net Assets 2013: $56,3242013Assets 2014: $64,210Net Assets 2014: $64,2102014Assets 2015: $76,518Net Assets 2015: $76,5182015

Highlighted filing

2015

Assets$76,518
Liabilities-
Net Assets$76,518

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2012: $37,299Expenses 2012: $28,259Net Income 2012: $9,0402012Revenue 2013: $39,553Expenses 2013: $35,219Net Income 2013: $4,3342013Revenue 2014: $38,659Expenses 2014: $37,430Net Income 2014: $1,2292014Revenue 2015: $49,149Expenses 2015: $36,841Net Income 2015: $12,3082015

Highlighted filing

2015

Revenue$49,149
Expenses$36,841
Net Income$12,308

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 26, 2016
Return Version
2014v6.0
Gross Receipts
$49,149
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ADMINISTRATIVE AND MISCELLANEOUS SUPPORT EXPENSES GENERATED IN CONNECTION WITH THE OPERATION AND ACTIVITIES OF THE ORGANIZATION.$35,414-
MOTHER-DAUGHTER TEA: PROVIDE A FORUM FOR THE DAUGHTERS TO DEMONSTRATE THEIR PROFICIENCY IN VARIOUS HOSTESSING ACTIVITIES INCLUDING PLANNING AND PRODUCING A FORMAL TEA PARTY FOR THEIR MOTHERS AND AS A MEANS OF STRENGTHENING THE MOTHER-DAUGHTER RELATIONSHIP.$8,221-
CONVENTION EXPENSE: PROVIDE A FORUM FOR MEMBERS TO DEVELOP LEADERSHIP SKILLS AND TO BECOME FAMILIAR WITH THE PURPOSE OF THE ORGANIZATION, ORGANIZATIONAL OPERATIONS AND PROCEDURES INCLUDING TRAINING IN SPECIFIC JOB POSITIONS WITH OTHER MEMBERS.$7,583-
CULTURAL EVENT: PROVIDE OPPORTUNITY FOR MEMBERS TO PARTICIPATE IN VARIOUS CULTURAL ACTIVITIES AS A MEANS OF DEVELOPING A SENSE OF COMMUNITY RESPONSIBILITY AND CULTURAL SENSITIVITY AND TO STRENGTHEN THE MOTHER-DAUGHTER RELATIONSHIP.$5,112-
SENIOR PRESENTATION: PROVIDE A FORUM FOR RECOGNIZING THE ACCOMPLISHMENTS OF MEMBERS WHO HAVE COMPLETED THE SIX YEAR PROGRAM OF PHILANTHROPIC INVOLVEMENT, EDUCATION EVENTS AND CULTURAL ACTIVITIES.$2,187-
DISTRICT MEETINGS/WORKSHOPS: PROVIDE A FORUM FOR MEMBERS TO BECOME FAMILIAR WITH THE OPERATION AND ACTIVITIES OF THE ORGANIZATION AND INTERACT WITH OTHER CHAPTERS IN OUR DISTRICT.$274-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON SHERMANVP Activities-$0--
BETSY EDWARDSPast President-$0--
SUSAN KLEESPresident Elect-$0--
THERESA GONZALESVP Provisionals-$0--
LEANN MACMILLANVP Philanthropy-$0--
PAM PEARCEVP Ways & Means-$0--
ERAINA DUFFYVP Membership-$0--
JENNIFER MAYERLESecretary-$0--
CATHY PHELANVP Ticktockers-$0--
SHEILA STAHL-BUTLERPresidentPT$0--
CLAUDIA VALDERRAMATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
National Charity League -
EIN
22-3917488
Phone
9712559461
Address
PO BOX 2307, LAKE OSWEGO, OR 97035

Signing Officer

Name
Claudia Valderrama
Title
Past Treasurer
Signed
2016-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Priscilla M Richardson
Address
4040 Orchard Drive, Lake Oswego, OR 97035
Preparer
Priscilla M Richardson
Phone
5036352541
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - SUPPLEMENT TO EXTENSION FORM 8868:THE TAX PREPARER MADE AN ERROR ON THE DUE DATE OF THE FORM 990. SHE ERRONEOUSLY THOUGHT THAT THE IRS EXTENSION WAS FOR 6 MONTHS FOR ALL TYPES OF RETURNS SINCE MOST OF THEM WERE CHANGED SEVERAL YEARS AGO, I.E. INDIVIDUALS, PARTNERSHIPS AND CORPORATIONS. THIS IS THE ONLY FORM 990 THAT SHE PREPARES. ALL PREVIOUS YEARS RETURNS FOR THIS ENTITY WERE FILED TIMELY AND THE TAX PREPARER AND TAXPAYER ARE RESPECTFULLY REQUESTING ABATEMENT ON THE LATE FILING PENALTIES FOR THIS RETURN. THANK YOU FOR YOUR CONSIDERATION IN THIS MATTER.

Other Expenses.1012

Insurance $1034

Other Expenses.1

NATIONAL DUES $9145

Other Expenses.2

SPRING TEA EXPENSE $8221

Other Expenses.3

Convention expenses $7583

Other Expenses.4

AWARDS AND CHARMS $2420

Other Expenses.5

Senior presentation $2187

Other Expenses.6

WEBSITE $800

Other Expenses.7

PRESIDENT EXPENSES $682

Other Expenses.8

Donation clarke center $669

Other Expenses.9

Vp provisional expenses $575

Other Expenses.10

Vp ticktocker expenses $542

Other Expenses.11

Etiquette training expense $512

Other Expenses.12

TICKTOCKER DAY $509

Other Expenses.13

Vp patroness expenses $477

Other Expenses.14

District meetings/workshops $274

Other Expenses.15

PROJECT SUPPLIES $274

Other Expenses.16

Donation cedars cancer ctr $200

Other Expenses.17

Vp membership expense $142

Other Expenses.18

Po box/safe deposit box $121

Other Expenses.19

ANNUAL STATE FEES $81

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - SUPPLEMENT TO EXTENSION FORM 8868:THE TAX PREPARER MADE AN ERROR ON THE DUE DATE OF THE FORM 990. SHE ERRONEOUSLY THOUGHT THAT THE IRS EXTENSION WAS FOR 6 MONTHS FOR ALL TYPES OF RETURNS SINCE MOST OF THEM WERE CHANGED SEVERAL YEARS AGO, I.E. INDIVIDUALS, PARTNERSHIPS AND CORPORATIONS. THIS IS THE ONLY FORM 990 THAT SHE PREPARES. ALL PREVIOUS YEARS RETURNS FOR THIS ENTITY WERE FILED TIMELY AND THE TAX PREPARER AND TAXPAYER ARE RESPECTFULLY REQUESTING ABATEMENT ON THE LATE FILING PENALTIES FOR THIS RETURN. THANK YOU FOR YOUR CONSIDERATION IN THIS MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NATIONAL DUES $9145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPRING TEA EXPENSE $8221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONVENTION EXPENSES $7583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AWARDS AND CHARMS $2420
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $800
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DONATION CLARKE CENTER $669
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
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ReturnHeader/PreparerPersonGrp/PhoneNum05036352541
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRISCILLA M RICHARDSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-26T17:25:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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