Civic Intelligence

National Charity League Canyon Chapter

EIN 33-0805230 • 501(c)3 • Rancho Santa Margarita, CA

Profile

To foster mother-daughter relationships in a philanthropic way.

PO Box 80355Rancho Santa Margarita, CA 92688

www.nationalcharityleague.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

32nd percentile

-8.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

34th percentile

-18%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$70,052

Down $15,032 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$70,052

Down $15,032 (-18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$174,007

Up $68,644 (+65%) from 2024

Expenses

Up

$189,039

Up $93,434 (+98%) from 2024

Net Income

Down

-$15,032

Down $24,790 (-254%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$100K$50K$0Assets 2023: $75,326Net Assets 2023: $75,3262023Assets 2024: $85,084Net Assets 2024: $85,0842024Assets 2025: $70,052Net Assets 2025: $70,0522025

Highlighted filing

2025

Assets$70,052
Liabilities-
Net Assets$70,052
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2023: $119,867Expenses 2023: $131,017Net Income 2023: -$11,1502023Revenue 2024: $105,363Expenses 2024: $95,605Net Income 2024: $9,7582024Revenue 2025: $174,007Expenses 2025: $189,039Net Income 2025: -$15,0322025

Highlighted filing

2025

Revenue$174,007
Expenses$189,039
Net Income-$15,032
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,052
Liabilities
-
Net assets
$70,052
Revenue
$174,007
Expenses
$189,039
Net income
-$15,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.74$1.89$0.15
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.05$0.96$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.20$1.31$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$174,007
Mission and Program Overview

Mission

To foster mother-daughter relationships in a philanthropic way.

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

Program Services

DescriptionGrantsExpenses
Support for local community philanthropies and chapter events related to community service, leadership development, educational activities and cultural events.-$127,047
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristi WestPresidentPT$0--
Stephanie AngelosPast PresidentPT$0--
Jennifer MiramontesPresident ElectPT$0--
Pennie WalleyTreasurerPT$0--
Carrie RomeroRecording Secretary-$0--
Jenni BalckParliamentarian-$0--
Stephanie RueVP Membership-$0--
Mich ToddVP Ticktockers-$0--
Maria RaineVP Philanthropy-$0--
Natalie BoydVP Communications-$0--
Shannon SmithVP Chapter Engagement-$0--
Emily MadsenVP New Members-$0--
Filing and Contact Details

Filer

Filer Name
National Charity League - Canyon Chapter
EIN
33-0805230
In Care Of
% Pennie Walley
Phone
9494291600
Address
PO Box 80355, Rancho Santa Margarita, CA 92688

Signing Officer

Name
Jennifer Miramontes
Title
President
Phone
9494291600
Signed
2025-10-13
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee San Francisco Solano 22082 Antonio Pkwy Rancho Santa Margarita CA 92688, Cash Grant 6,300, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 9,812”

Form 990-EZ, Part I, Line 16, Other Expenses

“Officer Expenses 12,979”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 4,246”

Form 990-EZ, Part I, Line 16, Other Expenses

“National Dues 9,445”

Form 990-EZ, Part I, Line 16, Other Expenses

“Annual Tea and Awards Banquet 35,595”

Form 990-EZ, Part I, Line 16, Other Expenses

“Senior Recognition 81,640”

Form 990-EZ, Part I, Line 16, Other Expenses

“Late filing penalties 283”

Form 990-EZ, Part II, Line 24, Other Assets

“Security Deposit Beginning of year 300, End of year 300”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaid Expenses Beginning of year 0, End of year 3,148”

Raw XML Appendix215 raw XML fields

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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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee San Francisco Solano 22082 Antonio Pkwy Rancho Santa Margarita CA 92688, Cash Grant 6,300, Relationship
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09494291600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
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ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0330805230
ReturnHeader/Filer/InCareOfNm0% Pennie Walley
ReturnHeader/Filer/PhoneNum09494291600
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ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Margarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/ReturnTs02025-10-14T02:55:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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