Civic Intelligence

National Charity League- Stone Oak

EIN 84-3270157 • 501(c)3 • San Antonio, TX

Pub. 78 Eligible990-N CoverageNTEE T50

Profile

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

PO Box 592411San Antonio, TX 78259

www.nationalcharityleague.org/chapter

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

62nd percentile

24%

Higher net margin than 62% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T50 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-47%

Faster asset growth than 18% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

$93,720

No earlier filing loaded for comparison.

Liabilities

$60,005

No earlier filing loaded for comparison.

Net Assets

$33,715

No earlier filing loaded for comparison.

Revenue

$64,286

No earlier filing loaded for comparison.

Expenses

$64,286

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2023: $93,720Liabilities 2023: $60,005Net Assets 2023: $33,7152023

Highlighted filing

2023

Assets$93,720
Liabilities$60,005
Net Assets$33,715

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2023: $64,286Expenses 2023: $64,286Net Income 2023: $02023

Highlighted filing

2023

Revenue$64,286
Expenses$64,286
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$93.7$60.0$33.7$64.3$64.3$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2025
Return Version
2023v6.0
Gross Receipts
$65,330
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
OVER 200 MOTHERS AND DAUGHTERS FOSTERED THEIR RELATIONSHIP THROUGH DONATING OVER 3,500 HOURS TO LOCAL CHARITIES, LEARNING LEADERSHIP SKILLS AND ATTENDING CULTURAL EVENTS-$53,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANA WARMKEPresident-$0--
ERIN UNDERWOODSecretary-$0--
MEGAN PERKINSTreasurer-$0--
MIRANDA NELKAParliamentarian-$0--
ANDREA DECAMARAVP Membership-$0--
KRISTIN JACKSONVP Provisionals-$0--
JESSICA GOULETVP Communicatio-$0--
LAURA SCHAMMELVP Philanthropy-$0--
ADRIANNA SHERMANPresident Elect-$0--
SARAH RICHARDSVP Ticktockers-$0--
ALIX ALLENVP Chapter Enga-$0--
Filing and Contact Details

Filer

Filer Name
National Charity League- Stone Oak
EIN
84-3270157
Phone
2104732420
Address
PO BOX 592411, SAN ANTONIO, TX 78259

Signing Officer

Name
Kim House
Title
Treasurer
Signed
2025-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Oroian Guest & Little PC
Address
11955 Network Blvd, San Antonio, TX 78249
Preparer
Teresa A Balcarcel
Phone
2106415600
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $1780

Other Expenses.1

Senior recognition $20223

Other Expenses.2

Management & general expenses $9378

Other Expenses.3

ANNUAL TEA $8582

Other Expenses.4

KICK OFF $5702

Other Expenses.5

TICKTOCKER DUES $4440

Other Expenses.6

PATRONESS DUES $3811

Other Expenses.7

Philanthropic expenses $2805

Other Expenses.8

Grade level programs $1912

Other Expenses.9

Leadership confrerence $1900

Other Expenses.10

PATRONESS MEETING $1847

Other Expenses.11

WEBSITE FEE $500

Other Expenses.12

YARD SIGN $370

Other Expenses.13

NAME TAGS $267

Other Expenses.14

Honorary life membership $250

Other Expenses.15

AWARDS INSTALLATION $172

Other Expenses.16

PROVISIONAL TRAINIG $171

Other Expenses.17

SPEAKERS $116

Other Expenses.18

PRESIDENT ELECT $60

Other Assets.1010

Inventories - Beginning $0 Inventories - Ending $772

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $60005

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053127
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1780
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM HOUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-19
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ReturnHeader/Filer/EIN0843270157
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ReturnHeader/PreparerPersonGrp/PhoneNum02106415600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa A Balcarcel
ReturnHeader/ReturnTs02025-03-19T12:35:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE T50 • <$500k nonprofits