NATIONAL CHARITY LEAGUE INC TREATY OAK CHAPTER: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL CHARITY LEAGUE INC TREATY OAK CHAPTER (EIN 46-3519167)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-07
- IRS object ID
- 202540979349200809
- Schema version
- 2023v6.0
- 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 | 2025-04-07T15:08:19-07:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742638320 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Davis & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8200 North Mopac Expressway Suite 1 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463519167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Charity League Inc Treaty Oak Chapter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5127861098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 161891 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tara Whitmore | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5127861098 | PhoneNum |
| Signature | 2025-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | Gary Davis CPA | PreparerPersonNm |
| PTIN | P00737047 | PTIN |
| Phone | 5123400222 | PhoneNum |
| Preparation | 2025-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | www.nationalcharityleague.org/ncltreatyoak | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $55,058 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $0 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,170 | ProgramServiceRevenueAmt |
| Membership Dues | $36,315 | MembershipDuesAmt |
| Investment Income | $573 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $55,058 | TotalRevenueAmt |
| Other Expenses Total | $59,744 | OtherExpensesTotalAmt |
| Total Expenses | $59,744 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,686 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $85,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,383 | BOYAmt |
| EOY | $81,022 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,763 | BOYAmt |
| EOY | $81,022 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,055 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,708 | BOYAmt |
| EOY | $81,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To promote charitable services while fostering mother, daughter relationships. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Mother Daughter teams contributed 6,593 hours of their services to support the charitable purpose of 21 organizations: Austin Parks & Recreation,Central Texas Food Bank, Thinkery, Mobile Loaves & Fishes to name a few. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Chrsitine Napierkowski | ||||
| President | 5.00 | $0 | $0 | $0 |
| Megan Haywood | ||||
| President Elect | 5.00 | $0 | $0 | $0 |
| Kelle Masters | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Sue Rubio | ||||
| Parliamentarian | 5.00 | $0 | $0 | $0 |
| Tara Whitmore | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Sandy Miller | ||||
| VP Ticktockers | 5.00 | $0 | $0 | $0 |
| Kazzye Martens | ||||
| VP Patroness Activities | 5.00 | $0 | $0 | $0 |
| Sheila Wessels | ||||
| VP Philanthropy | 5.00 | $0 | $0 | $0 |
| Megan Little | ||||
| VP Membership | 5.00 | $0 | $0 | $0 |
| Lauren Price | ||||
| VP Membership | 5.00 | $0 | $0 | $0 |
| Shana Atassi | ||||
| New Members | 5.00 | $0 | $0 | $0 |
| Maitri Shah | ||||
| VP Events | 5.00 | $0 | $0 | $0 |
| Heidi Parker | ||||
| VP Communications | 5.00 | $0 | $0 | $0 |
| Molly Swinney | ||||
| Immediate Past President | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | 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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tara Whitmore | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 161891 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124364414 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,155 | CurrentTaxYearAmt |
| Total | $172,080 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,170 | CurrentTaxYearAmt |
| Total | $111,673 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,325 | CurrentTaxYearAmt |
| Total | $283,753 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $283,753 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $573 | CurrentTaxYearAmt |
| Total | $690 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $573 | CurrentTaxYearAmt |
| Total | $690 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99960 | PublicSupportPY509Pct |
| Investment Income CY | 0.00240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Miscellaneous 0. |
| Form 990EZ, Part I, Line 16 | National Dues 12533. |
| Form 990EZ, Part I, Line 16 | Insurance 1117. |
| Form 990EZ, Part I, Line 16 | Technology 1325. |
| Form 990EZ, Part I, Line 16 | Recognition 2241. |
| Form 990EZ, Part I, Line 16 | Membership development and training 172. |
| Form 990EZ, Part I, Line 16 | Membership Expenses 897. |
| Form 990EZ, Part I, Line 16 | Director Expenses 6858. |
| Form 990EZ, Part I, Line 16 | Mother Daughter Tea 28311. |
| Form 990EZ, Part I, Line 16 | Bank Fees 514. |
| Form 990EZ, Part I, Line 16 | Accounting and tax 884. |
| Form 990EZ, Part I, Line 16 | Name tags 14. |
| Form 990EZ, Part I, Line 16 | National convention 0. |
| Form 990EZ, Part I, Line 16 | Ticktocker expenses 4828. |
| Form 990EZ, Part I, Line 16 | Other 50. |
| Form 990EZ, Part II, Line 24 | Prepaid expense |
| Form 990EZ, Part II, Line 24 | Undeposited funds 380. |
| Form 990EZ, Part II, Line 26 | Deferred Revenue 64055. |
| Form 990EZ, Part II, Line 26 | QB credit card payable |