Nonprofit · EIN 95-6051392
NATIONAL EXCHANGE CLUB
Also known as 1145 NEWPORT HARBOR CA
Tax-exempt · NEWPORT BEACH, CA 92659
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $345,896 | $281,743 | $64,153 | $1,534,145 | $6,225 | $1,527,920 |
| June 30, 2024 | 990 | $279,909 | $217,496 | $62,413 | $1,469,992 | $6,225 | $1,463,767 |
| June 30, 2023 | 990 | $146,014 | $197,670 | -$51,656 | $1,347,151 | $4,141 | $1,343,010 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $128,184
- Membership dues
- $21,545
- Program service revenue
- $0
- Investment income
- $217,712
- Net gain from sales of assets
- $172,918
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $171,798
- Compensation of officers, directors and key employees
- $2,707
- Salaries, compensation and benefits (total)
- $2,707
- Professional fundraising fees
- $0
- Accounting fees
- $1,720
- Program services (functional)
- $235,983
- Management and general (functional)
- $45,760
Balance sheet and other
- Total assets, start of year
- $1,469,992
- Total assets, end of year
- $1,534,145
- Total liabilities, end of year
- $6,225
- Net assets, end of year
- $1,527,920
- Gross receipts
- $345,896
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SWINNEY | SECRETARY/TREASURER Officer | 20 | $2,707 |
| DAVID SCHAPIRO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL NEWCOMB | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL CALL | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STRASMANN | DIRECTOR Trustee or director | 1 | $0 |
| SHIRLEY LASHMETT | DIRECTOR Trustee or director | 1 | $0 |
| LAURETTA STANSFIELD | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH BROWN | DIRECTOR Trustee or director | 1 | $0 |
| ROSS STEWART | DIRECTOR Trustee or director | 1 | $0 |
| DUANE MITCHELL | VICE PRESIDENT PROGRAMS Officer | 6 | $0 |
| ROY SHLEMON | PRESIDENT Officer | 20 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT WOOD | TREASURER Officer | 20 | $1,405 |
| RICHARD SWINNEY | SECRETARY Officer | 12 | $600 |
| DAVID SCHAPIRO | DIRECTOR Trustee or director | 1 | $315 |
| KEN DUFOUR | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE LESLEY | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STRASMANN | DIRECTOR Trustee or director | 1 | $0 |
| LEO FRACALOSY | DIRECTOR Trustee or director | 1 | $0 |
| ROSS STEWART | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH BROWN | DIRECTOR Trustee or director | 1 | $0 |
| DUANE MITCHELL | VICE PRESIDENT PROGRAMS Officer | 6 | $0 |
| SHIRLEY LASHMETT | PRESIDENT Officer | 20 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT WOOD | TREASURER Officer | 20 | $3,000 |
| RICHARD SWINNEY | SECRETARY Officer | 12 | $1,200 |
| ROSS STEWART | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SCHAPIRO | DIRECTOR Trustee or director | 1 | $0 |
| ROY SHLEMON | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STRASMANN | DIRECTOR Trustee or director | 1 | $0 |
| SHIRLEY LASHMET | DIRECTOR Trustee or director | 1 | $0 |
| LEO FRACALOSY | DIRECTOR Trustee or director | 1 | $0 |
| KEN DUFOUR | PRESIDENT ELECT Officer | 6 | $0 |
| GEORGE LESLEY | PRESIDENT PAST Officer | 6 | $0 |
| MIKE GERTNER | PRESIDENT Officer | 20 | $0 |
| MITCH MITCHELL | VICE PRESIDENT-PROGRAMS Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1022, NEWPORT BEACH, CA 92659-0022
- In care of
- % BOB WOOD
- Principal officer (990 for 2024)
- RICHARD SWINNEY
- Signed the 990
- RICHARD SWINNEY, SECRETARY
- Phone
- (949) 887-6768
- Return prepared by
- WEBER CHRISTENSEN & HEINRICHS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6051392 or by the name NATIONAL EXCHANGE CLUB.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SERVICE THOSE IN OUR AREA OF INFLUENCE BY PROVIDING GRANTS AND OTHER DONATIONS TO ORGANIZATIONS FOCUSED ON CHILD ABUSE PREVENTION (SPECIFICALLY BUT NOT LIMITED TO THE PRIORITY CENTER), SUPPORTING MILITARY SERVICEMEMBERS AND THEIR FAMILIES, FIRST RESPONDERS, AND YOUTH PROGRAMS, AND PROVIDING SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO HAVE CHOSEN TO FURTHER THEIR EDUCATION.
Program accomplishments
- ACCEPTING THE CHALLENGE OF EXCELLENCE (ACE) AWARDS: ANNUAL SCHOLARSHIPS TO DISADVANTAGED HIGH SCHOOL STUDENTS WHO HAVE CHOSEN TO PURSUE HIGHER EDUCATION.Expenses $40,925 · grants $38,213
- FOLDS OF HONOR: TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND ASSISTANCE TO THE SPOUSES AND CHILDREN OF AMERICA'S FALLEN OR DISABLED MILITARY MEMBERS AND FIRST RESPONDERS.Expenses $22,250 · grants $17,250
- THE PRIORITY CENTER: ANNUAL GRANTS TO THE PRIORITY CENTER (FORMERLY KNOWN AS THE ORANGE COUNTY CHILD ABUSE PREVENTION CENTER) TO PROMOTE AND SUPPORT THE CENTER'S CHILD ABUSE PREVENTION PROGRAMS THAT SERVICE AT-RISK CHILDREN AND THEIR FAMILIES.Expenses $50,000 · grants $50,000
- Expenses $122,808 · grants $66,335
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6051392
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 1097: THE NATIONAL EXCHANGE CLUB
- Assets (IRS master file)
- $1,534,145
- Income (IRS master file)
- $345,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $345,896 | $281,743 | $1,534,145 | XML |
| 990 | June 2024 | $279,909 | $217,496 | $1,469,992 | XML |
| 990 | June 2023 | $146,014 | $197,670 | $1,347,151 | XML |
| 990 | June 2022 | $87,892 | $230,617 | $1,314,496 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6051392).
Questions about NATIONAL EXCHANGE CLUB
- What is the EIN of NATIONAL EXCHANGE CLUB?
- The employer identification number (EIN) of NATIONAL EXCHANGE CLUB is 95-6051392.
- Is NATIONAL EXCHANGE CLUB tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1950.
- Are donations to NATIONAL EXCHANGE CLUB tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL EXCHANGE CLUB file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL EXCHANGE CLUB due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL EXCHANGE CLUB last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL EXCHANGE CLUB?
- The 990 for the year ended June 30, 2025 names RICHARD SWINNEY.
- Who are the officers and directors of NATIONAL EXCHANGE CLUB?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $2,707 (RICHARD SWINNEY, SECRETARY/TREASURER).
- How much revenue does NATIONAL EXCHANGE CLUB have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $345,896, expenses of $281,743 and total assets of $1,534,145 at year end.
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