CA CHAP DAUGHTERS AMERICAN REVOLUTION TR (EIN 046541215) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

SUSAN M HERRON MARY A WILHELM

Phone

9782837079

Tax Period

2024-01-01 to 2024-12-31

CA CHAP DAUGHTERS AMERICAN REVOLUTION TR, founded in 2009, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $32K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $31K left a modest 4% surplus.

Mission

THE TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF AND IN CONNECTION WITH THE CAPE ANN CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION. THE TRUSTEES PAY THE NET INCOME QUARTERLY TO CAPE ANN CHAPTER FOR ITS CHARITABLE AND EDUCATIONAL PURPOSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $32,098

Other Revenue $0

TOTAL REVENUE $32,098

Expense Breakdown

Grants Paid $25,109

Salaries & Benefits $4,379

Fundraising Expenses $0

Other Expenses $1,286

TOTAL EXPENSES $30,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,098	$24,825	+0.3%
Expenses	$30,774	$30,857	0.0%
Net Income	$1,324	$-6,032	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA MALLETTE	TRUSTEE	1.0	Director	$0	$0	$0
ANNE E PARSON	TRUSTEE	1.0	Director	$0	$0	$0
SANDRA J BARRY	TRUSTEE	1.0	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$4,379	$0	$4,379

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$32,098	$30,774	$675,762	$1,324
2023	$24,825	$30,857	$673,924	$-6,032
2022	$33,558	$32,073	$680,112	$1,485
2021	$59,821	$38,486	$678,775	$21,335
2020	$49,286	$25,336	$657,644	$23,950

CA CHAP DAUGHTERS AMERICAN REVOLUTION TR