ST DAVID'S SOCIETY OF THE STATE OF… - Form 990 Financial Data

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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

1980

Legal Domicile

Principal Officer

DAVID E MORGAN

Phone

2125584770

Tax Period

2025-01-01 to 2025-12-31

ST DAVID'S SOCIETY OF THE STATE OF NY, founded in 1980, is a micro nonprofit that reported $11K in total revenue in fiscal year 2025. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $28K exceeded revenue, resulting in a 158% operating deficit.

Mission

THE MISSION OF THE ST. DAVID'S SOCIETY OF THE STATE OF NEW YORK IS MULTI-FOLD. ITS FIRST GOAL IS TO PRESERVE THE COMMON HERITAGE AND CULTURE OF ALL WELSH-AMERICANS, BINDING THEM EVER CLOSER TO THEIR HOME COUNTRY, WALES.ITS SECOND GOAL IS TO ADVANCE WELSH AND WELSH-AMERICAN STUDENTS IN ALL FIELDS OF STUDY WITH THE AWARDING OF ANNUAL SCHOLARSHIPS. BEGUN IN 1980, THE ST. DAVID'S SOCIETY SCHOLARSHIP PROGRAM HAS DISTRIBUTED THOUSANDS OF DOLLARS TO VARIOUS STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $3,500

SCHOLARSHIPS FOR STUDENTS TO STUDY THE WELSH LANGUAGE

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,600

Program Service Revenue $0

Investment Income $18,088

Other Revenue $-10,942

TOTAL REVENUE $10,746

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,500

Other Expenses $24,207

TOTAL EXPENSES $27,707

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,746	$19,490	-0.4%
Expenses	$27,707	$18,777	+0.5%
Net Income	$-16,961	$713	-24.8%

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

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
DAVID E MORGAN	PRESIDENT	2.00	Officer	$0	$0	$0
DOUGLAS H EVANS	TREASURER	2.00	Officer	$0	$0	$0

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	$10,746	$27,707	$172,232	$-16,961
2024	$19,490	$18,777	$189,193	$713
2023	$1,550	$21,021	$188,470	$-19,471
2022	$12,225	$18,372	$207,941	$-6,147
2021	$9,115	$21,371	$214,088	$-12,256
2020	$-4,338	$10,068	$226,344	$-14,406
2019	$671	$21,120	$240,682	$-20,449
2018	$5,453	$24,311	$262,279	$-18,858
2017	$9,417	$30,676	$281,137	$-21,259

ST DAVID'S SOCIETY OF THE STATE OF NY