NATIONAL SOCIETY DAUGHTERS OF FOUNDERS & PATRIOTS OF AMERICA (EIN 226043029) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1898

Legal Domicile

Principal Officer

Martina Putnam Caputy

Phone

7725593403

Tax Period

2024-01-01 to 2024-12-31

NATIONAL SOCIETY DAUGHTERS OF FOUNDERS & PATRIOTS OF AMERICA, founded in 1898, is a small nonprofit that reported $124K in total revenue in fiscal year 2024. The organization ran a surplus of $48K, a strong 39% operating margin.

Mission

TO DISCOVER AND PRESERVE FAMILY RECORDS AND HISTORY OTHERWISE UNWRITTEN AND UNKNOWN OF THE FIRST COLONISTS, THEIR ANCESTORS AND DESCENDENTS; TO OBTAIN AND FORWARD SUPPLIES FOR ARMY AND NAVY HOSPITALS IN TIME OF WAR.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,650

Program Service Revenue $36,107

Investment Income $78,710

Other Revenue $-2,846

TOTAL REVENUE $123,621

Expense Breakdown

Grants Paid $23,110

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,703

Other Expenses $52,451

TOTAL EXPENSES $75,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,621	$125,657	0.0%
Expenses	$75,561	$58,485	+0.3%
Net Income	$48,060	$67,172	-0.3%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

955

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
Patricia Gallagher	Councillor 2022-2025	0.1	Director	$0	$0	$0
Martha Sommercamp	Councillor 2022-2025	0.1	Director	$0	$0	$0
Robin Towns	Councillor 2022-2025	0.1	Director	$0	$0	$0
Sandra Esty	Councillor 2023-2026	0.5	Director	$0	$0	$0
Elizabeth Schultz	Councillor 2023-2026	0.5	Director	$0	$0	$0
Faye Sobel	Councillor 2023-2026	2	Director	$0	$0	$0
Susan Bock	Councillor 2024-2027	0.1	Director	$0	$0	$0
Shannon Logue	Councillor 2024-2027	0.1	Director	$0	$0	$0
Elizabeth Pessetto	Councillor 2024-2027	0.1	Director	$0	$0	$0
Martina Putnam Caputy	President	18	Officer	$0	$0	$0
Elizabeth Watkins	Vice President	1	Officer	$0	$0	$0
Jacqueline Ruffing	Chaplain	0.5	Officer	$0	$0	$0
Barbara Svetlik	Recording Secretary	1	Officer	$0	$0	$0
Heather Miller	Corresponding Secretary	1	Officer	$0	$0	$0
Rose Marie Isgrigg	Organizing Secretary	3	Officer	$0	$0	$0
Elizabeth Lee Cheney Sewell	Registrar	15	Officer	$0	$0	$0
Ann Waggaman	Treasurer	15	Officer	$0	$0	$0
Frances Lowe	Historian	1	Officer	$0	$0	$0
Sonia Mallar	Color Bearer	1	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	No data	No data	No data	No data
2024	$123,621	$75,561	$970,298	$48,060
2023	$125,657	$58,485	$922,238	$67,172
2022	$96,477	$61,971	$855,066	$34,506
2021	$80,668	$61,546	$820,560	$19,122
2020	$62,988	$57,021	$801,438	$5,967
2020	$70,354	$50,858	$1,080,741	$19,496

NATIONAL SOCIETY DAUGHTERS OF FOUNDERS & PATRIOTS OF AMERICA