NATIONAL SOCIETY OF THE DAUGHTERS OF THE

EIN: 231396791 501(c)(3) Arts, Culture & Humanities

COLLEGVILLE, PA

Total Revenue
$208,922
Total Expenses
$14,773
Total Assets
$680,188
Net Assets
$680,188
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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
1970
Legal Domicile
PA
Principal Officer
KATE SHIER
Phone
6109171050
Tax Period
2019-01-01 to 2019-12-31

NATIONAL SOCIETY OF THE DAUGHTERS OF THE, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $209K in total revenue in fiscal year 2019. Revenue surged 1016% from the prior year, signaling strong growth momentum. The organization ran a surplus of $194K, a strong 93% operating margin.

Mission

FOR MORE THAN A CENTURY, THE MEMBERS OF THE NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION HAVE DEDICATED THEMSELVES TO HISTORICAL PRESERVATION, PROMOTION OF EDUCATION, AND ENCOURAGEMENT OF PATRIOTIC ENDEAVOR. THESE GOALS ARE AS RELEVANT IN TODAY'S SOCIETY AS THEY WERE WHEN THE ORGANIZATION WAS FOUNDED IN 1890.MOST OF DAR'S VOLUNTEER WORK IS ACCOMPLISHED BY THE GRASSROOTS EFFORTS OF CHAPTERS ON THE LOCAL LEVEL WHICH FOCUS ON THE MISSION AREAS OF DAR BY ENCOURAGING MEMBERS TO BECOME INVOLVED IN THESE INITIATIVES IN THEIR LOCAL COMMUNITIES. LEARN WHAT DAR DOES TO PROMOTE HISTORIC PRESERVATION, EDUCATION AND PATRIOTISM.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $8,215
Program Service Revenue $0
Investment Income $200,707
Other Revenue $0
TOTAL REVENUE $208,922

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,432
Other Expenses $14,773
TOTAL EXPENSES $14,773

Year-over-Year Comparison

2019 2018 Change
Revenue $208,922 $18,718 +10.2%
Expenses $14,773 $15,649 -0.1%
Net Income $194,149 $3,069 +62.3%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
20

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
5
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBORAH EVANS SCHOLL REGENT 5.00
Officer Director
$0 $0 $0
ELIZABETH ANNE PARRISH VICE REGENT 5.00
Officer Director
$0 $0 $0
CHRISTINE JANCZUK RECORDING SECRETARY 1.00
Officer Director
$0 $0 $0
BARBARA RILEY CORRESPONDING SECRETARY 1.00
Officer Director
$0 $0 $0
KATE FORD SHIER TREASURER 5.00
Officer Director
$0 $0 $0
PATRICIA BORIS CHAPLAIN 1.00
Director
$0 $0 $0
CHRISTYN B OLMSTEAD REGISTRAR 10.00
Director
$0 $0 $0
DEBORAH STILLEY HISTORIAN 2.00
Director
$0 $0 $0
CHRISTINE HESKE TAUNTON LIBRARIAN 1.00
Director
$0 $0 $0
SARA JANE MCCURDY DIRECTOR 1.00
Director
$0 $0 $0
SUSAN COCHRAN DIRECTOR 1.00
Director
$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
2019 $208,922 $14,773 $680,188 $194,149
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