National Society of the Colonial Dames of America in the State of Oregon

EIN: 237134316 501(c)(3) Arts, Culture & Humanities

Portland, OR

Total Revenue
$131,385
Total Expenses
$151,252
Total Assets
$3,390,705
Net Assets
$3,390,705
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
OR
Principal Officer
MERI TAYLOR
Phone
5036170910
Tax Period
2024-06-01 to 2025-05-31

National Society of the Colonial Dames of America in the State of Oregon, founded in 1923, is a small nonprofit in the Arts, Culture & Humanities sector that reported $131K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $151K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE NSCDA IN OREGON ACTIVELY PROMOTES OUR STATE AND NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICES AND EDUCATIONAL PROJECTS.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,939
Program Service Revenue $4,308
Investment Income $81,840
Other Revenue $1,298
TOTAL REVENUE $131,385

Expense Breakdown

Grants Paid $27,511
Salaries & Benefits $48,251
Fundraising Expenses $0
Program Expenses $121,741
Other Expenses $75,490
TOTAL EXPENSES $151,252

Year-over-Year Comparison

2024 2023 Change
Revenue $131,385 $178,740 -0.3%
Expenses $151,252 $150,450 +0.0%
Net Income $-19,867 $28,290 -1.7%
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

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
6
Volunteers
36

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
6
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MERI TAYLOR President 5.00
Officer Director
$0 $0 $0
DENA BRIX RECORD. SEC. 5.00
Officer Director
$0 $0 $0
ELIZABETH EVANS Treasurer 5.00
Officer Director
$0 $0 $0
JENNIFER EVANS HMHM CHAIR 5.00
Officer Director
$0 $0 $0
SARA MATARAZZO REGISTRAR 5.00
Officer Director
$0 $0 $0
MARJORIE NICHOLS HISTORIAN 5.00
Officer Director
$0 $0 $0
MARSHA FREED Director 5.00
Director
$0 $0 $0
ELIZABETH ROCCHIA Director 5.00
Director
$0 $0 $0
JUDY JORGENSEN Director 5.00
Director
$0 $0 $0
KIRSTEN LEONARD Director 5.00
Director
$0 $0 $0
JEAN MEIHOFF Director 5.00
Director
$0 $0 $0
SUZI KABEISEMAN Director 5.00
Director
$0 $0 $0
LIZA LILLEY Director 5.00
Director
$0 $0 $0
JULIE HEADLEY Director 5.00
Director
$0 $0 $0
CINDY BANZER Director 5.00
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
2025 $131,385 $151,252 $3,390,705 $-19,867
2024 $178,740 $150,450 $3,258,960 $28,290
2023 $222,470 $109,012 $2,942,266 $113,458
2022 $124,883 $100,733 $3,043,728 $24,150
2021 $136,842 $98,220 $2,896,102 $38,622
2020 $142,245 $95,880 $2,377,551 $46,365
2019 $161,159 $135,380 $2,392,106 $25,779
Explore More Nonprofits
Top 100 Nonprofits in Oregon Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare National Society of the Colonial Dames of America in the State of Oregon with other nonprofits in Oregon and across the country.