DAUGHTERS OF THE AMERICAN REVOLUTION NEW YORK STATE ORGANIZATION (EIN 237154626) - 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

1977

Legal Domicile

Principal Officer

PAMELA BARRACK

Phone

5183392451

Tax Period

2023-09-01 to 2024-08-31

DAUGHTERS OF THE AMERICAN REVOLUTION NEW YORK STATE ORGANIZATION, founded in 1977, is a small nonprofit that reported $182K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $90K, a strong 49% operating margin.

Mission

SEE PAGE 2, PART III - LINE 1

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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 (2023)

Revenue Breakdown

Contributions & Grants $60,888

Program Service Revenue $97,313

Investment Income $23,631

Other Revenue $0

TOTAL REVENUE $181,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $57,551

Other Expenses $79,869

TOTAL EXPENSES $91,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,832	$276,800	-0.3%
Expenses	$91,869	$120,222	-0.2%
Net Income	$89,963	$156,578	-0.4%

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

Employees

N/A

Volunteers

1000

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN MOORE	TREASURER	20.00	Officer	$0	$0	$0
ROBERTA DREESON	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
LISA O'BRIEN	VICE REGENT	20.00	Officer	$0	$0	$0
PAMELA BARRACK	REGENT	30.00	Officer	$12,000	$0	$12,000

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	$181,832	$91,869	$932,642	$89,963
2023	$276,800	$120,222	$842,679	$156,578
2022	$155,497	$245,070	$686,101	$-89,573
2021	$229,031	$176,264	$775,674	$52,767
2020	$227,267	$227,580	$722,907	$-313
2019	$215,827	$203,108	$723,220	$12,719
2018	$260,280	$249,493	$710,501	$10,787

DAUGHTERS OF THE AMERICAN REVOLUTION NEW YORK STATE ORGANIZATION