PENNSYLVANIA STATE SOCIETY - DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 246025992) - 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

1978

Legal Domicile

Principal Officer

JUDITH H BIEDERMAN

Phone

6109523801

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA STATE SOCIETY - DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $406K in total revenue in fiscal year 2023. The organization ran a surplus of $113K, a strong 28% operating margin.

Mission

TO PROMOTE PATRIOTISM, PRESERVE AMERICAN HISTORY, AND SECURE AMERICA'S FUTURE THROUGH EDUCATION.

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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 $172,036

Program Service Revenue $203,231

Investment Income $31,225

Other Revenue $0

TOTAL REVENUE $406,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $50,572

Program Expenses $192,220

Other Expenses $293,843

TOTAL EXPENSES $293,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$406,492	$381,942	+0.1%
Expenses	$293,843	$338,917	-0.1%
Net Income	$112,649	$43,025	+1.6%

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

350

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
AMY LINN ELLSWORTH	NE DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
LORY A FRARACCIO-KENNEY	SE DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
KATHLEEN SHAFER	NC DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
EDYTHE EDY ANN SARNOFF	SC DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
TRACY HIBLER FAZEKAS	NW DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
SUSAN M MATLACK	SW DISTRICT DIRECTOR	5.00	Director	$0	$0	$0
MARTHA ALLISON EBERHARDT	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
MARGUERITE HOGAN FRISTCH	STATE REGENT	5.00	Officer	$0	$0	$0
JUDITH H BIEDERMAN	STATE TREASURER	5.00	Officer	$0	$0	$0
JOAN MILLER OLP	STATE CHAPLAIN	5.00	Officer	$0	$0	$0
SHARON A MARTINI	STATE REGISTRAR	5.00	Officer	$0	$0	$0
CAROL ROSS CRAWFORD	STATE RECORDING SECRETARY	5.00	Officer	$0	$0	$0
SUSAN GILLETTE MEER	STATE VICE REGENT	5.00	Officer	$0	$0	$0
BRIANA HOLLADAY	STATE CORRESPONDING SECRET	5.00	Officer	$0	$0	$0
JOY LEAKE MAHRER	STATE ORGANIZING SECRETARY	5.00	Officer	$0	$0	$0
ELLEN RUPERT	STATE HISTORIAN	5.00	Officer	$0	$0	$0
DEBRA KOHR SHEPPARD	STATE LIBRARIAN	5.00	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
2024	No data	No data	No data	No data
2023	$406,492	$293,843	$928,023	$112,649
2022	$381,942	$338,917	$804,582	$43,025
2021	$319,343	$277,696	$818,823	$41,647
2020	$209,565	$228,687	$727,702	$-19,122
2019	$481,363	$465,030	$743,340	$16,333
2018	$374,748	$404,818	$409,323	$-30,070

PENNSYLVANIA STATE SOCIETY - DAUGHTERS OF THE AMERICAN REVOLUTION