Ohio Society Daughters of the American Revolution (EIN 346597457) - 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

1893

Legal Domicile

Phone

7403190541

Tax Period

2024-05-01 to 2025-04-30

Ohio Society Daughters of the American Revolution, founded in 1893, is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $150K, a strong 45% operating margin.

Mission

Mission: To promote historic preservation, education and patriotism. Motto: God, home and country.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,878

Program Service Revenue $314,138

Investment Income $7,847

Other Revenue $0

TOTAL REVENUE $336,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,352

Other Expenses $186,598

TOTAL EXPENSES $186,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,863	$296,774	+0.1%
Expenses	$186,598	$254,704	-0.3%
Net Income	$150,265	$42,070	+2.6%

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

6300

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
Susan Franks Leininger	State Regent	40.00	Officer	$0	$0	$0
Christina Eberst Nehring	St. Vice Regent	40.00	Officer	$0	$0	$0
Belinda Bowman-Schaefer	State Chaplain	20.00	Officer	$0	$0	$0
Cynthia Hinkle Hershberger	Rec. Secretary	3.00	Officer	$0	$0	$0
Kim Norris Snyder	Corr. Secretary	7.00	Officer	$0	$0	$0
Deborah Taylor Kocsis	Org.Secretary	7.00	Officer	$0	$0	$0
Stephanie Davis Valent	Treasurer	22.00	Officer	$0	$0	$0
Kimberly Oberholtzer Bland	State Registrar	30.00	Officer	$0	$0	$0
Stephanie Thompson Smith	State Historian	8.00	Officer	$0	$0	$0
Nancy Fleeman Clark	State Librarian	1.50	Officer	$0	$0	$0
Cynthia Ross Kettler	NE Director	2.00	Officer	$0	$0	$0
Stephanie J Helle	SE Director	7.00	Officer	$0	$0	$0
Judy Rogers Hoover	SW Director	16.00	Officer	$0	$0	$0
Joyce Campbell Vanatter	NW Director	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
2025	$336,863	$186,598	$919,193	$150,265
2024	$296,774	$254,704	$791,804	$42,070
2023	$355,801	$376,197	$754,714	$-20,396
2022	$297,692	$153,700	$781,256	$143,992
2021	$166,552	$178,880	$660,985	$-12,328
2020	$234,716	$217,589	$698,469	$17,127
2019	$257,480	$251,567	$693,232	$5,913

Ohio Society Daughters of the American Revolution