The National Society of the Colonial Dames of America in the State of IL (EIN 366084790) - 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

1896

Legal Domicile

Principal Officer

Courtenay R Wood

Phone

8472561303

Tax Period

2024-05-01 to 2025-04-30

The National Society of the Colonial Dames of America in the State of IL, founded in 1896, is a small nonprofit in the Arts, Culture & Humanities sector that reported $274K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 52% operating margin.

Mission

The mission of NSCDA-IL is historic preservation, patriotic service and educational projects.

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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 $55,022

Program Service Revenue $35,619

Investment Income $179,026

Other Revenue $4,077

TOTAL REVENUE $273,744

Expense Breakdown

Grants Paid $16,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,866

Other Expenses $115,323

TOTAL EXPENSES $131,623

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,744	$197,639	+0.4%
Expenses	$131,623	$121,691	+0.1%
Net Income	$142,121	$75,948	+0.9%

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

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
Chris Gretchko	Historical Act.	2.00	Director	$0	$0	$0
Mary Carter	VP Membership	2.00	Officer Director	$0	$0	$0
Carla Carstens Herr	2nd Vice Pres.	2.00	Officer Director	$0	$0	$0
Marion Baumgarten	Recording Sec	8.00	Officer Director	$0	$0	$0
Melinda Swift	Programs	2.00	Director	$0	$0	$0
Diane Eubanks	Corr. Secretary	2.00	Officer Director	$0	$0	$0
Courtenay R Wood	President	2.00	Officer Director	$0	$0	$0
Caroline Heintzelman	VP Fin/past tre	2.00	Officer Director	$0	$0	$0
Emily Ackerman	Treasurer	2.00	Officer Director	$0	$0	$0
Margaret Barnhart	Cary Ross Comm.	0.00	Director	$0	$0	$0
Anne Rossley	Communications	2.00	Director	$0	$0	$0
Susan Hanes-Leonard	Historian	2.00	Officer Director	$0	$0	$0
Julia Jackson	Registrar	2.00	Officer Director	$0	$0	$0
Sonya Wolsey-Paige	Patriotic Serv.	2.00	Director	$0	$0	$0
Betsy Thompson	Hospitality	2.00	Director	$0	$0	$0
Ann Potter	Cary Ross Comm.	2.00	Director	$0	$0	$0
Noren Ungaretti	Museum Alliance	2.00	Director	$0	$0	$0
Karen Seda	Communications	2.00	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	$273,744	$131,623	$1,815,966	$142,121
2024	$197,639	$121,691	$1,673,845	$75,948
2023	$266,589	$118,256	$1,597,897	$148,333
2022	$159,392	$106,287	$1,449,564	$53,105
2021	$111,927	$53,718	$1,396,459	$58,209
2020	$115,135	$97,643	$1,338,250	$17,492
2019	$155,762	$102,810	$1,320,758	$52,952

The National Society of the Colonial Dames of America in the State of IL