DAUGHTERS OF THE AMERICAN REVOLUTION LOUISA ST CLAIR CHAPTER (EIN 386056872) - 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

1940

Legal Domicile

Principal Officer

PATRICIA DRURY

Phone

3134077080

Tax Period

2024-01-01 to 2024-12-31

DAUGHTERS OF THE AMERICAN REVOLUTION LOUISA ST CLAIR CHAPTER, founded in 1940, is a small nonprofit that reported $115K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $107K left a modest 7% surplus.

Mission

THE ORGANIZATION IS A LOCAL CHAPTER OF THE NATIONAL ORGANIZATION, NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION.

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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 $405

Program Service Revenue $18,763

Investment Income $96,119

Other Revenue $0

TOTAL REVENUE $115,287

Expense Breakdown

Grants Paid $49,098

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,896

Other Expenses $58,331

TOTAL EXPENSES $107,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,287	$95,212	+0.2%
Expenses	$107,429	$88,316	+0.2%
Net Income	$7,858	$6,896	+0.1%

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

180

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
MARYMOLLY CLARK	RECORDING SE	2.00	Officer Director	$0	$0	$0
BARBARA DAVIS	ORGANIZING S	15.00	Officer Director	$0	$0	$0
PATRICIA DRURY	REGENT	20.00	Officer Director	$0	$0	$0
KRIS FONTICHIARO	PAST REGENT	2.00	Director	$0	$0	$0
DOROTHEA DOT MARTIN	PARLIAMENTAR	2.00	Director	$0	$0	$0
DEANN NEWMAN	VICE REGENT	10.00	Officer Director	$0	$0	$0
ELIZABETH NORRIS	TREASURER	10.00	Officer Director	$0	$0	$0
AMY O'SHEA	LIBRARIAN	2.00	Officer Director	$0	$0	$0
MARCIA POWELL	REGISTRAR	10.00	Officer Director	$0	$0	$0
PEGGY KING SCULLY	FINANCIAL SE	2.00	Officer Director	$0	$0	$0
PJ KING STEEBY	CORR. SECRET	20.00	Officer Director	$0	$0	$0
PATTI THEROS	DIRECTOR	2.00	Officer Director	$0	$0	$0
ELLISSE THOMPSON	HISTORIAN	2.00	Officer Director	$0	$0	$0
JULIE THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
JANE G TURNBULL	CHAPLAIN	2.00	Officer Director	$0	$0	$0
KAY BURT WILLSON	PAST REGENT	2.00	Director	$0	$0	$0
REBECCA VON WORMER	DIRECTOR	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
2024	$115,287	$107,429	$1,110,281	$7,858
2023	$95,212	$88,316	$1,059,183	$6,896
2022	$73,878	$90,220	$981,912	$-16,342
2021	$107,574	$77,703	$1,199,438	$29,871
2020	$77,639	$114,503	$1,095,209	$-36,864
2019	$86,954	$82,800	$1,096,093	$4,154
2018	$103,402	$94,356	$976,159	$9,046

DAUGHTERS OF THE AMERICAN REVOLUTION LOUISA ST CLAIR CHAPTER