THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF ALABAMA

EIN: 510228142 501(c)(3) Arts, Culture & Humanities

Montgomery, AL

Total Revenue
$355,465
Total Expenses
$368,795
Total Assets
$1,103,150
Net Assets
$1,103,150
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
AL
Principal Officer
KATE DEMOSS
Phone
3344373623
Tax Period
2024-06-01 to 2025-05-31

THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF ALABAMA, founded in 1983, is a small nonprofit in the Arts, Culture & Humanities sector that reported $355K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.1M represent 37 months of operating reserves.

Mission

HISTORIC PRESERVATION

Program Service Accomplishments

Program 1
Expenses: $148,389 Revenue: $80,915

OPERATION OF CONDE CHARLOTTE HOUSE MUSEUM, MOBILE, ALABAMA

Program 2
Expenses: $83,013

PROMOTION OF PATRIOTISM AND HISTORICAL PRESERVATION THROUGH SCHOLARSHIPS TO STUDENTS, AWARDS TO ESSAY WINNERS, SUPPORT OF OTHER SIMILAR ORGANIZATIONS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $273,467
Program Service Revenue $80,915
Investment Income $1,083
Other Revenue $0
TOTAL REVENUE $355,465

Expense Breakdown

Grants Paid $0
Salaries & Benefits $54,843
Fundraising Expenses $0
Program Expenses $231,402
Other Expenses $313,952
TOTAL EXPENSES $368,795

Year-over-Year Comparison

2024 2023 Change
Revenue $355,465 $313,246 +0.1%
Expenses $368,795 $272,853 +0.4%
Net Income $-13,330 $40,393 -1.3%
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

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Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
N/A

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
10
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUCY JACKSON PRESIDENT 20.00
Officer Director
$0 $0 $0
SARAH MOORE VICE PRESIDENT 20.00
Officer Director
$0 $0 $0
VIRGINIA ENNIS VICE PRESIDENT 20.00
Officer Director
$0 $0 $0
JULIA ROWE VICE PRESIDENT 20.00
Officer Director
$0 $0 $0
KATIE COURTNEY VICE PRESIDENT 20.00
Officer Director
$0 $0 $0
KATE DEMOSS TREASURER 20.00
Officer Director
$0 $0 $0
MARY BETH REED RECORDING SECRETARY 20.00
Officer Director
$0 $0 $0
FRANCES JACKSON CORRESPONDING SECRETARY 20.00
Officer Director
$0 $0 $0
KATHLEEN BRADFORD REGISTRAR 20.00
Officer Director
$0 $0 $0
SUSAN GEDDIE HISTORIAN 20.00
Officer 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 $355,465 $368,795 $1,103,150 $-13,330
2024 $313,246 $272,853 $1,115,971 $40,393
2023 $370,648 $373,971 $1,075,820 $-3,323
2022 $326,240 $299,366 $1,080,333 $26,874
2021 $389,840 $234,453 $1,056,681 $155,387
2020 $325,993 $337,269 $900,600 $-11,276
2019 $308,690 $238,537 $911,664 $70,153
2018 $410,468 $216,410 $841,029 $194,058
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