THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF ALABAMA (EIN 510228142) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

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 $410K in total revenue in fiscal year 2017. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $194K, a strong 47% operating margin.

Mission

HISTORIC PRESERVATION - OPERATION OF CONDE CHARLOTTE HOUSE MUSEUM, MOBILE, ALABAMA

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

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

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

Total Directors

Key Employees

Highest Compensated

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

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