NATIONAL SOCIETY DAUGHTERS OF THE … - Form 990 Financial Data

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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

1921

Legal Domicile

Principal Officer

MARY RAYE KISER CASPER

Phone

2026673076

Tax Period

2024-01-01 to 2024-12-31

NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN COLONISTS, founded in 1921, is a small nonprofit in the Arts, Culture & Humanities sector that reported $396K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 26% operating margin.

Mission

1. CONDUCT RESEARCH WITH RESPECT TO THE HISTORY AND DEEDS OF THE AMERICAN COLONISTS AND RECORD AND PUBLISH THE RESULTS OF SUCH RESEARCH. 2. PUBLISH THE MEMOIRS OF AMERICAN COLONISTS. 3. ERECT MEMORIALS TO COMMEMORATE THE HISTORY AND DEEDS OF THE AMERICAN COLONISTS. 4. PROMOTE RESPECT AND ADMIRATION FOR THE INSTITUTIONS, LAWS AND FLAG OF THE UNITED STATES. 5. ENGAGE IN MUTUAL IMPROVEMENT AND EDUCATIONAL ACTIVITES. 6. ESTABLISH SCHOLARSHIPS TO ASSIST NEEDY AND DESERVING STUDENTS AND TO PROMOTE THE IMPROVEMENT OF EDUCATIONAL INSTITUTIONS, ENGAGE IN VOLUNTEER SERVICE AND MAKE CONTRIBUTIONS TO VETERANS HOSPITALS AND PERFORM SUCH OTHER CHARITABLE ACIVITIES INCLUDING NATIONAL PRESIDENTS' PROJECTS AS MAY BE PROVIDED BY THE ARTICLES OF INCORPORATION OR BYLAWS OF THE SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $80,455 Revenue: $23,673

PATRIOTISM IS SHOWN THROUGH SUPPORT OF THE FLAG OF THE UNITED STATES OF AMERICA COMMITTEE WHICH FUNDS THE PURCHASE OF US FLAGS THAT ARE DISTRIBUTED TO FAMILIES OF FALLEN FIREFIGHTERS AT THE NATIONAL FALLEN FIREFIGHTERS FOUNDATION'S MEMORIAL SERIVCE. THE NATIONAL AWARDS COMMITTEE PROVIDES MEDALS OF AWARD FOR JROTC AND ROTC STUDENTS AND AWARDS ARE PRESENTED TO MILITARY ACADEMIES FOR HIGHEST ACHIEVEMENT. THE GOLDEN ACORNS COMMITTEE SUPPORTS THE FISHER HOUSE BY PURCHASING BOOKS AND TOYS FOR CHILDREN STAYING AT FISHER HOUSE WHILE THEIR FAMILY MEMBER IS RECOVERING FROM INJURIES. THE VETERANS' SERVICES COMMITTEE PROVIDES GIFTS AND SERVICES TO VETERANS' HOMES AND HOSPITALS AS WELL AS FINANCIAL SUPPORT TO THE WOUNDED WARRIORS PROJECT.

Program 2

Expenses: $2,627

HISTORICAL PRESERVATION OF NATIONAL HEADQUARTERS IS TO MAINTAIN ITS PERIOD OF AUTHENTICITY. THE PROPERTY IS IN SHERIDAN KALORAMA HISTORIC DISTRICT. IN 1989, THIS DISTRICT WHICH INCLUDES 610 HISTORIC BUILDINGS WAS LISTED IN THE D.C. INVENTORY OF HISTORIC SITES AND ON THE NATIONAL REGISTER OF HISTORIC PLACES. IN ADDITION, THE NATIONAL SOCIETY'S GENEALOGICAL RECORDS ARE BEING SCANNED TO MAINTAIN THE INFORMATION AVAILABLE IN THE ORGANIZATION'S HISTORICAL RECORDS IN GOOD CONDITION FOR RESEARCH.

Program 3

Expenses: $68,802

EDUCATION IS STRESSED IN THE AMERICAN INDIANS SCHOLARSHIP WHICH PROVIDES SCHOLARSHIPS THROUGH THE RAIN PROGRAM AT THE UNIVERSITY OF NORTH DAKOTA AND UNDER THE COLLEGE OF THE OZARKS SCHOLARSHIPS WHICH PROVIDE SCHOLARSHIPS FOR STUDENTS WITH A HISTORY MAJOR AT THIS UNIVERSITY. THE CHILDREN OF THE AMERICAN COLONISTS RECEIVE FUNDS IN SUPPORT OF THEIR YOUNG MEMBERS' ACTIVITIES. THE PATRIOTIC EDUCATION COMMITTEE PROVIDES BOOKMARKS FOR SCHOOLS. THE IMMEDIATE PAST NATIONAL PRESIDENT OF THIS ORGANIZATION'S PROJECT SUPPORTED THE DEVELOPMENT OF AN OUTDOOR LEARNING PAVILION NAMED MISTRESS MARGARET BRENT PAVILION AT HISTORIC ST. MARY'S CITY MUSEUM, AN ARCHAEOLOGICAL AND LIVING HISTORY MUSEUM OF MARYLAND'S FIRST COLONY AND CAPITAL. THE NEWLY ELECTED NATIONAL PRESIDENT'S PROJECT WILL BE THE FUNDING OF A SPY ADVENTURE "APP" FOR SMARTPHONES TO BE USED BY VISITORS.

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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 $232,676

Program Service Revenue $23,673

Investment Income $98,200

Other Revenue $41,049

TOTAL REVENUE $395,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,884

Other Expenses $292,244

TOTAL EXPENSES $292,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$395,598	$298,332	+0.3%
Expenses	$292,244	$224,973	+0.3%
Net Income	$103,354	$73,359	+0.4%

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

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
KIMBERLY ALEXANDER	RECORDING SE	N/A	Officer Director	$0	$0	$0
MARY RAYE KISER CASPER	NATIONAL PRE	N/A	Officer Director	$0	$0	$0
PENELOPE WORTH GENISE	ORGANIZING S	N/A	Officer Director	$0	$0	$0
BARBARA TETER GREELEY	NATIONAL VP	N/A	Officer Director	$0	$0	$0
BETSIE M GRICAR	NATIONAL REG	N/A	Officer Director	$0	$0	$0
ANNE ARNOLD KELLER	NATIONAL VP	N/A	Officer Director	$0	$0	$0
LINDA LOUISE MANSUR	NATIONAL TRE	N/A	Officer Director	$0	$0	$0
MARGARET PEGGY S NORTON	NATIONAL VP	N/A	Officer Director	$0	$0	$0
LINDA OVERSTREET HARVEY PHD	NATIONAL PAR	N/A	Officer Director	$0	$0	$0
MELANIE K REMPLE	NATIONAL LIB	N/A	Officer Director	$0	$0	$0
BETTY KEENER SAMARAS	NATIONAL VP	N/A	Officer Director	$0	$0	$0
PEGGY CARNEY TROXELL	NATIONAL VP	N/A	Officer Director	$0	$0	$0
CHRISTINA TWARDOWSKI	CORRES SECRE	N/A	Officer Director	$0	$0	$0
J ELAINE WAGNER	NATIONAL CHA	N/A	Officer Director	$0	$0	$0
FRANCES FRAN H WILLIAMS	NATIONAL HIS	N/A	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
2024	$395,598	$292,244	$2,672,426	$103,354
2023	$298,332	$224,973	$2,511,962	$73,359
2022	$301,534	$276,078	$2,290,477	$25,456
2021	$303,763	$269,842	$2,588,829	$33,921
2020	$281,704	$200,270	$2,442,458	$81,434
2019	$340,322	$205,437	$2,227,765	$134,885
2018	$367,825	$341,606	$1,923,318	$26,219

NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN COLONISTS