District of Columbia Daughters of the American Rev (EIN 520898036) - 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

1901

Legal Domicile

Principal Officer

Mary Ann Bowery

Tax Period

2023-01-01 to 2023-12-31

District of Columbia Daughters of the American Rev, founded in 1901, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $134K left a modest 13% surplus.

Mission

To promote historic preservation, education and patriotism.

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,236

Program Service Revenue $35,988

Investment Income $52,907

Other Revenue $2,934

TOTAL REVENUE $154,065

Expense Breakdown

Grants Paid $34,714

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,898

Other Expenses $99,242

TOTAL EXPENSES $133,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,065	$178,871	-0.1%
Expenses	$133,956	$153,066	-0.1%
Net Income	$20,109	$25,805	-0.2%

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

250

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
Katie Hortenstine	State Registrar	3.00	Officer Director	$0	$0	$0
Mary Ann Bowery	State Treasurer	20.00	Officer Director	$0	$0	$0
Debbie Wheeler	State Historian	3.00	Officer Director	$0	$0	$0
Sheri OConnell	State Organizing Secretary	10.00	Officer Director	$0	$0	$0
Sarah Ahlgren	State Librarian	2.00	Officer Director	$0	$0	$0
Yvonne Liser	State Vice Regent	5.00	Officer Director	$0	$0	$0
Beth Hicks	State Regent	15.00	Officer Director	$0	$0	$0
Susan Stonesifer	State Chaplain	9.00	Officer Director	$0	$0	$0
Samantha McAnulty	State Corresponding Secretary	6.00	Officer Director	$0	$0	$0
Rebecca Hough	Recording Secretary	3.00	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
2024	No data	No data	No data	No data
2023	$154,065	$133,956	$1,726,336	$20,109
2022	$178,871	$153,066	$1,658,553	$25,805
2021	$121,075	$130,860	$1,814,751	$-9,785
2020	$89,416	$97,489	$1,729,056	$-8,073
2019	$132,628	$153,775	$1,676,610	$-21,147
2018	$130,747	$131,481	$1,578,262	$-734

District of Columbia Daughters of the American Rev