Chapter III Washington DC The

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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

2014

Legal Domicile

Phone

2023331185

Tax Period

2024-04-01 to 2025-03-31

Chapter III Washington DC The, founded in 2014, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $47K exceeded revenue, resulting in a 26% operating deficit.

Mission

To carry out educational activities and award scholarships; to engage in historic preservation and patriotic activities; to operate the Abner Cloud House as a house museum open to the public, in partnership with the National Park Service.

Program Service Accomplishments

Program 1

Expenses: $25,311

Educational programs: awarded grants for graduate scholarships; conducted Excellence in History Awards program for local students.

Program 2

Expenses: $6,156

Abner Cloud House: operated and maintained as a house museum open to the public.

Program 3

Expenses: $4,724 Revenue: $2,850

Chapter Programs: includes activities related to lectures and meetings.

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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 $14,172

Program Service Revenue $2,850

Investment Income $19,616

Other Revenue $280

TOTAL REVENUE $36,918

Expense Breakdown

Grants Paid $25,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,906

Other Expenses $21,373

TOTAL EXPENSES $46,623

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,918	$32,237	+0.1%
Expenses	$46,623	$50,552	-0.1%
Net Income	$-9,705	$-18,315	-0.5%

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

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
Jane McSwain	Director	2.00	Director	$0	$0	$0
Samantha McGrath	Director	1.00	Director	$0	$0	$0
Eve Stocker	Director	1.00	Director	$0	$0	$0
Catherine Ball	Treasurer	10.00	Officer Director	$0	$0	$0
Robin Dougherty	Second Vice President	1.00	Officer Director	$0	$0	$0
Belle Brent Duchin	First Vice President	1.00	Officer Director	$0	$0	$0
Catherine Ort-Mabry	Recording Secretary	1.00	Officer Director	$0	$0	$0
Cecelia Hale	President	10.00	Officer Director	$0	$0	$0
Barbara Carpenter	Registrar	8.00	Officer Director	$0	$0	$0
Mary Pinckney	Corresponding Secretary	2.00	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	$36,918	$46,623	$506,807	$-9,705
2025	$33,358	$57,042	$501,304	$-23,684
2024	$32,237	$50,552	$509,729	$-18,315