NATIONAL SOCIETY UNITED STATES DAUGHTERS OF 1812 (EIN 530116360) - 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

Joanne Poole Baum

Phone

2027451812

Tax Period

2025-01-01 to 2025-12-31

NATIONAL SOCIETY UNITED STATES DAUGHTERS OF 1812, founded in 1901, is a small nonprofit that reported $471K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $173K, a strong 37% operating margin.

Mission

To promote patriotism, preserve and increase knowledge of American history through historic preservation, commemorative events, patriotic education and maintain National Headquarters library and museum of 1784-1815 period memorabilia.

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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 (2025)

Revenue Breakdown

Contributions & Grants $227,060

Program Service Revenue $75,578

Investment Income $168,346

Other Revenue $0

TOTAL REVENUE $470,984

Expense Breakdown

Grants Paid $36,285

Salaries & Benefits $0

Fundraising Expenses $6,717

Program Expenses $178,686

Other Expenses $261,919

TOTAL EXPENSES $298,204

Year-over-Year Comparison

	2025	2024	Change
Revenue	$470,984	$378,961	+0.2%
Expenses	$298,204	$242,625	+0.2%
Net Income	$172,780	$136,336	+0.3%

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

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
Cheryl M Sesma	President National	40.00	Officer Director	$0	$0	$0
Dena G Green	Corresponding Secretary National	3.00	Officer Director	$0	$0	$0
Sarah P Voll	2nd Vice President National	8.00	Officer Director	$0	$0	$0
Sandra R Wallis	1st Vice President National	8.00	Officer Director	$0	$0	$0
Joanne P Baum	Treasurer National	32.00	Officer Director	$0	$0	$0
Bonnie A Dybalski	Librarian National	20.00	Officer Director	$0	$0	$0
Jerrie L Townsend	Recording Secretary National	5.00	Officer Director	$0	$0	$0
Beverly K Sterling-Affinati	4th Vice President National	8.00	Officer Director	$0	$0	$0
Laura T Allen	Registrar National	24.00	Officer Director	$0	$0	$0
Kimberly K Nagy	3rd Vice President National	8.00	Officer Director	$0	$0	$0
Linda L Mansur	Curator National	12.00	Officer Director	$0	$0	$0
Ella W Guaqueta	Historian National	15.00	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	$470,984	$298,204	$2,311,813	$172,780
2024	$378,961	$242,625	$2,139,032	$136,336
2023	$414,951	$395,054	$1,888,739	$19,897
2022	$381,066	$423,686	$1,758,906	$-42,620
2021	$342,076	$359,323	$2,001,491	$-17,247
2020	$312,111	$306,112	$1,906,571	$5,999

NATIONAL SOCIETY UNITED STATES DAUGHTERS OF 1812