Norfolk City Union of the King's Daughters Inc (EIN 541283946) - 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

1896

Legal Domicile

Phone

7576687098

Tax Period

2024-07-01 to 2025-06-30

Norfolk City Union of the King's Daughters Inc, founded in 1896, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 33% operating deficit.

Mission

THE KING'S DAUGHTERS MISSION IS TO PROVIDE SUPPORT TO CHKD THROUGH FUNDRAISING, VOLUNTEERISM, LEADERSHIP AND ADVOCACY FOR CHILDREN IN SOUTHEASTERN VA AND NORTHEASTERN NC.

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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 $1,297,922

Program Service Revenue $0

Investment Income $84,710

Other Revenue $220,422

TOTAL REVENUE $1,603,054

Expense Breakdown

Grants Paid $200,875

Salaries & Benefits $339,948

Fundraising Expenses $536,756

Program Expenses $380,049

Other Expenses $454,965

TOTAL EXPENSES $995,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,603,054	$1,503,725	+0.1%
Expenses	$995,788	$1,959,492	-0.5%
Net Income	$607,266	$-455,767	-2.3%

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

639

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
Ann Taylor Priest	Co-VP of Development	1.0	Officer Director	$0	$0	$0
Beth Bryant	VP of Communications & Membership	1.0	Officer Director	$0	$0	$0
Carrie Lauck	Secretary	1.0	Officer Director	$0	$0	$0
Carrie Williams	Treasurer	1.0	Officer Director	$0	$0	$0
Nicole Legum	President	4.0	Officer Director	$0	$0	$0
Sunny Barlow Sonner	Co-VP of Development	1.0	Officer Director	$0	$0	$0
Amy Moynihan	Member	1.0	Director	$0	$0	$0
Carie Shiels	Member	1.0	Director	$0	$0	$0
Carter Madson	Member	1.0	Director	$0	$0	$0
Laura Fulton	Member	1.0	Director	$0	$0	$0
Leslie Crocker	Member	1.0	Director	$0	$0	$0
Lori Fagan	Member	1.0	Director	$0	$0	$0
Margaret Kelly	Member	1.0	Director	$0	$0	$0
Renee S Walker	Member	1.0	Director	$0	$0	$0
Robin Broadnax	Member	1.0	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	$1,603,054	$995,788	$1,747,352	$607,266
2024	$1,503,725	$1,959,492	$1,586,882	$-455,767
2023	$1,354,281	$843,462	$1,478,105	$510,819
2022	$1,391,219	$815,610	$1,349,512	$575,609
2021	$913,395	$486,885	$1,608,548	$426,510
2020	$1,061,957	$2,609,546	$1,399,251	$-1,547,589
2019	$1,262,198	$728,317	$1,221,605	$533,881
2018	$1,449,200	$1,929,276	$1,148,769	$-480,076

Norfolk City Union of the King's Daughters Inc