Virginia Division - United Daughters of the Confederacy (EIN 546040306) - 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

1938

Legal Domicile

Principal Officer

Deborah Thomas

Phone

5409552400

Tax Period

2024-09-01 to 2025-08-31

VIRGINIA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY, founded in 1938, is a small nonprofit that reported $182K in total revenue in fiscal year 2020. Revenue decreased 15% compared to the prior year. Net assets of $2.0M represent 132 months of operating reserves.

Mission

To promote historial, educational, benevolent, memorial and patriotic activities.

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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 $54,026

Program Service Revenue $59,386

Investment Income $126,390

Other Revenue $0

TOTAL REVENUE $239,802

Expense Breakdown

Grants Paid $8,885

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,018

Other Expenses $150,912

TOTAL EXPENSES $159,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,802	$174,765	+0.4%
Expenses	$159,797	$103,894	+0.5%
Net Income	$80,005	$70,871	+0.1%

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
Judy Lienhardt	1st District Chairman	1.00	Director	$0	$0	$0
Jan Lowry	2nd District Chairman	1.00	Director	$0	$0	$0
Rebecca Ferguson	3rd District Chairman	1.00	Director	$0	$0	$0
Elizabeth Sherman	4th District Chairman	1.00	Director	$0	$0	$0
Teresa Roane	5th District Chairman	1.00	Director	$0	$0	$0
Therese DeSanto	6th District Chairman	1.00	Director	$0	$0	$0
Cynthia Mayo	Parliamentarian	1.00	Director	$0	$0	$0
Dawn Diehl	President	35.00	Officer	$0	$0	$0
Pamela Smith	Vice President	2.00	Officer	$0	$0	$0
Deborah Mullins	2nd Vice President	2.00	Officer	$0	$0	$0
Fran Towberman	3rd Vice President	2.00	Officer	$0	$0	$0
Janet Perkins	Recording Secretary	30.00	Officer	$0	$0	$0
Pamela Curtin	Treasurer	35.00	Officer	$0	$0	$0
Connie Schroeder	Registrar	1.00	Officer	$0	$0	$0
Angela Smith	Historian	1.00	Officer	$0	$0	$0
Susan Hudson	Recorder of Military Servi	1.00	Officer	$0	$0	$0
Karen Grigg	Custodian	1.00	Officer	$0	$0	$0
Julia Warren	Corresponding Secretary	1.00	Officer	$0	$0	$0
Bonnie Garber	Assistant Registrar	1.00	Officer	$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	$239,802	$159,797	$2,333,683	$80,005
2024	$174,765	$103,894	$2,253,678	$70,871
2023	$141,755	$117,288	$2,175,656	$24,467
2022	$234,529	$86,632	$2,151,189	$147,897
2021	$181,515	$181,354	$2,003,292	$161

Virginia Division - United Daughters of the Confederacy