The National Society of the Colonial Dames in the State of North Carolina (EIN 560629334) - 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

1948

Legal Domicile

Principal Officer

Joy Allen

Phone

9107638100

Tax Period

2024-01-01 to 2024-12-31

The National Society of the Colonial Dames in the State of North Carolina, founded in 1948, is a small nonprofit in the Arts, Culture & Humanities sector that reported $982K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $919K left a modest 6% surplus.

Mission

The National Society of the Colonial Dames of America is dedicated to furthering an appreciation of our national heritage through historic preservation, patriotic service and educational projects.

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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 $794,403

Program Service Revenue $86,463

Investment Income $36,921

Other Revenue $64,392

TOTAL REVENUE $982,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $305,635

Fundraising Expenses $7,769

Program Expenses $798,212

Other Expenses $613,385

TOTAL EXPENSES $919,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$982,179	$775,457	+0.3%
Expenses	$919,020	$877,531	+0.0%
Net Income	$63,159	$-102,074	-1.6%

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

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

$92,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Su-Su Corbitt	Director	2.00	Director	$0	$0	$0
Sally Cochran	Director	2.00	Director	$0	$0	$0
Pridie Airial	Director	2.00	Director	$0	$0	$0
Becky Symons	Director	2.00	Director	$92,637	$0	$92,637
Barbara O'Herron	Director	2.00	Director	$0	$0	$0
Mary Long	Director	2.00	Director	$0	$0	$0
Mary Duane Hale	Director	2.00	Director	$0	$0	$0
Josephine Aiken	Director	2.00	Director	$0	$0	$0
MacLean Clinard Kluttz	Director	2.00	Director	$0	$0	$0
Linda Grew	Director	2.00	Director	$0	$0	$0
Melanie Coley	Director	2.00	Director	$0	$0	$0
Caroline Doherty	Director	2.00	Director	$0	$0	$0
Nancy Clement	Director	2.00	Director	$0	$0	$0
Holladay Horton Bullard	President Elect	2.00	Officer Director	$0	$0	$0
Elizabeth Boney Jenkins	Associate State Registrar	2.00	Officer Director	$0	$0	$0
Martha Crawley Gallop	Registrar	2.00	Officer Director	$0	$0	$0
Mary Ann Masters	Current Treasurer	2.00	Officer Director	$0	$0	$0
Claudia Roberts Brown	Recording Secretary	2.00	Officer Director	$0	$0	$0
Anne Boone Urquhart	Vice President	2.00	Officer Director	$0	$0	$0
Victoria Borden	Corresponding Secretary	2.00	Officer Director	$0	$0	$0
Frances Wilson Smyth	President	2.00	Officer Director	$0	$0	$0
Helen Holt	Director	2.00	Director	$0	$0	$0
Molly Masich	Director	2.00	Director	$0	$0	$0
Joy Allen	Executive Director	40.00	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
2024	$982,179	$919,020	$4,738,020	$63,159
2023	$775,457	$877,531	$4,275,895	$-102,074
2022	$625,502	$660,332	$4,182,755	$-34,830
2021	$777,503	$584,116	$4,444,748	$193,387
2020	$959,846	$916,349	$3,872,060	$43,497
2019	$808,332	$678,642	$3,733,696	$129,690
2018	$625,121	$595,956	$3,335,598	$29,165

The National Society of the Colonial Dames in the State of North Carolina