UNITED DAUGHTERS OF THE CONFEDERACY NORTH CAROLINA (EIN 566045041) - 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

1942

Legal Domicile

Phone

9198159906

Tax Period

2024-09-01 to 2025-08-31

UNITED DAUGHTERS OF THE CONFEDERACY NORTH CAROLINA, founded in 1942, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $687K represent 102 months of operating reserves.

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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 $37,023

Program Service Revenue $39,787

Investment Income $1,145

Other Revenue $3,009

TOTAL REVENUE $80,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,233

Other Expenses $81,224

TOTAL EXPENSES $81,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,964	$89,830	-0.1%
Expenses	$81,224	$78,432	+0.0%
Net Income	$-260	$11,398	-1.0%

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
LINDA GILL	HISTORIAN	1.00	Officer Director	$0	$0	$0
BETH ZEISS	PRESIDENT	1.00	Officer	$0	$0	$0
SANDRA LUMLEY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ELIZABETH GRAHAM	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
MICHELE MILLER	3RD VICE PRESIDENT	1.00	Officer	$0	$0	$0
DONNA SNIPES	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
CAROLINE MAZZEO	TREASURER	5.00	Officer	$0	$0	$0
MILDRED GOSS	REGISTRAR	1.00	Officer	$0	$0	$0
MARYCOBB WOODARD	RECORDER OF MILITARY SERVICE AWARDS	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	$80,964	$81,224	$686,852	$-260
2024	$89,830	$78,432	$654,503	$11,398
2023	$73,932	$88,849	$596,283	$-14,917
2022	$98,488	$80,228	$564,622	$18,260
2021	$56,389	$76,490	$585,544	$-20,101
2020	$197,448	$90,735	$575,955	$106,713
2019	$112,333	$110,495	$486,001	$1,838

UNITED DAUGHTERS OF THE CONFEDERACY NORTH CAROLINA