NORTH CAROLINA SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 566061303) - 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

1898

Legal Domicile

Principal Officer

KATHLEEN DEAN

Phone

9806223016

Tax Period

2023-07-01 to 2024-06-30

NORTH CAROLINA SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1898, is a small nonprofit in the Arts, Culture & Humanities sector that reported $419K in total revenue in fiscal year 2023. Net assets of $857K represent 25 months of operating reserves.

Mission

PUBLIC EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $213,360

Program Service Revenue $164,866

Investment Income $26,216

Other Revenue $14,411

TOTAL REVENUE $418,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $391,829

Other Expenses $407,890

TOTAL EXPENSES $407,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,853	$416,569	+0.0%
Expenses	$407,890	$414,377	0.0%
Net Income	$10,963	$2,192	+4.0%

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

1000

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
ANNA BAIRD CHOI	REGENT	40.00	Officer Director	$0	$0	$0
CHRISTY CHEUVRONT CRIGLER	VICE REGENT	10.00	Officer Director	$0	$0	$0
JANE MCCORMICK HOGAN	CHAPLAIN	10.00	Officer Director	$0	$0	$0
DEBBY MARSH	ORGANIZING SECRETARY	10.00	Officer Director	$0	$0	$0
ROSE MARIE CRAIG	TREASURER	40.00	Officer Director	$0	$0	$0
CANDACE CARTER ROTH	REGISTRAR	40.00	Officer Director	$0	$0	$0
DONNA RENE PUCKETT HUNEYCUTT	HISTORIAN	10.00	Officer Director	$0	$0	$0
MARY GUDAC AKER	LIBRARIAN	10.00	Officer Director	$0	$0	$0
RENEE GILLIAM BOST	RECORDING SECRETARY	10.00	Officer Director	$0	$0	$0
ADRIENNE STANFORD CHAFEE	CORRESPONDING SECRETARY	10.00	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	No data	No data	No data	No data
2024	$418,853	$407,890	$857,385	$10,963
2023	$416,569	$414,377	$836,164	$2,192
2022	$378,913	$324,941	$830,738	$53,972
2021	$193,287	$172,654	$776,003	$20,633
2020	$203,607	$186,225	$755,126	$17,382

NORTH CAROLINA SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION