NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF SC (EIN 570324928) - 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

1955

Legal Domicile

Principal Officer

ANGELYN BRIDGES

Phone

8437223767

Tax Period

2024-04-01 to 2025-03-31

NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF SC, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $521K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $497K left a modest 5% surplus.

Mission

PRESERVING HISTORIC TREASURES, TEACHING COLONIAL HISTORY OF OUR STATE & NATION, AND PATRIOTISM

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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 $273,688

Program Service Revenue $135,847

Investment Income $75,703

Other Revenue $35,621

TOTAL REVENUE $520,859

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $148,784

Fundraising Expenses $50

Program Expenses $348,081

Other Expenses $325,732

TOTAL EXPENSES $496,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$520,859	$586,337	-0.1%
Expenses	$496,516	$552,900	-0.1%
Net Income	$24,343	$33,437	-0.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE FITZGERALD	ASSOCIATE TRUSTEE FOR SULGRAVE MANOR	10.00	Officer	$0	$0	$0
ELIZABETH BAUCOM	GREENVILLE TC CHAIR	10.00	Officer	$0	$0	$0
ANGELYN BRIDGES	PRESIDENT	25.00	Officer	$0	$0	$0
PAM PEARCE	THIRD VICE PRESIDENT	10.00	Officer	$0	$0	$0
AGNES ASMAN	FOURTH VICE PRESIDENT	10.00	Officer	$0	$0	$0
JEAN HOOD	TREASURER	10.00	Officer	$0	$0	$0
BETSY CLAWSON	REGISTRAR	10.00	Officer	$0	$0	$0
MARGARET BOUCH	ASSISTANT REGISTRAR	10.00	Officer	$0	$0	$0
LINDA GREENBERG	HISTORIAN	10.00	Officer	$0	$0	$0
MARSHA HARPER	PATRIOTIC SERVICE CHAIR	10.00	Officer	$0	$0	$0
CANTEY FOXWORTH	DAMES HOUSE CHAIR	10.00	Officer	$0	$0	$0
FLO PHILLIPS	GEORGETOWN TC CO-CHAIR	10.00	Officer	$0	$0	$0
MARY WYNNE KELLETT	GEORGETOWN TC CO-CHAIR	10.00	Officer	$0	$0	$0
STONE MCLEOD	RECORDING SECRETARY	10.00	Officer	$0	$0	$0
CAROLINE DARGAN	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
ASHLEY LUCAS	PEE DEE TC CHAIR	10.00	Officer	$0	$0	$0
CAROLINE LANEY	COL. COUNCIL CO-CHAIR POWD	10.00	Officer	$0	$0	$0
MARTHA KENT	SECOND VICE PRESIDENT	10.00	Officer	$0	$0	$0
HOPE KOMAR	SCHOLARSHIPS CHAIR	10.00	Officer	$0	$0	$0
ELIZABETH GAY	COLONIAL COUNCIL CO-CHAIR,	10.00	Officer	$0	$0	$0
MAC LANGLEY	LOWCOUNTRY TC CHAIR	10.00	Officer	$0	$0	$0
JESSICA SAPP	ASSISTANT TREASURER	10.00	Officer	$0	$0	$0
CARTER SMITH	SPARTANBURG TC CHAIR	10.00	Officer	$0	$0	$0
LAURA THOMPSON	COLLECTIONS	10.00	Officer	$0	$0	$0
ARMATO KATHY	SPECIAL PROJECTS CHAIR	10.00	Officer	$0	$0	$0
CLARA WESTON	MUSUEM ALLIANCE CHAIR	10.00	Officer	$0	$0	$0
ELMIRA WESTON	BOARD ARRANGEMENTS	10.00	Officer	$0	$0	$0
MARY WESTON	FIRST VICE PRESIDENT	10.00	Officer	$0	$0	$0
SALLIE WHITE	REGISTRAR FOR ASSOCIATE ST	10.00	Officer	$0	$0	$0
CAROLINE WILLIAMS	COLUMBIA TC CHAIR	10.00	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	$520,859	$496,516	$1,986,643	$24,343
2024	$586,337	$552,900	$1,968,746	$33,437
2023	$528,736	$554,666	$1,792,158	$-25,930
2022	$430,840	$432,311	$1,898,060	$-1,471
2021	$375,180	$304,517	$1,943,178	$70,663
2020	$447,659	$418,524	$1,571,657	$29,135
2019	$-18,143	$448,909	$1,652,507	$-467,052
2018	$521,847	$415,541	$2,134,332	$106,306

NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF SC