South Carolina Daughters of the American Revolution (EIN 576021192) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1938

Legal Domicile

Principal Officer

Robin Wilson

Phone

8037297735

Tax Period

2023-01-01 to 2023-12-31

South Carolina Daughters of the American Revolution, founded in 1938, is a small nonprofit in the Arts, Culture & Humanities sector that reported $240K in total revenue in fiscal year 2023. Expenses of $205K left a modest 14% surplus.

Mission

To promote historic preservation, education and patriotism.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $37,455

Program Service Revenue $185,880

Investment Income $251

Other Revenue $16,590

TOTAL REVENUE $240,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,137

Other Expenses $205,387

TOTAL EXPENSES $205,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,176	$240,490	0.0%
Expenses	$205,387	$174,455	+0.2%
Net Income	$34,789	$66,035	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

4860

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
Alice L Caskey	State Vice Rege	8.00	Officer	$0	$0	$0
Bonnibel G Moffat	State Regent	15.00	Officer	$0	$0	$0
Carolyn T Nations	State Chaplain	8.00	Officer	$0	$0	$0
Micaela B Sieracki	St Correspo Sec	8.00	Officer	$0	$0	$0
Anne Kilpatrick	Distric 1 Dir	8.00	Officer	$0	$0	$0
Mari R Noorai	State Org Sec	8.00	Officer	$0	$0	$0
Jane H Harvey	St Recordng Sec	8.00	Officer	$0	$0	$0
Regina L Bobo	St Asst Treas	8.00	Officer	$0	$0	$0
Nancy N Jones	State Registrar	8.00	Officer	$0	$0	$0
Nancy H Herritage	State Historian	8.00	Officer	$0	$0	$0
Margaret A Lowery	State Librarian	8.00	Officer	$0	$0	$0
Robin L Wilson	St Treasurer	10.00	Officer	$0	$0	$0
Allison Strange	District II Dir	8.00	Officer	$0	$0	$0
Robin Joan Bagwell Verenes	District III Di	8.00	Officer	$0	$0	$0
Marsha Humphreys	District IV Dir	8.00	Officer	$0	$0	$0
Nancy Burch Bunch	District V Dir	8.00	Officer	$0	$0	$0
Patricia Kinard	District VI Dir	8.00	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	No data	No data	No data	No data
2023	$240,176	$205,387	$294,567	$34,789
2022	$240,490	$174,455	$259,778	$66,035
2021	$60,159	$81,102	$233,420	$-20,943
2020	$85,491	$48,871	$190,687	$36,620
2019	$205,074	$171,255	$144,867	$33,819
2018	$213,566	$252,573	$111,048	$-39,007

South Carolina Daughters of the American Revolution