GA State Society-Natl Society Daughters of the AM Revolution (EIN 586039278) - 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

1962

Legal Domicile

Principal Officer

Helen Robertson Powell

Phone

2295610725

Tax Period

2024-07-01 to 2025-06-30

GA State Society-Natl Society Daughters of the AM Revolution, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $592K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $104K, a strong 18% operating margin.

Mission

TO PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM. WEACCOMPLISH THIS MISSION THROUGH 111 LOCAL CHAPTERS WITH NEARLY 8,000MEMBERS.

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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 $391,391

Program Service Revenue $175,132

Investment Income $27,103

Other Revenue $-1,138

TOTAL REVENUE $592,488

Expense Breakdown

Grants Paid $70,221

Salaries & Benefits $42,941

Fundraising Expenses $0

Program Expenses $309,658

Other Expenses $374,845

TOTAL EXPENSES $488,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$592,488	$533,586	+0.1%
Expenses	$488,007	$549,033	-0.1%
Net Income	$104,481	$-15,447	-7.8%

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

7900

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
HELEN ROBERTSON POWELL	STATE REGENT	40.00	Officer Director	$0	$0	$0
AMY PITTMAN LAWSON	FIRST VICE REGENT	25.00	Officer Director	$0	$0	$0
ANN BENSON AMEYE	SECOND VICE REGENT	5.00	Officer Director	$0	$0	$0
CATHERINE W HYER	CHAPLAIN & STATE FINANCE C	15.00	Officer Director	$0	$0	$0
VANESSA MICHELLE WATKINS-NUTTY	RECORDING SECRETARY	15.00	Officer Director	$0	$0	$0
SCARLETT RENE GIBSON	CORRESPONDING SECRETARY	15.00	Officer Director	$0	$0	$0
MARY RUTH MULLENS	ORGANIZING SECRETARY	15.00	Officer Director	$0	$0	$0
MARY SHEPHERD KUNTZ	TREASURER	40.00	Officer Director	$0	$0	$0
VIRGINIA SOTH GRIFFITH	REGISTRAR	15.00	Officer Director	$0	$0	$0
NANCY CLARK COLEMAN	HISTORIAN	1.00	Officer Director	$0	$0	$0
MARJORIE SINGLEY-HALL	LIBRARIAN	1.00	Officer Director	$0	$0	$0
KATHLEEN ZELES MARSH	CURATOR	2.00	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	$592,488	$488,007	$1,665,813	$104,481
2024	$533,586	$549,033	$1,561,332	$-15,447
2023	$682,368	$595,089	$1,566,879	$87,279
2022	$504,095	$408,915	$1,479,600	$95,180
2021	$487,070	$419,567	$1,384,420	$67,503
2020	$492,700	$401,098	$1,316,917	$91,602
2019	$559,571	$455,092	$1,225,315	$104,479

GA State Society-Natl Society Daughters of the AM Revolution