FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY INC (EIN 596200502) - 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

1992

Legal Domicile

Principal Officer

BETTY J STEWART

Phone

9042150543

Tax Period

2023-07-01 to 2024-06-30

FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY INC, founded in 1992, is a micro nonprofit in the Education sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 30% operating margin.

Mission

. AWARD SCHOLARSHIPS AND PERSERVE THE HISTORY OF THE WAR BETWEEN THE STATES

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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 $32,963

Program Service Revenue $0

Investment Income $5,631

Other Revenue $78

TOTAL REVENUE $38,672

Expense Breakdown

Grants Paid $193

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,206

Other Expenses $27,013

TOTAL EXPENSES $27,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,672	$76,142	-0.5%
Expenses	$27,206	$67,776	-0.6%
Net Income	$11,466	$8,366	+0.4%

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
BETTY STEWART	PD	020.00	Officer	$0	$0	$0
DEBRA BENSEN	SD	020.00	Officer	$0	$0	$0
BONNIE TENNEY	TD	010.00	Officer	$0	$0	$0
RITA ZIMMERLE	VPD	020.00	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	No data	No data	No data	No data
2024	$38,672	$27,206	$612,676	$11,466
2023	$76,142	$67,776	$601,393	$8,366
2022	$88,865	$70,162	$593,120	$18,703
2021	$74,677	$74,946	$574,906	$-269

FLORIDA DIVISION UNITED DAUGHTERS OF THE CONFEDERACY INC