THE NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE COMMONWEALTH OF KY (EIN 616029757) - 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

1923

Legal Domicile

Phone

5028933338

Tax Period

2024-04-01 to 2025-03-31

THE NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE COMMONWEALTH OF KY, founded in 1923, is a small nonprofit in the Arts, Culture & Humanities sector that reported $606K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 21% operating margin.

Mission

COLLECT AND PRESERVE MANUSCRIPTS, TRADITIONS, RELICS AND MEMENTOS OF BYGONE DAYS; TO PRESERVE AND RESTORE BUILDINGS CONNECTED WITH THE EARLY HISTORY OF OUR COUNTRY; TO EDUCATE FELLOW CITIZENS AND OURSELVES IN OUR COUNTRY'S HISTORY AND THUS DIFFURE HELPFUL AND INTELLIGENT INFORMATION CONCERNING THE PAST, TO CREATE AN INTEREST IN OUR COLONIAL HISTORY, AND STIMULATE A SPIRIT OF TRUE PATRIOTISM AND GENUINE LOVE OF COUNTRY AND TO IMPRESS UPON YOUNG THE SACRED OBLIGATION OF HONORING THE MEMORY OF THOSE HERIOC ANCESTORS WHOSE ABILITY, VALOR, SUFFERINGS AND ACHIEVEMENTS ARE BEYOND ALL PRAISE.

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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 $196,009

Program Service Revenue $15,663

Investment Income $279,818

Other Revenue $114,944

TOTAL REVENUE $606,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,623

Fundraising Expenses $49,000

Program Expenses $293,052

Other Expenses $221,653

TOTAL EXPENSES $478,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$606,434	$427,328	+0.4%
Expenses	$478,276	$395,195	+0.2%
Net Income	$128,158	$32,133	+3.0%

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

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

$59,676

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA STAVROS	Former Ex. Dir.	40.00	Director	$52,766	$0	$52,766
SAM DUNN	Executive Dir.	40.00	Director	$6,910	$0	$6,910
LISA BARR	President	0.00	Officer Director	$0	$0	$0
ALICE LEGETTE	Secretary	0.00	Officer Director	$0	$0	$0
ANITA REDDY	Secretary	0.00	Officer Director	$0	$0	$0
MARY BRADLEY	Director	0.00	Director	$0	$0	$0
MARCEY BRODERSON	2ND VP	0.00	Officer Director	$0	$0	$0
STEPHANIE SMITH	Treasurer	0.00	Officer Director	$0	$0	$0
JENNIE LEAVELL	Director	0.00	Director	$0	$0	$0
SUE CHENAULT	Director	0.00	Director	$0	$0	$0
HARRIET WOOD	Director	0.00	Director	$0	$0	$0
EMILY LAWRENCE	Director	0.00	Director	$0	$0	$0
HOLLY GRAY	Director	0.00	Director	$0	$0	$0
LIBSON HARDY	Director	0.00	Director	$0	$0	$0
STEPHANIE GRIFFIN	Director	0.00	Director	$0	$0	$0
MARY HELEN MYLES	1ST VP	0.00	Officer Director	$0	$0	$0
SARAH GRIMMER	Director	0.00	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	$606,434	$478,276	$5,801,305	$128,158
2024	$427,328	$395,195	$5,717,528	$32,133
2023	$423,589	$385,814	$5,196,492	$37,775
2022	$494,015	$391,799	$5,543,791	$102,216
2021	$427,272	$356,029	$5,534,157	$71,243
2020	$1,177,833	$373,573	$4,331,086	$804,260
2019	$422,296	$338,584	$4,657,823	$83,712

THE NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE COMMONWEALTH OF KY