KENTUCKY SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION

EIN: 616033522 501(c)(3) Arts, Culture & Humanities

LOUISVILLE, KY

Total Revenue
$303,956
Total Expenses
$302,522
Total Assets
$1,274,683
Net Assets
$1,274,683
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
KY
Phone
5044174743
Tax Period
2023-01-01 to 2023-12-31

KENTUCKY SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $304K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $1.3M represent 50 months of operating reserves.

Mission

THE EXEMPT PURPOSE IS TO ORGANIZE, ARRANGE, SPONSOR, AND PROMOTE ACTIVITIES OF ALL DESCRITPION OF THE FUTHERANCE OF PATRIOTISM, EDUCATION, AND HISTORICAL AWARENESS OF THE UNITED STATES OF AMERICA, TO PERPETUATE THE MEMORY AND SPIRIT OF THE MEN AND WOMEN WHO ACHIEVED AMERICAN INDEPENDENCE, AND TO ARRANGE AND PROMOTE SOCIAL AND FRATERNAL GATHERINGS AND ACTIVITIES OF ALL TYPES FOR THE MEMBERS AND THE PUBLIC AND TO CONDUCT ANY BUSINESS ACTIVITIES NECESSARY, INCLUDING BUYING, SELLING, LEASING, AND ENCUMBERING REAL AND PERSONAL PROPERTY OF ALL DESCRIPTIONS CONSISTENT WITH THE ACT OF INCORPORATION AND BY-LAWS OF THE NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $143,561
Program Service Revenue $134,300
Investment Income $9,148
Other Revenue $16,947
TOTAL REVENUE $303,956

Expense Breakdown

Grants Paid $0
Salaries & Benefits $24,854
Fundraising Expenses $6,424
Program Expenses $267,950
Other Expenses $277,668
TOTAL EXPENSES $302,522

Year-over-Year Comparison

2023 2022 Change
Revenue $303,956 $411,496 -0.3%
Expenses $302,522 $396,175 -0.2%
Net Income $1,434 $15,321 -0.9%
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

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Governance

Voting Members
11
Independent Members
20
Employees
1
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
11
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA CONRAD STATE REGENT 3.00
Officer Director
$0 $0 $0
KATHY TOY STATE CHAPLAIN 3.00
Officer Director
$0 $0 $0
JULIA HOOD ST VICE REGENT 3.00
Officer Director
$0 $0 $0
MELANIE HUNT ST REC SEC 3.00
Officer Director
$0 $0 $0
LINDA JENNINGS ST CORR SEC 3.00
Officer Director
$0 $0 $0
KATHLEEN MOATS ST ORG SEC 3.00
Officer Director
$0 $0 $0
MELODIE OLIVER Treasurer 3.00
Officer Director
$0 $0 $0
ROBIN BENNETT ST REGISTRAR 3.00
Officer Director
$0 $0 $0
JUDY OWENS ST HISTORIAN 3.00
Officer Director
$0 $0 $0
SONJA EADS ST LIBRARIAN 3.00
Officer Director
$0 $0 $0
DEBRA BROWN ST CURATOR 3.00
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
2024 No data No data No data No data
2023 $303,956 $302,522 $1,274,683 $1,434
2022 $426,972 $355,329 $1,273,249 $71,643
2022 $411,496 $396,175 $1,216,034 $15,321
2021 $235,245 $135,511 $1,200,713 $99,734
2020 $199,090 $193,256 $1,100,979 $5,834
2019 $421,443 $291,918 $1,095,145 $129,525
2018 $315,908 $286,307 $965,620 $29,601
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