COLONIAL DAMES OF AMERICA TENNESSE… - Form 990 Financial Data

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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

1964

Legal Domicile

Principal Officer

DIVERSIFIED TRUST

Phone

6153867302

Tax Period

2024-07-01 to 2025-06-30

COLONIAL DAMES OF AMERICA TENNESSEE FOUNDATION FOR TRAVELLERS REST, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $186K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $91K, a strong 49% operating margin.

Mission

TO DISTRIBUTE NET INCOME TO COLONIAL DAMES OF AMERICA IN TENNESSEE FOR MAINTENANCE AND PRESERVATION OF THE TRAVELLERS REST HISTORIC MUSEUM.

Program Service Accomplishments

Program 1

Expenses: $66,500

TO DISTRIBUTE NET INCOME TO COLONIAL DAMES OF AMERICA IN TENNESSEE FOR MAINTENANCE AND PRESERVATION OF THE TRAVELLERS REST HISTORIC MUSEUM.

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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 $0

Program Service Revenue $0

Investment Income $186,197

Other Revenue $0

TOTAL REVENUE $186,197

Expense Breakdown

Grants Paid $66,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,500

Other Expenses $29,185

TOTAL EXPENSES $95,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,197	$288,824	-0.4%
Expenses	$95,685	$88,783	+0.1%
Net Income	$90,512	$200,041	-0.5%

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

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
LAURA STOCKETT ROBERTS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ASHLEY HENRY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ANN KELLY	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES C GARDNER III	TREASURER	1.00	Officer Director	$0	$0	$0
N/A	INSTITUTIONAL TRUSTEE	1.00		$0	$0	$0
MARK BUCHANAN	DIRECTOR	1.00	Director	$0	$0	$0
GARY BURKE	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY HOWELL	DIRECTOR	1.00	Director	$0	$0	$0
SARA PURYEAR HUNZIKER	DIRECTOR	1.00	Director	$0	$0	$0
OPHELIA PAINE	DIRECTOR	1.00	Director	$0	$0	$0
JULIA SANFORD	DIRECTOR	1.00	Director	$0	$0	$0
LYSSA STYERS	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA TIBBS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
ALICE WHITSON	DIRECTOR	1.00	Director	$0	$0	$0
LUKE YORDY	DIRECTOR	1.00	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	$186,197	$95,685	$2,476,931	$90,512
2024	No data	No data	No data	No data
2023	$215,312	$89,306	$2,108,076	$126,006
2022	$28,927	$49,936	$1,982,070	$-21,009
2021	$109,346	$91,119	$2,389,582	$18,227
2020	$75,353	$88,683	$2,206,579	$-13,330
2019	$110,101	$83,445	$2,080,111	$26,656
2018	$320,442	$102,681	$1,847,771	$217,761

COLONIAL DAMES OF AMERICA TENNESSEE FOUNDATION FOR TRAVELLERS REST