THE ALABAMA SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 636045629) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

SHERRY SPURLIN

Phone

2566554633

Tax Period

2022-07-01 to 2023-06-30

THE ALABAMA SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1923, is a small nonprofit in the Arts, Culture & Humanities sector that reported $197K in total revenue in fiscal year 2021. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 26% operating margin.

Mission

PROMOTING HISTORIC PRESERVATION, EDUCATION AND PATRIOTISM

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $135,556

Program Service Revenue $103,777

Investment Income $0

Other Revenue $21,711

TOTAL REVENUE $261,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,371

Other Expenses $213,971

TOTAL EXPENSES $213,971

Year-over-Year Comparison

	2022	2021	Change
Revenue	$261,044	$197,373	+0.3%
Expenses	$213,971	$146,672	+0.5%
Net Income	$47,073	$50,701	-0.1%

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
PATRICE R DONNELLY	STATE REGENT	30.00	Officer	$0	$0	$0
MALINDA WILLIAMS	STATE VICE REGENT	25.00	Officer	$0	$0	$0
JANICE JENNINGS	STATE 2ND VICE REGENT	20.00	Officer	$0	$0	$0
FLORA TAD R DOUGLAS	STATE CHAPLAIN	20.00	Officer	$0	$0	$0
ANNE PARRAMORE	STATE RECORDING SECRETARY	20.00	Officer	$0	$0	$0
ALLISON SKIPWORTH	STATE CORRESPONDING SECRET	15.00	Officer	$0	$0	$0
MICHELE YARBROUGH	STATE ORGANIZING SECRETARY	15.00	Officer	$0	$0	$0
SHERRY SPURLIN	STATE TREASURER	20.00	Officer	$0	$0	$0
MARY LEWEY	STATE REGISTRAR	15.00	Officer	$0	$0	$0
SUSAN MOORE	STATE HISTORIAN	10.00	Officer	$0	$0	$0
NANCY WILLIAMS	STATE LIBRARIAN	5.00	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	No data	No data	No data	No data
2023	$261,044	$213,971	$297,450	$47,073
2022	$197,373	$146,672	$246,994	$50,701

THE ALABAMA SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION