NATIONAL SOCIETY OF COLONIAL DAMES OF AM (EIN 636053721) - 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

1965

Legal Domicile

Principal Officer

REGIONS BANK

Phone

2058203141

Tax Period

2025-01-01 to 2025-12-31

NATIONAL SOCIETY OF COLONIAL DAMES OF AM, founded in 1965, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $3K in total revenue in fiscal year 2020. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $18K exceeded revenue, resulting in a 426% operating deficit.

Mission

TO SUPPORT THE NATIONAL SOCIETY OF COLONIAL DAMES BY PROVIDING FOR UPKEEP, PERPETUAL CARE, PRESERVATION, RESTORATION AND FURNISHING OF FORT CONDE-CHARLOTTE HOUSE IN MOBILE, ALABAMA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $14,760

Program Service Revenue $0

Investment Income $106,222

Other Revenue $0

TOTAL REVENUE $120,982

Expense Breakdown

Grants Paid $46,358

Salaries & Benefits $7,960

Fundraising Expenses $0

Program Expenses $46,558

Other Expenses $2,249

TOTAL EXPENSES $56,567

Year-over-Year Comparison

	2025	2024	Change
Revenue	$120,982	$87,389	+0.4%
Expenses	$56,567	$52,277	+0.1%
Net Income	$64,415	$35,112	+0.8%

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
MRS THOMAS TROY ZIEMAN JR	COMMITTEE MEMBER	N/A	Director	$0	$0	$0
N/A	TRUSTEE	1.0		$7,960	$0	$7,960
MRS JAMES WALLACE PORTER II	SECOND VICE-PRESIDENT	N/A	Officer	$0	$0	$0
LIBBY SHAW	CHAIRMAN	N/A	Officer	$0	$0	$0
LOUISE RAYFORD	STATE PRESIDENT	N/A	Officer	$0	$0	$0
MRS WILLIS JAMES MERIWETHER III	VICE-PRESIDENT	1.0	Officer	$0	$0	$0
MRS EDWARD GUERRANT WOODSON JR	VICE-PRESIDENT	N/A	Officer	$0	$0	$0
MRS RICHARD LAMAR JEFFERS III	VICE-PRESIDENT	N/A	Officer	$0	$0	$0
MRS RUBEN WRIGHT COOK	TREASUER	N/A	Officer	$0	$0	$0
MRS JAMES WALLACE PORTER II	VICE PRESIDENT	N/A	Officer	$0	$0	$0
MRS CAROLINE CHILDERS MAJORS	SELMA CENTER CHAIR	N/A	Officer	$0	$0	$0
LAURA CLARK	CHAIRPERSON	N/A	Officer	$0	$0	$0
TOODY SULLIVAN	BIRMINGHAM CENTER CHAIR	N/A	Officer	$0	$0	$0
LOUISE RAYFORD	CO-CHAIR, MUSEUM PROPERTIES COMMITTEE	N/A	Officer	$0	$0	$0
ANNE TIDMORE	MONTGOMERY CENTER CHAIR	N/A	Officer	$0	$0	$0
MISSY RIDGEWAY	SHOALS CENTER CHAIR	N/A	Officer	$0	$0	$0
DIBBA SPEARS	AUBURN/OPELIKA TOWN COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
EVIE MAULDIN	SHOALS TOWN COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
KATHLEEN NOOJIN	TENNESSEE VALLEY TOWN COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
KATHRINE BUTLER	CO-CHAIR, MUSEUM PROPERTIES COMMITTEE	N/A	Officer	$0	$0	$0
CHRISTINE WARREN	CO-CHAIR, MUSEUM PROPERTIES COMMITTEE	N/A	Officer	$0	$0	$0
MARGARET TROIANO	BIRMINGHAM COMMITTE CHAIR	N/A	Officer	$0	$0	$0
LINYER ZIEMAN	MOBILE COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
NANCY BRADFORD	MONTGOMERY COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
KATHRYN HARWOOD	TUSCALOOSA COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
EARLE WILKES	AUBURN COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
SHIRLEY MCCRARY	TENN. VALLEY COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
MARGARET TROIANO	BIRMINGHAM	N/A	Officer	$0	$0	$0
MARY TURNER	PRESIDENT	N/A	Officer	$0	$0	$0
ELIZABETH MATTHEWS	STATE TREASURER	N/A	Officer	$0	$0	$0
GRACE HOBBS	STATE AT LARGE	N/A	Officer	$0	$0	$0
LIBBY SHAW	CHAIRMAN	N/A	Officer	$0	$0	$0
KATHRINE BUTLER	CO-CHAIR	N/A	Officer	$0	$0	$0
CHRISTINE WARREN	CO-CHAIR	N/A	Officer	$0	$0	$0
MARGARET TROIANO	BIRMINGHAM COMMITEE CHAIR	N/A	Officer	$0	$0	$0
LINYER ZIEMAN	MOBILE COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
NANCY BRADFORD	MONTGOMERY COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
KATHRYNHARWOOD	TUSCALOOSA COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
EMILY SPARROW	AUBURN/OPELIKA COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
MISSY RIDGEWAY	SHOALS COMMITTEE CHAIR	N/A	Officer	$0	$0	$0
SHIRLEY MCCRARY	TENNESSEE VALLEY COMITTEE CHAIR	N/A	Officer	$0	$0	$0
ALIE CAUSEY	STATE AT LARGE COMMITTEE CHAIR	N/A	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	$120,982	$56,567	$1,067,915	$64,415
2024	$87,389	$52,277	$1,004,756	$35,112
2023	$60,917	$47,361	$969,791	$13,556
2022	$214,445	$42,855	$956,262	$171,590
2021	$69,915	$57,621	$784,928	$12,294
2020	$3,334	$17,548	$772,514	$-14,214

NATIONAL SOCIETY OF COLONIAL DAMES OF AM