NATIONAL SOCIETY OF COLONIAL DAMES OF AM

EIN: 636053721 501(c)(3) Arts, Culture & Humanities

BIRMINGHAM, AL

Total Revenue
$120,982
Total Expenses
$56,567
Total Assets
$1,067,915
Net Assets
$1,067,915
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
AL
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 small nonprofit in the Arts, Culture & Humanities sector that reported $121K in total revenue in fiscal year 2025. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 53% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $46,558

PROVIDED FUNDS TO THE NATIONAL SOCIETY OF COLONIAL DAMES FOR USES AS PROVIDED FOR IN THE TRUST DOCUMENT AND UPON RECOMMENDATION OF THE GOVERNING COMMITTEE FOR THE FORT CONDE-CHARLOTTE HOUSE.

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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 (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

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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
13
Independent Members
12
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
40
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
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
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