National Society of the Daughters of the American Revolution (EIN 650379702) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

Rochella Riordan

Tax Period

2020-05-01 to 2021-04-30

National Society of the Daughters of the American Revolution, founded in 1984, is a micro nonprofit that reported $13K in total revenue in fiscal year 2020. Expenses of $17K exceeded revenue, resulting in a 28% operating deficit.

Mission

Promote historic preservation, education and patriotism

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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 (2020)

Revenue Breakdown

Contributions & Grants $13,167

Program Service Revenue $0

Investment Income $222

Other Revenue $0

TOTAL REVENUE $13,389

Expense Breakdown

Grants Paid $7,854

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,149

Other Expenses $9,226

TOTAL EXPENSES $17,080

Year-over-Year Comparison

	2020	2019	Change
Revenue	$13,389	$13,242	+0.0%
Expenses	$17,080	$16,137	+0.1%
Net Income	$-3,691	$-2,895	+0.3%

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
Rochella Riordan	Treasurer	007.00	Officer Director	$0	$0	$0
Barbara Ann Smith	First Vice Regent	007.00	Officer Director	$0	$0	$0
Tracy Flores	Second Vice Regent	007.00	Officer Director	$0	$0	$0
Diane Schulz	Chaplain	007.00	Officer Director	$0	$0	$0
Ina Collins	Secretary	007.00	Officer Director	$0	$0	$0
Shirley Marler	Registrar	007.00	Officer Director	$0	$0	$0
Mickey Moreland	Historian	007.00	Officer Director	$0	$0	$0
Kathy Farrell	Librarian	007.00	Officer Director	$0	$0	$0
Jackie Gillespie	Parliamentarian	007.00	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
2021	$13,389	$17,080	$184,980	$-3,691
2020	$13,242	$16,137	$188,671	$-2,895
2019	$228,574	$69,125	$182,380	$159,449

National Society of the Daughters of the American Revolution