National Society of the Daughters of the American Revolution (EIN 736097472) - 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

1970

Legal Domicile

Phone

4057403754

Tax Period

2024-01-01 to 2024-12-31

National Society of the Daughters of the American Revolution, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $294K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $251K left a modest 15% surplus.

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 (2024)

Revenue Breakdown

Contributions & Grants $240,791

Program Service Revenue $49,212

Investment Income $749

Other Revenue $2,980

TOTAL REVENUE $293,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,125

Fundraising Expenses $0

Program Expenses $232,050

Other Expenses $242,583

TOTAL EXPENSES $250,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,732	$147,152	+1.0%
Expenses	$250,708	$139,538	+0.8%
Net Income	$43,024	$7,614	+4.7%

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

N/A

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

$4,375

Total Directors

$4,375

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Grace Ellsworth	President	15.00	Officer Director	$4,375	$0	$4,375
Pamela Seapy	Treasurer	15.00	Officer Director	$0	$0	$0
Leanita Shelby	Secretary	1.00	Officer Director	$0	$0	$0
Etta Reid	Secretary	1.00	Officer Director	$0	$0	$0
Gayle Demeyer	Secretary	1.00	Officer Director	$0	$0	$0
Sue Cline	Director	1.00	Officer Director	$0	$0	$0
Reba Ludiker	Director	1.00	Officer Director	$0	$0	$0
Janet Davis	Director	1.00	Officer Director	$0	$0	$0
Catherine D'Alessandro	Director	1.00	Officer Director	$0	$0	$0
Karon Brown	Director	1.00	Officer Director	$0	$0	$0
Peggy Evans	Vice President	15.00	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
2025	No data	No data	No data	No data
2024	$293,732	$250,708	$1,169,503	$43,024
2023	$147,152	$139,538	$1,259,718	$7,614
2022	$193,922	$171,408	$1,118,029	$22,514
2021	$168,898	$151,462	$1,077,651	$17,436
2020	$146,099	$208,532	$1,021,540	$-62,433
2019	$244,114	$136,464	$1,105,267	$107,650
2018	$184,842	$163,810	$823,553	$21,032

National Society of the Daughters of the American Revolution