SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF TEXAS INC (EIN 742022997) - 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

1931

Legal Domicile

Principal Officer

John McWilliams

Phone

9177696162

Tax Period

2024-03-01 to 2025-02-28

SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF TEXAS INC, founded in 1931, is a small nonprofit in the Arts, Culture & Humanities sector that reported $192K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $107K, a strong 56% operating margin.

Mission

Historical Education

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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 $72,653

Program Service Revenue $0

Investment Income $118,863

Other Revenue $120

TOTAL REVENUE $191,636

Expense Breakdown

Grants Paid $13,870

Salaries & Benefits $0

Fundraising Expenses $194

Program Expenses $75,371

Other Expenses $70,384

TOTAL EXPENSES $84,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,636	$282,654	-0.3%
Expenses	$84,254	$83,520	+0.0%
Net Income	$107,382	$199,134	-0.5%

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

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
Elizabeth Danford	Board Member	0.5	Director	$0	$0	$0
Kathy Dill	Board Member	0.5	Director	$0	$0	$0
Judy Baker	Board Member	0.5	Director	$0	$0	$0
Judie Allen	Board Member	1	Director	$0	$0	$0
Kelly Sharer	Board Member	0.5	Director	$0	$0	$0
Kathleen Hubert	Board Member	0.5	Director	$0	$0	$0
Cathy Bambenak	Board Member	2	Director	$0	$0	$0
Barbara Scheffer	Board Member	0.5	Director	$0	$0	$0
Kellie Mathieu	Board Member	0.5	Director	$0	$0	$0
Sandy Sauers	Board Member	0.5	Director	$0	$0	$0
Susan Goldsworthy	Board Member	0.5	Director	$0	$0	$0
Prarie Counce	Board Member	2	Director	$0	$0	$0
Dwight Benson	Board Member	2	Director	$0	$0	$0
Sheryl Schilling	Board Member	0.5	Director	$0	$0	$0
Jean deSchweinitz	Board Member	0.5	Director	$0	$0	$0
Pat Nichols	Board Member	0.5	Director	$0	$0	$0
Jacque Rich	Board Member	0.5	Director	$0	$0	$0
Jim Walker	Board Member	0.5	Director	$0	$0	$0
John Wilcox	Board Member	0.5	Director	$0	$0	$0
Steven Gray	Board Member	0.5	Director	$0	$0	$0
Peggy Marsh	Board Member	0.5	Director	$0	$0	$0
Kimberly Florsheim	Governor	8	Officer	$0	$0	$0
Nancy Powers	Deputy Governor	4	Officer	$0	$0	$0
Kathleen Pierce	Corresponding Secretary	4	Officer	$0	$0	$0
Nancy Branstiter	Recording Secretary	1	Officer	$0	$0	$0
John McWilliams	Treasurer	8	Officer	$0	$0	$0
Kathleen Hubert	Historian	4	Officer	$0	$0	$0
DeNell Estes	Historian	4	Officer	$0	$0	$0
Jodi Drake-Traugott	Historian	4	Officer	$0	$0	$0
Jill Cornelius	Asst Historian	2	Officer	$0	$0	$0
Elizabeth Heise	Asst Historian	2	Officer	$0	$0	$0
Glen Alden	Elder	0.5	Officer	$0	$0	$0
Jim Battles	Captain	0.5	Officer	$0	$0	$0
John Wilcox	Surgeon	0.5	Officer	$0	$0	$0
Lesley Johnson	Asst Treasurer	1	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	$191,636	$84,254	$1,120,424	$107,382
2024	$282,654	$83,520	$1,029,529	$199,134
2023	$112,652	$97,460	$902,487	$15,192
2022	$142,320	$82,142	$980,023	$60,178
2021	$105,074	$87,899	$878,593	$17,175
2020	$97,697	$75,253	$732,420	$22,444
2019	$90,044	$62,159	$691,076	$27,885

SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF TEXAS INC