General Levi Casey Chapter DAR

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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

1993

Legal Domicile

Principal Officer

Juliann Tigert

Tax Period

2022-01-01 to 2022-12-31

General Levi Casey Chapter DAR, founded in 1993, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $56K in total revenue in fiscal year 2022. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $179K exceeded revenue, resulting in a 222% operating deficit.

Program Service Accomplishments

Program 1

Expenses: $84,300

Various charitable grants - See schedule I. These grants to other 501(c)(3) organizations help support the military and veterans, historical research and preservation, and other charitable purposes.

Program 2

Expenses: $49,830

Meetings, programs, and functions of the organizations approximately 69 members to promote patriotism, historical education, and liberty among the members and the public; and to observe patriotic...

Meetings, programs, and functions of the organizations approximately 69 members to promote patriotism, historical education, and liberty among the members and the public; and to observe patriotic anniversaries.

Program 3

Expenses: $13,400

Awards and recognition to students and teachers in Dallas, Texas schools for achievement in the areas of the study of American history, good citizenship, and ROTC service; and support of DAR programs.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,466

Program Service Revenue $0

Investment Income $48,103

Other Revenue $2,952

TOTAL REVENUE $55,521

Expense Breakdown

Grants Paid $97,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,530

Other Expenses $80,952

TOTAL EXPENSES $178,652

Year-over-Year Comparison

	2022	2021	Change
Revenue	$55,521	$163,888	-0.7%
Expenses	$178,652	$139,921	+0.3%
Net Income	$-123,131	$23,967	-6.1%

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
Sarah E Fry	Treasurer	1.00	Officer Director	$0	$0	$0
Becky Weaver	Corresponding Secretary	0.50	Officer Director	$0	$0	$0
Randi Verett	Registrar	0.50	Officer Director	$0	$0	$0
Van Beauduy	LibrarianCurator	0.50	Officer Director	$0	$0	$0
Gina Henderson	Historian	0.50	Officer Director	$0	$0	$0
Judy Bergstrom	First Vice Regent	0.50	Officer Director	$0	$0	$0
Juliann Tigert	Regent	1.00	Officer Director	$0	$0	$0
Elizabeth Zucker	Second Vice Regent	0.50	Officer Director	$0	$0	$0
Marianne Leclerc	Recording Secretary	0.50	Officer Director	$0	$0	$0
Natha Taylor	Chaplain	0.50	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
2022	$55,521	$178,652	$3,275,205	$-123,131
2021	$163,888	$139,921	$4,015,265	$23,967
2020	$112,663	$133,040	$3,654,263	$-20,377
2019	$146,042	$135,565	$2,748,208	$10,477
2018	$201,887	$126,188	$2,737,731	$75,699