NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION (EIN 846027604) - 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

1994

Legal Domicile

Principal Officer

Leslie Brinkley

Phone

9709885797

Tax Period

2023-07-01 to 2024-06-30

NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $162K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $141K left a modest 13% surplus.

Mission

To 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 (2023)

Revenue Breakdown

Contributions & Grants $56,426

Program Service Revenue $63,850

Investment Income $12,843

Other Revenue $29,035

TOTAL REVENUE $162,154

Expense Breakdown

Grants Paid $15,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,179

Other Expenses $125,336

TOTAL EXPENSES $140,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,154	$186,318	-0.1%
Expenses	$140,836	$134,904	+0.0%
Net Income	$21,318	$51,414	-0.6%

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

3800

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
Leslie Brinkley	Regent	35	Officer	$0	$0	$0
Carrie Klein	Vice Regent	20	Officer	$0	$0	$0
Debbie Leisenring	Chaplain	1	Officer	$0	$0	$0
Kimberly Daniels	Recording Secretary	4	Officer	$0	$0	$0
Allison Basile	Corresponding Secretary	1	Officer	$0	$0	$0
Anne Skewes	Organizing Secretary	1	Officer	$0	$0	$0
Colleen Kate Klusman	Treasurer	30	Officer	$0	$0	$0
Linda Morcom	Registrar	1	Officer	$0	$0	$0
Darcey Gartrell	Historian	1	Officer	$0	$0	$0
Debbie Mulvey	Librarian	1	Officer	$0	$0	$0
Barb Wilkinson	Parliamentarian	1	Officer	$0	$0	$0
Lee Williams	Auditor	10	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	No data	No data	No data	No data
2024	$162,154	$140,836	$540,577	$21,318
2023	$186,318	$134,904	$518,826	$51,414
2022	$216,414	$136,176	$466,762	$80,238
2021	$85,536	$42,653	$387,374	$42,883
2021	$85,536	$42,653	$387,374	$42,883
2020	$92,941	$79,605	$368,881	$13,336
2019	$120,464	$114,649	$332,364	$5,815

NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION