Native Daughters of the Golden West Grand Parlor (EIN 940519010) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1886

Legal Domicile

Principal Officer

Darleen Carpenter

Phone

4155639091

Tax Period

2024-07-01 to 2025-06-30

Native Daughters of the Golden West Grand Parlor, founded in 1886, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 324% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 90% operating margin.

Mission

The purpose of the Foundation shall be social development, mental improvements, and public benefit for the Order of the Native Daughters of the Golden West, perpetuating the memory of the pioneers of California.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $129,690

Program Service Revenue $0

Investment Income $1,481,885

Other Revenue $9,295

TOTAL REVENUE $1,620,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,590

Fundraising Expenses $0

Other Expenses $115,343

TOTAL EXPENSES $157,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,620,870	$382,571	+3.2%
Expenses	$157,933	$239,513	-0.3%
Net Income	$1,462,937	$143,058	+9.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
Darleen Carpenter	Jr Pst Grd Pres	28.00	Officer Director	$0	$0	$0
Kathy Murtha	Grand Trustee	30.00	Officer Director	$0	$0	$0
Heidi Dillon	Grand Pres	26.00	Officer Director	$0	$0	$0
Renee Rianda	Grand VP	6.00	Officer Director	$0	$0	$0
Christine Lewis	Grand Secretary	16.00	Officer Director	$0	$0	$0
Shelley Buchberger	Grd Trustee	16.00	Officer Director	$0	$0	$0
Nancy Phipps	Grand Marshall	4.00	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	$1,620,870	$157,933	$2,873,608	$1,462,937
2024	$382,571	$239,513	$1,414,347	$143,058
2023	$179,781	$333,543	$1,373,107	$-153,762
2022	$289,820	$209,755	$1,394,024	$80,065
2021	$366,399	$274,032	$1,612,737	$92,367
2020	$224,179	$248,071	$1,417,943	$-23,892
2019	$254,624	$223,259	$1,419,976	$31,365
2018	$350,130	$212,246	$1,346,961	$137,884

Native Daughters of the Golden West Grand Parlor