THE SOCIETY OF MAYFLOWER DESCENDAN… - Form 990 Financial Data

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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

1907

Legal Domicile

Principal Officer

TOM ADAMS

Phone

9512369776

Tax Period

2025-01-01 to 2025-12-31

THE SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF CALIFORNIA INC, founded in 1907, is a small nonprofit in the Arts, Culture & Humanities sector that reported $364K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 36% operating margin.

Mission

TO PERPETUATE THE MEMORY OF THE PILGRIM FATHERS AND MOTHERS THROUGH EDUCATION,LOCAL COLONY MEETINGS,SCHOOLS AND GENEALOGICAL SOCIETIES;TO PROVIDE PILGRIM RELATED MATERIALS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS;AND TO INCREASE PUBLIC AWARENESS THROUGH PARTICIPATION IN PUBLIC MEDIA EVENTS.

Program Service Accomplishments

Program 1

Expenses: $177,402 Revenue: $54,099

TO FUND MEMBERSHIP EXPENSES.

Program 2

Expenses: $18,909

TO COMMUNICATE THROUGH OUR QUARTERLY MAGAZINE.

Program 3

Expenses: $23,741 Revenue: $7,319

TO PROVIDE ASSISTANCE TO DESERVING STUDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $143,849

Program Service Revenue $0

Investment Income $219,602

Other Revenue $415

TOTAL REVENUE $363,866

Expense Breakdown

Grants Paid $20,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,052

Other Expenses $210,792

TOTAL EXPENSES $234,299

Year-over-Year Comparison

	2025	2024	Change
Revenue	$363,866	$281,152	+0.3%
Expenses	$234,299	$215,310	+0.1%
Net Income	$129,567	$65,842	+1.0%

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
KATHLEEN WATSON	ADVISOR	8.00	Officer Director	$0	$0	$0
ROBERT LINCOLN	STATE GOVERNOR	2.00	Officer Director	$0	$0	$0
DIANNE DOUGLAS	DEPUTY GOVERNOR NORTH	2.00	Officer Director	$0	$0	$0
JAY WILLIAMS	DEPUTY GOVERNOR SOUTH	2.00	Officer Director	$0	$0	$0
TOM ADAMS	TREASURER	10.00	Officer Director	$0	$0	$0
SHARON GARDNER	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE DOUGLAS	MEMBERSHIP SECRETARY	2.00	Officer Director	$0	$0	$0
MANDY DUNKLE	HISTORIAN	2.00	Officer Director	$0	$0	$0
LORRAINE KOCEN	ELDER	2.00	Officer Director	$0	$0	$0
DONNA REIGEL	COUNSELOR	2.00	Officer	$0	$0	$0
BEN HOBBINS	CAPTAIN	2.00	Officer	$0	$0	$0
MATTHEW BOWDISH	SURGEON	2.00	Officer	$0	$0	$0
MARSTON WATSON	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
DIANNE SWEENY	LIBRARIAN	2.00	Officer	$0	$0	$0
AMY CONBOY	JUNIOR MEMBERSHIP CHAIR	2.00	Officer	$0	$0	$0
MARCIA MALONEY	PUBLIC RELATIONS CHAIR	2.00	Officer	$0	$0	$0
JOHN MCNEILL	INVESTMENT MANAGER	2.00	Officer	$0	$0	$0
BILLIE MITCHELL	SCHOLARSHIP CHAIR	2.00	Officer	$0	$0	$0
CHRISTIE TRAPP	GOVERNOR ALAMEDA	2.00	Officer	$0	$0	$0
JUDY LAW-TOROK	GOVERNOR LOS ANGELES	2.00	Officer	$0	$0	$0
SHELLEY WARE	GOVERNOR MONTEREY BAY	2.00	Officer	$0	$0	$0
LISA SHAW	GOVERNOR ORANGE COUNTY	2.00	Officer	$0	$0	$0
TAWNY WELCH	GOVERNOR RANCHO CONEJO	2.00	Officer	$0	$0	$0
BUDD LEEF	GOVERNOR SAN DIEGO	2.00	Officer	$0	$0	$0
SHARON ERICKSON	GOVERNOR SEQUOIA	2.00	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	$363,866	$234,299	$2,076,346	$129,567
2024	$281,152	$215,310	$2,006,455	$65,842
2023	$233,867	$244,037	$1,834,053	$-10,170
2022	$156,463	$213,639	$1,718,187	$-57,176
2021	$155,752	$242,335	$1,951,019	$-86,583
2020	$223,395	$241,679	$1,724,050	$-18,284

THE SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF CALIFORNIA INC