Native Daughters of the Golden West Home (EIN 941251112) - 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

1938

Legal Domicile

Principal Officer

Darleen Carpenter

Phone

4155639091

Tax Period

2024-07-01 to 2025-06-30

Native Daughters of the Golden West Home, founded in 1938, is a small nonprofit in the Human Services sector that reported $166K in total revenue in fiscal year 2024. Net assets of $646K represent 47 months of operating reserves.

Mission

Maintenance of a house museum, historical building, California Research Library, and pioneer roster for the State of California.

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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 $24,109

Program Service Revenue $116,159

Investment Income $1,823

Other Revenue $24,190

TOTAL REVENUE $166,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,314

Fundraising Expenses $0

Other Expenses $173,914

TOTAL EXPENSES $175,228

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,281	$169,651	0.0%
Expenses	$175,228	$176,049	0.0%
Net Income	$-8,947	$-6,398	+0.4%

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	Role	Reportable Comp	Other Comp	Total
Darleen Carpenter	Jr Pst Grd Pres	Officer Director	$0	$0	$0
Kathy Murtha	Grand Trustee	Officer Director	$0	$0	$0
Heidi Dillon	Grand Pres	Officer Director	$0	$0	$0
Renee Rianda	Grand VP	Officer Director	$0	$0	$0
Christine Lewis	Grand Secretary	Officer Director	$0	$0	$0
Shelley Buchberger	Grd Trustee	Officer Director	$0	$0	$0
Marion Graves	Grand Marshall	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	$166,281	$175,228	$646,184	$-8,947
2024	$169,651	$176,049	$657,016	$-6,398
2023	$167,378	$161,713	$703,289	$5,665
2022	$145,427	$179,317	$696,427	$-33,890
2021	$149,437	$175,199	$757,469	$-25,762
2020	$196,740	$184,567	$790,344	$12,173
2019	$183,121	$198,166	$730,560	$-15,045
2018	$216,246	$192,125	$738,276	$24,121

Native Daughters of the Golden West Home