Native Daughters of the Golden West Childrens Foundation (EIN 943011278) - 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

1952

Legal Domicile

Principal Officer

Darleen Carpenter

Phone

4155639091

Tax Period

2024-07-01 to 2025-06-30

Native Daughters of the Golden West Childrens Foundation, founded in 1952, is a small nonprofit that reported $232K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $556K exceeded revenue, resulting in a 140% operating deficit.

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.

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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 $12,692

Program Service Revenue $0

Investment Income $219,048

Other Revenue $0

TOTAL REVENUE $231,740

Expense Breakdown

Grants Paid $439,064

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $541,967

Other Expenses $117,149

TOTAL EXPENSES $556,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,740	$568,183	-0.6%
Expenses	$556,213	$138,650	+3.0%
Net Income	$-324,473	$429,533	-1.8%

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
Nancy Phipps	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	$231,740	$556,213	$3,363,329	$-324,473
2024	$568,183	$138,650	$3,687,802	$429,533
2023	$189,183	$96,232	$3,258,492	$92,951
2022	$399,269	$111,479	$2,989,234	$287,790
2021	$479,664	$107,502	$3,494,734	$372,162
2020	$189,571	$86,668	$2,829,883	$102,903
2019	$76,452	$136,018	$2,622,547	$-59,566
2018	$217,021	$142,832	$2,634,999	$74,189

Native Daughters of the Golden West Childrens Foundation