DAUGHTERS OF THE BRITISH EMPIRE IN NORTHERN CALIFORNIA (EIN 943087294) - 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

1989

Legal Domicile

Principal Officer

Pam Sweetman

Tax Period

2022-01-01 to 2022-12-31

DAUGHTERS OF THE BRITISH EMPIRE IN NORTHERN CALIFORNIA, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $5K in total revenue in fiscal year 2022. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

To operate exclusively for charitable purposes that includes supporting other 501c3 organizations and the British Home Retirement home in Sierra Madre CA

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,865

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,865	$6,740	-0.3%
Expenses	N/A	$1,560	-1.0%
Net Income	N/A	$5,180	N/A

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

N/A

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
Edith Caponigro	State President	10.00	Officer	$0	$0	$0
Susan	Wong	8.00	Officer	$0	$0	$0
Pamela Sweetman	Treasurer	6.00	Officer	$0	$0	$0
Barbara Bahler	Recording Secretaru	5.00	Officer	$0	$0	$0
Sandy Filson	Third VP	4.00	Officer	$0	$0	$0
Valerie Tudor	Second VP	4.00	Officer	$0	$0	$0
Jenny Whitehouse	Coymmunications Secretary	4.00	Officer	$0	$0	$0
Nikki Agius	Standard Bearer	3.00	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
2022	$4,865	No data	$29,845	No data
2018	$22,457	$22,920	$2,653	$-463

DAUGHTERS OF THE BRITISH EMPIRE IN NORTHERN CALIFORNIA