NATIONAL SOCIETY OF THE DAUGHTERS … - 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

1946

Legal Domicile

Principal Officer

CHRISTINA RAMOS

Phone

6269631776

Tax Period

2024-01-01 to 2024-12-31

NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION CALIFORNIA STATE SOC, founded in 1946, is a small nonprofit in the Arts, Culture & Humanities sector that reported $600K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Net assets of $2.4M represent 47 months of operating reserves.

Mission

TO PROMOTE HISTORIC PRESERVATION, TO SUPPORT EDUCATION, AND TO FOSTER PATRIOTIC ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $597,638 Revenue: $286,566

NATIONAL SOCIETY PROJECTS AND STATE SOCIETY PROJECTS.PRESERVATION OF STATE HEADQUARTERS HISTORIC BUILDING.EVENTS THAT PROMOTE THE OBJECTIVES OF THE ORGANIZATION & DISSEMINATE INFORMATION TO MEMBERS...

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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 $293,320

Program Service Revenue $244,248

Investment Income $19,944

Other Revenue $42,318

TOTAL REVENUE $599,830

Expense Breakdown

Grants Paid $161,669

Salaries & Benefits $27,662

Fundraising Expenses $1,906

Program Expenses $597,638

Other Expenses $422,867

TOTAL EXPENSES $612,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,830	$419,666	+0.4%
Expenses	$612,198	$314,894	+0.9%
Net Income	$-12,368	$104,772	-1.1%

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

Volunteers

9500

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
CHRISTINA RAMOS	STATE REGENT	48.00	Officer Director	$0	$0	$0
CHRISTINE MCMAHAN	STATE VICE REGENT	30.00	Officer Director	$0	$0	$0
JENNIFER JONES	STATE CHAPLAIN	5.00	Director	$0	$0	$0
LAURIE SMOTHERMAN	STATE RECORDING SECRETARY	10.00	Officer Director	$0	$0	$0
ELIZABETH JULIAN	STATE CORRESPONDING SECRET	10.00	Director	$0	$0	$0
KRISTEN BLACKBURN KAUFMAN	STATE ORGANIZING SECRETARY	20.00	Director	$0	$0	$0
ARLEEN RICHARDS	STATE TREASURER	35.00	Officer Director	$0	$0	$0
REBECCA MALMO	STATE REGISTRAR	25.00	Director	$0	$0	$0
CAITLIN KING	STATE HISTORIAN	10.00	Director	$0	$0	$0
KAREN TREACCAR	STATE LIBRARIAN	5.00	Director	$0	$0	$0
KATRYNA GONZALEZ	STATE PARLIAMENTARIAN	5.00	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
2024	$599,830	$612,198	$2,369,749	$-12,368
2023	$551,316	$534,254	$2,264,737	$17,062
2023	$419,666	$314,894	$2,372,128	$104,772
2023	$551,316	$534,254	$2,264,737	$17,062
2022	$587,878	$482,309	$2,331,827	$105,569
2022	$591,288	$546,025	$2,359,480	$45,263
2021	$357,887	$274,896	$2,225,568	$82,991
2020	$709,129	$592,295	$2,011,197	$116,834
2019	$631,068	$480,868	$1,894,363	$150,200
2018	$491,251	$417,881	$1,750,230	$73,370

NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION CALIFORNIA STATE SOC