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

EIN: 946107587 501(c)(3) Arts, Culture & Humanities

GLENDORA, CA

Total Revenue
$599,830
Total Expenses
$612,198
Total Assets
$2,369,749
Net Assets
$2,369,535
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
CA
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, SUPPORT EDUCATION, AND FOSTER PATRIOTIC ACTIVITIES.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
3
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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
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
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