WESTERN SHORES CHAPTER NATIONAL SO… - 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

1924

Legal Domicile

Principal Officer

JENNIFER GEER

Phone

5624216687

Tax Period

2018-07-01 to 2019-06-30

WESTERN SHORES CHAPTER NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION, founded in 1924, is a micro nonprofit that reported $39K in total revenue in fiscal year 2018. Revenue surged 264% from the prior year, signaling strong growth momentum. Expenses of $210K exceeded revenue, resulting in a 436% operating deficit.

Mission

TO PROMOTE HISTORIC PRESERVATION, EDUCATION, AND PATRIOTISM.

Program Service Accomplishments

Program 1

Expenses: $207,403 Revenue: $1,069

HISTORICAL PRESERVATION, EDUCATIONAL & PATRIOTIC ENDEAVORS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $35,324

Program Service Revenue $1,069

Investment Income $2,730

Other Revenue $39

TOTAL REVENUE $39,162

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,403

Other Expenses $10,066

TOTAL EXPENSES $210,066

Year-over-Year Comparison

	2018	2017	Change
Revenue	$39,162	$10,764	+2.6%
Expenses	$210,066	$10,895	+18.3%
Net Income	$-170,904	$-131	+1303.6%

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

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
JUDITH ROBINSON	REGENT	3.00	Officer	$0	$0	$0
SHIRLEY MATTHEWS	SECOND VICE REGENT	1.00	Officer	$0	$0	$0
RHODA KROLL	THIRD VICE REGENT	0.00	Officer	$0	$0	$0
SUE NELSON	CHAPLAIN	1.00	Officer	$0	$0	$0
MOLLY GAMBORG THRU JAN '19	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
BEVERLEY MURCHISON	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
JEANNE TOMLINSON	CORRESPONDING SECRETARY	2.00	Officer	$0	$0	$0
MARILYN WOLK	TREASURER	3.00	Officer	$0	$0	$0
JACKIE MORGANTHALER	ASSISTANT TREASURER	0.00	Officer	$0	$0	$0
CYNDI GUNTER	REGISTRAR	2.00	Officer	$0	$0	$0
BEVERLY JETT	ASSISTANT REGISTRAR	1.00	Officer	$0	$0	$0
JENNIFER GEER	HISTORIAN	1.00	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
2019	$39,162	$210,066	$387,386	$-170,904

WESTERN SHORES CHAPTER NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION