Form 990 for tax year 2023
Filed by NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA RESIDENT STATE OF CALIF.
Totals
- Total revenue
- $93,938
- Total expenses
- $286,650
- Contributions and grants received
- $165,150
- Grants paid
- $20,022
- Program service revenue
- $0
- Investment income
- -$104,172
- Other revenue
- $32,960
- Total assets, end of year
- $3,618,293
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,618,293
- Program services expenses (Part IX)
- $181,781
- Management and general expenses
- $104,869
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $181,781
Program services were 63.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$85,980
-
1f · All other contributions, gifts and grants
$79,170
-
3 · Investment income
total $84,758 · excluded $84,758
-
7a · Gross sales of assets other than inventory
securities $1,483,216
-
7b · Less cost or other basis and sales expenses
securities $1,672,146
-
7c · Gain or loss
securities -$188,930
-
7d · Net gain or loss
total -$188,930 · excluded -$188,930
-
11a · Other revenue: SOCIETY AFFAIRS
total $32,960 · related or exempt $32,960
-
11e · Other revenue, total
$32,960
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $15,225 · program services $15,225
-
2 · Grants to domestic individuals
total $4,797 · program services $4,797
-
11g · Fees: other
total $54,867 · management and general $54,867
-
13 · Office expenses
total $20,668 · program services $14,356 · management and general $6,312
-
22 · Depreciation, depletion and amortization
total $11,327 · program services $11,327
-
23 · Insurance
total $15,474 · management and general $15,474
-
24a · Other expenses: SOCIETY MEETINGS
total $41,770 · program services $41,770
-
24b · Other expenses: LABOR
total $41,596 · program services $40,742 · management and general $854
-
24c · Other expenses: OCTAGON HOUSE EXPENSES
total $36,726 · program services $36,726
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $16,240 · management and general $16,240
-
24e · All other expenses
total $27,960 · program services $16,838 · management and general $11,122
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $358,438 · end of year $245,512
-
10a · Land, buildings and equipment: cost or other basis
$635,210
-
10b · Land, buildings and equipment: accumulated depreciation
$162,630
-
10c · Land, buildings and equipment, net
beginning of year $301,230 · end of year $472,580
-
11 · Investments: publicly traded securities
beginning of year $2,588,604 · end of year $2,869,103
-
13 · Investments: program-related
beginning of year $25,450 · end of year $25,450
-
15 · Other assets
beginning of year $5,648 · end of year $5,648
-
27 · Net assets without donor restrictions
beginning of year $1,730,043 · end of year $2,194,663
-
28 · Net assets with donor restrictions
beginning of year $1,549,327 · end of year $1,423,630
Mission and programs · 2023
Mission
THE OBJECTIVES OF THE SOCIETY SHALL BE TO COLLECT AND PRESERVE MANUSCRIPTS, TRADITIONS, RELICS, AND MEMENTOS OF BYGONE DAYS; TO PRESERVE AND RESTORE BUILDINGS CONNECTED WITH THE EARLY HISTORY OF OUR COUNTRY; TO EDUCATE OUR FELLOW CITIZENS AND OURSELVES ABOUT OUR COUNTRY'S HISTORY AND THUS DIFFUSE HELPFUL AND INTELLIGENT INFORMATION CONCERNING THE PAST; TO CREATE A POPULAR INTEREST IN OUR COLONIAL HISTORY; TO STIMULATE A SPIRIT OF TRUE PATRIOTISM.
-
ACTIVITIES ARE DIRECTED TOWARD THE PRESERVATION OF HISTORICAL AND PATRIOTIC SITES. THE STATE SOCIETY IN SAN FRANCISCO, CA HAS THREE COMMITTEES LOCATED IN LA/PASADENA/SANTA BARBARA, SAN DIEGO, AND MONTEREY.
Expenses $181,781 · Grants $20,022
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Marian BlissMARIAN BLISS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Ann Barta CrichtonANN BARTA CRICHTON
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Nancy CoopersmithNANCY COOPERSMITH
SECOND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Mary CollierMARY COLLIER
THIRD VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Julie SarnoJULIE SARNO
FOURTH VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Cydney CramptonCYDNEY CRAMPTON
FIFTH VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Diane VolkDIANE VOLK
RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Marilyn GilmerMARILYN GILMER
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Robin MartinROBIN MARTIN
REGISTRAR
- Total calculated
- $0
- Hours/week
- 10
-
Margot WallMARGOT WALL
HISTORIAN
- Total calculated
- $0
- Hours/week
- 4
-
Holly OchoaHOLLY OCHOA
CORRESPONDING SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Marcia HarringtonMARCIA HARRINGTON
BOARD OF MANAGERS
- Total calculated
- $0
- Hours/week
- 0.2
-
Susan JohnsonSUSAN JOHNSON
BOARD OF MANAGERS
- Total calculated
- $0
- Hours/week
- 0.2
-
Janelle MortonJANELLE MORTON
BOARD OF MANAGERS
- Total calculated
- $0
- Hours/week
- 0.2
-
Sandy ParsonsSANDY PARSONS
BOARD OF MANAGERS
- Total calculated
- $0
- Hours/week
- 0.2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
GENERAL CONTRIBUTIONS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA
501(C)(3) · NATIONAL CHAPTER-HISTORIC PRESERVATION, RESTORATION, AND INTERPRETATION · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510499349301631
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