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← COLONIAL DAMES OF AMERICA

Form 990 for tax year 2024

Filed by COLONIAL DAMES OF AMERICA.

Totals

Total revenue
$1,670,795
Total expenses
$949,368
Contributions and grants received
$292,243
Grants paid
$16,000
Program service revenue
$73,738
Investment income
$1,355,630
Other revenue
-$50,816
Total assets, end of year
$8,486,622
Total liabilities, end of year
$106,302
Net assets or fund balances, end of year
$8,380,320
Program services expenses (Part IX)
$568,644
Management and general expenses
$350,242
Fundraising expenses
$30,482
Program service expenses (Part III)
$568,644

Program services were 59.9% 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

    $120,245

  • 1c · Fundraising events

    $67,622

  • 1f · All other contributions, gifts and grants

    $104,376

  • 2a · Program service revenue: MEETINGS AND FUNCTIONS

    total $26,433 · related or exempt $26,433

  • 2b · Program service revenue: MUSEUM ADMISSIONS, TOURS AND GIFT

    total $19,636 · related or exempt $19,636

  • 2c · Program service revenue: CLAIMS

    total $15,000 · related or exempt $15,000

  • 2d · Program service revenue: EDUCATIONAL PROGRAMS

    total $12,669 · related or exempt $12,669

  • 3 · Investment income

    total $126,753 · excluded $126,753

  • 7a · Gross sales of assets other than inventory

    securities $7,807,370

  • 7b · Less cost or other basis and sales expenses

    securities $6,578,493

  • 7c · Gain or loss

    securities $1,228,877

  • 7d · Net gain or loss

    total $1,228,877 · excluded $1,228,877

  • 8a · Fundraising events: gross income

    $5,000

  • 8a · Fundraising events: contributions included on line 1c

    $67,622

  • 8b · Fundraising events: direct expenses

    $43,025

  • 8c · Net income from fundraising events

    total -$38,025 · excluded -$38,025

  • 10a · Gross sales of inventory

    $44,480

  • 10b · Cost of goods sold

    $58,356

  • 10c · Net income from sales of inventory

    total -$13,876 · excluded -$13,876

  • 11a · Other revenue: OTHER

    total $1,085 · related or exempt $1,085

  • 11e · Other revenue, total

    $1,085

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,000 · program services $16,000

  • 5 · Compensation of officers, directors and key employees

    total $142,144 · program services $74,256 · management and general $59,403 · fundraising $8,485

  • 7 · Other salaries and wages

    total $226,582 · program services $118,368 · management and general $94,689 · fundraising $13,525

  • 8 · Pension plan contributions

    total $4,062 · program services $2,122 · management and general $1,698 · fundraising $242

  • 9 · Other employee benefits

    total $40,509 · program services $21,162 · management and general $16,929 · fundraising $2,418

  • 10 · Payroll taxes

    total $27,560 · program services $14,397 · management and general $11,518 · fundraising $1,645

  • 11b · Fees: legal

    total $1,608 · program services $1,238 · management and general $370

  • 11c · Fees: accounting

    total $71,772 · program services $55,256 · management and general $16,516

  • 11f · Fees: investment management

    total $57,053 · management and general $57,053

  • 11g · Fees: other

    total $76,505 · program services $58,899 · management and general $17,606

  • 12 · Advertising and promotion

    total $3,581 · program services $2,496 · fundraising $1,085

  • 13 · Office expenses

    total $39,634 · program services $29,003 · management and general $7,549 · fundraising $3,082

  • 14 · Information technology

    total $2,250 · program services $1,300 · management and general $950

  • 16 · Occupancy

    total $63,909 · program services $49,396 · management and general $14,513

  • 17 · Travel

    total $5,462 · program services $5,462

  • 22 · Depreciation, depletion and amortization

    total $65,603 · program services $32,871 · management and general $32,732

  • 23 · Insurance

    total $30,962 · program services $15,156 · management and general $15,806

  • 24a · Other expenses: PROGRAM AND EVENTS

    total $52,175 · program services $52,175

  • 24b · Other expenses: CHAPTER EXPENSES

    total $12,682 · program services $11,783 · management and general $899

  • 24c · Other expenses: OTHER

    total $7,050 · program services $7,050

  • 24d · Other expenses: FOREIGN TAX WITHHOLDING

    total $1,874 · management and general $1,874

  • 24e · All other expenses

    total $391 · program services $254 · management and general $137

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,779 · end of year $1,980

  • 2 · Savings and temporary cash investments

    beginning of year $258,209 · end of year $110,777

  • 4 · Accounts receivable

    beginning of year $28,432 · end of year $19,741

  • 8 · Inventories for sale or use

    beginning of year $24,928 · end of year $13,024

  • 9 · Prepaid expenses and deferred charges

    beginning of year $185,564 · end of year $175,182

  • 10a · Land, buildings and equipment: cost or other basis

    $4,385,770

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,589,118

  • 10c · Land, buildings and equipment, net

    beginning of year $1,820,446 · end of year $1,796,652

  • 11 · Investments: publicly traded securities

    beginning of year $6,764,149 · end of year $6,369,266

  • 17 · Accounts payable and accrued expenses

    beginning of year $104,269 · end of year $57,244

  • 19 · Deferred revenue

    beginning of year $48,395 · end of year $49,058

  • 27 · Net assets without donor restrictions

    beginning of year $7,533,258 · end of year $7,003,712

  • 28 · Net assets with donor restrictions

    beginning of year $1,399,585 · end of year $1,376,608

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

TO MAINTAIN A HEADQUARTERS AS WELL AS A MUSEUM OPEN TO THE PUBLIC FOR EDUCATIONAL PURPOSES.

  • THE COLONIAL DAMES OF AMERICA MAINTAINS THE MOUNT VERNON HOTEL MUSEUM AND GARDEN, A HISTORICAL MUSEUM IN NEW YORK CITY. THE MUSEUM IS A HISTORICAL HOUSE MUSEUM WHICH OFFERS TOURS.

    Expenses $328,694 · Revenue $10,009

  • CDA PROGRAMS INCLUES ACIVITIES RELATED TO GENEALOGY, LIBRARY, ARCIVES, LECTURES, MEETINGS, HISTORICAL COMMEMORATIONS, BOOK AWARDS, AND HISTORIC PRESERVATION PROJECTS.

    Expenses $224,937 · Grants $1,000 · Revenue $38,335

  • THE CDA SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO INSTITUTIONS FOR STUDENT FELLOWSHIPS, HISTORY EDUCATION INITIATIVES, ARCHAEOLOGICAL STUDIES, AND HISTORIC PRESERVATION PROJECTS.

    Expenses $15,013 · Grants $15,000 · Revenue $26,479

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laurie Aldinger

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Anna Rich

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Ellen Tozer

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Evelyn Chapman Aucoin

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Sandra Pearl

    CORRESPONDING SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Rachel Tribble

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Linda Aguirre

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jennifer Wallace Dobbs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Anne Farley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Ashley Ganz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Sharon Hare

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Angela Masand

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Laura Ramsay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Lauren Rose

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Vicki Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Nicole Sholet

    EXECUTIVE DIRECTOR

    Total calculated
    $143,710
    From this org
    $125,094
    From related orgs
    $0
    Other
    $18,616
    Hours/week
    40

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
3 February 2026
IRS schema version
2024v5.5
Source object
202640379349301334

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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