Skip to content
Nonprofiteer
← COLONIAL DAMES OF AMERICA

Form 990 for tax year 2022

Filed by COLONIAL DAMES OF AMERICA.

Totals

Total revenue
$731,247
Total expenses
$902,420
Contributions and grants received
$352,506
Grants paid
$21,600
Program service revenue
$81,632
Investment income
$280,405
Other revenue
$16,704
Total assets, end of year
$8,542,310
Total liabilities, end of year
$126,624
Net assets or fund balances, end of year
$8,415,686
Program services expenses (Part IX)
$600,939
Management and general expenses
$288,674
Fundraising expenses
$12,807
Program service expenses (Part III)
$600,939

Program services were 66.6% 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

    $137,237

  • 1c · Fundraising events

    $42,775

  • 1e · Government grants (contributions)

    $37,600

  • 1f · All other contributions, gifts and grants

    $134,894

  • 2a · Program service revenue: MEETINGS AND FUNCTIONS

    total $57,575 · related or exempt $57,575

  • 2b · Program service revenue: CLAIMS

    total $22,700 · related or exempt $22,700

  • 2c · Program service revenue: EDUCATIONAL PROGRAMS

    total $1,357 · related or exempt $1,357

  • 3 · Investment income

    total $172,323 · excluded $172,323

  • 6a · Gross rents

    real property $8,135

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $8,135

  • 6d · Net rental income or loss

    total $8,135 · excluded $8,135

  • 7a · Gross sales of assets other than inventory

    securities $1,763,492

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

    securities $1,655,410

  • 7c · Gain or loss

    securities $108,082

  • 7d · Net gain or loss

    total $108,082 · excluded $108,082

  • 8a · Fundraising events: gross income

    $0

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

    $42,775

  • 8b · Fundraising events: direct expenses

    $19

  • 8c · Net income from fundraising events

    total -$19 · excluded -$19

  • 10a · Gross sales of inventory

    $15,819

  • 10b · Cost of goods sold

    $8,181

  • 10c · Net income from sales of inventory

    total $7,638 · excluded $7,638

  • 11a · Other revenue: OTHER

    total $950 · related or exempt $950

  • 11e · Other revenue, total

    $950

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $21,600 · program services $21,600

  • 5 · Compensation of officers, directors and key employees

    total $212,030 · program services $112,627 · management and general $94,599 · fundraising $4,804

  • 7 · Other salaries and wages

    total $113,471 · program services $62,852 · management and general $48,172 · fundraising $2,447

  • 9 · Other employee benefits

    total $18,139 · program services $9,635 · management and general $8,093 · fundraising $411

  • 10 · Payroll taxes

    total $23,897 · program services $12,694 · management and general $10,662 · fundraising $541

  • 11b · Fees: legal

    total $14,324 · program services $10,520 · management and general $3,629 · fundraising $175

  • 11c · Fees: accounting

    total $76,618 · program services $56,273 · management and general $19,409 · fundraising $936

  • 11f · Fees: investment management

    total $59,846 · management and general $59,846

  • 11g · Fees: other

    total $56,425 · program services $41,443 · management and general $14,293 · fundraising $689

  • 12 · Advertising and promotion

    total $594 · program services $594

  • 13 · Office expenses

    total $27,006 · program services $17,018 · management and general $7,184 · fundraising $2,804

  • 14 · Information technology

    total $892 · program services $682 · management and general $210

  • 16 · Occupancy

    total $103,271 · program services $89,860 · management and general $13,411

  • 17 · Travel

    total $2,462 · program services $1,302 · management and general $1,160

  • 22 · Depreciation, depletion and amortization

    total $56,017 · program services $56,017

  • 23 · Insurance

    total $30,283 · program services $24,836 · management and general $5,447

  • 24a · Other expenses: PROGRAM AND EVENTS

    total $70,991 · program services $70,991

  • 24b · Other expenses: CHAPTER EXPENSES

    total $7,373 · program services $7,373

  • 24c · Other expenses: COLLECTION

    total $2,945 · program services $2,945

  • 24d · Other expenses: FOREIGN TAX WITHHOLDING

    total $2,559 · management and general $2,559

  • 24e · All other expenses

    total $1,677 · program services $1,677

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,386 · end of year $3,119

  • 2 · Savings and temporary cash investments

    beginning of year $330,188 · end of year $320,206

  • 4 · Accounts receivable

    beginning of year $17,144 · end of year $23,766

  • 8 · Inventories for sale or use

    beginning of year $16,292 · end of year $15,167

  • 9 · Prepaid expenses and deferred charges

    beginning of year $176,854 · end of year $175,200

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

    $4,227,360

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

    $2,464,031

  • 10c · Land, buildings and equipment, net

    beginning of year $1,765,246 · end of year $1,763,329

  • 11 · Investments: publicly traded securities

    beginning of year $7,164,110 · end of year $6,241,523

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,035 · end of year $82,314

  • 19 · Deferred revenue

    beginning of year $43,765 · end of year $44,310

  • 27 · Net assets without donor restrictions

    beginning of year $7,928,048 · end of year $6,989,155

  • 28 · Net assets with donor restrictions

    beginning of year $1,448,372 · end of year $1,426,531

Mission and programs · 2022

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.

  • CDA PROGRAMS: INCLUDES ACTIVITIES RELATED TO GENEALOGY, LIBRARY, AND ARCHIVES, LECTURES AND MEETINGS.

    Expenses $309,514 · Revenue $80,275

  • MUSEUM PROGRAMS AND ACTIVITIES: 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, PUBLIC AND EDUCATIONAL PROGRAMS DURING THE YEAR. THE MUSEUM WAS CLOSED DURING FISCAL YEAR DUE TO COVID-19.

    Expenses $269,823 · Revenue $1,357

  • SCHOLARSHIP PROGRAMS: PROVIDES SCHOLARSHIPS TO STUDENTS ENGAGED IN THE STUDY OF AMERICAN HISTORY.

    Expenses $21,602 · Grants $21,600

  • Revenue $950

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rebecca Howard Madsen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Margaret Bryant Karsner Ivancevich

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Kathi Lene Hobbs Chulick

    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

  • Laurie Aldinger

    RECORDING SECRETARY

    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

  • Anna Rich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Jocelyn Lance

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Robin Dougherty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Sharon Hare

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Ellen Tozer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Dianne Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Lauren Rose

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Deborah McWilliams

    EXECUTIVE DIRECTOR THRU JAN. 2023

    Total calculated
    $124,820
    From this org
    $101,882
    From related orgs
    $0
    Other
    $22,938
    Hours/week
    40

  • Nicole Sholet

    EXECUTIVE DIRECTOR

    Total calculated
    $82,810
    From this org
    $65,984
    From related orgs
    $0
    Other
    $16,826
    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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 February 2024
IRS schema version
2022v5.0
Source object
202410459349301531

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

The source document this was parsed from is served over the API, which is where bulk and document access live.