Form 990 for tax year 2022
Filed by NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA.
Totals
- Total revenue
- $3,767,850
- Total expenses
- $2,744,145
- Contributions and grants received
- $1,407,238
- Grants paid
- $308,041
- Program service revenue
- $872,785
- Investment income
- $1,369,146
- Other revenue
- $118,681
- Total assets, end of year
- $16,061,950
- Total liabilities, end of year
- $779,236
- Net assets or fund balances, end of year
- $15,282,714
- Program services expenses (Part IX)
- $1,397,049
- Management and general expenses
- $1,192,013
- Fundraising expenses
- $155,083
- Program service expenses (Part III)
- $1,397,049
Program services were 50.9% 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.
-
1e · Government grants (contributions)
$20,000
-
1f · All other contributions, gifts and grants
$1,387,238
-
2a · Program service revenue: MEMBERSHIP DUES
total $598,867 · related or exempt $598,867
-
2b · Program service revenue: SPECIAL PROJECT INCOME
total $246,606 · related or exempt $246,606
-
2c · Program service revenue: PROCEEDS FROM DEACCESSION SALES
total $27,312 · related or exempt $27,312
-
3 · Investment income
total $270,447 · excluded $270,447
-
6a · Gross rents
real property $185,465
-
6b · Less rental expenses
real property $66,213
-
6c · Rental income or loss
real property $119,252
-
6d · Net rental income or loss
total $119,252 · related or exempt $119,252
-
7a · Gross sales of assets other than inventory
securities $4,787,628
-
7b · Less cost or other basis and sales expenses
securities $3,688,929
-
7c · Gain or loss
securities $1,098,699
-
7d · Net gain or loss
total $1,098,699 · excluded $1,098,699
-
10a · Gross sales of inventory
$12,082
-
10b · Cost of goods sold
$17,331
-
10c · Net income from sales of inventory
total -$5,249 · related or exempt -$5,249
-
11a · Other revenue: MISCELLANEOUS
total $4,678 · related or exempt $4,678
-
11e · Other revenue, total
$4,678
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $114,381 · program services $114,381
-
2 · Grants to domestic individuals
total $193,660 · program services $193,660
-
5 · Compensation of officers, directors and key employees
total $160,000 · program services $80,000 · management and general $40,000 · fundraising $40,000
-
7 · Other salaries and wages
total $728,523 · program services $322,830 · management and general $387,787 · fundraising $17,906
-
9 · Other employee benefits
total $44,610 · program services $20,225 · management and general $21,478 · fundraising $2,907
-
10 · Payroll taxes
total $70,623 · program services $32,018 · management and general $34,002 · fundraising $4,603
-
11b · Fees: legal
total $7,734 · program services $3,506 · management and general $3,724 · fundraising $504
-
11c · Fees: accounting
total $93,565 · program services $42,419 · management and general $45,048 · fundraising $6,098
-
11f · Fees: investment management
total $46,327 · management and general $46,327
-
11g · Fees: other
total $178,904 · program services $81,110 · management and general $86,134 · fundraising $11,660
-
12 · Advertising and promotion
total $11,193 · program services $5,075 · management and general $5,389 · fundraising $729
-
13 · Office expenses
total $142,135 · program services $64,437 · management and general $68,433 · fundraising $9,265
-
14 · Information technology
total $127,040 · program services $56,173 · management and general $62,418 · fundraising $8,449
-
16 · Occupancy
total $54,370 · program services $24,650 · management and general $26,177 · fundraising $3,543
-
17 · Travel
total $315,995 · program services $143,263 · management and general $152,138 · fundraising $20,594
-
19 · Conferences, conventions and meetings
total $136,953 · program services $62,091 · management and general $65,937 · fundraising $8,925
-
22 · Depreciation, depletion and amortization
total $267,854 · program services $128,416 · management and general $122,814 · fundraising $16,624
-
23 · Insurance
total $24,506 · program services $11,110 · management and general $11,799 · fundraising $1,597
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $21,046 · program services $9,542 · management and general $10,133 · fundraising $1,371
-
24b · Other expenses: TAXES AND LICENSES
total $4,726 · program services $2,143 · management and general $2,275 · fundraising $308
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,668,647 · end of year $523,494
-
2 · Savings and temporary cash investments
beginning of year $890,228 · end of year $167,924
-
3 · Pledges and grants receivable
beginning of year $887,722 · end of year $769,190
-
4 · Accounts receivable
beginning of year $2,555 · end of year $0
-
8 · Inventories for sale or use
beginning of year $30,660 · end of year $17,874
-
9 · Prepaid expenses and deferred charges
beginning of year $109,059 · end of year $67,855
-
10a · Land, buildings and equipment: cost or other basis
$9,460,971
-
10b · Land, buildings and equipment: accumulated depreciation
$4,524,266
-
10c · Land, buildings and equipment, net
beginning of year $3,350,604 · end of year $4,936,705
-
11 · Investments: publicly traded securities
beginning of year $8,976,135 · end of year $9,564,943
-
15 · Other assets
end of year $13,965
-
17 · Accounts payable and accrued expenses
beginning of year $276,097 · end of year $360,818
-
19 · Deferred revenue
beginning of year $774,338 · end of year $404,453
-
25 · Other liabilities
beginning of year $0 · end of year $13,965
-
27 · Net assets without donor restrictions
beginning of year $10,683,515 · end of year $10,052,766
-
28 · Net assets with donor restrictions
beginning of year $4,181,660 · end of year $5,229,948
Mission and programs · 2022
Mission
THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA ACTIVELY PROMOTES OUR NATIONAL HERITAGE THROUGH HISTORIC PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.
Activities or mission (Part I)
PROMOTION OF OUR HERITAGE THROUGH PRESERVATION, PATRIOTIC SERVICE, AND EDUCATIONAL PROJECTS.
-
MUSEUM PROPERTIES PRESERVATION, RESTORATION, AND INTERPRETATION OF HISTORIC SITES THAT OFFER INVALUABLE OPPORTUNITIES TO EXPERIENCE THE RICH VARIETY OF AMERICA'S HERITAGE.
Expenses $1,144,525 · Grants $145,481
-
PATRIOTIC SERVICE PROGRAMS ARE DESIGNED TO PROMOTE RESPONSIBLE CITIZENSHIP AND THE STUDY OF AMERICAN HISTORY WITH PARTICULAR EMPHASIS ON THE FUNDAMENTAL DOCUMENTS, TRADITIONS AND WORKINGS OF OUR COUNTRY AND ITS GOVERNMENT.
Expenses $167,333 · Grants $162,560
-
HISTORICAL ACTIVITIES PROJECTS INCLUDE RESEARCH, PRESERVATION, AND EDUCATIONAL PUBLICATIONS.
Expenses $85,191
As filed on the 2022 return.
Listed in Part VII
-
Mrs Katherine Taylor CammackMRS KATHERINE TAYLOR CAMMACK
PRESIDENT - NSCDA
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Kemp StickneyMRS KEMP STICKNEY
VICE-PRESIDENT, NHQ-DUMBAR
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Caro WilliamsMRS CARO WILLIAMS
VP OF REGION I
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Steven E KellerMRS STEVEN E KELLER
VP OF REGION II
- Total calculated
- $0
- Hours/week
- 5
-
Lisa WhiteLISA WHITE
VP OF REGION III
- Total calculated
- $0
- Hours/week
- 5
-
Ellen Macbeth BoomerELLEN MACBETH BOOMER
VP OF REGION IV
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Mary H MundyMRS MARY H MUNDY
RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Molly CareyMRS MOLLY CAREY
CORRESPONDING SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Robert W HagopianMRS ROBERT W HAGOPIAN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Frances Anne RootFRANCES ANNE ROOT
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Robert GoldsmithMRS ROBERT GOLDSMITH
REGISTRAR
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Sally ConnellyMRS SALLY CONNELLY
HISTORIAN
- Total calculated
- $0
- Hours/week
- 5
-
Mrs William Ayers RobertsMRS WILLIAM AYERS ROBERTS
CHAIR, CODIFICATION COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Sonya Wosley-PaigeSONYA WOSLEY-PAIGE
CHAIR, COMMUNICATIONS-MARKETING
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Genevieve BrownMRS GENEVIEVE BROWN
CHAIR, DEVELOPMENT COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Ms Jayne MiddletonMS JAYNE MIDDLETON
CHAIR, GOVERNANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Jonathan TraceMRS JONATHAN TRACE
CHAIR, GH REGENTS NOMINATING COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Holly HuntMRS HOLLY HUNT
CHAIR, MEMBERSHIP COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Elsie SmithMRS ELSIE SMITH
CHAIR, HISTORICAL ACTIVITIES COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Catherine L CooperMRS CATHERINE L COOPER
CHAIR, MUSEUM ALLIANCE COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Margaret FreemanMRS MARGARET FREEMAN
CHAIR, PATRIOTIC SERVICES COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Steven B WirtsMRS STEVEN B WIRTS
CHAIR, NOMINATING COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Ms Elizabeth Brewster RobinsonMS ELIZABETH BREWSTER ROBINSON
CHAIR, STRATEGIC PLANNING COMMITTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mrs Justin Marshall NicolsonMRS JUSTIN MARSHALL NICOLSON
FIRST REGENT - GUNSTON HALL
- Total calculated
- $0
- Hours/week
- 1
-
Mrs James GoedhartMRS JAMES GOEDHART
SENIOR REPRESENTATIVE - SULGRAVE MANOR
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Chabra JestinMRS CHABRA JESTIN
JUNIOR REPRESENTATIVE - SULGRAVE MANOR
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Peter Raymond Beasley IIMRS PETER RAYMOND BEASLEY II
ARCHIVIST
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Charles Andrew Liles SrMRS CHARLES ANDREW LILES SR
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs James Otey Walker IIIMRS JAMES OTEY WALKER III
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Elizabeth Lee ScottMRS ELIZABETH LEE SCOTT
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mary FieldsMRS MARY FIELDS
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jeffrey Stewart AmlingMRS JEFFREY STEWART AMLING
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Steven Michael LoganMRS STEVEN MICHAEL LOGAN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs A Corkran NimickMRS A CORKRAN NIMICK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Joan WickershamMRS JOAN WICKERSHAM
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Virginia Stuart CobbVIRGINIA STUART COBB
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Hilary GripekovenMRS HILARY GRIPEKOVEN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Marcy MoodyMRS MARCY MOODY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Steven Wayne DuffMRS STEVEN WAYNE DUFF
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Laura ClarkMRS LAURA CLARK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Ruediger SchultzMRS RUEDIGER SCHULTZ
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Susan BettsMRS SUSAN BETTS
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Marian J BlissMRS MARIAN J BLISS
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jane ColonnoMRS JANE COLONNO
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alice HylandALICE HYLAND
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mary Lawshe HendererMRS MARY LAWSHE HENDERER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eleanor Kuhn BoyseELEANOR KUHN BOYSE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Harold Edward GippeMRS HAROLD EDWARD GIPPE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Lyn HuntMRS LYN HUNT
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mark Richard AllenMRS MARK RICHARD ALLEN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Winifred HayesMRS WINIFRED HAYES
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs David Lewis CainMRS DAVID LEWIS CAIN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Lee Dougherty StaakMRS LEE DOUGHERTY STAAK
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jeffrey A ArtzMRS JEFFREY A ARTZ
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Kenneth C FlemingMRS KENNETH C FLEMING
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Hunter Numa CharbonnetMRS HUNTER NUMA CHARBONNET
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Margaret Boyd SchutrumpfMRS MARGARET BOYD SCHUTRUMPF
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mark David GouldMRS MARK DAVID GOULD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Daniel Martin KimballMRS DANIEL MARTIN KIMBALL
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Robert Whittemore BoomerMRS ROBERT WHITTEMORE BOOMER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lois MackinLOIS MACKIN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs William Senton Granberry JrMRS WILLIAM SENTON GRANBERRY JR
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Richard Thomas CrawfordMRS RICHARD THOMAS CRAWFORD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Daniel PradoMRS DANIEL PRADO
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Margerite E H MorrisonMARGERITE E H MORRISON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Elizabeth Longley DonaldMRS ELIZABETH LONGLEY DONALD
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Elizabeth Kinney MooreMS ELIZABETH KINNEY MOORE
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Russell James WalkerMRS RUSSELL JAMES WALKER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Howard Milton Wall JrMRS HOWARD MILTON WALL JR
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Martin A HymanMRS MARTIN A HYMAN
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Angelyn BridgesMRS ANGELYN BRIDGES
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Cardin BradleyCATHERINE CARDIN BRADLEY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Ann HarderMRS ANN HARDER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie HockensmithSTEPHANIE HOCKENSMITH
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth SacksonELIZABETH SACKSON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Todd LightbodyMRS TODD LIGHTBODY
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Richard Lee WilsonMRS RICHARD LEE WILSON
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Joan MeyerBARBARA JOAN MEYER
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Mark Allen KoltiskaMRS MARK ALLEN KOLTISKA
NATIONAL BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol CadouCAROL CADOU
EXEC DIR DUMBARTON HOUSE
- Total calculated
- $160,000
- From this org
- $160,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $160,000
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$50,000
CONTRIBUTION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421639349301377
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