Form 990 for tax year 2023
Filed by NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION.
Totals
- Total revenue
- $419,666
- Total expenses
- $314,894
- Contributions and grants received
- $304,927
- Grants paid
- $57,673
- Program service revenue
- $97,052
- Investment income
- $20,203
- Other revenue
- -$2,516
- Total assets, end of year
- $2,372,128
- Total liabilities, end of year
- $13,487
- Net assets or fund balances, end of year
- $2,358,641
- Program services expenses (Part IX)
- $302,049
- Management and general expenses
- $10,939
- Fundraising expenses
- $1,906
- Program service expenses (Part III)
- $302,049
Program services were 95.9% 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
$176,034
-
1f · All other contributions, gifts and grants
$128,893
-
2a · Program service revenue: DAR PROJECTS-NATL & ST
total $71,856 · related or exempt $71,856
-
2b · Program service revenue: PROGRAM SERV EVENTS
total $25,196 · related or exempt $25,196
-
3 · Investment income
total $20,203 · excluded $20,203
-
10a · Gross sales of inventory
$11,845
-
10b · Cost of goods sold
$15,741
-
10c · Net income from sales of inventory
total -$3,896 · related or exempt -$3,896
-
11a · Other revenue: OTHER INCOME
total $1,380 · related or exempt $1,380
-
11e · Other revenue, total
$1,380
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $57,673 · program services $57,673
-
7 · Other salaries and wages
total $16,122 · program services $14,510 · management and general $1,612
-
10 · Payroll taxes
total $2,028 · program services $1,825 · management and general $203
-
11g · Fees: other
total $4,875 · management and general $4,875
-
12 · Advertising and promotion
total $6,600 · program services $6,600
-
13 · Office expenses
total $4,811 · program services $4,330 · management and general $481
-
16 · Occupancy
total $14,276 · program services $12,848 · management and general $1,428
-
17 · Travel
total $26,952 · program services $26,952
-
19 · Conferences, conventions and meetings
total $135,917 · program services $135,917
-
22 · Depreciation, depletion and amortization
total $10,853 · program services $10,853
-
23 · Insurance
total $4,708 · program services $4,237 · management and general $471
-
24a · Other expenses: SUPPLIES
total $17,797 · program services $15,891 · fundraising $1,906
-
24b · Other expenses: TELECOMMUNICATIONS
total $11,570 · program services $10,413 · management and general $1,157
-
24c · Other expenses: TAXES
total $712 · management and general $712
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $167,728 · end of year $86,596
-
2 · Savings and temporary cash investments
beginning of year $1,582,196 · end of year $1,660,479
-
4 · Accounts receivable
beginning of year $41,158 · end of year $13,512
-
8 · Inventories for sale or use
beginning of year $12,877 · end of year $14,568
-
10a · Land, buildings and equipment: cost or other basis
$843,686
-
10b · Land, buildings and equipment: accumulated depreciation
$346,528
-
10c · Land, buildings and equipment, net
beginning of year $460,778 · end of year $497,158
-
11 · Investments: publicly traded securities
end of year $99,815
-
17 · Accounts payable and accrued expenses
beginning of year $10,563 · end of year $13,487
-
19 · Deferred revenue
beginning of year $864
-
27 · Net assets without donor restrictions
beginning of year $1,673,388 · end of year $1,730,652
-
28 · Net assets with donor restrictions
beginning of year $579,922 · end of year $627,989
Mission and programs · 2023
Mission
TO PROMOTE HISTORIC PRESERVATION, TO SUPPORT EDUCATION, AND TO FOSTER PATRIOTIC ACTIVITIES.
Activities or mission (Part I)
TO PROMOTE HISTORIC PRESERVATION, SUPPORT EDUCATION, AND FOSTER PATRIOTIC ACTIVITIES.
-
NATIONAL SOCIETY PROJECTS AND STATE SOCIETY PROJECTS.PRESERVATION OF STATE HEADQUARTERS HISTORIC BUILDING.EVENTS THAT PROMOTE THE OBJECTIVES OF THE ORGANIZATION & DISSEMINATE INFORMATION TO MEMBERS OF PROJECTS & ACTIVITIES.
Expenses $302,049 · Grants $57,673 · Revenue $94,536
As filed on the 2023 return.
Listed in Part VII
-
Sharon MaasSHARON MAAS
STATE REGENT
- Total calculated
- $0
- Hours/week
- 48
-
Christina RamosCHRISTINA RAMOS
STATE VICE REGENT
- Total calculated
- $0
- Hours/week
- 30
-
Shelly RossiSHELLY ROSSI
STATE CHAPLAIN
- Total calculated
- $0
- Hours/week
- 5
-
Phyllis LynesPHYLLIS LYNES
STATE RECORDING SECRETARY
- Total calculated
- $0
- Hours/week
- 10
-
Kristen Blackburn-KaufmanKRISTEN BLACKBURN-KAUFMAN
STATE CORRESPONDING SECRET
- Total calculated
- $0
- Hours/week
- 10
-
Emily BolingEMILY BOLING
STATE ORGANIZING SECRETARY
- Total calculated
- $0
- Hours/week
- 20
-
Diane DalesDIANE DALES
STATE TREASURER
- Total calculated
- $0
- Hours/week
- 35
-
Lynda McGinnisLYNDA MCGINNIS
STATE REGISTRAR
- Total calculated
- $0
- Hours/week
- 25
-
Julie SwayzeJULIE SWAYZE
STATE HISTORIAN
- Total calculated
- $0
- Hours/week
- 10
-
Lisa RoseLISA ROSE
STATE LIBRARIAN
- Total calculated
- $0
- Hours/week
- 5
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
-
$33,000
GENERAL SUPPORT
-
HONOR FLIGHT BAY AREA FOUNDATION
$21,000
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441349349304964
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