Daughters of the British Empire in Northern California
Nonprofit profile at a glance
- EIN
- 943087294
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Elk Grove, CA, USA
- Rating
- 40
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $17,427
- Expenses
- $18,727
- Assets
- $2,880
- Liabilities
- $19,391
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Edith Caponigro (State President)
- Wendy Richards (Co-President)
People named in this filing
- Edith Caponigro (State President)
- Wendy Richards (Co-President)
- Lisa Williams (First VP)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Fundraising activities that allows us to donate all funds raised annually to 501c3 charities
What it reported doing in 2024
DBE John McLarens Roses of Britain Chapter - funds from Scottish Games Tea Room to donate to local charities
Operating model
- Revenue model
- Other-operating. 69% of the money available for current operations came from other operating revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 9
- Transparency & Controls: 82
- Sustainability: 26
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 14.5%; rating input score 15
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.5%; rating input score 33; 33rd percentile among comparable filings
- Total-asset coverage ratio: 0.15; rating input score 14; 14th percentile among comparable filings
- Liabilities to assets ratio: 6.73; rating input score 1; 1st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -7.6% per year; rating input score 0; 28th percentile among comparable filings
- Asset growth: 8.6% per year; rating input score 100; 69th percentile among comparable filings
Details
- Where the money goes: 14.5% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 5 filed program accomplishments
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 15/100.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 33/100.
- High — Sustainability: Total-asset coverage ratio scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 1/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.