Guilford Battle Chapter National Society Daughters of the American Revolution

Nonprofit profile at a glance

EIN
566060595
IRS 990-EZ coverage
2023–2023
Forms available
Form 990-EZ 2023, Form 990-N 2022
Location
Greensboro, NC, USA
Phone
3363127112
Rating
59
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$87,946
Expenses
$56,608
Assets
$81,344
Liabilities
$11,628

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

13 people listed

People named in this filing

  • Julee Johnson (Director)
  • Linda Branch (Director)
  • Laura Mortensen (Director)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote historic preservation, education, and patriotism

What it reported doing in 2023

The organization holds chapter meetings to provide presentations by local historians, recognize educational accomplishments and patriotic service, and to plan and promote service projects sponsored by the organization.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 61% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 38%; rating input score 38
  • Program expense ratio: 58.2%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 35.6%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 1.44; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 38% of revenue deployed · 58.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $33K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 1 filing year from 2023
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.