National Society Colonial Dames Xvii Century

Nonprofit profile at a glance

EIN
520743850
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-N 2022
Location
Washington, DC, USA
Phone
2022931700
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$792,624
Expenses
$785,131
Assets
$3,906,327
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • REBECCA EISENMAN (PRESIDENT GENERAL)
  • KAREN LANDERS (1ST VICE PRESIDENT GENERAL)
  • JANET LANGLEY (2ND VICE PRESIDENT GENERAL)
  • FAYE SOBEL (3RD VICE PRESIDENT GENERAL)

People named in this filing

  • REBECCA EISENMAN (PRESIDENT GENERAL)
  • KAREN LANDERS (1ST VICE PRESIDENT GENERAL)
  • JANET LANGLEY (2ND VICE PRESIDENT GENERAL)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preservation of records and historic sites, foster interest in historical colonial research, aid in the education of youth, commemorate the noble and heroic deeds of our ancestors, maintain a library of heraldry, preserve the lineage and coats of arms of our ancestors, develop a library specializing in seventeenth century american colonial data.

What it reported doing in 2024

The society is comprised of 45 state societies and one international society in canada. These state societies are further divided into chapters. Our 8,500 members share a common interest in american history, love of and respect for our nation, and a desire to work together in harmonious fellowship to achieve the important goals of the society. The society maintains national headquarters in a historical building in Washington, d.c. Which includes a museum, a library and a family name file for over 5,000 17th century families. The building is open to members and the public. The society grants scholarships which foster historical education.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 90% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 94
  • Accountability: 82
  • Sustainability: 63
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.5%; rating input score 75
  • Program expense ratio: 76.8%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.9%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 4.98; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -1.6% per year; rating input score 0; 13th percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 3.1% per year; rating input score 100; 30th percentile among comparable filings

Details

  • Where the money goes: 75.5% of revenue deployed · 76.8% of spending went to programs
  • Governance: 13 of 13 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $603K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 39/100.