National Society Daughters of the Union 1861-1865 Inc

Nonprofit profile at a glance

EIN
356072032
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Cookeville, TN, USA
Phone
9709468480
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$69,177
Expenses
$65,012
Assets
$176,492
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • Susan Petres (President General)
  • Janice Bolinger (First Vice President General)
  • Jan Price (Second Vice President General)

People named in this filing

  • Susan Petres (President General)
  • Janice Bolinger (First Vice President General)
  • Jan Price (Second 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-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Honor the memory of the men and women who contributed toward the preservation of the Union during the Civil War, extending over the years 1861- 1865, foster a spirit of patriotism, loyalty and love of country, uphold the honor of the Flag of the United States of America and give financial aid to Lincoln Memorial University, Harrogate, Tennessee.

What it reported doing in 2025

The National Society Daughters of the Union 1861-1865 fosters a spirit of patriotism, loyalty and love of country and strives to uphold the honor of the Flag of the United States of America by donating to various patriotic organizations with monies received from members participating in donation drives and provides JROTC medals and veteran recognition pins to various recipients across the United States. Donations of $6,001 were made to Wreaths Across America for placement of 443 wreaths at Andersonville National Cemetery. A supply of grave markers was purchased for placement on the graves of Civil War soldiers. A donation of $7,000 was made to the Coolidge Medal of Honor Center for the refurbishment of a Civil War MOH and construction of a special display case.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. 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: 27
  • Transparency & Controls: 100
  • Sustainability: 61
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.2%; rating input score 26
  • Program expense ratio: 27.9%; rating input score 28

Transparency & Controls

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

Sustainability

  • Operating margin: 6%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 2.71; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13.1% per year; rating input score 0; 25th percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 26.2% of revenue deployed · 27.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $18K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • 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 26/100.
  • High — Financial Efficiency: Program expense ratio scored 28/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.