National Society of Colonial Dames of Am- La

Nonprofit profile at a glance

EIN
726023680
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
New Orleans, LA, USA
Phone
5048973745
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$178,466
Expenses
$179,621
Assets
$809,137
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • MARGARET CHARBONNET (President)

People named in this filing

  • MARGARET CHARBONNET (President)
  • LOUISE RIPLEY (VP NEW ORLEANS)
  • LINDA DOWLING (VP SHREVEPORT)

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

To support, organize, conduct or manage patriotic service activites and historical activities; to support Louisiana house, our headquarters building; to assist in preservation of other historic places, properties and collections, primarily located in Louisiana; and to educate the public and ourselves about our country's history.

What it reported doing in 2024

Educational programs accomplishments:1. The colonial dames of la (nscda of la)annually presents american history awards of $1000 to doctoral students in Louisiana researching any period of american history. 2. This year nscda sent 3 winners of an essay contest, all expenses paid, to a weeks long congressional seminar in Washington dc.support projects that further patriotic causes in the state: 1. The historic flags program is offered to schools, veterans and other organizations and tells the history of the flags that have flown over our country.2. Every year the dames supports the military by visiting, sending cards and buying needed itemes for veterans.3. The american indian medical scholarship program is for students of american indian backround who wish to pursue a career in a medical field and hopefully return to their people to provide medical services. This year $850 was sent to the national nurse fund.

Operating model

Revenue model
Membership-supported. 63% of the money available for current operations came from membership dues.
Distribution model
Hybrid. The nonprofit split its reported program spending across 67% for direct work, 8% for grants, and 25% for affiliated organizations.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. The filing does not identify recipients for some grant dollars and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 53
  • Accountability: 82
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.2%; rating input score 83
  • Program expense ratio: 81.3%; rating input score 81
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 81.8%; rating input score 82; 1st percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 0%; rating input score 0; 19th percentile among comparable filings
  • Major donor itemization: Limited
  • 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: Pass
    • Whistleblower policy: Pass
    • 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: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -0.6%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 4.5; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 5.4% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 2.6% per year; rating input score 100; 36th percentile among comparable filings

Details

  • Where the money goes: 83.2% of revenue deployed · 81.3% of spending went to programs
  • Governance: 24 of 24 board members independent · 4 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $146K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 18 of 20 current checks pass · 2 findings to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 8 filing years from 2017 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 — Transparency & Controls: Grant itemization coverage scored 0/100.
  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.