The National Society of the Colonial Dames of America in The

Nonprofit profile at a glance

EIN
591218883
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Jacksonville, FL, USA
Phone
9043965124
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$777,657
Expenses
$723,005
Assets
$5,833,646
Liabilities
$7,856

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

Leadership & pay

14 people listed

Executive titles in this filing

  • MRS HAYES HICKMAN HOWARD (PRESIDENT)

People named in this filing

  • MRS THOMAS MANNING BLISS (MANAGER)
  • MRS GREGORY JOHN CRADDOCK (MANAGER)
  • MRS W ROBINSON FRAZIER (MANAGER)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization promotes an appreciation of our national heritage through historic preservation, patriotic service and educational projects. It maintains, restores and operates the ximenez-fatio house museum in st. Augustine, Florida, participates in naturalization ceremonies and sponsors a colonial era historic actor who brings history to life for over 1,000 4th grade children in northeast Florida.

What it reported doing in 2025

The organization promotes an apreciation of our national heritage through historic preservation, patriotic service and educational projects. It maintains, restores and operates the ximenez-fatio house museum in st. Augustine, Florida, participates in naturalization ceremonies and sponsors a colonial era historic actor who brings history to life for over 1,000 4th grade school children in northeast Florida.

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 100% 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 most voting board members are independent. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 68
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.9%; rating input score 63
  • Program expense ratio: 62.4%; rating input score 62
  • Fundraising efficiency: $8.68 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: 7%; rating input score 50; 50th percentile among comparable filings
  • Total-asset coverage ratio: 8.07; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 72; 72nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: -2% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: -0.1% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 62.9% of revenue deployed · 62.4% of spending went to programs
  • Governance: 13 of 13 board members independent · 5 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $451K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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: Fundraising efficiency scored 30/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Operating margin scored 50/100.