Civic Intelligence

The National Society of the Colonial

EIN 56-0629334 • 501(c)3 • Wilmington, NC

Profile

To provide for upkeep on the museum houses, to offer scholarships to college students based on academic achievement, and to provide a stimulation of interest in colonial history.

224 Market StreetWilmington, NC 28401

www.ncdames.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.03x

Higher debt load relative to assets than 44% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.16x

Higher debt load relative to revenue than 61% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

6.4%

Higher net margin than 53% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$92,637

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

NTEE A • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

27%

Faster revenue growth than 67% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$4,738,020

Up $462,125 (+11%) from 2023

Liabilities

Up

$157,143

Up $85,737 (+120%) from 2023

Net Assets

Up

$4,580,877

Up $376,388 (+9.0%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Up

$982,179

Up $206,722 (+27%) from 2023

Expenses

Up

$919,020

Up $41,489 (+4.7%) from 2023

Net Income

Up

$63,159

Up $165,233 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $2,304,720Liabilities 2010: $78,056Net Assets 2010: $2,226,6642010Assets 2011: $2,359,110Liabilities 2011: $66,847Net Assets 2011: $2,292,2632011Assets 2012: $2,689,823Liabilities 2012: $83,475Net Assets 2012: $2,606,3482012Assets 2013: $2,920,017Liabilities 2013: $94,330Net Assets 2013: $2,825,6872013Assets 2014: $2,990,231Liabilities 2014: $82,231Net Assets 2014: $2,908,0002014Assets 2015: $2,946,384Liabilities 2015: $104,483Net Assets 2015: $2,841,9012015Assets 2016: $3,138,553Liabilities 2016: $78,987Net Assets 2016: $3,059,5662016Assets 2017: $3,351,435Liabilities 2017: $85,001Net Assets 2017: $3,266,4342017Assets 2018: $3,335,598Liabilities 2018: $99,707Net Assets 2018: $3,235,8912018Assets 2019: $3,733,696Liabilities 2019: $79,013Net Assets 2019: $3,654,6832019Assets 2020: $3,872,060Liabilities 2020: $79,157Net Assets 2020: $3,792,9032020Assets 2021: $4,444,748Liabilities 2021: $73,098Net Assets 2021: $4,371,6502021Assets 2022: $4,182,755Liabilities 2022: $75,954Net Assets 2022: $4,106,8012022Assets 2023: $4,275,895Liabilities 2023: $71,406Net Assets 2023: $4,204,4892023Assets 2024: $4,738,020Liabilities 2024: $157,143Net Assets 2024: $4,580,8772024

Highlighted filing

2024

Assets$4,738,020
Liabilities$157,143
Net Assets$4,580,877
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $378,7592010Expenses 2011: $378,1102011Expenses 2012: $386,5142012Revenue 2013: $420,396Expenses 2013: $426,052Net Income 2013: -$5,6562013Revenue 2014: $492,760Expenses 2014: $505,626Net Income 2014: -$12,8662014Revenue 2015: $477,509Expenses 2015: $491,990Net Income 2015: -$14,4812015Revenue 2016: $606,691Expenses 2016: $499,101Net Income 2016: $107,5902016Revenue 2017: $539,966Expenses 2017: $524,889Net Income 2017: $15,0772017Revenue 2018: $625,121Expenses 2018: $595,956Net Income 2018: $29,1652018Revenue 2019: $808,332Expenses 2019: $678,642Net Income 2019: $129,6902019Revenue 2020: $959,846Expenses 2020: $916,349Net Income 2020: $43,4972020Revenue 2021: $777,503Expenses 2021: $584,116Net Income 2021: $193,3872021Revenue 2022: $625,502Expenses 2022: $660,332Net Income 2022: -$34,8302022Revenue 2023: $775,457Expenses 2023: $877,531Net Income 2023: -$102,0742023Revenue 2024: $982,179Expenses 2024: $919,020Net Income 2024: $63,1592024

Highlighted filing

2024

Revenue$982,179
Expenses$919,020
Net Income$63,159
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,738,020
Liabilities
$157,143
Net assets
$4,580,877
Revenue
$982,179
Expenses
$919,020
Net income
$63,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.16$4.58$0.98$0.92$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.07$4.20$0.78$0.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.08$4.11$0.63$0.66$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.07$4.37$0.78$0.58$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.08$3.79$0.96$0.92$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.08$3.65$0.81$0.68$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.10$3.24$0.63$0.60$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.09$3.27$0.54$0.52$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.08$3.06$0.61$0.50$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.10$2.84$0.48$0.49$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.08$2.91$0.49$0.51$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$0.42$0.43$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.08$2.61$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.07$2.29$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.08$2.23$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$1,004,694
Mission and Program Overview

Mission

To provide for upkeep on the museum houses, to offer scholarships to college students based on academic achievement, and to provide a stimulation of interest in colonial history.

The National Society of the Colonial Dames of America is dedicated to furthering an appreciation of our national heritage through historic preservation, patriotic service and educational projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,741,489$3,006,034▲ $264,545
Cash and Non-Interest-Bearing Accounts$596,709$799,416▲ $202,707
Land, Buildings, and Equipment, Net$752,467$728,687▼ $23,780
Prepaid Expenses and Deferred Charges$14,101$24,191▲ $10,090
Inventories for Sale or Use$2,674$2,674→ $0
Accounts Receivable-$600-
Total Assets$4,275,895$4,738,020▲ $462,125
Other Assets Total$168,455$176,418▲ $7,963
Liabilities
Accounts Payable and Accrued Expenses$71,406$136,537▲ $65,131
Deferred Revenue-$20,606-
Total Liabilities$71,406$157,143▲ $85,737
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,191,254$4,313,104▲ $121,850
Net Assets With Donor Restrictions$13,235$267,773▲ $254,538
Total Net Assets Fund Balance$4,204,489$4,580,877▲ $376,388
Total Liabilities and Net Assets / Fund Balance$4,275,895$4,738,020▲ $462,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,780$238,937$525,717
Land$441,907-$441,907
Equipment$0$51,665$51,665
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
Becky SymonsDirector$92,637$92,637

Board Members and Trustees

NameTitle
Frances Wilson SmythPresident
Holladay Horton BullardPresident Elect
Anne Boone UrquhartVice President
Barbara O'HerronDirector
Caroline DohertyDirector
Helen HoltDirector
Josephine AikenDirector
Linda GrewDirector
MacLean Clinard KluttzDirector
Mary Duane HaleDirector
Mary LongDirector
Melanie ColeyDirector
Molly MasichDirector
Nancy ClementDirector
Pridie AirialDirector
Sally CochranDirector
Su-Su CorbittDirector
Joy AllenExecutive Director
Elizabeth Boney JenkinsAssociate State Registrar
Victoria BordenCorresponding Secretary
Mary Ann MastersCurrent Treasurer
Claudia Roberts BrownRecording Secretary
Martha Crawley GallopRegistrar
Revenue and Support

Revenue Composition

Contributions and Grants
$794,403
Program Service Revenue
$86,463
Investment Income
$36,921
Other Revenue
$64,392
All Other Contributions
$396,958
Change in Net Assets
$63,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$613,385
Salaries, Compensation, and Employee Benefits$305,635
Total Fundraising Expense$7,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$142,223$43,794$4,394$190,411
Current Officers, Directors, Trustees, and Key Employees$69,193$21,307$2,138$92,638
Office Expenses$48,861$21,625$716$71,202
Conferences and Meetings$62,469$1,195-$63,664
Occupancy$57,048--$57,048
Other Expenses$44,237$850-$44,237
Insurance$35,115$3,473-$38,588
All Other Expenses$38,131--$38,131
Depreciation Depletion$23,780--$23,780
Payroll Taxes$16,870$5,195$521$22,586
Fees for Services Accounting-$15,600-$15,600
Advertising$13,984--$13,984
Total Functional Expenses$798,212$113,039$7,769$919,020
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,040
Fundraising Direct Expenses$13,293
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Fundraiser$15,050$3,800$11,814$-8,014
Total Events$54,350$33,040$13,293$19,747
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Members”

Form 990, Part VI, Section A, line 7A

“Each member of the Society may propose and endorse one candidate during onecalendar year.”

Form 990, Part VI, Section B, line 10B

“There are 22 local County Committees within the National Society of the Colonial Dames of America in the State of North Carolina. All local committees adhere to the same constitution and bylaws as the State Society.”

Form 990, Part VI, Section B, line 11B

“A draft copy is provided to the board of directors for review. Finance committee approves the 990 for filing.”

Form 990, Part VI, Section B, line 12C

“Annually members of the Board of Directors are required to sign and disclose any conflicts of interest. If an issue should arise, the individual with the conflict is excluded from any discussion and decision making regarding that conflict of interest situation.”

Form 990, Part VI, Section B, line 15A

“Executive Director's compensation is set by the Governing Board of Managers. Compensation is based on comparative wages for Directors of similar non-profit organizations.”

Form 990, Part VI, Section C, line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The National Society of the Colonial
EIN
56-0629334
Phone
9107638100
Address
224 Market Street, Wilmington, NC 28401
Doing Business As
Dames of America in the State of NC

Signing Officer

Name
Mary Ann Masters
Title
Treasurer
Phone
9107638100
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Allen
Formed
1948
Legal Domicile
Nc
Voting Board Members
24
Independent Board Members
24
Employees
14
Volunteers
24

Preparer

Firm
EARNEY Accountants & Advisors PLLC
Address
700 Military Cutoff Road Suite 250, Wilmington, NC 28405
Preparer
Ryan Skuce CPA
Phone
9102569995
Raw XML AppendixShowing 400 of 577 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The Burgwin-Wright House museum had 17,129 visitors and hosted 10 lectures,11 art shows, 4 craft markets, the annual white elephant sale, 12 night tours, numerous group tours and special tours, and a holiday open house. The museum podcast, broadcasting 16 episodes in 2024, reaching 12,464 listeners in all 50 states and 42 countries around the world.
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IRS990/Form990PartVIISectionAGrp/PersonNm3Becky Symons
IRS990/Form990PartVIISectionAGrp/PersonNm4Barbara O'Herron
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary Long
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary Duane Hale
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IRS990/Form990PartVIISectionAGrp/PersonNm15Martha Crawley Gallop
IRS990/Form990PartVIISectionAGrp/PersonNm16Mary Ann Masters
IRS990/Form990PartVIISectionAGrp/PersonNm17Claudia Roberts Brown
IRS990/Form990PartVIISectionAGrp/PersonNm18Anne Boone Urquhart
IRS990/Form990PartVIISectionAGrp/PersonNm19Victoria Borden
IRS990/Form990PartVIISectionAGrp/PersonNm20Frances Wilson Smyth
IRS990/Form990PartVIISectionAGrp/PersonNm21Helen Holt
IRS990/Form990PartVIISectionAGrp/PersonNm22Molly Masich
IRS990/Form990PartVIISectionAGrp/PersonNm23Joy Allen
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt14Associate State Registrar
IRS990/Form990PartVIISectionAGrp/TitleTxt15Registrar
IRS990/Form990PartVIISectionAGrp/TitleTxt16Current Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt20President
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Executive Director
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IRS990/MissionDesc0TO PROVIDE FOR UPKEEP ON THE MUSEUM HOUSES, TO OFFER SCHOLARSHIPS TO COLLEGE STUDENTS BASED ON ACADEMIC ACHIEVEMENT, AND TO PROVIDE A STIMULATION OF INTEREST IN COLONIAL HISTORY.
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0476050

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