Civic Intelligence

National Society of the Daughters of the American Revolution

990 • Fiscal year 2021 • EIN 74-6068660

Jun 01, 2020 to May 31, 2021 • Filed on Oct 07, 2021

Organization ProfileN/A
3234 Chippers CrossingMontgomery, TX 77356-5446

(936) 449-1342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.01x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.10x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

27th percentile

-0.4%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

35th percentile

2.3%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

55%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$986,129

Up $22,262 (+2.3%) from 2020

Net Assets

Up

$974,589

Up $22,004 (+2.3%) from 2020

Liabilities

Up

$11,540

Up $258 (+2.3%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin27th percentile

Revenue

Up

$119,013

Up $42,016 (+55%) from 2020

Expenses

Up

$119,511

Up $27,720 (+30%) from 2020

Net Income

Up

-$498

Up $14,296 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $578,081Net Assets 2010: $578,0812010Assets 2011: $577,296Liabilities 2011: $0Net Assets 2011: $577,2962011Assets 2012: $573,115Liabilities 2012: $0Net Assets 2012: $573,1152012Assets 2018: $1,047,780Liabilities 2018: $0Net Assets 2018: $1,047,7802018Assets 2020: $963,867Liabilities 2020: $11,282Net Assets 2020: $952,5852020Assets 2021: $986,129Liabilities 2021: $11,540Net Assets 2021: $974,5892021Assets 2022: $992,030Liabilities 2022: $9,063Net Assets 2022: $982,9672022Assets 2023: $1,001,990Liabilities 2023: $10,138Net Assets 2023: $991,8522023Assets 2024: $1,593,224Liabilities 2024: $0Net Assets 2024: $1,593,2242024Assets 2025: $1,582,947Liabilities 2025: $0Net Assets 2025: $1,582,9472025

Highlighted filing

2021

Assets$986,129
Liabilities$11,540
Net Assets$974,589
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $89,031Expenses 2010: $82,146Net Income 2010: $6,8852010Revenue 2011: $85,403Expenses 2011: $86,188Net Income 2011: -$7852011Expenses 2012: $96,6652012Revenue 2018: $106,695Expenses 2018: $103,973Net Income 2018: $2,7222018Revenue 2020: $76,997Expenses 2020: $91,791Net Income 2020: -$14,7942020Revenue 2021: $119,013Expenses 2021: $119,511Net Income 2021: -$4982021Revenue 2022: $116,508Expenses 2022: $109,874Net Income 2022: $6,6342022Revenue 2023: $100,951Expenses 2023: $84,389Net Income 2023: $16,5622023Revenue 2024: $108,880Expenses 2024: $113,636Net Income 2024: -$4,7562024Revenue 2025: $106,295Expenses 2025: $119,188Net Income 2025: -$12,8932025

Highlighted filing

2021

Revenue$119,013
Expenses$119,511
Net Income-$498
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$119,013
Mission and Program Overview

Mission

A patriotic genealogy society supporting historic preservation, veterans, and education.

A patriotic genealogy society supporting historic preservation,veterans, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$932,572$943,498▲ $10,926
Cash and Non-Interest-Bearing Accounts$20,594$31,929▲ $11,335
Savings and Temporary Cash Investments$10,701$10,702▲ $1
Total Assets$963,867$986,129▲ $22,262
Liabilities
Accounts Payable and Accrued Expenses$11,282$11,540▲ $258
Total Liabilities$11,282$11,540▲ $258
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$952,585$974,589▲ $22,004
Total Net Assets Fund Balance$952,585$974,589▲ $22,004
Total Liabilities and Net Assets / Fund Balance$963,867$986,129▲ $22,262
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Julia PurtillChaplain
Pat HerronCorresponding Secretary
Anthony StartzCounselor
Dean BybeeCounselor
Janie PriceCounselor
Ellen DavisCurator
Jessica MccrearyExecutive Secretary
Mary BarrowFirst Vice-regent
Kim KressenbergHistorian
Christine HerronLibrarian
Amy DentonRecording Secretary
Ruth Ann HaneyRegent
Mara WilsonRegistrar
Stacy MangumSecond Vice-regent
Cheryl B KippTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,797
Program Service Revenue
$0
Investment Income
$25,350
Other Revenue
$36,866
All Other Contributions
$11,403
Change in Net Assets
$-498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$22,262$0$0$22,262
Fees for Service Investment Mgmnt Fees$7,705$0$0$7,705
Other Expenses$6,825$0$0$6,825
Insurance$633$0$0$633
Fees for Services Accounting$525$0$0$525
Total Functional Expenses$119,511$0$0$119,511
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lady Washington Chapter
EIN
74-6068660
Phone
9364491342
Address
3234 CHIPPERS CROSSING, MONTGOMERY, TX 77356-5446

Signing Officer

Name
Cheryl B Kipp
Title
Treasurer
Phone
9364491342
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl B Kipp
Formed
1899
Legal Domicile
TX
Voting Board Members
670
Independent Board Members
0
Employees
0
Volunteers
559

Preparer

Firm
David M Torkelson CPA
Address
21021 SPRINGBROOK PLAZA DR STE 260, SPRING, TX 77379
Preparer
Holly Kessner
Phone
2814443075
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copies of the tax return are available upon request by member of the board”

Form 990, Part III, Line 4D

“The greatest expense was to support the national and 54428. 0. 51312.”

Form 990, Part IX, Line 24E

“Magazine subscriptions 4250. 4250. 0. 0.”

Form 990, Part IX, Line 24E

“Special project expenses 8389. 8389. 0. 0.”

Form 990, Part IX, Line 24E

“Yearbook, postage 4631. 4631. 0. 0.”

Form 990, Part IX, Line 24E

“Other expenses 4992. 4992. 0. 0.”

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23670
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt036866
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHERYL B KIPP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT TO THE TEXAS SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION BY CONTRIBUTING TO SCHOLARSHIPS AT 23 TX UNIVERSITIES; ARMED SERVICE AWARDS AT TX MILITARY BASES; A FIRST LADY OF TEXAS MUSEUM; COLLECTION AT A WOMENS COLLEGE AND OTHER CHARITABLE ENDEAVORS FOR THE GOOD OF THE PUBLIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02063
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01924
IRS990/ProgSrvcAccomActy3Grp/Desc0TO DEBAKEY VA HOSPITAL FOR SUPPORT OF INJURED AND SICK VETERANS, MAGAZINE SUBSCRIPTIONS TO PUBLIC SCHOOLS, CONTRIBUTIONS TO LOCAL SCHOOLS, LIBRARIES AND MUSEUMS FOR DISPLAYS ON CONSTITUTION WEEK, THE AMERICAN FLAG AND OTHER PATRIOTIC THEMES. SUPPORT FOR THE PTSD FACILITY THAT HOUSES VETERANS TO OVERCOME PTSD. A SCHOLARSHIP TO RICE UNIVERSITY AND SUPPORT OF HOMELESS VETERANS. PROVIDED FUNDS FOR 6 STUDENTS TO ATTEND A JOURNALISM WORKSHOP. PROVIDED LOCAL CEMETERY WITH 52 TOMBSTONES AND PAYING TO HAVE THEM PLACED IN WOODLAWN CEMETERY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt024257
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014937
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE GREATEST EXPENSE WAS TO SUPPORT THE NATIONAL AND STATE ORGANIZATIONS. THE NEXT LARGEST EXPENSE WAS TO SUPPORT LOCAL PROGRAMS TO SUPPORT VETERANS AND OTHER ITEMS SUCH AS SCHOLARSHIPS. THE THIRD LARGEST EXPENSE WAS TO SUPPORT CHAPTER EVENTS THROUGHOUT THE HOUSTON AREA.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt054428
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt051312
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-498
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt034451
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010701
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010702
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt056797
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056797
IRS990ScheduleA/Total509Grp/TotalAmt056797
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056797
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE TAX RETURN ARE AVAILABLE UPON REQUEST BY MEMBER OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GREATEST EXPENSE WAS TO SUPPORT THE NATIONAL AND 54428. 0. 51312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MAGAZINE SUBSCRIPTIONS 4250. 4250. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPECIAL PROJECT EXPENSES 8389. 8389. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YEARBOOK, POSTAGE 4631. 4631. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EXPENSES 4992. 4992. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0963867
IRS990/TotalAssetsEOYAmt0986129
IRS990/TotalAssetsGrp/BOYAmt0963867
IRS990/TotalAssetsGrp/EOYAmt0986129
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt056797
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011282
IRS990/TotalLiabilitiesEOYAmt011540
IRS990/TotalLiabilitiesGrp/BOYAmt011282
IRS990/TotalLiabilitiesGrp/EOYAmt011540
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0952585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0974589
IRS990/TotalOtherProgSrvcExpenseAmt054428
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt051312
IRS990/TotalProgramServiceExpensesAmt0119511
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119013
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0559
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0963867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0986129
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03234 CHIPPERS CROSSING
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0773565546
IRS990/VotingMembersGoverningBodyCnt0670
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl B Kipp
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09364491342
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$986,129
Liabilities
$11,540
Net assets
$974,589
Revenue
$119,013
Expenses
$119,511
Net income
-$498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.11$0.12$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.11$0.11$0.00
2023Summary only. Only limited summary data is available for this year.$1.00$0.01$0.99$0.10$0.08$0.02
2022Summary only. Only limited summary data is available for this year.$0.99$0.01$0.98$0.12$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.97$0.12$0.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.01$0.95$0.08$0.09$0.01
2018Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.11$0.10$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.10
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.09$0.09$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.09$0.08$0.01