Civic Intelligence

National Society of the Daughters of the American Revolution

990PF • Fiscal year 2023 • EIN 75-6035870

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 01, 2025

Organization Profiletexasdar.org/chapters/GeneralLeviCasey
6720 Inverness LaneDallas, TX 75214

(214) 503-6052

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

2.43x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-633%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,772,868

Up $497,663 (+15%) from 2022

Net Assets

Up

$3,735,118

Up $459,913 (+14%) from 2022

Liabilities

Up

$37,750

Up $37,750 from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Down

$15,520

Down $40,001 (-72%) from 2022

Expenses

Down

$113,756

Down $64,896 (-36%) from 2022

Net Income

Up

-$98,236

Up $24,895 (+20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,306,620Liabilities 2011: $0Net Assets 2011: $2,306,6202011Assets 2012: $2,388,709Liabilities 2012: $0Net Assets 2012: $2,388,7092012Assets 2013: $2,410,511Liabilities 2013: $0Net Assets 2013: $2,410,5112013Assets 2014: $2,603,843Liabilities 2014: $15Net Assets 2014: $2,603,8282014Assets 2015: $2,583,546Liabilities 2015: $20Net Assets 2015: $2,583,5262015Assets 2016: $2,611,481Liabilities 2016: $0Net Assets 2016: $2,611,4812016Assets 2017: $2,662,032Liabilities 2017: $0Net Assets 2017: $2,662,0322017Assets 2018: $2,737,731Liabilities 2018: $0Net Assets 2018: $2,737,7312018Assets 2019: $2,748,208Liabilities 2019: $0Net Assets 2019: $2,748,2082019Assets 2020: $3,654,263Liabilities 2020: $0Net Assets 2020: $3,654,2632020Assets 2021: $4,015,265Liabilities 2021: $0Net Assets 2021: $4,015,2652021Assets 2022: $3,275,205Liabilities 2022: $0Net Assets 2022: $3,275,2052022Assets 2023: $3,772,868Liabilities 2023: $37,750Net Assets 2023: $3,735,1182023Assets 2024: $4,188,374Liabilities 2024: $5,710Net Assets 2024: $4,182,6642024

Highlighted filing

2023

Assets$3,772,868
Liabilities$37,750
Net Assets$3,735,118
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $219,230Expenses 2011: $82,128Net Income 2011: $137,1022011Revenue 2012: $184,310Expenses 2012: $102,221Net Income 2012: $82,0892012Revenue 2013: $143,374Expenses 2013: $121,572Net Income 2013: $21,8022013Revenue 2014: $314,272Expenses 2014: $121,099Net Income 2014: $193,1732014Revenue 2015: $95,917Expenses 2015: $116,217Net Income 2015: -$20,3002015Revenue 2016: $153,062Expenses 2016: $125,109Net Income 2016: $27,9532016Revenue 2017: $178,832Expenses 2017: $128,281Net Income 2017: $50,5512017Revenue 2018: $201,887Expenses 2018: $126,188Net Income 2018: $75,6992018Revenue 2019: $146,042Expenses 2019: $135,565Net Income 2019: $10,4772019Revenue 2020: $112,663Expenses 2020: $133,040Net Income 2020: -$20,3772020Revenue 2021: $163,888Expenses 2021: $139,921Net Income 2021: $23,9672021Revenue 2022: $55,521Expenses 2022: $178,652Net Income 2022: -$123,1312022Revenue 2023: $15,520Expenses 2023: $113,756Net Income 2023: -$98,2362023Revenue 2024: $1,007,092Expenses 2024: $114,088Net Income 2024: $893,0042024

Highlighted filing

2023

Revenue$15,520
Expenses$113,756
Net Income-$98,236
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 1, 2025
Return Version
2023v6.0
Mission and Program Overview

Mission

See attached Schedule O

Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANN TIGERTRegent-$0--
BECKY WEAVERCorresponding Secretary-$0--
JUDY BERGSTROMVice Regent-$0--
SARAH FRYTreasurer-$0--
ELIZABETH ZUCKERVice Regent-$0--
RANDI VERETTRegistrar-$0--
NATHA TAYLORChaplain-$0--
GINA HENDERSONHistorian-$0--
MARIANNE LECLERCSecretary-$0--
VAN BEAUDUYLibrarian-$0--
Filing and Contact Details

Filer

Filer Name
General Levi Casey Chapter Dar
EIN
75-6035870
In Care Of
% NATHA TAYLOR
Phone
2145036052
Address
6720 INVERNESS LANE, DALLAS, TX 75214

Signing Officer

Name
Natha Taylor
Title
Treasurer
Phone
2145036052
Signed
2025-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Phone
2147060840
Raw XML AppendixShowing 400 of 478 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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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt02706
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-66343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0172772
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-68975
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98236
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0558149
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03735118
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03275205
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03735118
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0170992
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170992
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170992
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171757
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0765
IRS990PF/DistributableAmountGrp/TotalTaxAmt0765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0765
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0765
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0811
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03772868
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IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt035063
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03275205
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IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03487457
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03405706
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052312
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035063
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171757
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03435145
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03487457
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIANN TIGERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BECKY WEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDY BERGSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH FRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH ZUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RANDI VERETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6NATHA TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7GINA HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MARIANNE LECLERC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9VAN BEAUDUY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0REGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CORRESPONDING SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE REGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE REGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5REGISTRAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6CHAPLAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7HISTORIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9LIBRARIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06720 INVERNESS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16720 INVERNESS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26720 INVERNESS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36720 INVERNESS LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14VA NORTH TEXAS HEALTH SYSTEM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 MOUNTAIN CREEK PARKWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152023 LUCAS DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt176720 INVERNESS LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078711

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,772,868
Liabilities
$37,750
Net assets
$3,735,118
Revenue
$15,520
Expenses
$113,756
Net income
-$98,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.01$4.18$1.01$0.11$0.89
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.04$3.74$0.02$0.11$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.06$0.18$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.00$4.02$0.16$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.11$0.13$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.15$0.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.20$0.13$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.18$0.13$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.15$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.10$0.12$0.02
2014Summary only. Only limited summary data is available for this year.$2.60$0.00$2.60$0.31$0.12$0.19
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$0.18$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$2.31$0.22$0.08$0.14