Civic Intelligence

National Society of the Daughters of the American Revolution

990PF • Fiscal year 2024 • EIN 75-6035870

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

6389%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,188,374

Up $415,506 (+11%) from 2023

Net Assets

Up

$4,182,664

Up $447,546 (+12%) from 2023

Liabilities

Down

$5,710

Down $32,040 (-85%) from 2023

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$1,007,092

Up $991,572 (+6389%) from 2023

Expenses

Up

$114,088

Up $332 (+0.3%) from 2023

Net Income

Up

$893,004

Up $991,240 (+1009%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2024

Assets$4,188,374
Liabilities$5,710
Net Assets$4,182,664
Open 2024 Filing

Operations Trend

Revenue Growth100th 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

2024

Revenue$1,007,092
Expenses$114,088
Net Income$893,004
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

See attached Schedule O

Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANN TIGERTRegent-$0--
BECKY WEAVERSecretary-$0--
GINA HENDERSONVice Regent-$0--
NATHA TAYLORTreasurer-$0--
ELIZABETH ZUCKERVice Regent-$0--
RANDI VERETTRegistrar-$0--
SUZANNE SELLERSChaplain-$0--
MARIANNE LECLERCHistorian-$0--
VAN BEAUDUYSecretary-$0--
LAURIE VEGALibrarian-$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
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Raw XML AppendixShowing 400 of 481 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1893189
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0870780
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0893004
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0445458
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04628122
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03735118
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04182664
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0187619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0187619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0187619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0201129
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013510
IRS990PF/DistributableAmountGrp/TotalTaxAmt013510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0756
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013510
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt014266
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IRS990PF/FMVAssetsEOYAmt04188374
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03662216
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04188374
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt037750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05710
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03772868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04188374
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03735118
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IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040074
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04008690
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061257
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035063
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0201129
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04022570
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04083827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
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/PersonNm2GINA HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NATHA TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH ZUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RANDI VERETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SUZANNE SELLERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARIANNE LECLERC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8VAN BEAUDUY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9LAURIE VEGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0REGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12FORT CAVAZOS ARMY FISHER HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13VA NORTH TEXAS HEALTH CARE SYSTEM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15USO DFW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34900 S LANCASTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44316 ABRAMS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52299 OLAD BACONE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 116691
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92201 LONG PRAIRIE RD SUITE 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10254 RANCH TRAIL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142023 LUCAS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152141 S INTERNATIONAL PARKWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9FLOWER MOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10ROCKWALL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375216

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,188,374
Liabilities
$5,710
Net assets
$4,182,664
Revenue
$1,007,092
Expenses
$114,088
Net income
$893,004
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