NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA-STATE OF WISCONSIN Charity Report

Public IRS 990 nonprofit record

NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA-STATE OF WISCONSIN

EIN 39-0494331 · Arts, Culture & Humanities (A800)

What they do

to COLLECT and PRESERVE MANUSCRIPTS, TRADITIONS, RELICS and MEMONTOS of BYGONE DAYS; to PRESERVE and RESTORE BUILDINGS CONNECTD WITH THE EARLY HISTORY of OUR CONTRY, to DIFFUSE HEALTHFUL and INTELLIGENT INFORMATION CONCERNING THE PAST, to CREATE A POPULAR INTEREST IN OUR COLONIAL HISTORY, to STIMULATE A SPIRIT of TRUE PATRIOTISM and A GENUINE LOVE of COUNTRY, and to IMPRESS UPON THE YOUN THE SACRED OBLIGATIONS of HONORING THE MEMORY of THOSE HEROIC ANCESTORS WHOSE ABILITY, VALOR, SUFFERINGS, and ACHIEVEMENTS ARE BEYOND ALL PRAISE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

321.17%of revenue went to mission work74.5% of expenses · Program services

2.18%of revenue went to fundraising0.5% of expenses

$431.11spent for every $100 of revenueSpending was higher than revenue this year.

107.76%of revenue went to management and office costs25.0% of expenses

20.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $121,673 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $40,000 for ADAM NOVEY (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$36,747

Mission workProgram services$118,022321.17% of revenue74.5% of expenses

ManagementOffice and general costs$39,597107.76% of revenue25.0% of expenses

FundraisingAsking for donations$8012.18% of revenue0.5% of expenses

Total expenses$158,420431.11% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.5% mission · 25.0% management · 0.5% fundraisingTotal expenses: 431.11% of revenue

2023Expense mix: 85.5% mission · 13.5% management · 0.9% fundraisingTotal expenses: 55.29% of revenue

2022Expense mix: 85.3% mission · 14.0% management · 0.7% fundraisingTotal expenses: 15.41% of revenue

2021Expense mix: 79.9% mission · 19.3% management · 0.8% fundraisingTotal expenses: 94.99% of revenue

2020Expense mix: 84.4% mission · 14.8% management · 0.8% fundraisingTotal expenses: 61.07% of revenue

2019Expense mix: 84.3% mission · 15.7% management · 0.0% fundraisingTotal expenses: 113.89% of revenue

2018Expense mix: 85.8% mission · 14.2% management · 0.0% fundraisingTotal expenses: 107.48% of revenue

2017Expense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 125.43% of revenue

Money in and money out

Revenue$36,747

Expenses$158,420

Annual shortfall $121,673 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$118,022 · 74.5% of expenses

Management and office costs$39,597 · 25.0% of expenses

Fundraising$801 · 0.5% of expenses

See all reported dollar amounts

Revenue$36,747

Expenses$158,420

Income$280,500

Contributions$7,653

Mission work (program services)$118,022

Fundraising$801

Grants given$14,000

Average grant$7,000

Management and general$39,597

Executive compensation (total)$42,913

Stocks and bonds$1,856,789

Accounting fees$28,740

Investing fees$975

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ADAM NOVEYEXECUTIVE DIRECTOR · 40 hrs/week $40,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

ADAM NOVEYEXECUTIVE DIRECTOR

ANNE VRAVICKREGISTRAR

BARBARA MEYERPRESIDENT AND TREASURER

BARBARA ZAISER1ST VICE PRESIDENT

BEVERLY WEST2ND VICE PRESIDENT

CATHERINE BRESSERDIRECTOR

KATHERINE SHUTKINDIRECTOR

MARGARET HUGHES-MORGANDIRECTOR

MARGARET MEYERRECORDING SECRETARY

MARY CONNELLYDIRECTOR

MARY SPRAGUEDIRECTOR

About this charity

Recognized since: July 1971
Location: 2508 E BELLEVIEW PLACE APT 32, MILWAUKEE, WI 53211
County: Milwaukee
In care of: BARBARA MEYER
Primary officer: BARBARA MEYER, PRESIDENT AND TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(414) 573-4423 Officer phone(414) 962-6332

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990
Tax preparer: REILLY PENNER & BENTON LLP
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites
Grant-giving organization: Yes