Skip to main content

Nonprofit · EIN 61-6029757

NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY

Tax-exempt · FRANKFORT, KY 40601

Financials

$427K$395K2023$606K$478K2024$572K$524K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$571,883$524,157$47,726$6,341,734$75,421$6,266,313
March 31, 2025990$606,434$478,276$128,158$5,801,305$67,837$5,733,468
March 31, 2024990$427,328$395,195$32,133$5,717,528$49,738$5,667,790
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$289,909
Membership dues
$37,535
Program service revenue
$19,332
Investment income
$162,384
Net rental income
$26,277
Net gain from sales of assets
$13,569
Net income from fundraising events
$62,429
Other revenue
$100,258

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$60,410
Other salaries and wages
$193,662
Salaries, compensation and benefits (total)
$285,178
Professional fundraising fees
$0
Depreciation
$17,725
Program services (functional)
$335,018
Management and general (functional)
$141,604
Fundraising (functional)
$47,535

Balance sheet and other

Total assets, start of year
$5,801,305
Total assets, end of year
$6,341,734
Total liabilities, end of year
$75,421
Net assets, end of year
$6,266,313
Land, buildings and equipment
$365,459
Publicly traded securities
$4,059,555
Net assets without donor restrictions
$4,340,890
Net assets with donor restrictions
$1,925,423
Gross receipts
$890,140
Employees
15
Year formed
1923
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
SAM DUNNExecutive Dir.
Trustee or director
40$60,410
LISA BARRPresident
Trustee or director, Officer
0$0
ALICE LEGETTESecretary
Trustee or director, Officer
0$0
ANITA REDDYSecretary
Trustee or director, Officer
0$0
MARY BRADLEYDirector
Trustee or director
0$0
MARCEY BRODERSON2ND VP
Trustee or director, Officer
0$0
STEPHANIE SMITHTreasurer
Trustee or director, Officer
0$0
JENNIE LEAVELLDirector
Trustee or director
0$0
SUE CHENAULTDirector
Trustee or director
0$0
HARRIET WOODDirector
Trustee or director
0$0
EMILY LAWRENCEDirector
Trustee or director
0$0
HOLLY GRAYDirector
Trustee or director
0$0
LIBSON HARDYDirector
Trustee or director
0$0
STEPHANIE GRIFFINDirector
Trustee or director
0$0
MARY HELEN MYLES1ST VP
Trustee or director, Officer
0$0
1 more people on this return
NameTitleHours / weekCompensation
SARAH GRIMMERDirector
Trustee or director
0$0
990 for the year ended March 31, 2025: 17 people
NameTitleHours / weekCompensation
JESSICA STAVROSFormer Ex. Dir.
Trustee or director
40$52,766
SAM DUNNExecutive Dir.
Trustee or director
40$6,910
LISA BARRPresident
Trustee or director, Officer
0$0
ALICE LEGETTESecretary
Trustee or director, Officer
0$0
ANITA REDDYSecretary
Trustee or director, Officer
0$0
MARY BRADLEYDirector
Trustee or director
0$0
MARCEY BRODERSON2ND VP
Trustee or director, Officer
0$0
STEPHANIE SMITHTreasurer
Trustee or director, Officer
0$0
JENNIE LEAVELLDirector
Trustee or director
0$0
SUE CHENAULTDirector
Trustee or director
0$0
HARRIET WOODDirector
Trustee or director
0$0
EMILY LAWRENCEDirector
Trustee or director
0$0
HOLLY GRAYDirector
Trustee or director
0$0
LIBSON HARDYDirector
Trustee or director
0$0
STEPHANIE GRIFFINDirector
Trustee or director
0$0
MARY HELEN MYLES1ST VP
Trustee or director, Officer
0$0
SARAH GRIMMERDirector
Trustee or director
0$0
990 for the year ended March 31, 2024: 23 people
NameTitleHours / weekCompensation
JESSICA STAVROSExecutive Dir.
Trustee or director
40$62,800
ANN FLEMINGPresident
Trustee or director, Officer
0$0
ELLEN BLANDDirector
Trustee or director
0$0
MARY BRADLEY2ND VP
Trustee or director, Officer
0$0
MARCEY BRODERSONSecretary
Trustee or director, Officer
0$0
BETSY LANKFORDDirector
Trustee or director
0$0
JENNIE LEAVELLDirector
Trustee or director
0$0
SUE CHENAULTSecretary
Trustee or director, Officer
0$0
HARRIET WOODDirector
Trustee or director
0$0
MYRA PREWITTDirector
Trustee or director, Officer
0$0
ELIZABETH LEE PURCELL BESTDirector
Trustee or director
0$0
GINA HELVEYDirector
Trustee or director
0$0
HOLLIS WILLIGDirector
Trustee or director
0$0
JULIE DAVISDirector
Trustee or director
0$0
STEPHANIE GRIFFINDirector
Trustee or director
0$0
ADNEE HAMILTONDirector
Trustee or director, Officer
0$0
LISETTE MARKHAMDirector
Trustee or director
0$0
LOUISE MEDARISDirector
Trustee or director
0$0
JUDY COOKTreasurer
Trustee or director, Officer
0$0
MARY HELEN MYLESDirector
Trustee or director
0$0
LOUISE DOUGLASSDirector
Trustee or director
0$0
SARAH GRIMMERDirector
Trustee or director
0$0
LESLIE MILLER1ST VP
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
202 WILKINSON ST, FRANKFORT, KY 40601-1826
Signed the 990
LISA BARR, President
Phone
(502) 893-3338
Return prepared by
Summers McCrary & Sparks PSC

Mission

COLLECT AND PRESERVE MANUSCRIPTS, TRADITIONS, RELICS AND MEMENTOS OF BYGONE DAYS; TO PRESERVE AND RESTORE BUILDINGS CONNECTED WITH THE EARLY HISTORY OF OUR COUNTRY; TO EDUCATE FELLOW CITIZENS AND OURSELVES IN OUR COUNTRY'S HISTORY AND THUS DIFFURE HELPFUL AND INTELLIGENT INFORMATION CONCERNING THE PAST, TO CREATE AN INTEREST IN OUR COLONIAL HISTORY, AND STIMULATE A SPIRIT OF TRUE PATRIOTISM AND GENUINE LOVE OF COUNTRY AND TO IMPRESS UPON YOUNG THE SACRED OBLIGATION OF HONORING THE MEMORY OF THOSE HERIOC ANCESTORS WHOSE ABILITY, VALOR, SUFFERINGS AND ACHIEVEMENTS ARE BEYOND ALL PRAISE.

990 for the year ended March 31, 2026

Program accomplishments

  • MUSEUM CURATORIAL COMPONENTS RELATED TO TWO 19TH CENTRURY MUSEUM HOUSES
    Expenses $166,649
  • MAINTENANCE OF THE LIBERTY HALL AND ORLANDO BROWN HISTORIC HOMES.
    Expenses $122,772
  • THE SOCIETY SUPPORTS VARIOUS PATRIOTIC PROGRAMS AND MEMBERSHIP IN THE NATIONAL SOCIETY.
    Expenses $45,597

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
61-6029757
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1975
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,341,734
Income (IRS master file)
$890,140

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$571,883$524,157$6,341,734XML
990March 2025$606,434$478,276$5,801,305XML
990March 2024$427,328$395,195$5,717,528XML
990March 2023$423,589$385,814$5,196,492IRS
990March 2022$494,015$391,799$5,543,791IRS
990March 2021–––IRS
990March 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6029757).

Questions about NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY

What is the EIN of NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY?
The employer identification number (EIN) of NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY is 61-6029757.
Is NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who are the officers and directors of NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY?
The 990 for the year ended March 31, 2026 lists 16 people; 1 received compensation from the organization, the highest $60,410 (SAM DUNN, Executive Dir.).
How much revenue does NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN COMMONWEALTH OF KY have?
On its 990 for the year ended March 31, 2026 it reported revenue of $571,883, expenses of $524,157 and total assets of $6,341,734 at year end.

Other nonprofits in FRANKFORT

All nonprofits in FRANKFORT · Kentucky · Arts, culture and humanities