EDUCATION FUND OF THE ORDER OF THE EASTERN STAR OF MASSACHUSETTS (EIN 041693295) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

MARYELLEN L ABRAHAM

Phone

6179640312

Tax Period

2024-04-01 to 2025-03-31

EDUCATION FUND OF THE ORDER OF THE EASTERN STAR OF MASSACHUSETTS, founded in 1940, is a small nonprofit in the Education sector that reported $221K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 71% operating margin.

Mission

SCHOLARSHIP ASSISTANCE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $93,750

Program Service Revenue $0

Investment Income $127,110

Other Revenue $0

TOTAL REVENUE $220,860

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,872

Other Expenses $8,692

TOTAL EXPENSES $63,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,860	$125,169	+0.8%
Expenses	$63,692	$58,621	+0.1%
Net Income	$157,168	$66,548	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA T HUBER	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA D KERSTING	DIRECTOR	2.00	Director	$0	$0	$0
DAVID E FOURNIER	PRESIDENT	2.00	Officer	$0	$0	$0
BRENDA J O'TOOLE	SECRETARY	2.00	Officer	$0	$0	$0
MARYELLEN L ABRAHAM	TREASURER	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$220,860	$63,692	$1,807,637	$157,168
2024	$125,169	$58,621	$1,688,046	$66,548
2023	$102,653	$79,171	$1,533,314	$23,482
2022	$130,519	$82,383	$1,640,240	$48,136
2021	$82,869	$70,647	$1,646,815	$12,222
2020	$152,507	$72,794	$1,383,543	$79,713
2019	$91,930	$76,278	$1,410,970	$15,652

EDUCATION FUND OF THE ORDER OF THE EASTERN STAR OF MASSACHUSETTS