EASTERN STAR OF MASS CHARITABLE FOUNDATION INC (EIN 042104164) - 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

1949

Legal Domicile

Principal Officer

BARBARA L MILLER

Phone

6179640312

Tax Period

2024-04-01 to 2025-03-31

EASTERN STAR OF MASS CHARITABLE FOUNDATION INC, founded in 1949, is a micro nonprofit in the Housing & Shelter sector that reported $88K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $2.1M represent 288 months of operating reserves.

Mission

TO PROVIDE CARE TO AGED AND INDIGENT MEMBERS OF THE ORDER/ORGANIZATION.

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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 $36,916

Program Service Revenue $0

Investment Income $51,064

Other Revenue $0

TOTAL REVENUE $87,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,680

Other Expenses $90,404

TOTAL EXPENSES $90,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,980	$72,513	+0.2%
Expenses	$90,404	$50,324	+0.8%
Net Income	$-2,424	$22,189	-1.1%

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
CAROLYN J GREENE	DIRECTOR	2.00	Director	$0	$0	$0
CATHRYN L KENT	DIRECTOR	2.00	Director	$0	$0	$0
JOAN M ATKINSON	PRESIDENT	2.00	Officer	$0	$0	$0
BARBARA L MILLER	TREASURER	2.00	Officer	$0	$0	$0
SHERRIE L BATES	SECRETARY	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	$87,980	$90,404	$2,112,295	$-2,424
2024	$72,513	$50,324	$2,101,045	$22,189
2023	$58,881	$70,681	$1,909,174	$-11,800
2022	$74,209	$23,504	$1,985,410	$50,705
2021	$62,486	$80,831	$1,846,224	$-18,345
2020	$49,558	$26,709	$1,513,991	$22,849
2019	$43,504	$53,150	$1,632,830	$-9,646

EASTERN STAR OF MASS CHARITABLE FOUNDATION INC