GRAND CHAPTER OF CONN OES INC (EIN 060480605) - 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

1874

Legal Domicile

Principal Officer

Craig MacIntyre

Phone

2036792250

Tax Period

2024-04-01 to 2025-03-31

GRAND CHAPTER OF CONN OES INC, founded in 1874, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Expenses of $120K left a modest 6% surplus.

Mission

The Organization is a charitable, benevolent foundation.

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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 $58,808

Program Service Revenue $0

Investment Income $39,976

Other Revenue $28,747

TOTAL REVENUE $127,531

Expense Breakdown

Grants Paid $17,330

Salaries & Benefits $24,779

Fundraising Expenses $0

Other Expenses $78,004

TOTAL EXPENSES $120,113

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,531	$120,930	+0.1%
Expenses	$120,113	$122,457	0.0%
Net Income	$7,418	$-1,527	-5.9%

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

Volunteers

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

$16,020

Total Directors

$16,020

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert H Everest	President/PGP	12.00	Officer Director	$0	$0	$0
Caroline V Maselli	V. President/PGM	12.00	Officer Director	$0	$0	$0
Lynn S Wakefield	Secretary/GS	12.00	Officer Director	$12,012	$0	$12,012
Craig R MacIntyre	Treasurer/GT	12.00	Officer Director	$4,008	$0	$4,008
Linda W Stephens	Director/PGM	8.00	Officer Director	$0	$0	$0
Charles A Rowland	Director/PGP	8.00	Officer Director	$0	$0	$0
George Greytak	Director/PP	8.00	Director	$0	$0	$0
Wendy L Batterton	Director/WGM	8.00	Director	$0	$0	$0
William L Zaleha	Director/AGP	12.00	Director	$0	$0	$0
Suzanne L Dana	Director/AGM	8.00	Director	$0	$0	$0
J Arthur Carbonaro	Director/PGP	8.00	Director	$0	$0	$0
Judith T Behler	Director/GC	8.00	Director	$0	$0	$0
Richard A Kassay	Director/AGP	8.00	Director	$0	$0	$0
Anne M M Kellner	Director/PGM	8.00	Director	$0	$0	$0
Patricia A Kalinauskas	Director/PM	8.00	Director	$0	$0	$0
Berri L Wayand	Director/AGC	8.00	Director	$0	$0	$0
Donald Gladding	Director/PP	8.00	Director	$0	$0	$0
Rev Bruce R Bellmore	Director/GS	8.00	Director	$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	$127,531	$120,113	$708,540	$7,418
2024	$120,930	$122,457	$711,061	$-1,527
2023	$107,968	$111,853	$646,505	$-3,885
2022	$86,815	$91,834	$723,853	$-5,019
2021	$88,168	$98,146	$739,261	$-9,978
2020	$85,425	$143,059	$627,147	$-57,634
2019	$132,702	$126,742	$709,021	$5,960
2018	$132,457	$132,051	$727,808	$406

GRAND CHAPTER OF CONN OES INC