EASTERN STAR CHARITY FOUNDATION OF… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

CARL ANDERSON

Phone

8606678232

Tax Period

2025-03-01 to 2026-02-28

EASTERN STAR CHARITY FOUNDATION OF CT, founded in 1962, is a small nonprofit in the Mutual Benefit sector that reported $775K in total revenue in fiscal year 2025. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $270K, a strong 35% operating margin.

Mission

THE MISSION OF THE EASTERN STAR CHARITY FOUNDATION OF CONNECTICUT, INC. IS TO PROVIDE CHARITY, BENEVOLENCE AND LOVING KINDNESS BY ENHANCING THE QUALITY OF LIFE FOR ALL MEMBERS OF THE ORDER OF THE EASTERN STAR AND OTHERS IN NEED.

Program Service Accomplishments

Program 1

Expenses: $403,399

DONATIONS TO THE MASONIC CHARITY OF CONNECTICUT AND OTHER MASONIC CHARITIES.

Program 2

Expenses: $15,977

DONATIONS TO OR ON BEHALF OF NEEDY INDIVIDUALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $215,335

Program Service Revenue $0

Investment Income $559,244

Other Revenue $0

TOTAL REVENUE $774,579

Expense Breakdown

Grants Paid $418,977

Salaries & Benefits $2,195

Fundraising Expenses $0

Program Expenses $419,376

Other Expenses $82,991

TOTAL EXPENSES $504,163

Year-over-Year Comparison

	2025	2024	Change
Revenue	$774,579	$450,752	+0.7%
Expenses	$504,163	$501,361	+0.0%
Net Income	$270,416	$-50,609	-6.3%

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

200

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

$1,595

Total Directors

$2,195

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY ADAMS	SECRETARY	2.00	Officer Director	$695	$0	$695
LINDA ADAMS	TREASURER	2.00	Officer Director	$300	$0	$300
CARL ANDERSON	PRESIDENT	5.00	Officer Director	$300	$0	$300
DEBORAH BECHERT	VICE-PRES	2.00	Officer Director	$300	$0	$300
JAMES YORK	FINANCE CHAI	2.00	Director	$300	$0	$300
MICHELINE ZUMBO	ASST. TREASU	2.00	Director	$300	$0	$300
JEAN CASERTANO	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE DANA	DIRECTOR/GRA	2.00	Director	$0	$0	$0
JEAN JEANFAVRE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD KASSSAY	WORTHY GRAND	2.00	Director	$0	$0	$0
SANDRA OSTEN	DIRECTOR	2.00	Director	$0	$0	$0
KAYLA RETTBURG	DIRECTOR	2.00	Director	$0	$0	$0
STUART SMITH	DIRECTOR	2.00	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
2026	$774,579	$504,163	$8,590,909	$270,416
2025	$450,752	$501,361	$7,961,453	$-50,609
2024	$1,061,203	$474,151	$7,555,838	$587,052
2023	$117,389	$461,267	$7,412,457	$-343,878
2022	$748,731	$478,756	$8,303,525	$269,975
2021	$475,771	$507,677	$8,195,347	$-31,906
2020	$509,726	$491,285	$7,754,028	$18,441
2019	$178,923	$504,704	$7,737,436	$-325,781

EASTERN STAR CHARITY FOUNDATION OF CT