Rebekah Assembly IOOF of NYS Inc (EIN 111225267) - 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

1900

Legal Domicile

Principal Officer

Adis Roman

Phone

3159638915

Tax Period

2024-04-01 to 2025-03-31

Rebekah Assembly IOOF of NYS Inc, founded in 1900, is a micro nonprofit that reported $46K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $51K exceeded revenue, resulting in a 10% operating deficit.

Mission

To operate as a charitable fraternal donor organization supporting a variety of local and national charitable organizations and functions through fundraising, member assessments, and donations.

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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 $24,136

Program Service Revenue $0

Investment Income $20,785

Other Revenue $1,164

TOTAL REVENUE $46,085

Expense Breakdown

Grants Paid $4,651

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,537

Other Expenses $46,086

TOTAL EXPENSES $50,737

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,085	$67,795	-0.3%
Expenses	$50,737	$65,930	-0.2%
Net Income	$-4,652	$1,865	-3.5%

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

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
Donna Miller	Secretary	35.00	Officer Director	$0	$0	$0
Diane Barbur	Treasurer	10.00	Officer Director	$0	$0	$0
Barbara Quick	Past President	10.00	Officer Director	$0	$0	$0
Barbara Devincenzo	Vice President	10.00	Officer Director	$0	$0	$0
Adis Roman	President	20.00	Officer Director	$0	$0	$0
Irene DeGRasse	Warden	5.00	Officer 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	$46,085	$50,737	$736,714	$-4,652
2024	$67,795	$65,930	$748,797	$1,865
2023	$68,309	$36,747	$750,738	$31,562
2022	$70,574	$53,493	$749,599	$17,081
2021	$40,552	$33,490	$767,119	$7,062
2020	$45,404	$65,098	$759,941	$-19,694
2019	$56,268	$117,177	$764,927	$-60,909

Rebekah Assembly IOOF of NYS Inc