Oziel Grand Chapter Order of the EA (EIN 222286517) - 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

1913

Legal Domicile

Principal Officer

Margorie P Ellis

Phone

9735687479

Tax Period

2024-06-01 to 2025-05-31

Oziel Grand Chapter Order of the EA, founded in 1913, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $66K, a strong 27% operating margin.

Mission

YOUTH EDUCATION, MEMBERSHIP SERVICES, AND SERVICES TO OTHER CHARITIES

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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 $192,769

Program Service Revenue $0

Investment Income $42,471

Other Revenue $7,167

TOTAL REVENUE $242,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,896

Other Expenses $176,870

TOTAL EXPENSES $176,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,407	$206,677	+0.2%
Expenses	$176,870	$151,289	+0.2%
Net Income	$65,537	$55,388	+0.2%

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

$20,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE P ELLIS	GRAND WORTHY MATRON	020.00	Officer	$7,000	$0	$7,000
KEVIN D THOMAS	GRAND WORTHY PATRON	020.00	Officer	$7,000	$0	$7,000
JOANNE L MOTLEY	GRAND SECRETARY	010.00	Officer	$1,200	$0	$1,200
PAULETTE MCGEE THOMAS	GRAND ASSOCIATE MATRON	015.00	Officer	$1,000	$0	$1,000
ERIC BOWMAN SR	GRAND ASSOCIATE PATRON	015.00	Officer	$1,000	$0	$1,000
DEBORAH A HOWARD	GRAND TREASURER	010.00	Officer	$800	$0	$800
REGINA R LITTLEJOHN	GRAND CONDUCTRESS	010.00	Officer	$650	$0	$650
MONIQUE WIGGINS	GRAND ASSOCIATE CONDUCTRESS	010.00	Officer	$650	$0	$650
CHARLENE M CRADDOCK	GRAND ASSISTANT SECRETARY	005.00	Officer	$350	$0	$350
JESSI A BANKS	GRAND FINANCIAL SECRETARY	005.00	Officer	$350	$0	$350

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	$242,407	$176,870	$638,980	$65,537
2024	$206,677	$151,289	$573,443	$55,388
2023	$208,993	$168,113	$518,655	$40,880
2022	$61,878	$82,574	$478,775	$-20,696
2021	$134,949	$27,873	$499,471	$107,076
2020	$147,650	$155,066	$368,217	$-7,416
2019	$147,650	$155,066	$368,217	$-7,416
2018	$176,561	$172,921	$376,750	$3,640

Oziel Grand Chapter Order of the EA