INDEPENDENT ORDER OF ODDFELLOWS (EIN 237409070) - 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

1959

Legal Domicile

Phone

9254531258

Tax Period

2024-01-01 to 2024-12-31

INDEPENDENT ORDER OF ODDFELLOWS, founded in 1959, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. The organization ran a surplus of $25K, a strong 22% operating margin.

Mission

FRATERNAL ORGANIZATION FOR THE BENEFIT OF ITS MEMBERS. SUPPORT THE GRAND LODGE OF CALIFORNIA. DONATE TO MANY CHARITIES. RELIEVE THE DISTRESSED. CARE FOR WIDOWS AND ORPHANS. BURY THE DEAD AT LODGE OWNED CEMETERY IN MEMORY GARDENS CEMETERY IN LIVERMORE, CA.

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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 $1,590

Program Service Revenue $0

Investment Income $26,072

Other Revenue $84,481

TOTAL REVENUE $112,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,900

Fundraising Expenses $0

Program Expenses $87,379

Other Expenses $76,404

TOTAL EXPENSES $87,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,143	$116,590	0.0%
Expenses	$87,379	$87,742	0.0%
Net Income	$24,764	$28,848	-0.1%

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

N/A

Independent Members

N/A

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

$9,200

Total Directors

$9,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT A BARNES	TREASURERTRUSTEE	2.00	Officer Director	$6,900	$0	$6,900
BOWMAN WONG	LODGE SECRETARY	3.00	Officer Director	$1,500	$0	$1,500
SHARON VARGAS	FINANCIAL SECRETARY	1.50	Officer Director	$800	$0	$800
JONATHAN HART	TRUSTEE	1.00	Director	$0	$0	$0
CAROL HARTWAHRER	NOBLE GRAND	3.00	Officer Director	$0	$0	$0
DELPHINE PERRY	VICE GRAND	1.00	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
2024	$112,143	$87,379	$1,223,435	$24,764
2023	$116,590	$87,742	$1,232,311	$28,848
2022	$95,256	$120,411	$1,130,113	$-25,155
2021	$86,852	$54,306	$1,120,644	$32,546
2020	$91,603	$82,235	$996,284	$9,368

INDEPENDENT ORDER OF ODDFELLOWS