Balch Springs Odd Fellows #64

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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

Donna Weeks

Phone

9722863497

Tax Period

2023-05-01 to 2024-04-30

Balch Springs Odd Fellows #64, founded in 1962, is a small nonprofit that reported $130K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $113K left a modest 13% surplus.

Mission

Provide funding for other exempt organizations.

Program Service Accomplishments

Program 1

Expenses: $57,531

Provided funding totaling 24,500 to Balch Springs Rebekah Lodge see Schedule I.

Program 2

Expenses: $35,181

Provided funding totaling 35,181 for other exempt organizations including local school districts and disabled veterans organizations.

Program 3

Expenses: $18,513

Provided funding totaling 18,513 to needy individuals and families.

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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 (2023)

Revenue Breakdown

Contributions & Grants $417

Program Service Revenue $0

Investment Income $0

Other Revenue $129,576

TOTAL REVENUE $129,993

Expense Breakdown

Grants Paid $79,194

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,225

Other Expenses $33,540

TOTAL EXPENSES $112,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,993	$88,327	+0.5%
Expenses	$112,734	$61,056	+0.8%
Net Income	$17,259	$27,271	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mandee Clark	Vice Grand	003.00	Officer Director	$0	$0	$0
Aleigha Fouser	Noble Grand	003.00	Officer Director	$0	$0	$0
Micki Jones-Hollaway	Secretary	003.00	Officer Director	$0	$0	$0
Christina Jones-Hollaway	Treasurer	003.00	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	$129,993	$112,734	$218,417	$17,259
2023	$88,327	$61,056	$201,158	$27,271
2022	$166,222	$122,614	$173,887	$43,608
2021	$63,760	$49,257	$130,279	$14,503
2020	$54,641	$72,783	$89,846	$-18,142
2019	$67,625	$57,046	$107,988	$10,579