LADIES ORIENTAL SHRINE OF NORTH AMERICA INC (EIN 310974622) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

Luann Smith

Phone

7576767460

Tax Period

2021-04-01 to 2022-03-31

Ladies Oriental Shrine of North America, founded in 1940, is a small nonprofit that reported $105K in total revenue in fiscal year 2018. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $69K, a strong 65% operating margin.

Mission

raising money for the Shriner's Children Hospital

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $8,745

Program Service Revenue $35,044

Investment Income $150

Other Revenue $0

TOTAL REVENUE $43,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,536

TOTAL EXPENSES $5,536

Year-over-Year Comparison

	2021	2020	Change
Revenue	$43,939	$24,304	+0.8%
Expenses	$5,536	$14,384	-0.6%
Net Income	$38,403	$9,920	+2.9%

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

235

Independent Members

N/A

Employees

N/A

Volunteers

235

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
Ruth Anne King	Trustee 2 Year	2	Director	$0	$0	$0
Michelle Martin	Trustee 1 Year	2	Director	$0	$0	$0
Patricia Newbern	Treasurer	10	Key Emp	$0	$0	$0
Lynda Williams	High Priestess	2.00	Key Emp	$0	$0	$0
Bobbie Greybeck	Princess	4	Key Emp	$0	$0	$0
Gina Westmoreland	Associate Princess	2.00	Key Emp	$0	$0	$0
Luann Smith	Recorder	10.00	Key Emp	$0	$0	$0
Lynn Hollandsworth	1st Ceremonial Lady	5	Key Emp	$0	$0	$0
Cheryl Valeriano	2nd Ceremonial Lady	2	Key Emp	$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
2022	$43,939	$5,536	$636,665	$38,403
2021	$24,304	$14,384	$787,209	$9,920
2020	$57,201	$25,081	$559,859	$32,120
2019	$104,651	$36,129	$743,534	$68,522

LADIES ORIENTAL SHRINE OF NORTH AMERICA INC