LADIES ORIENTAL SHRINE OF NORTH AM… - Form 990 Financial Data

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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

1915

Legal Domicile

Principal Officer

KRISTINE GOODMAN

Phone

6148768565

Tax Period

2023-04-01 to 2024-03-31

LADIES ORIENTAL SHRINE OF NORTH AMERICA INC THEA COURT 5, founded in 1915, is a small nonprofit that reported $291K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $218K, a strong 75% operating margin.

Mission

THE MISSION IS TO PROVIDE FUNDS TO HELP DISABLED OR SICK CHILDREN, EITHER DIRECTLY OR INDIRECTLY.

Program Service Accomplishments

Program 1

Expenses: $65,106 Revenue: $5,045

PROVIDE FUNDS TO HELP DISABLED OR SICK CHILDREN, EITHER DIRECTLY OR INDIRECTLY.

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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 $4,234

Program Service Revenue $5,045

Investment Income $281,970

Other Revenue $0

TOTAL REVENUE $291,249

Expense Breakdown

Grants Paid $22,418

Salaries & Benefits $11,465

Fundraising Expenses $0

Program Expenses $65,106

Other Expenses $38,873

TOTAL EXPENSES $72,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,249	$414,704	-0.3%
Expenses	$72,756	$66,252	+0.1%
Net Income	$218,493	$348,452	-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

Employees

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

$10,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LOU STAKELY	HIGH PRIESTE	15.00	Director	$0	$0	$0
RUTH SCOTT	PRINCESS	7.00	Director	$0	$0	$0
JANE ADKINS	ASSOCIATE PR	7.00	Director	$0	$0	$0
BERNIE DEMOS	IST CEREMONI	7.00	Director	$0	$0	$0
KATHLEEN SUCHY	TRUSTEE	3.00	Director	$0	$0	$0
VIRGINIA CONRAD	TRUSTEE	3.00	Director	$0	$0	$0
CINDY KINNEY	TRUSTEE	3.00	Director	$0	$0	$0
KRISTINE GOODMAN	RECORDER	30.00	Officer	$7,000	$0	$7,000
PENNY A BASYE	TREASURER	10.00	Officer	$3,000	$0	$3,000

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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$291,249	$72,756	$4,921,782	$218,493
2023	$414,704	$66,252	$4,034,263	$348,452

LADIES ORIENTAL SHRINE OF NORTH AMERICA INC THEA COURT 5