OHIO EASTERN STAR HOME (EIN 314405826) - 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

1957

Legal Domicile

Principal Officer

MICHELE ENGELBACH

Phone

7403971706

Tax Period

2024-01-01 to 2024-12-31

OHIO EASTERN STAR HOME, founded in 1957, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. Net assets of $25.4M represent 118 months of operating reserves.

Mission

IN THE SPIRIT OF OUR ORDER OF THE EASTERN STAR FRATERNAL VALUES, WE PROVIDE HIGH QUALITY SERVICES IN A SAFE, SECURE ENVIRONMENT. VISION: TO DEVELOP A CONTINUING CARE, RETIREMENT COMMUNITY TO SERVE THE OHIO EASTERN STAR MEMBERS, RELATED MASONIC BODIES, AND THE CENTRAL OHIO COMMUNITY.

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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 $704,127

Program Service Revenue $1,234,626

Investment Income $747,019

Other Revenue $-99,043

TOTAL REVENUE $2,586,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $430,843

Fundraising Expenses $111,489

Program Expenses $1,942,566

Other Expenses $2,253,633

TOTAL EXPENSES $2,684,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,586,729	$6,861,874	-0.6%
Expenses	$2,684,476	$2,621,430	+0.0%
Net Income	$-97,747	$4,240,444	-1.0%

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

327

Volunteers

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

$281,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON HARDESTY	BUILDING COMMITTEE CHAIR	2.00	Officer Director	$0	$0	$0
DAVID MERKLE	SECRETARY	2.00	Officer Director	$0	$0	$0
BECKY THATCHER TERMED 924	CHAIRPERSON - PART YEAR	2.00	Officer Director	$0	$0	$0
RYAN ADAMS	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA STUART TERMED 924	QA/HR COMMITTEE CHAIR - PART YEAR	2.00	Director	$0	$0	$0
FAITH LYON	MARKETING COMMITTEE CHAIR	2.00	Director	$0	$0	$0
STEPHANIE OTT	DEVELOPMENT COMMITTEE CHAIR	2.00	Director	$0	$0	$0
SCOTT RIDDLE	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JENNIFER GARRINGER	DEVELOPMENT COMMITTEE CHAIR	2.00	Director	$0	$0	$0
MACHELLE MILLER	MEMBER	2.00	Director	$0	$0	$0
PHYLLIS GEESEY	MEMBER	2.00	Director	$0	$0	$0
MICHELE ENGELBACH	CEO	18.00	Officer	$150,362	$7,291	$157,653
KATIE WILSON	CONTROLLER - PART YEAR	15.00	Officer	$26,527	$0	$26,527
DARCY BUSSARD	CONTROLLER	15.00	Officer	$97,712	$0	$97,712

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	$2,586,729	$2,684,476	$54,151,338	$-97,747
2023	$6,861,874	$2,621,430	$43,791,136	$4,240,444
2022	$5,972,896	$2,614,297	$31,759,793	$3,358,599
2021	$2,643,494	$2,692,805	$30,818,681	$-49,311
2020	$4,125,467	$2,702,554	$32,485,898	$1,422,913
2019	$1,673,657	$2,776,748	$32,336,013	$-1,103,091
2018	$1,738,433	$2,808,511	$33,329,384	$-1,070,078

OHIO EASTERN STAR HOME