ENDOWMENT FUND OF THE GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR (EIN 521519167) - 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

1933

Legal Domicile

Principal Officer

TAMMY KINZY

Phone

7149862380

Tax Period

2023-10-01 to 2024-09-30

ENDOWMENT FUND OF THE GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR, founded in 1933, is a micro nonprofit in the Mutual Benefit sector that reported $19.9M in total revenue in fiscal year 2023. Revenue fell 467% from the prior year — a significant decline worth monitoring.

Mission

TO RECEIVE GIFTS, BEQUESTS AND CONTRIBUTIONS FOR THE PURPOSE OF CONTINUED SUPPORT OF THE EASTERN STAR HOMES OF CALIFORNIA.

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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 $512,288

Program Service Revenue $0

Investment Income $-20,454,214

Other Revenue $0

TOTAL REVENUE $-19,941,926

Expense Breakdown

Grants Paid $2,373,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,373,000

Other Expenses $109,866

TOTAL EXPENSES $2,482,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-19,941,926	$5,436,198	-4.7%
Expenses	$2,482,866	$1,930,162	+0.3%
Net Income	$-22,424,792	$3,506,036	-7.4%

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

N/A

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

$79,703

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE GIBSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRISTINE HUFF	WORTHY GRAND MATRON	1.00	Officer Director	$0	$0	$0
LARRY OROZCO	WORTHY GRAND PATRON	1.00	Officer Director	$0	$0	$0
R STEPHEN DOAN	GRAND TREASURER	1.00	Officer Director	$0	$0	$0
GEORGE GEANOULIS	MEMBER	1.00	Director	$0	$0	$0
DIANE REED	MEMBER	1.00	Director	$0	$0	$0
EILEENE SIMMONS	MEMBER	1.00	Director	$0	$0	$0
CATHY VELEY	MEMBER	1.00	Director	$0	$0	$0
TAMMY KINZY	GRAND SECRETARY	2.00	Officer	$0	$0	$79,703

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	$-19,941,926	$2,482,866	$34,844,482	$-22,424,792
2023	$5,436,198	$1,930,162	$30,889,302	$3,506,036
2022	$1,741,198	$2,076,273	$29,763,134	$-335,075
2021	$2,185,848	$1,675,008	$35,878,012	$510,840
2020	$1,593,765	$1,574,332	$31,361,763	$19,433
2019	$903,001	$1,925,001	$31,425,905	$-1,022,000
2018	$3,085,724	$2,421,346	$32,152,311	$664,378

ENDOWMENT FUND OF THE GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR