INDEPENDENT ORDER OF THE ODD FELLOWS DBA HOME ENDOWMENT FUND (EIN 550574240) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1910

Legal Domicile

Principal Officer

WENDELL HILL

Phone

3043627088

Tax Period

2022-07-01 to 2023-06-30

INDEPENDENT ORDER OF THE ODD FELLOWS DBA HOME ENDOWMENT FUND, founded in 1910, is a small nonprofit in the Mutual Benefit sector that reported $108K in total revenue in fiscal year 2022. The organization ran a surplus of $47K, a strong 43% operating margin.

Mission

THE INDEPENDENT ORDER OF THE ODD FELLOWS HOME ENDOWMENT BOARD IS PART OF THE IOOF THAT PROVIDES LIVING CARE FOR THE ELDERLY. THESE INDIVIDUALS WERE FORMER RESIDENTS AS ORPHANED CHILDREN AND NOW HAVE NO MEANS TO CARE OR PROVIDE FOR THEMSELVES. THE HOME ENDOWMENT BOARD PROVIDES THESE INDIVIDUALS WITH FREE ROOM AND BOARD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $107,800

Other Revenue $0

TOTAL REVENUE $107,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,017

Other Expenses $61,017

TOTAL EXPENSES $61,017

Year-over-Year Comparison

	2022	2021	Change
Revenue	$107,800	$109,092	0.0%
Expenses	$61,017	$109,092	-0.4%
Net Income	$46,783	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
ADAM KERNS	TREASURER	10.00	Officer Director	$0	$0	$0
CHARLOTTE ZIMMERMAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
PAUL HEVNER	SECRETARY	10.00	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
2023	$107,800	$61,017	$457,302	$46,783

INDEPENDENT ORDER OF THE ODD FELLOWS DBA HOME ENDOWMENT FUND