WIDOWS AND ORPHANS FUND OF EL KORAH SHRINE INC (EIN 820177890) - 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

1921

Legal Domicile

Phone

2087390222

Tax Period

2021-01-01 to 2021-12-31

WIDOWS AND ORPHANS FUND OF EL KORAH SHRINE INC, founded in 1921, is a small nonprofit that reported $101K in total revenue in fiscal year 2021. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 83% operating margin.

Mission

DEATH BENEFITS PAID TO WIDOWS & ORPHANS OF DECEASED MEMBERS.

🔒

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 (2021)

Revenue Breakdown

Contributions & Grants $3,858

Program Service Revenue $0

Investment Income $96,775

Other Revenue $0

TOTAL REVENUE $100,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,500

Other Expenses $4,768

TOTAL EXPENSES $17,268

Year-over-Year Comparison

	2021	2020	Change
Revenue	$100,633	$39,906	+1.5%
Expenses	$17,268	$19,703	-0.1%
Net Income	$83,365	$20,203	+3.1%

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
VICTOR OTTO	Trustee	5.00	Director	$0	$0	$0
GARY BETTS	Secretary	5.00	Officer	$0	$0	$0
CLARENCE JONES	Vice President	5.00	Officer	$0	$0	$0
RIC BOBIER	President	5.00	Officer	$0	$0	$0
BOB JULIAN	Treasurer	5.00	Officer	$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
2021	$100,633	$17,268	$513,021	$83,365
2020	$39,906	$19,703	$429,823	$20,203
2019	$23,384	$17,307	$407,207	$6,077
2018	$7,153	$9,906	$402,981	$-2,753

WIDOWS AND ORPHANS FUND OF EL KORAH SHRINE INC