Order of the Eastern Star of NM

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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

1976

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Order of the Eastern Star of NM, founded in 1976, is a micro nonprofit that reported $88K in total revenue in fiscal year 2023. Revenue surged 1189% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 55% operating margin.

Mission

To support our members, to promote charitable and educational activities which further the fraternal growth of our members and benefits the local community.

Program Service Accomplishments

Program 1

Expenses: $39,855 Revenue: $87,708

The organization provided support for its members, their families, and the local 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 (2023)

Revenue Breakdown

Contributions & Grants $4,975

Program Service Revenue $0

Investment Income $82,732

Other Revenue $0

TOTAL REVENUE $87,707

Expense Breakdown

Grants Paid $29,169

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,855

Other Expenses $10,686

TOTAL EXPENSES $39,855

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,707	$6,806	+11.9%
Expenses	$39,855	$13,138	+2.0%
Net Income	$47,852	$-6,332	-8.6%

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

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
Carolyn Dobbs	Treasurer	10.00	Officer	$0	$0	$0
Heidi Moretti	Secretary	10.00	Officer	$0	$0	$0
Alexa Templeton	Associate Conductress	4.00	Officer	$0	$0	$0
Tish Templeton	Conductress	4.00	Officer	$0	$0	$0
Keith Elder	Worthy Patron	10.00	Officer	$0	$0	$0
Lana Elder	Worthy Matron	10.00	Officer	$0	$0	$0
Larry McDougal	Associate Patron	10.00	Officer	$0	$0	$0
Elizabeth McKown	Associate Matron	10.00	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
2023	$87,707	$39,855	$242,469	$47,852