GRAND CHAPTER OF ARIZONA ORDER OF THE EASTERN STAR (EIN 860024026) - 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

1970

Legal Domicile

Principal Officer

PAT PETERSON

Phone

6029549413

Tax Period

2023-09-01 to 2024-08-31

GRAND CHAPTER OF ARIZONA ORDER OF THE EASTERN STAR, founded in 1970, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $393K, a strong 39% operating margin.

Mission

EDUCATION ASSISTANCE AND ELDER CARE

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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 $0

Program Service Revenue $100,845

Investment Income $883,514

Other Revenue $24,760

TOTAL REVENUE $1,009,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $393,433

Other Expenses $566,055

TOTAL EXPENSES $616,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,009,119	$1,026,306	0.0%
Expenses	$616,027	$598,371	+0.0%
Net Income	$393,092	$427,935	-0.1%

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

1886

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
DONNA DICOLA	GRAND CONDUCTRE	20.00	Director	$0	$0	$0
RUTH WILMOT	ASSOC GRAND CON	20.00	Director	$0	$0	$0
E DEAN POWELL	GRAND TRUSTEE/C	20.00	Director	$0	$0	$0
MOIRA CARLTON	GRAND TRUSTEE	20.00	Director	$0	$0	$0
MITZI LOUGHRIDGE	GRAND TRUSTEE	20.00	Director	$0	$0	$0
PAT PETERSON	WORTHY GRAND MA	20.00	Officer	$0	$0	$0
GARY HORN	WORTHY GRAND PA	20.00	Officer	$0	$0	$0
CANDACE LEININGER	ASSOC GRAND MAT	20.00	Officer	$0	$0	$0
DOUG STEELE	ASSOC GRAND PAT	20.00	Officer	$0	$0	$0
LOIS GRIFFIN	GRAND SECRETARY	20.00	Officer	$0	$0	$0
PAM WADE	GRAND TREASURER	20.00	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
2025	No data	No data	No data	No data
2024	$1,009,119	$616,027	$22,821,896	$393,092
2023	$1,026,306	$598,371	$20,520,177	$427,935
2022	$1,176,295	$532,056	$19,893,457	$644,239
2021	$876,202	$473,506	$22,888,011	$402,696
2018	$915,270	$494,114	$19,148,511	$421,156

GRAND CHAPTER OF ARIZONA ORDER OF THE EASTERN STAR