GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR (GROUP RETURN) (EIN 900672299) - 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

2002

Legal Domicile

Principal Officer

TAMMY KINZY

Phone

7149862380

Tax Period

2023-10-01 to 2024-09-30

GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR (GROUP RETURN), founded in 2002, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $940K, a strong 38% operating margin.

Mission

TO PROMOTE AND PRACTICE CHARITY AND FRATERNIALISM.

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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 $645,644

Program Service Revenue $1,422,419

Investment Income $272,339

Other Revenue $148,474

TOTAL REVENUE $2,488,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,903

Fundraising Expenses $0

Other Expenses $1,361,050

TOTAL EXPENSES $1,548,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,488,876	$1,077,008	+1.3%
Expenses	$1,548,953	$1,463,075	+0.1%
Net Income	$939,923	$-386,067	-3.4%

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

124

Volunteers

1820

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
GEORGE GEANOULIS	CHAIRMAN (THRU OCT 2023)	1.00	Officer Director	$0	$0	$0
CHRISTINE HUFF	WORTHY GRAND MATRON	1.00	Officer Director	$0	$0	$0
KIMBERLIE KRUSE	WORTHY GRAND MATRON (THRU JAN 2024)	1.00	Officer Director	$0	$0	$0
LARRY OROZCO	WORTHY GRAND PATRON	1.00	Officer Director	$0	$0	$0
GARY DUNHAM	WORTHY GRAND PATRON (THRU OCT 2023)	1.00	Officer Director	$0	$0	$0
R STEPHEN DOAN	GRAND TREASURER	1.00	Officer Director	$0	$0	$0
RUTH SERENI	GRAND TREASURER (THRU OCT 2023)	1.00	Officer Director	$0	$0	$0
EILEENE SIMMONS	MEMBER	1.00	Director	$0	$0	$0
BOB HOVORKA	MEMBER	1.00	Director	$0	$0	$0
DIANE REED	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	$2,488,876	$1,548,953	$27,328,609	$939,923
2023	$1,077,008	$1,463,075	$24,283,899	$-386,067
2022	$944,052	$1,672,314	$23,985,765	$-728,262
2021	$1,078,567	$982,753	$25,727,228	$95,814
2020	$1,760,993	$1,089,754	$23,921,102	$671,239
2019	$1,521,037	$1,249,533	$23,018,974	$271,504
2018	$1,076,417	$1,387,649	$22,519,119	$-311,232

GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR (GROUP RETURN)