REBEKAH ASSEMBLY OF CALIFORNIA IOOF (EIN 940575431) - 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

1895

Legal Domicile

Principal Officer

DONNA MILLER

Phone

4088422842

Tax Period

2024-01-01 to 2024-12-31

REBEKAH ASSEMBLY OF CALIFORNIA IOOF, founded in 1895, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 673% operating deficit.

Mission

FRATERNAL ORGANIZATION RESPONSIBLE FOR 50 LODGES AND APPROXIMATELY 1,300 MEMBERS IN THE STATE OF CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $15,835

Program Service Revenue $81,509

Investment Income $47,459

Other Revenue $3,199

TOTAL REVENUE $148,002

Expense Breakdown

Grants Paid $869,389

Salaries & Benefits $54,665

Fundraising Expenses $0

Other Expenses $219,649

TOTAL EXPENSES $1,143,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,002	$1,360,995	-0.9%
Expenses	$1,143,703	$1,143,599	+0.0%
Net Income	$-995,701	$217,396	-5.6%

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

Volunteers

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

$44,417

Total Directors

$23,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA MILLER	SECRETARY	40.00	Officer Director	$23,917	$0	$23,917
KAROLINNE LIVINGSTON	SECRETARY	40.00	Officer	$20,500	$0	$20,500
LEAH GREENWOOD	DIRECTOR	6.00	Director	$0	$0	$0
MARCY HARPER	VICE PRESIDE	6.00	Officer Director	$0	$0	$0
LINDA HOELSCHER	WARDEN	6.00	Officer Director	$0	$0	$0
MARY LOU LANG	TREASURER	6.00	Officer Director	$0	$0	$0
DEBRA LAVERGNE	PRESIDENT	6.00	Officer Director	$0	$0	$0
SUE MICHENER	JR. PAST PRE	6.00	Director	$0	$0	$0
MARILYN NICHOLAS	IARA REPRESE	6.00	Director	$0	$0	$0
ROBERTA PROSK	DIRECTOR	6.00	Director	$0	$0	$0
DIANA SCHMIEGEL	DIRECTOR	6.00	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
2024	$148,002	$1,143,703	$21,114,065	$-995,701
2023	$1,360,995	$1,143,599	$20,532,910	$217,396
2022	$969,817	$1,037,110	$18,944,818	$-67,293
2021	$2,466,273	$909,375	$23,232,958	$1,556,898
2020	$777,000	$802,858	$21,941,158	$-25,858
2019	$441,256	$828,661	$19,524,810	$-387,405

REBEKAH ASSEMBLY OF CALIFORNIA IOOF