Apollo Lodge 123 Independent Order of Odd Fellows (EIN 942504157) - 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

1962

Legal Domicile

Principal Officer

Joanne Perry

Tax Period

2023-01-01 to 2023-12-31

Apollo Lodge 123 Independent Order of Odd Fellows, founded in 1962, is a micro nonprofit that reported $46K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $165K exceeded revenue, resulting in a 258% operating deficit.

Mission

The Independent Order of Odd Fellows aims to provide a framework that promotes personal and social development and community involvement

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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 $44,373

Investment Income $-45,745

Other Revenue $47,375

TOTAL REVENUE $46,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,495

Fundraising Expenses $0

Program Expenses $106,686

Other Expenses $133,382

TOTAL EXPENSES $164,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,003	$466,781	-0.9%
Expenses	$164,866	$170,960	0.0%
Net Income	$-118,863	$295,821	-1.4%

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

N/A

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

$20,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Tagaro	Recording Secretary	20.00	Officer	$7,386	$0	$7,386
Joanne Perry	Treasurer	20.00	Officer	$7,386	$0	$7,386
Regina Chow	Financial Secretary	20.00	Officer	$5,686	$0	$5,686
Eugen Chan	Vice Grand	5.00	Officer	$0	$0	$0
Don Chan	Jr Past Grand	5.00	Officer	$0	$0	$0
Ivan Soon	Noble Grand	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
2024	No data	No data	No data	No data
2023	$46,003	$164,866	$3,578,390	$-118,863
2022	$466,781	$170,960	$4,621,292	$295,821
2021	$296,740	$136,122	$5,697,787	$160,618
2020	$366,964	$128,485	$4,756,973	$238,479
2019	$419,690	$186,718	$4,190,386	$232,972
2018	$365,984	$169,567	$3,549,994	$196,417
2017	$287,685	$158,703	$2,972,919	$128,982

Apollo Lodge 123 Independent Order of Odd Fellows