INDEPENDENT ORDER OF ODD FELLOWS 3 OAKLAND ENCINAL LODGE (EIN 943225031) - 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

1995

Legal Domicile

Phone

5104354561

Tax Period

2024-05-01 to 2025-04-30

INDEPENDENT ORDER OF ODD FELLOWS 3 OAKLAND ENCINAL LODGE, founded in 1995, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $100K exceeded revenue, resulting in a 39% operating deficit.

Mission

RELIEF OF MEMBERS, OPERATE HOMES.

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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 $1,749

Program Service Revenue $0

Investment Income $417

Other Revenue $70,135

TOTAL REVENUE $72,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,717

Fundraising Expenses $0

Other Expenses $72,630

TOTAL EXPENSES $100,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,301	$84,453	-0.1%
Expenses	$100,347	$112,020	-0.1%
Net Income	$-28,046	$-27,567	+0.0%

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

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

$23,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM JACOBS	Secretary	30.00	Officer	$23,150	$0	$23,150
RICHARD BOYLES	CFO	10.00	Officer	$0	$0	$0
KATHERINE SPINELLI	CEO	30.00	Officer	$0	$0	$0
PETER BAAR	NOBLE GRAND	10.00	Officer	$0	$0	$0
BERNIE MIKKELSON	VICE 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
2025	$72,301	$100,347	$506,827	$-28,046
2024	$84,453	$112,020	$542,650	$-27,567
2023	$55,943	$72,772	$582,565	$-16,829
2022	$92,111	$56,582	$598,894	$35,529
2021	$74,873	$45,914	$563,925	$28,959
2020	$85,451	$63,859	$534,948	$21,592
2019	$77,808	$75,186	$516,928	$2,622

INDEPENDENT ORDER OF ODD FELLOWS 3 OAKLAND ENCINAL LODGE