LEI ALOHA CHAPTER NO 3 OES (EIN 990080868) - 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

1905

Legal Domicile

Principal Officer

RESURRECCION ESCASA

Phone

8082245100

Tax Period

2024-01-01 to 2024-12-31

LEI ALOHA CHAPTER NO 3 OES, founded in 1905, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 1336% from the prior year, signaling strong growth momentum. The organization ran a surplus of $840K, a strong 76% operating margin.

Mission

TO MAKE CONTRIBUTIONS AND GRANTS FOR CHARITABLE AND EDUCATIONAL PURPOSES.

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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 $690

Program Service Revenue $0

Investment Income $1,095,736

Other Revenue $8,859

TOTAL REVENUE $1,105,285

Expense Breakdown

Grants Paid $56,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,267

Other Expenses $209,192

TOTAL EXPENSES $265,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,105,285	$76,956	+13.4%
Expenses	$265,192	$216,907	+0.2%
Net Income	$840,093	$-139,951	-7.0%

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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AGNES ESCASA	TRUSTEE	1.00	Director	$0	$0	$0
OSCAR JAYME	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY ESCASA	TRUSTEE	1.00	Director	$0	$0	$0
DORINA BUDGET	TRUSTEE	1.00	Director	$0	$0	$0
ANTONIO LIGAYA	TRUSTEE	1.00	Director	$0	$0	$0
RESURRECCION ESCASA	SECRETARY	1.00	Officer	$0	$0	$0
BERNARD BALDUEZA	TREASURER	1.00	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	$1,105,285	$265,192	$7,907,130	$840,093
2023	$76,956	$216,907	$7,348,537	$-139,951
2022	$88,551	$227,463	$6,631,676	$-138,912
2021	$123,097	$245,593	$7,983,999	$-122,496
2020	$86,067	$204,587	$7,413,110	$-118,520
2019	$184,835	$175,412	$6,171,529	$9,423

LEI ALOHA CHAPTER NO 3 OES