PENN YAN LODGE NO 2030 LOYAL ORDER OF MOOSE (EIN 160872355) - 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

JACKIE CARLSEN

Phone

3155369695

Tax Period

2024-05-01 to 2025-04-30

PENN YAN LODGE NO 2030 LOYAL ORDER OF MOOSE, founded in 1962, is a small nonprofit that reported $569K in total revenue in fiscal year 2024. Net assets of $2.1M represent 44 months of operating reserves.

Mission

TO UNITE MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR THE MEMBERS AND THEIR FAMILIES.

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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 $10,165

Program Service Revenue $497,738

Investment Income $55,191

Other Revenue $5,979

TOTAL REVENUE $569,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,820

Fundraising Expenses $0

Program Expenses $528,434

Other Expenses $457,635

TOTAL EXPENSES $556,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,073	$551,692	+0.0%
Expenses	$556,455	$620,374	-0.1%
Net Income	$12,618	$-68,682	-1.2%

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

175

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
JOHN HEY	CHAPLAIN	2.00	Director	$0	$0	$0
MERL KENNERSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDSEY SHEPARDSON	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
DEL WOODARD	TREASURER	2.00	Officer 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
2025	$569,073	$556,455	$2,076,979	$12,618
2024	$551,692	$620,374	$2,065,970	$-68,682
2023	$677,255	$686,653	$2,068,553	$-9,398
2022	$747,555	$683,178	$2,084,949	$64,377
2021	$624,858	$522,037	$2,018,268	$102,821
2020	$655,269	$552,110	$1,955,076	$103,159
2019	$855,161	$541,869	$1,910,848	$313,292

PENN YAN LODGE NO 2030 LOYAL ORDER OF MOOSE