FALCONER MOOSE LODGE 2301 (EIN 161278202) - 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

1986

Legal Domicile

Principal Officer

KENNETH SMITH

Phone

7166652763

Tax Period

2024-05-01 to 2025-04-30

FALCONER MOOSE LODGE 2301, founded in 1986, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $254K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE LODGE MISSION IS TO PROMOTE FRATERNALISM, BENEVOLENCE AND CHARITY

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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 $1,318

Program Service Revenue $134,211

Investment Income $0

Other Revenue $72,639

TOTAL REVENUE $208,168

Expense Breakdown

Grants Paid $8,937

Salaries & Benefits $33,463

Fundraising Expenses $0

Other Expenses $211,266

TOTAL EXPENSES $253,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,168	$240,172	-0.1%
Expenses	$253,666	$172,804	+0.5%
Net Income	$-45,498	$67,368	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WHITMORE	PRESIDENT	10.00	Officer	$0	$0	$0
ROSEANNE BERTRAM	ADMINISTRATOR	10.00	Officer	$0	$0	$0
ANDREUS HETRICK	VICE PRESIDENT	10.00	Officer	$0	$0	$0
KEITH BECKERINK	TREASURER	10.00	Officer	$0	$0	$0
HEATHER MENDELL	CHAPLAIN	10.00	Officer	$0	$0	$0
RANDALL INGRAO	TRUSTEE	10.00	Director	$0	$0	$0
JENNIFER HETRICK	TRUSTEE	10.00	Director	$0	$0	$0
LISA KENNEDY	TRUSTEE	10.00	Director	$0	$0	$0
KENETH SMITH	TRUSTEE	10.00	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
2025	$208,168	$253,666	$267,708	$-45,498
2024	$240,172	$172,804	$321,582	$67,368
2023	$207,423	$151,960	$266,337	$55,463
2022	$203,693	$159,105	$224,700	$44,588

FALCONER MOOSE LODGE 2301