COATESVILLE LODGE NO 297 LOYAL ORDER OF MOOSE (EIN 230822990) - 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

1910

Legal Domicile

Phone

6108578227

Tax Period

2024-05-01 to 2025-04-30

COATESVILLE LODGE NO 297 LOYAL ORDER OF MOOSE, founded in 1910, is a small nonprofit that reported $276K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $305K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE A FRATERNAL ORGANIZATION. THEY USE PROFITS TO DONATE TO OTHER NOT FOR PROFIT ORGANIZATIONS SUCH AS MOOSE CHARITIES.

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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 $6,225

Program Service Revenue $0

Investment Income $929

Other Revenue $269,016

TOTAL REVENUE $276,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,340

Fundraising Expenses $0

Program Expenses $305,077

Other Expenses $231,051

TOTAL EXPENSES $305,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,170	$319,661	-0.1%
Expenses	$305,391	$291,885	+0.0%
Net Income	$-29,221	$27,776	-2.1%

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
WENDY FISHER	TRUSTEE	35.00	Officer	$0	$0	$0
JIM MYERS	TRUSTEE	10.00	Officer	$0	$0	$0
ROTHIE ANDERSON	CHAPLIN	5.00	Officer	$0	$0	$0
DAVID ROTHBERG	ADMINSTRATOR	35.00	Officer	$0	$0	$0
CHRIS MONKO	PAST PRESIDENT	5.00	Officer	$0	$0	$0
MARY WILLIAMS	TREASURER	20.00	Officer	$0	$0	$0
STEVE HARKINS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
DALE HABOWSKI	PRESIDENT	25.00	Officer	$0	$0	$0
CHRISTA BOBST	TRUSTEE	5.00	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	$276,170	$305,391	$315,140	$-29,221
2024	$319,661	$291,885	$350,350	$27,776
2023	$354,956	$365,728	$295,040	$-10,772
2022	$454,483	$495,265	$371,573	$-40,782
2021	$430,605	$413,946	$110,191	$16,659
2020	$542,939	$542,415	$14,484	$524

COATESVILLE LODGE NO 297 LOYAL ORDER OF MOOSE