LAKES LODGE NO 1865 LOYAL ORDER OF MOOSE (EIN 237139163) - 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

1958

Legal Domicile

Principal Officer

Ronald R Davis

Phone

2535881865

Tax Period

2022-05-01 to 2023-04-30

LAKES LODGE NO 1865 LOYAL ORDER OF MOOSE, founded in 1958, is a micro nonprofit that reported $33K in total revenue in fiscal year 2022. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 37% operating deficit.

Mission

The organization unites its members in the bonds of fraternal benevolence and charity. This is accomplished through year-round social and recreational activities for the members and their families. Estimated at 159.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,405

Program Service Revenue $23,810

Investment Income $79

Other Revenue $0

TOTAL REVENUE $33,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $45,705

TOTAL EXPENSES $45,705

Year-over-Year Comparison

	2022	2021	Change
Revenue	$33,294	$66,980	-0.5%
Expenses	$45,705	$66,656	-0.3%
Net Income	$-12,411	$324	-39.3%

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

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
Sally Strandberg	Trustee #1	10	Director	$0	$0	$0
Harold C L Simpson	Trustee #2	10	Director	$0	$0	$0
Ronald R Davis	President	20	Officer	$0	$0	$0
Joseph Jimenez	Vice President	10	Officer	$0	$0	$0
Linda M Bartel	Treasurer	25	Officer	$0	$0	$0
Collin Thorne	Chaplain	10	Officer	$0	$0	$0
James P Bartel	Junior Past President	5	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
2023	$33,294	$45,705	$444,125	$-12,411
2022	$66,980	$66,656	$457,115	$324
2021	$249,436	$36,519	$451,771	$212,917

LAKES LODGE NO 1865 LOYAL ORDER OF MOOSE