WAUCONDA LODGE NO 1969 LOYAL ORDER OF MOOSE (EIN 237147181) - 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

1960

Legal Domicile

Principal Officer

Ed Lochmayer

Tax Period

2024-05-01 to 2025-04-30

WAUCONDA LODGE NO 1969 LOYAL ORDER OF MOOSE, founded in 1960, is a small nonprofit that reported $179K in total revenue in fiscal year 2020. Revenue decreased 10% compared to the prior year. Expenses of $166K left a modest 7% surplus.

Mission

The organization unites its 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 estimated at 881

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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 $1,530

Program Service Revenue $366,531

Investment Income $0

Other Revenue $0

TOTAL REVENUE $368,061

Expense Breakdown

Grants Paid $3,366

Salaries & Benefits $8,280

Fundraising Expenses $0

Program Expenses $382,042

Other Expenses $370,396

TOTAL EXPENSES $382,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$368,061	$355,229	+0.0%
Expenses	$382,042	$318,519	+0.2%
Net Income	$-13,981	$36,710	-1.4%

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

$7,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Nielsen	Bookkeeper	15	Key Emp	$7,500	$0	$7,500
Linda Shaw	President	25	Officer	$0	$0	$0
George J Cooper Sr	Vice President	25	Officer	$0	$0	$0
James Davis	Chaplain	25	Officer	$0	$0	$0
Roxanne Clark	Trustee (1 Year)	25	Officer	$0	$0	$0
Linda Lochmayer	Trustee (2 Year)	25	Officer	$0	$0	$0
Corvey Hucker	Trustee (3 Year)	25	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	$368,061	$382,042	$256,434	$-13,981
2024	$355,229	$318,519	$273,553	$36,710
2023	$315,087	$322,436	$242,081	$-7,349
2022	$291,079	$292,088	$237,246	$-1,009
2021	$179,295	$166,073	$226,246	$13,222

WAUCONDA LODGE NO 1969 LOYAL ORDER OF MOOSE