HERNDON LODGE NO 2274 LOYAL ORDER OF MOOSE (EIN 237168707) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

James Policano

Phone

7034378075

Tax Period

2024-05-01 to 2025-04-30

HERNDON LODGE NO 2274 LOYAL ORDER OF MOOSE, founded in 1972, is a small nonprofit in the Mutual Benefit sector that reported $252K in total revenue in fiscal year 2020. Revenue decreased 15% compared to the prior year. Expenses of $283K exceeded revenue, resulting in a 12% operating deficit.

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 455 MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $35,456

Program Service Revenue $645,447

Investment Income $60

Other Revenue $0

TOTAL REVENUE $680,963

Expense Breakdown

Grants Paid $137,412

Salaries & Benefits $117,732

Fundraising Expenses $0

Program Expenses $0

Other Expenses $512,338

TOTAL EXPENSES $767,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$680,963	$823,247	-0.2%
Expenses	$767,482	$608,093	+0.3%
Net Income	$-86,519	$215,154	-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

$48,000

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Policano	Administrator	40	Officer Director	$48,000	$0	$48,000
Robert Ferretti Jr	President	20	Officer Director	$0	$0	$0
Bonnie Simmons	Treasurer	20	Officer Director	$0	$0	$0
Michelle Ighani	Chaplain	20	Officer	$0	$0	$0
Jim Catchim	Past President	20	Officer	$0	$0	$0
Randolph Davis Sr	Vice President	20	Officer	$0	$0	$0
Betty Latone	Trustee	20	Officer	$0	$0	$0
Elizabeth Carey	Trustee/President	20	Officer	$0	$0	$0
Holly Winfrey	Chaplain	20	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	$680,963	$767,482	$1,387,663	$-86,519
2024	$823,247	$608,093	$1,485,402	$215,154
2023	$576,230	$484,396	$1,262,038	$91,834
2022	$803,781	$376,483	$1,147,807	$427,298
2021	$252,452	$282,854	$841,918	$-30,402

HERNDON LODGE NO 2274 LOYAL ORDER OF MOOSE