ATASCADERO LODGE NO 2067 LOYAL ORDER OF MOOSE INC (EIN 237520290) - 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

1967

Legal Domicile

Phone

8054641452

Tax Period

2023-05-01 to 2024-04-30

ATASCADERO LODGE NO 2067 LOYAL ORDER OF MOOSE INC, founded in 1967, is a small nonprofit that reported $283K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE A FAMILY ENVIRONMENT FOR EDUCATION OF UNDERPRIVILEGED CHILDREN AT MOOSEHEART AND SEEDS OF SENIOR MEMBERS AT MOOSEHAVEN. TO PROVIDE AN ENVIROMENT WHICH WILL ENHANCE UNITY, GROWTH AND COMMUNITY SERVICE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $46,512

Program Service Revenue $236,428

Investment Income $0

Other Revenue $0

TOTAL REVENUE $282,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,596

Fundraising Expenses $0

Other Expenses $190,701

TOTAL EXPENSES $301,297

Year-over-Year Comparison

	2023	2022	Change
Revenue	$282,940	$306,241	-0.1%
Expenses	$301,297	$333,225	-0.1%
Net Income	$-18,357	$-26,984	-0.3%

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

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

$50,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE GREEVER	ADMINISTRATOR	15.00	Officer	$50,350	$0	$50,350
ROD BLACK	JR PST GOVERNOR	10.00	Officer	$0	$0	$0
JERRY DAVIS	Trustee	6.00	Officer	$0	$0	$0
RANDY GILBERT	Trustee	6.00	Officer	$0	$0	$0
TODD VANCE	Trustee	6.00	Officer	$0	$0	$0
AARON SHERER	Treasurer	10.00	Officer	$0	$0	$0
DARIN CANDIFF	JR COVERNOR	10.00	Officer	$0	$0	$0
WILLIAM DECLIPPEL	GOVERNOR	10.00	Officer	$0	$0	$0
FRANK BRIDGEMAN	PRELATE	6.00	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	No data	No data	No data	No data
2024	$282,940	$301,297	$448,736	$-18,357
2023	$306,241	$333,225	$465,167	$-26,984
2022	$302,678	$281,062	$494,434	$21,616
2020	$588,628	$385,786	$484,950	$202,842
2019	$209,028	$213,161	$274,332	$-4,133

ATASCADERO LODGE NO 2067 LOYAL ORDER OF MOOSE INC