LEHIGH ACRES LODGE NO 2266 LOYAL ORDER OF MOOSE (EIN 237520375) - 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

1972

Legal Domicile

Principal Officer

Mark Giosa

Phone

2393682266

Tax Period

2024-05-01 to 2025-04-30

LEHIGH ACRES LODGE NO 2266 LOYAL ORDER OF MOOSE, founded in 1972, is a small nonprofit that reported $865K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $835K left a modest 3% surplus.

Mission

To unite members in fraternalism, benevolence and charity through a year-round schedule of social, recreational and charitable activities for members and their families

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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 $1,708

Program Service Revenue $863,139

Investment Income $0

Other Revenue $0

TOTAL REVENUE $864,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,219

Fundraising Expenses $0

Program Expenses $2,000

Other Expenses $762,225

TOTAL EXPENSES $835,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$864,847	$797,890	+0.1%
Expenses	$835,444	$761,654	+0.1%
Net Income	$29,403	$36,236	-0.2%

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

N/A

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
Valerie Worth	President	20	Officer	$0	$0	$0
Frank Muscarella	Trustee	15	Officer	$0	$0	$0
John Summers	Trustee	10	Officer	$0	$0	$0
Scarlett Cloutier	Trustee	15	Officer	$0	$0	$0
Loydena Zimmerman	Chaplain	15	Officer	$0	$0	$0
Katrina Summers	Vice President	20	Officer	$0	$0	$0
William Devers	Treasurer	15	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	$864,847	$835,444	$346,220	$29,403
2024	$797,890	$761,654	$355,681	$36,236
2023	$547,181	$537,710	$296,424	$9,471
2022	$297,039	$325,178	$281,910	$-28,139
2021	$364,356	$290,699	$318,716	$73,657

LEHIGH ACRES LODGE NO 2266 LOYAL ORDER OF MOOSE