WAVERLY LODGE 2263 LOYAL ORDER OF THE MOOSE (EIN 310991783) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Phone

7409479100

Tax Period

2024-05-01 to 2025-04-30

WAVERLY LODGE 2263 LOYAL ORDER OF THE MOOSE, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $239K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 35% operating margin.

Mission

The Organization unites its members in the bonds of fraternity benevolence and charity. This is accomplished through year round schedule of social and recreational actives for members and their families to estimated to 800.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,922

Program Service Revenue $0

Investment Income $0

Other Revenue $237,454

TOTAL REVENUE $239,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,603

Fundraising Expenses $0

Program Expenses $528,732

Other Expenses $84,292

TOTAL EXPENSES $154,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,376	$162,006	+0.5%
Expenses	$154,895	$197,427	-0.2%
Net Income	$84,481	$-35,421	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

715

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
David Carpenter	Administrator	30.00	Officer	$0	$0	$0
Steve Stutz	President	30.00	Officer	$0	$0	$0
Russel Sherrick	Treasure	10.00	Officer	$0	$0	$0
Chasity Blakeslee	Trustee	10.00	Officer	$0	$0	$0
John Ross	Trustee	5.00	Officer	$0	$0	$0
Shelley Smith	Trustee	10.00	Officer	$0	$0	$0
Brad Smith	Chaplin	5.00	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	$239,376	$154,895	$312,295	$84,481
2024	$162,006	$197,427	$167,052	$-35,421
2023	$292,570	$292,713	$199,929	$-143
2022	$188,967	$183,798	$202,613	$5,169
2021	$188,811	$138,060	$197,151	$50,751

WAVERLY LODGE 2263 LOYAL ORDER OF THE MOOSE