NAPOLEON LODGE NO 788 LOYAL ORDER OF MOO (EIN 344292751) - 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

1911

Legal Domicile

Principal Officer

SHERI MCCARLEY

Phone

4195925591

Tax Period

2024-05-01 to 2025-04-30

NAPOLEON LODGE NO 788 LOYAL ORDER OF MOO, founded in 1911, is a small nonprofit that reported $824K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $283K, a strong 34% operating margin.

Mission

THE LODGE 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 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 $15,700

Program Service Revenue $260,397

Investment Income $16,750

Other Revenue $531,538

TOTAL REVENUE $824,385

Expense Breakdown

Grants Paid $192,505

Salaries & Benefits $118,778

Fundraising Expenses $0

Other Expenses $229,655

TOTAL EXPENSES $540,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$824,385	$724,470	+0.1%
Expenses	$540,938	$466,884	+0.2%
Net Income	$283,447	$257,586	+0.1%

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

N/A

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

$51,881

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI SANEHOLTZ	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT SMITH	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT HELBERG	TRUSTEE	1.00	Director	$0	$0	$0
TOM BALDWIN	JR PAST PRESIDENT	1.00	Officer	$0	$0	$0
SHERI MCCARLEY	ADMINISTRATOR	35.00	Officer	$51,881	$0	$51,881
SANDY KURTZ	CHAPLAIN	1.00	Officer	$0	$0	$0
ANDREW WHITEHEAD	OUTER GUARD	1.00	Officer	$0	$0	$0
THOMAS SUNIOR	SARGENT AT ARMS	1.00	Officer	$0	$0	$0
JACK WELLS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MELANIE DOPP	TREASURER	1.00	Officer	$0	$0	$0
GEORGE GOODMAN	INNER GUARD	1.00	Officer	$0	$0	$0
MIKE SANEHOLTZ	PRESIDENT	1.00	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	$824,385	$540,938	$1,609,647	$283,447
2024	$724,470	$466,884	$1,328,378	$257,586
2023	$642,206	$383,682	$1,069,051	$258,524
2022	$429,397	$280,061	$815,789	$149,336
2021	$325,389	$240,056	$701,507	$85,333
2020	$281,425	$260,282	$623,476	$21,143
2019	$295,646	$264,842	$555,017	$30,804

NAPOLEON LODGE NO 788 LOYAL ORDER OF MOO