MORRIS LODGE NO 967 LOYAL ORDER OF MOOSE (EIN 361408015) - 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

1940

Legal Domicile

Principal Officer

SHANE STATER

Phone

8159423545

Tax Period

2024-05-01 to 2025-04-30

MORRIS LODGE NO 967 LOYAL ORDER OF MOOSE, founded in 1940, is a small nonprofit that reported $262K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $245K left a modest 7% surplus.

Mission

FRATERNALISM

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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 $5,745

Program Service Revenue $163,241

Investment Income $77

Other Revenue $93,141

TOTAL REVENUE $262,204

Expense Breakdown

Grants Paid $2,566

Salaries & Benefits $85,983

Fundraising Expenses $0

Program Expenses $174,276

Other Expenses $155,964

TOTAL EXPENSES $244,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,204	$229,347	+0.1%
Expenses	$244,513	$235,168	+0.0%
Net Income	$17,691	$-5,821	-4.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE LOPEZ	TRUSTEE	5.00	Director	$0	$0	$0
KURT MARTIN	TRUSTEE	5.00	Director	$0	$0	$0
SHANE STATER	PRESIDENT	5.00	Officer	$0	$0	$0
MELISSA GOOD	VICE PRESIDENT	5.00	Officer	$0	$0	$0
PATRICIA MCGINNIS	TREASURER	5.00	Officer	$0	$0	$0
MICHAEL GOOD	CHAPLAIN	5.00	Officer	$0	$0	$0
VENTRELLO JOHN	JR PAST PRESIDENT	5.00	Officer	$0	$0	$0
ED BERRY	ADMINISTRATOR	0.00	Key Emp	$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	$262,204	$244,513	$487,119	$17,691
2024	$229,347	$235,168	$549,597	$-5,821
2023	$300,336	$306,328	$442,748	$-5,992
2022	$279,434	$346,275	$439,650	$-66,841
2021	$160,830	$170,066	$498,436	$-9,236
2020	$256,952	$248,330	$404,274	$8,622
2019	$284,613	$263,077	$400,517	$21,536

MORRIS LODGE NO 967 LOYAL ORDER OF MOOSE