MOOSE CHARITIES INC (EIN 363993740) - 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

1994

Legal Domicile

Principal Officer

BRUCE J BERGER

Phone

6308592000

Tax Period

2024-05-01 to 2025-04-30

MOOSE CHARITIES INC, founded in 1994, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

MOOSE CHARITIES WILL SUPPORT AND OPERATE CHARITABLE ENDEAVORS OF MOOSE, AND ANY RELATED SUBSIDIARY.

🔒

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 $23,019,080

Program Service Revenue $0

Investment Income $119,840

Other Revenue $39,343

TOTAL REVENUE $23,178,263

Expense Breakdown

Grants Paid $23,374,736

Salaries & Benefits $400,515

Fundraising Expenses $1,391,225

Program Expenses $23,444,386

Other Expenses $1,219,916

TOTAL EXPENSES $24,995,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,178,263	$19,030,673	+0.2%
Expenses	$24,995,167	$18,306,436	+0.4%
Net Income	$-1,816,904	$724,237	-3.5%

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

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

$577,257

Total Directors

$386,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE J BERGER	PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT K FUNKEY	CHAIRMAN MI BOARD	1.00	Director	$0	$0	$48,307
SCOTT D HART	DIRECTOR	1.00	Director	$0	$51,647	$337,884
LEONIE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
DONALD RIDENHOUR	DIRECTOR	1.00	Director	$0	$0	$0
JOY BLISS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SHANE	DIRECTOR	1.00	Director	$0	$0	$0
DAN PROUTY	DIRECTOR	1.00	Director	$0	$0	$0
PATTY CAVANAUGH	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA AMUNDSEN	EXECUTIVE DIRECTOR	40.00	Officer	$111,129	$15,191	$126,320
JOSEPH R MECH END 123124	SECRETARY/TREASURER	4.00	Officer	$0	$25,339	$308,567
KRISTIN PETERSON START 1125	CFO	4.00	Officer	$0	$24,326	$142,370

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	$23,178,263	$24,995,167	$5,031,554	$-1,816,904
2024	$19,030,673	$18,306,436	$7,844,802	$724,237
2023	$19,823,357	$21,524,435	$7,038,846	$-1,701,078
2022	$15,548,845	$14,892,469	$5,385,966	$656,376
2021	$13,305,468	$12,875,309	$5,844,965	$430,159

MOOSE CHARITIES INC