COLDWATER LODGE NO 677 LOYAL ORDER OF MOOSE (EIN 381280066) - 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

1970

Principal Officer

PENNY CASE

Phone

5172787700

Tax Period

2024-05-01 to 2025-04-30

COLDWATER LODGE NO 677 LOYAL ORDER OF MOOSE, founded in 1970, is a small nonprofit in the Mutual Benefit sector that reported $281K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

UNITE MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY.

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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 $12,445

Program Service Revenue $0

Investment Income $0

Other Revenue $268,414

TOTAL REVENUE $280,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,553

Other Expenses $281,303

TOTAL EXPENSES $281,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,859	$339,471	-0.2%
Expenses	$281,303	$308,593	-0.1%
Net Income	$-444	$30,878	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRK KALBASIA	OFFICER	1.00	Director	$0	$0	$0
TERRY MODERT	OFFICER	1.00	Director	$0	$0	$0
EVERRET VANEVERY	OFFICER	1.00	Director	$0	$0	$0
MARK CASE	ADMINISTRATO	1.00	Officer	$0	$0	$0
PENNY CASE	TREASURER	10.00	Officer	$0	$0	$0
MARK GALLIERS	PRESIDENT	10.00	Officer	$0	$0	$0
GUY HOUTZ	CHAPLIN	1.00	Officer	$0	$0	$0
ERIC SMITH	VICE PRESIDE	N/A	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	$280,859	$281,303	$216,649	$-444
2024	$339,471	$308,593	$217,093	$30,878
2023	$35,330	$25,245	$186,215	$10,085
2022	$277,948	$254,601	$176,130	$23,347
2021	$175,491	$162,403	$152,783	$13,088
2020	$203,531	$200,009	$139,695	$3,522

COLDWATER LODGE NO 677 LOYAL ORDER OF MOOSE