CARO LODGE NO 1049 LOYAL ORDER OF MOOSE (EIN 382055082) - 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

1946

Legal Domicile

Principal Officer

JAMES E WILLIING

Phone

9896732008

Tax Period

2024-05-01 to 2025-04-30

CARO LODGE NO 1049 LOYAL ORDER OF MOOSE, founded in 1946, is a small nonprofit that reported $525K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BOND OF FRATERNITY, BENEVOLENCE, AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR-ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS AND THEIR FAMILIES, ESTIMATED AT 1109

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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 $6,543

Program Service Revenue $518,480

Investment Income $139

Other Revenue $0

TOTAL REVENUE $525,162

Expense Breakdown

Grants Paid $5,236

Salaries & Benefits $94,034

Fundraising Expenses $0

Program Expenses $539,093

Other Expenses $439,823

TOTAL EXPENSES $539,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$525,162	$468,194	+0.1%
Expenses	$539,093	$452,685	+0.2%
Net Income	$-13,931	$15,509	-1.9%

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

136

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

$11,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA MATUSZAK	ADMINISTRATOR	35	Officer	$11,350	$0	$11,350
JAMES WILLING	PRESIDENT	12	Officer	$0	$0	$0
KENNETH PIERCE SR	VICE PRESIDENT	12	Officer	$0	$0	$0
RAMON ROMAIN	JR PAST PRESIDENT	12	Officer	$0	$0	$0
JERRY CARBENO	CHAPLAIN	12	Officer	$0	$0	$0
MARY HASKE	TREASURER	12	Officer	$0	$0	$0
ROBERT HAASE	1-YEAR TRUSTEE	20	Officer	$0	$0	$0
HAROLD CONLEY SR	2-YEAR TRUSTEE	20	Officer	$0	$0	$0
WAYNE PHILLIPS	3-YEAR TRUSTEE	20	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	$525,162	$539,093	$505,920	$-13,931
2024	$468,194	$452,685	$517,603	$15,509
2023	$488,243	$457,854	$502,094	$30,389
2022	$425,270	$419,729	$484,290	$5,541
2021	$226,569	$223,669	$464,382	$2,900

CARO LODGE NO 1049 LOYAL ORDER OF MOOSE