LODGE NO 2098 LOYAL ORDER OF MOOSE

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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

1964

Legal Domicile

Principal Officer

PAT GRAFF

Phone

5073345012

Tax Period

2024-05-01 to 2025-04-30

LODGE NO 2098 LOYAL ORDER OF MOOSE, founded in 1964, is a small nonprofit that reported $210K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $194K left a modest 8% surplus.

Mission

THE ORGANIZATION 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 THE MEMBERS AND THEIR FAMILIES ESTIMATED AT 600.

Program Service Accomplishments

Program 1

Expenses: $194,261

THE LODGE UNITES ITS MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITES FOR ITS MEMBERS AND THEIR...

THE LODGE UNITES ITS MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITES FOR ITS 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 $2,589

Program Service Revenue $0

Investment Income $593

Other Revenue $207,204

TOTAL REVENUE $210,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,357

Fundraising Expenses $0

Program Expenses $194,261

Other Expenses $97,904

TOTAL EXPENSES $194,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,386	$194,391	+0.1%
Expenses	$194,261	$178,049	+0.1%
Net Income	$16,125	$16,342	0.0%

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

192

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
DUSTY CRAIG	TRUSTEE	2.00	Director	$0	$0	$0
TOM ROKEH	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD WHITE	TRUSTEE	2.00	Director	$0	$0	$0
JAY BORCHERT	VICE PRESIDE	2.00	Officer	$0	$0	$0
PAT GRAFF	PRESIDENT	2.00	Officer	$0	$0	$0
BILL HEALY	JR PAST PRES	2.00	Officer	$0	$0	$0
ERIC WEEGMAN	TREASURER	2.00	Officer	$0	$0	$0
JESSICA WEEGMAN	SECRETARY/AD	2.00	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	$210,386	$194,261	$742,689	$16,125
2024	$194,391	$178,049	$731,770	$16,342
2023	$182,343	$159,591	$717,501	$22,752
2022	$191,549	$159,295	$696,693	$32,254
2021	$224,234	$142,724	$672,305	$81,510
2020	$144,724	$159,936	$531,602	$-15,212
2019	$227,858	$177,493	$555,721	$50,365