LODGE 1076 LOYAL ORDER OF MOOSE (EIN 540677768) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

RICHARD WILLIS

Phone

7039718990

Tax Period

2024-05-01 to 2025-04-30

LODGE 1076 LOYAL ORDER OF MOOSE, founded in 1960, is a small nonprofit that reported $351K in total revenue in fiscal year 2017. Expenses of $338K left a modest 4% surplus.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BONDS OF FRATERNITY, BENEVELENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR-ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR THE MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $47,333

Program Service Revenue $77,095

Investment Income $11,120

Other Revenue $796,462

TOTAL REVENUE $932,010

Expense Breakdown

Grants Paid $266,874

Salaries & Benefits $245,506

Fundraising Expenses $0

Program Expenses $751,699

Other Expenses $239,319

TOTAL EXPENSES $751,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$932,010	$729,681	+0.3%
Expenses	$751,699	$643,089	+0.2%
Net Income	$180,311	$86,592	+1.1%

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

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

$31,428

Total Directors

$31,428

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RIC LICARDO	ADMINISTRATOR	10.00	Officer Director	$31,428	$0	$31,428
JOHN SUTTON	JR. PAST GOVERNOR	10.00	Officer Director	$0	$0	$0
KEN LARKIN	CHAPLAIN	10.00	Officer Director	$0	$0	$0
ESTELLE MILLER	TREASURER	10.00	Officer Director	$0	$0	$0
RICAHARD E WILLIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
RON LOCHER	TRUSTEE	10.00	Officer Director	$0	$0	$0
DANNY GARBERS	TRUSTEE	10.00	Officer Director	$0	$0	$0
JIM BAYLISS	TRUSTEE	10.00	Officer Director	$0	$0	$0
DAVID RYALS	VICE PRESIDENT	10.00	Officer Director	$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	$932,010	$751,699	$2,896,294	$180,311
2024	$729,681	$643,089	$2,768,001	$86,592
2023	$568,580	$419,607	$2,719,394	$148,973
2022	$522,159	$374,570	$2,625,759	$147,589
2021	$383,848	$300,712	$2,523,955	$83,136
2020	$359,039	$348,360	$2,482,677	$10,679
2019	$495,950	$354,133	$2,528,676	$141,817
2018	$351,097	$338,442	$2,410,837	$12,655

LODGE 1076 LOYAL ORDER OF MOOSE