MIDDLESEX LODGE 2401 LOYAL ORDER OF MOOSE (EIN 541690082) - 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

1992

Legal Domicile

Principal Officer

Shannon Sears

Phone

8047761217

Tax Period

2024-05-01 to 2025-04-30

Middlesex Lodge 2401 Loyal Order of Moose, founded in 1992, is a small nonprofit that reported $152K in total revenue in fiscal year 2018. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 52% operating margin.

Mission

Non profit private fraternal organization dedicated to charity and community service. Providing for children in need and orphens of Mooseheart. Provide support for the senior member residents at Moosehaven.

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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 $68,099

Program Service Revenue $1,582,934

Investment Income $3,189

Other Revenue $95,897

TOTAL REVENUE $1,750,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,059

Fundraising Expenses $0

Program Expenses $0

Other Expenses $502,520

TOTAL EXPENSES $666,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,750,119	N/A	N/A
Expenses	$666,579	N/A	N/A
Net Income	$1,083,540	$0	N/A

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

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
Ron Kauffman	President	10.00	Director	$0	$0	$0
Rachel Shelton	Treasurer	10.00	Director	$0	$0	$0
Fran Westbrook	Vice President	10.00	Director	$0	$0	$0
Terri Marks	Trustee	10.00	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	$1,750,119	$666,579	$1,560,218	$1,083,540
2023	$598,352	$245,140	$1,109,958	$353,212
2022	$516,462	$116,842	$756,746	$399,620
2021	$274,257	$68,066	$562,977	$206,191
2020	$164,631	$68,791	$271,786	$95,840
2019	$151,985	$73,195	$175,947	$78,790

MIDDLESEX LODGE 2401 LOYAL ORDER OF MOOSE