Swansboro Moose Lodge 1425 Loyal Order of Moose (EIN 561221240) - 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

1964

Legal Domicile

Phone

9103265259

Tax Period

2024-05-01 to 2025-04-30

Swansboro Moose Lodge 1425 Loyal Order of Moose, founded in 1964, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $181K left a modest 13% surplus.

Mission

This organization unites its members in the bonds of fraternity, benevolence, & charity. This is accomplished through a year-round schedule of social & recreational activities for the members and their families estimated to number 450

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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 $7,359

Program Service Revenue $49,642

Investment Income $10,832

Other Revenue $140,720

TOTAL REVENUE $208,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,665

Fundraising Expenses $0

Program Expenses $181,388

Other Expenses $149,723

TOTAL EXPENSES $181,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,553	$155,021	+0.3%
Expenses	$181,388	$150,624	+0.2%
Net Income	$27,165	$4,397	+5.2%

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

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Casey	Administrator	25.00	Officer	$12,000	$0	$12,000
Tim Fraundelder	President	5.00	Officer	$0	$0	$0
Gene Davis	Past President	5.00	Officer	$0	$0	$0
Gunnard Nelson	Vice President	5.00	Officer	$0	$0	$0
Brook Kelsey	Chaplain	5.00	Officer	$0	$0	$0
Christine Kelsey	Tresurer	5.00	Officer	$0	$0	$0
Michelle Holmquist	Trustee	5.00	Officer	$0	$0	$0
Shyra Fraundelder	Trustee	5.00	Officer	$0	$0	$0
Charity Nelson	Trustee	5.00	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	$208,553	$181,388	$708,136	$27,165
2024	$155,021	$150,624	$681,288	$4,397
2023	$100,453	$124,657	$676,998	$-24,204
2022	$117,162	$123,580	$699,998	$-6,418
2021	$78,996	$79,885	$706,213	$-889

Swansboro Moose Lodge 1425 Loyal Order of Moose