Yadkin Lodge 2149 Loyal Order of M… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

David Moxley

Phone

3366792510

Tax Period

2022-05-01 to 2023-04-30

Yadkin Lodge 2149 Loyal Order of Moose, founded in 1972, is a small nonprofit that reported $368K in total revenue in fiscal year 2022. Revenue surged 493% from the prior year, signaling strong growth momentum. The organization ran a surplus of $319K, a strong 87% operating margin.

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 to number 150.

Program Service Accomplishments

Program 1

Expenses: $48,417

Special projects held by committees to raise funds for the operation of Mooseheart Moosehaven through Moose Charities a 501 c 3. We also provide donations to local civic and other charities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $268

Program Service Revenue $11,048

Investment Income $341,920

Other Revenue $14,417

TOTAL REVENUE $367,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,620

Fundraising Expenses $0

Program Expenses $48,417

Other Expenses $43,797

TOTAL EXPENSES $48,417

Year-over-Year Comparison

	2022	2021	Change
Revenue	$367,653	$61,992	+4.9%
Expenses	$48,417	$47,472	+0.0%
Net Income	$319,236	$14,520	+21.0%

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

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
Roy Shores	President	005.00	Officer	$0	$0	$0
David Moxley	Administrator	015.00	Officer	$0	$0	$0
Mark Matthews	Vice President	005.00	Officer	$0	$0	$0
Michael Cranfill	Treasurer	005.00	Officer	$0	$0	$0
Jeffrey Smith	Chaplain	005.00	Officer	$0	$0	$0
Joe Reece	2 Year Trustee	005.00	Officer	$0	$0	$0
Mike Hutchens	3 Year Trustee	005.00	Officer	$0	$0	$0
Mark Smitherman	Past President	005.00	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
2023	$367,653	$48,417	$488,240	$319,236

Yadkin Lodge 2149 Loyal Order of Moose