Palmetto Lodge No 2117 Loyal Order of Moose Inc (EIN 591006882) - 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

1962

Legal Domicile

Principal Officer

Jeff Morey

Phone

9417229232

Tax Period

2024-05-01 to 2025-04-30

Palmetto Lodge No 2117 Loyal Order of Moose Inc, founded in 1962, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

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.

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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 $75,345

Program Service Revenue $930,808

Investment Income $0

Other Revenue $260,074

TOTAL REVENUE $1,266,227

Expense Breakdown

Grants Paid $6,176

Salaries & Benefits $352,277

Fundraising Expenses $0

Other Expenses $938,448

TOTAL EXPENSES $1,296,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,266,227	$1,406,094	-0.1%
Expenses	$1,296,901	$1,315,216	0.0%
Net Income	$-30,674	$90,878	-1.3%

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

$48,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cory Kapral	President	1.00	Officer	$0	$0	$0
Paula Tammaro	Treasurer	8.00	Officer	$0	$0	$0
Dave Russell	Vice President	5.00	Officer	$0	$0	$0
Sue Green	Chaplain	1.00	Officer	$0	$0	$0
David Wilson	Past President	7.00	Officer	$0	$0	$0
Walt Ervin	Trustee	10.00	Director	$0	$0	$0
Chris Williams	Trustee	1.00	Director	$0	$0	$0
Bud Walsh	Trustee	3.00	Director	$0	$0	$0
Jeffrey Morey	Administrator	30.00	Officer	$48,275	$0	$48,275

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	$1,266,227	$1,296,901	$834,432	$-30,674
2024	$1,406,094	$1,315,216	$855,166	$90,878
2023	$1,109,993	$974,112	$760,422	$135,881
2022	$888,426	$824,838	$625,259	$63,588
2021	$509,643	$502,250	$573,452	$7,393
2020	$564,067	$537,152	$572,077	$26,915

Palmetto Lodge No 2117 Loyal Order of Moose Inc