Ft Myers Lodge 1899 Loyal Order of Moose (EIN 591024721) - 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

1958

Legal Domicile

Phone

2394157342

Tax Period

2024-05-01 to 2025-04-30

Ft Myers Lodge 1899 Loyal Order of Moose, founded in 1958, is a small nonprofit that reported $555K in total revenue in fiscal year 2024. Net assets of $1.5M represent 33 months of operating reserves.

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 1950

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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 $19,931

Program Service Revenue $66,731

Investment Income $37

Other Revenue $467,855

TOTAL REVENUE $554,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,329

Fundraising Expenses $0

Program Expenses $602,649

Other Expenses $302,320

TOTAL EXPENSES $602,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$554,554	$530,879	+0.0%
Expenses	$602,649	$543,095	+0.1%
Net Income	$-48,095	$-12,216	+2.9%

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ronda Swetman	Administrator	40.00	Officer	$65,000	$0	$65,000
Joe Stewart	President	5.00	Officer	$0	$0	$0
Francis Connelley	Vice President	5.00	Officer	$0	$0	$0
Kathy Cagle	Treasurer	5.00	Officer	$0	$0	$0
Crystal Reis	Chaplain	5.00	Officer	$0	$0	$0
Rick Yurko	Trustee	5.00	Officer	$0	$0	$0
Gary Beeson	Trustee	5.00	Officer	$0	$0	$0
Jerry Abbott	Trustee	5.00	Officer	$0	$0	$0
Randy Street	Past President	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	$554,554	$602,649	$1,583,113	$-48,095
2024	$530,879	$543,095	$1,636,274	$-12,216
2023	$901,953	$920,802	$1,596,161	$-18,849
2022	$873,954	$789,230	$1,653,734	$84,724
2021	$627,446	$584,543	$1,531,682	$42,903

Ft Myers Lodge 1899 Loyal Order of Moose