Port Charlotte NO 2121 Loyal Order of Moose (EIN 591273174) - 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

Tax Period

2023-05-01 to 2024-04-30

Port Charlotte NO 2121 Loyal Order of Moose, founded in 1964, is a small nonprofit that reported $816K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring.

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 3500

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,411

Program Service Revenue $143,019

Investment Income $642

Other Revenue $609,997

TOTAL REVENUE $816,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $342,835

Fundraising Expenses $0

Program Expenses $793,829

Other Expenses $428,406

TOTAL EXPENSES $793,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$816,069	$1,185,987	-0.3%
Expenses	$793,829	$1,237,335	-0.4%
Net Income	$22,240	$-51,348	-1.4%

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

115

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

$35,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gerald Nation	Past Administrator	40.00	Officer	$21,500	$0	$21,500
Dan Ulrich	Administrator	40.00	Officer	$14,000	$0	$14,000
Sharen Reardon	Trustee	5.00	Officer	$0	$0	$0
Daniel Wheeler	Trustee	5.00	Officer	$0	$0	$0
John Counselman	Past President	5.00	Officer	$0	$0	$0
Michael Zimmerman	Trustee	5.00	Officer	$0	$0	$0
William Harris III	Vice President	5.00	Officer	$0	$0	$0
Patrick Russell	President	5.00	Officer	$0	$0	$0
Katie Nation	Chaplian	5.00	Officer	$0	$0	$0
Bobbie Coughlin	Treasurer	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	No data	No data	No data	No data
2024	$816,069	$793,829	$1,632,269	$22,240
2023	$1,185,987	$1,237,335	$1,580,915	$-51,348
2022	$1,150,615	$1,106,488	$1,523,122	$44,127
2021	$787,980	$737,222	$1,450,909	$50,758

Port Charlotte NO 2121 Loyal Order of Moose