CAPE CORAL MOOSE LODGE 2199

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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

1967

Legal Domicile

Principal Officer

Sandra Whitfield

Phone

2392428029

Tax Period

2025-05-01 to 2026-04-30

CAPE CORAL MOOSE LODGE 2199, founded in 1967, is a small nonprofit that reported $743K in total revenue in fiscal year 2025. Expenses of $824K exceeded revenue, resulting in a 11% operating deficit.

Mission

The organization unites its members in the bonds of fraternity,benevolence and charity. This is accomplished through a year round schedule of socia and recreational activities for members and their families estimated to be 2561

Program Service Accomplishments

Program 1

Expenses: $823,949 Revenue: $1,209,362

Support Moose International with funds for Mooseheart and Moosehaven and help local 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 (2025)

Revenue Breakdown

Contributions & Grants $55,578

Program Service Revenue $90,815

Investment Income $0

Other Revenue $596,171

TOTAL REVENUE $742,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $407,578

Fundraising Expenses $0

Program Expenses $823,949

Other Expenses $416,371

TOTAL EXPENSES $823,949

Year-over-Year Comparison

	2025	2024	Change
Revenue	$742,564	$771,023	0.0%
Expenses	$823,949	$882,672	-0.1%
Net Income	$-81,385	$-111,649	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Whitfield	Administrator	40.00	Officer	$0	$0	$0
Lisa Arcari Cummings	President	10.00	Officer	$0	$0	$0
Donna Courtdade	Trustee	14.00	Officer	$0	$0	$0
Bill Greene	Trustee	10.00	Officer	$0	$0	$0
Ron Ranck	Trustee	10.00	Officer	$0	$0	$0
Mike Terry	Treasurer	20.00	Officer	$0	$0	$0
Joellen Thomoson	N/A	10.00	Officer	$0	$0	$0
Duffy Friss	Chaplain	10.00	Officer	$0	$0	$0
Reggie Cummings	Past Presiddent	10.00	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
2026	$742,564	$823,949	$4,114,541	$-81,385
2025	$771,023	$882,672	$4,151,377	$-111,649
2024	$906,210	$906,372	$4,345,854	$-162
2023	$1,265,546	$898,019	$4,466,291	$367,527
2022	$927,575	$723,013	$4,105,271	$204,562
2021	$507,417	$373,527	$3,904,411	$133,890
2020	$421,075	$479,356	$3,771,740	$-58,281
2019	$598,364	$556,030	$3,844,537	$42,334