Davie Moose Lodge 1798 Loyal Order of Moose (EIN 591397971) - 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

1971

Legal Domicile

Phone

9545841899

Tax Period

2024-05-01 to 2025-04-30

Davie Moose Lodge 1798 Loyal Order of Moose, founded in 1971, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 5746% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 95% operating margin.

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 450.

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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 $6,197

Program Service Revenue $18,963

Investment Income $2,471,027

Other Revenue $3,292

TOTAL REVENUE $2,499,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,022

Other Expenses $113,022

TOTAL EXPENSES $113,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,499,479	$42,755	+57.5%
Expenses	$113,022	$72,296	+0.6%
Net Income	$2,386,457	$-29,541	-81.8%

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

N/A

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
Timothy Farina	Administrator	20.00	Officer	$0	$0	$0
Melinda Bell	President	5.00	Officer	$0	$0	$0
Dean Southers	Vice President	5.00	Officer	$0	$0	$0
Cathy Surman	Treasurer	5.00	Officer	$0	$0	$0
Jim Blanchard	Chaplain	5.00	Officer	$0	$0	$0
Barbara Blanchard	Trustee	5.00	Officer	$0	$0	$0
Charlene Comeau	Trustee	5.00	Officer	$0	$0	$0
Ramona Southers	Trustee	5.00	Officer	$0	$0	$0
Ronnie Bond	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	$2,499,479	$113,022	$2,704,917	$2,386,457
2024	$42,755	$72,296	$299,498	$-29,541
2023	$82,304	$77,114	$261,232	$5,190
2022	$51,239	$81,519	$266,531	$-30,280
2021	$63,978	$82,067	$229,058	$-18,089

Davie Moose Lodge 1798 Loyal Order of Moose