FtMyers Beach Lodge No 964

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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

1970

Legal Domicile

Principal Officer

Edward Conner

Tax Period

2024-05-01 to 2025-04-30

FtMyers Beach Lodge No 964, founded in 1970, is a small nonprofit that reported $393K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $337K left a modest 14% surplus.

Mission

Fraternalism with membership. to provide funds to Mooseheart and Moosehaven our two main chairities. We also donate to various local charities.

Program Service Accomplishments

Program 1

Expenses: $336,732

Providing Funds for Moose charities, local charities and fraternalism to our members.

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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 $38,856

Program Service Revenue $133,423

Investment Income $0

Other Revenue $220,900

TOTAL REVENUE $393,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,712

Fundraising Expenses $0

Program Expenses $336,732

Other Expenses $224,020

TOTAL EXPENSES $336,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,179	$607,389	-0.4%
Expenses	$336,732	$291,627	+0.2%
Net Income	$56,447	$315,762	-0.8%

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

Volunteers

N/A

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
Edward Conner	Secretary Administrator	30.00	Officer	$0	$0	$0
Ken Simmons	Vice President	0.00	Officer	$0	$0	$0
Reggie Trenholm	President	0.00	Officer	$0	$0	$0
Char Conner	Treasurer	0.00	Officer	$0	$0	$0
Chuck Bodenhfer	Chaplain	0.00	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	$393,179	$336,732	$2,288,853	$56,447
2024	$607,389	$291,627	$3,193,492	$315,762
2023	$1,375,208	$203,609	$2,717,379	$1,171,599
2022	$543,688	$597,532	$2,114,583	$-53,844
2021	$634,168	$496,032	$2,198,246	$138,136
2020	$477,707	$554,325	$2,063,626	$-76,618
2019	$708,402	$656,049	$2,082,589	$52,353