South Lakeland Mulberry Moose Lodge (EIN 592636936) - 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

1935

Legal Domicile

Phone

8636472738

Tax Period

2024-05-01 to 2025-04-30

South Lakeland Mulberry Moose Lodge, founded in 1935, is a small nonprofit that reported $156K in total revenue in fiscal year 2024. Expenses of $138K left a modest 12% surplus.

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 700

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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 $7,980

Program Service Revenue $60,251

Investment Income $0

Other Revenue $88,256

TOTAL REVENUE $156,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,391

Fundraising Expenses $0

Program Expenses $137,727

Other Expenses $93,336

TOTAL EXPENSES $137,727

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,487	$146,930	+0.1%
Expenses	$137,727	$159,158	-0.1%
Net Income	$18,760	$-12,228	-2.5%

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
Tracy Allred	Administrator	35.00	Officer	$0	$0	$0
Floyd Epperson	Vice President	5.00	Officer	$0	$0	$0
Tracie Allred	Treasurer	5.00	Officer	$0	$0	$0
Douglas Thomas	President	5.00	Officer	$0	$0	$0
John Foster	Trustee	5.00	Officer	$0	$0	$0
Rhonda Thomas	Chaplain	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	$156,487	$137,727	$395,147	$18,760
2024	$146,930	$159,158	$370,002	$-12,228
2023	$162,229	$159,412	$386,432	$2,817
2022	$150,517	$137,709	$373,448	$12,808

South Lakeland Mulberry Moose Lodge