PUNTA GORDA LODGE NO 1693 LOYAL ORDER OF MOOSE

EIN: 592696324

Punta Gorda, FL

Total Revenue
$1,147,881
Total Expenses
$969,606
Total Assets
$1,180,507
Net Assets
$1,180,507
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
FL
Principal Officer
Kim Small
Phone
9416397666
Tax Period
2024-05-01 to 2025-04-30

PUNTA GORDA LODGE NO 1693 LOYAL ORDER OF MOOSE, founded in 1986, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $178K, a strong 16% operating margin.

Mission

The organization unites its members in the bonds of Fraternity and Charity accomplished through a year-long schedule of activities for its members and their families estimated at around 1500.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,638
Program Service Revenue $1,119,584
Investment Income $10,659
Other Revenue $0
TOTAL REVENUE $1,147,881

Expense Breakdown

Grants Paid $8,647
Salaries & Benefits $246,910
Fundraising Expenses $0
Program Expenses $0
Other Expenses $714,049
TOTAL EXPENSES $969,606

Year-over-Year Comparison

2024 2023 Change
Revenue $1,147,881 $1,114,379 +0.0%
Expenses $969,606 $820,624 +0.2%
Net Income $178,275 $293,755 -0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
7
Employees
25
Volunteers
40

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
8
$51,000
Total Directors
0
$0
Key Employees
1
$51,000
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kim Small Administrator 80.00
Officer Key Emp
$51,000 $0 $51,000
Laura McElroy Treasurer 3.0
Officer
$0 $0 $0
Robert Small President 3.0
Officer
$0 $0 $0
Ronald Lee Chaplain 3.0
Officer
$0 $0 $0
Stephane Beaulieu Vice President 3.0
Officer
$0 $0 $0
Clarence Alvord Trustee 3.0
Officer
$0 $0 $0
Jane Kloszewski Trustee 3.0
Officer
$0 $0 $0
George Kloszewski Trustee 3.0
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 $1,147,881 $969,606 $1,180,507 $178,275
2024 $1,114,379 $820,624 $1,018,279 $293,755
2023 $749,685 $540,087 $747,217 $209,598
2022 $530,810 $576,794 $529,522 $-45,984
2021 $383,528 $379,679 $551,931 $3,849
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