Lake Wales Lodge 2391 Loyal Order of Moose (EIN 593079408) - 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

1991

Legal Domicile

Phone

8636764355

Tax Period

2024-05-01 to 2025-04-30

Lake Wales Lodge 2391 Loyal Order of Moose, founded in 1991, is a small nonprofit that reported $229K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $771K represent 40 months of operating reserves.

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 1000

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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 $6,032

Program Service Revenue $45,275

Investment Income $43

Other Revenue $177,252

TOTAL REVENUE $228,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,431

Fundraising Expenses $0

Program Expenses $233,132

Other Expenses $133,701

TOTAL EXPENSES $233,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,602	$265,705	-0.1%
Expenses	$233,132	$227,403	+0.0%
Net Income	$-4,530	$38,302	-1.1%

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

$15,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Duane Anderson	Administrator	40.00	Officer	$15,600	$0	$15,600
Joan Keen	President	10.00	Officer	$0	$0	$0
Michael Boland	Vice President	5.00	Officer	$0	$0	$0
Dana Bean	Treasurer	5.00	Officer	$0	$0	$0
Michael Hayhurst	Chaplain	5.00	Officer	$0	$0	$0
Regina Perrin	1 Year Trustee	5.00	Officer	$0	$0	$0
Stanley Carter	2 Year Trustee	5.00	Officer	$0	$0	$0
Joe Settle	Past President	5.00	Officer	$0	$0	$0
Kelly Defazio	3 Year Trustee	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	$228,602	$233,132	$1,190,273	$-4,530
2024	$265,705	$227,403	$1,207,913	$38,302
2023	$211,296	$203,039	$1,199,519	$8,257
2022	$206,119	$191,199	$1,203,077	$14,920
2021	$114,803	$105,052	$816,763	$9,751

Lake Wales Lodge 2391 Loyal Order of Moose