MOOSEHAVEN INC (EIN 593268779) - 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

1994

Legal Domicile

Principal Officer

ROBERT K FUNKEY

Phone

6308592000

Tax Period

2024-05-01 to 2025-04-30

MOOSEHAVEN INC, founded in 1994, is a mid-sized nonprofit in the Housing & Shelter sector that reported $23.8M in total revenue in fiscal year 2020. Expenses of $20.8M left a modest 13% surplus.

Mission

CONTINUING CARE RETIREMENT COMMUNITY AVAILABLE FOR QUALIFIED MOOSE MEMBERS/SPOUSES

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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 $11,967,976

Program Service Revenue $11,969,944

Investment Income $-432,893

Other Revenue $38,352

TOTAL REVENUE $23,543,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,309,521

Fundraising Expenses $0

Program Expenses $21,453,016

Other Expenses $14,387,289

TOTAL EXPENSES $23,696,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,543,379	$20,140,737	+0.2%
Expenses	$23,696,810	$22,376,147	+0.1%
Net Income	$-153,431	$-2,235,410	-0.9%

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

195

Volunteers

100

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

$664,874

Total Directors

$416,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE T MASOPUST	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$30,000
SCOTT D HART	DIRECTOR	1.00	Director	$0	$51,647	$337,884
ROBERT K FUNKEY	DIRECTOR	1.00	Director	$0	$0	$48,307
CHRISTINE BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
TERRY TREADWELL	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GROOMS	DIRECTOR	1.00	Director	$0	$0	$0
DAN O'NEAL	DIRECTOR	1.00	Director	$0	$0	$0
KARYN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
HELEN TAYLOR	VICE PRESIDENT	40.00	Officer	$166,856	$17,081	$183,937
JOSEPH R MECH END123124	SECRETARY/TREASURER	1.00	Officer	$0	$25,339	$308,567
KRISTIN PETERSON START 1125	CFO	1.00	Officer	$0	$24,326	$142,370
WILLIAM TIPPINS	LIFE CARE ADMINISTRATOR	40.00	Highest	$151,089	$35,034	$186,123
JAMES HADDOCK	FINANCE DIRECTOR	40.00	Highest	$115,939	$17,232	$133,171

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	$23,543,379	$23,696,810	$57,832,139	$-153,431
2024	$20,140,737	$22,376,147	$54,812,982	$-2,235,410
2023	$20,722,396	$20,900,912	$56,133,752	$-178,516
2022	$19,375,610	$20,033,988	$55,843,533	$-658,378
2021	$23,790,751	$20,763,248	$55,335,708	$3,027,503

MOOSEHAVEN INC