Bardstown Moose Lodge 2408 Loyal Order of Moose Inc (EIN 611247023) - 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

1905

Legal Domicile

Principal Officer

Jim Hoerter

Phone

5023496243

Tax Period

2024-05-01 to 2025-04-30

Bardstown Moose Lodge 2408 Loyal Order of Moose Inc, founded in 1905, is a small nonprofit that reported $514K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $443K left a modest 14% surplus.

Mission

The lodge unites its members in the bonds of fraternity, benevolence and charity. The lodge provides members and their families a year round schedule of social and recreational activities.

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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 $2,785

Program Service Revenue $510,782

Investment Income $73

Other Revenue $0

TOTAL REVENUE $513,640

Expense Breakdown

Grants Paid $16,500

Salaries & Benefits $53,079

Fundraising Expenses $0

Other Expenses $373,255

TOTAL EXPENSES $442,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,640	$565,043	-0.1%
Expenses	$442,834	$511,302	-0.1%
Net Income	$70,806	$53,741	+0.3%

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
Lisa O'Daniel	Trustees	002.00	Director	$0	$0	$0
Christy Taylor	Trustees	002.00	Director	$0	$0	$0
Nancy Piercy	President	005.00	Officer	$0	$0	$0
Tony Foreman	Vice President	005.00	Officer	$0	$0	$0
Jim Hoerter	Administrator	020.00	Officer	$0	$0	$0
Gary Conway	Past President	002.00	Officer	$0	$0	$0
Donna Conway	Chaplin	002.00	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	$513,640	$442,834	$168,038	$70,806
2023	$253,754	$261,702	$131,277	$-7,948

Bardstown Moose Lodge 2408 Loyal Order of Moose Inc