DUNCAN LODGE NO 2202 LOYAL ORDER OF MOOSE (EIN 730779759) - 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

1970

Legal Domicile

Principal Officer

LORETTA BOND

Phone

5804701276

Tax Period

2024-05-01 to 2025-04-30

DUNCAN LODGE NO 2202 LOYAL ORDER OF MOOSE, founded in 1970, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $1.5M represent 73 months of operating reserves.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR-ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR ITS MEMBERS AND THEIR FAMILIES, ESTIMATED AT 550.

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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 $5,102

Program Service Revenue $189,234

Investment Income $16,270

Other Revenue $35,351

TOTAL REVENUE $245,957

Expense Breakdown

Grants Paid $10,219

Salaries & Benefits $60,854

Fundraising Expenses $0

Program Expenses $0

Other Expenses $169,671

TOTAL EXPENSES $240,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,957	$329,376	-0.3%
Expenses	$240,744	$341,465	-0.3%
Net Income	$5,213	$-12,089	-1.4%

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

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
DAVID HARRIS	TRUSTEE	10		$0	$0	$0
KIM HUGHES	TRUSTEE	10		$0	$0	$0
DENNIS WILLIAMS	TRUSTEE	10		$0	$0	$0
LORETTA BOND	ADMINISTRATOR	20	Officer	$0	$0	$0
BILLIE WILSON	PRESIDENT	10	Officer	$0	$0	$0
SHELBIE BRITT	VICE PRESIDENT	10	Officer	$0	$0	$0
TERRY FENTO	TREASURER	10	Officer	$0	$0	$0
CATHY JANZ	CHAPLAIN	10	Officer	$0	$0	$0
DEWEY JANZ	PAST PRESIDENT	10	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	$245,957	$240,744	$1,495,393	$5,213
2024	$329,376	$341,465	$1,491,327	$-12,089
2023	$254,866	$266,537	$1,542,096	$-11,671
2022	$259,214	$273,585	$1,533,651	$-14,371
2021	$311,449	$324,865	$1,623,411	$-13,416

DUNCAN LODGE NO 2202 LOYAL ORDER OF MOOSE