South Phoenix Lodge NO 2072 Loyal Order of Moose (EIN 860188758) - 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

1963

Legal Domicile

Phone

6022763580

Tax Period

2024-05-01 to 2025-04-30

South Phoenix Lodge NO 2072 Loyal Order of Moose, founded in 1963, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Expenses of $205K left a modest 10% surplus.

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 600

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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 $8,713

Program Service Revenue $1,593

Investment Income $0

Other Revenue $216,073

TOTAL REVENUE $226,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,722

Fundraising Expenses $0

Program Expenses $204,659

Other Expenses $120,937

TOTAL EXPENSES $204,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,379	$212,190	+0.1%
Expenses	$204,659	$216,434	-0.1%
Net Income	$21,720	$-4,244	-6.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Coyaw-Gomez	President	5.00	Officer	$0	$0	$0
Tim Elder	Administrator	25.00	Officer	$0	$0	$0
Phillip Wooley	Vice President	5.00	Officer	$0	$0	$0
Richard Estrella	Treasurer	5.00	Officer	$0	$0	$0
Richard Lucero	Chaplain	5.00	Officer	$0	$0	$0
Mark Wrobleski Jr	Trustee	5.00	Officer	$0	$0	$0
Daniel Figueroa	Trustee	5.00	Officer	$0	$0	$0
Tina Dailey	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	$226,379	$204,659	$348,083	$21,720
2024	$212,190	$216,434	$326,882	$-4,244

South Phoenix Lodge NO 2072 Loyal Order of Moose