Lodge 2039 Loyal Order of Moose (EIN 860267336) - 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

1971

Legal Domicile

Phone

4802923027

Tax Period

2024-05-01 to 2025-04-30

Lodge 2039 Loyal Order of Moose, founded in 1971, is a small nonprofit in the Mutual Benefit sector that reported $521K in total revenue in fiscal year 2024. Expenses of $499K left a modest 4% 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 1425

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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 $20,933

Program Service Revenue $41,448

Investment Income $0

Other Revenue $458,534

TOTAL REVENUE $520,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,177

Fundraising Expenses $0

Program Expenses $498,743

Other Expenses $251,566

TOTAL EXPENSES $498,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$520,915	$543,812	0.0%
Expenses	$498,743	$573,059	-0.1%
Net Income	$22,172	$-29,247	-1.8%

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

$42,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry Burgess	Administrator	40.00	Officer	$42,139	$0	$42,139
Thomas Gustafson	President	5.00	Officer	$0	$0	$0
Gary Staudinger	Vice President	5.00	Officer	$0	$0	$0
Rick Passmore	Treasurer	5.00	Officer	$0	$0	$0
Eric Rowe	Chaplain	5.00	Officer	$0	$0	$0
Adam Munoz	Trustee	5.00	Officer	$0	$0	$0
Robert Campos	Past President	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	$520,915	$498,743	$1,065,262	$22,172
2024	$543,812	$573,059	$1,044,320	$-29,247

Lodge 2039 Loyal Order of Moose