Mount Vernon Lodge 1640 Loyal Oder of Moose (EIN 910300090) - 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

1924

Legal Domicile

Phone

3603363662

Tax Period

2024-05-01 to 2025-04-30

Mount Vernon Lodge 1640 Loyal Oder of Moose, founded in 1924, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $61K left a modest 12% 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 200

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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 $3,700

Program Service Revenue $20,591

Investment Income $2

Other Revenue $45,448

TOTAL REVENUE $69,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,241

Fundraising Expenses $0

Program Expenses $61,305

Other Expenses $26,064

TOTAL EXPENSES $61,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,741	$63,934	+0.1%
Expenses	$61,305	$78,445	-0.2%
Net Income	$8,436	$-14,511	-1.6%

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
Debi Sopher	Administrator	20.00	Officer	$0	$0	$0
Rick Konz	President	5.00	Officer	$0	$0	$0
Carrie-May Holmes	Chaplain	5.00	Officer	$0	$0	$0
Bob Kellerman	Trustee	5.00	Officer	$0	$0	$0
Rick Ishmael	Trustee	5.00	Officer	$0	$0	$0
Stacy Mattson	Past President	5.00	Officer	$0	$0	$0
Julia Thomas	Trustee	5.00	Officer	$0	$0	$0
Stacy Mattson	Treasurer	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	$69,741	$61,305	$302,746	$8,436
2024	$63,934	$78,445	$296,702	$-14,511
2023	$71,617	$89,386	$316,282	$-17,769
2022	$81,211	$83,381	$352,865	$-2,170
2021	$47,295	$56,668	$364,883	$-9,373

Mount Vernon Lodge 1640 Loyal Oder of Moose