PENISULA LODGE NO 2362 LOYAL ORDER… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

Nona Michelle Kay

Phone

3606652362

Tax Period

2023-05-01 to 2024-04-30

PENISULA LODGE NO 2362 LOYAL ORDER OF MOOSE, founded in 1989, is a small nonprofit that reported $849K in total revenue in fiscal year 2023. The organization ran a surplus of $284K, a strong 33% operating margin.

Mission

The organization unites its members in the bonds of fraternity, benevolence, and charity. This is accomplished through the year round schedule of social and recreational activities for members and their families numbering around 1800.

Program Service Accomplishments

Program 1

Expenses: $235,294 Revenue: $0

Fraternalism.

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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 (2023)

Revenue Breakdown

Contributions & Grants $85,470

Program Service Revenue $280,366

Investment Income $12,457

Other Revenue $471,123

TOTAL REVENUE $849,416

Expense Breakdown

Grants Paid $23,880

Salaries & Benefits $246,922

Fundraising Expenses $0

Program Expenses $235,294

Other Expenses $294,256

TOTAL EXPENSES $565,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$849,416	$866,547	0.0%
Expenses	$565,058	$468,115	+0.2%
Net Income	$284,358	$398,432	-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

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

$17,453

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Jonason	Administrator	30	Officer	$17,453	$0	$17,453
Charles Bryan	President	20	Officer	$0	$0	$0
Patrick Duffy	Vice President	20	Officer	$0	$0	$0
Cliff Pedersen	Treasurer	20	Officer	$0	$0	$0
Sandra Edwards	Chaplain	20	Officer	$0	$0	$0
Mark Keeney	Trustee	20	Officer	$0	$0	$0
Jacqueline Holland	Trustee	20	Officer	$0	$0	$0
Julie Cox	Trustee	20	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	No data	No data	No data	No data
2024	$849,416	$565,058	$1,044,914	$284,358
2023	$866,547	$468,115	$976,064	$398,432
2022	$793,189	$670,058	$887,998	$123,131
2021	$307,380	$319,573	$753,577	$-12,193

PENISULA LODGE NO 2362 LOYAL ORDER OF MOOSE