SAN JOSE MOOSE LODGE NO 401 (EIN 940641385) - 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

1910

Legal Domicile

Tax Period

2020-05-01 to 2021-04-30

SAN JOSE MOOSE LODGE NO 401, founded in 1910, is a micro nonprofit that reported $57K in total revenue in fiscal year 2020. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $77K exceeded revenue, resulting in a 35% operating deficit.

Mission

LODGE UNITES MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. ACCOMPLISHED THROUGH YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS/GUESTS ESTIMATED AT 376

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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 (2020)

Revenue Breakdown

Contributions & Grants $40,860

Program Service Revenue $0

Investment Income $17

Other Revenue $16,148

TOTAL REVENUE $57,025

Expense Breakdown

Grants Paid $385

Salaries & Benefits $3,107

Fundraising Expenses $0

Program Expenses $76,950

Other Expenses $73,458

TOTAL EXPENSES $76,950

Year-over-Year Comparison

	2020	2019	Change
Revenue	$57,025	$167,064	-0.7%
Expenses	$76,950	$180,665	-0.6%
Net Income	$-19,925	$-13,601	+0.5%

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
JOHN A TURNER	JUNIOR GOVERNOR	10.00	Officer	$0	$0	$0
ROBERT LEON	JUNIOR PAST GOVERNOR	10.00	Officer	$0	$0	$0
VICTOR SOTO Jr	2YR TRUSTEE	10.00	Officer	$0	$0	$0
ADNAN CORONA-MORA	PRELATE	10.00	Officer	$0	$0	$0
RICHARD YBARRA	3YR TRUSTEE	5.00	Officer	$0	$0	$0
ART MACIAS	GOVERNOR	20.00	Officer	$0	$0	$0
RALPH L LEE	ADMINISTRATOR	40.00	Officer	$0	$0	$0
DANNY MORALES	1YR TRUSTEE	5.00	Officer	$0	$0	$0
PHILLIP BOTELLO	TREASURER	10.00	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
2021	$57,025	$76,950	$574,978	$-19,925

SAN JOSE MOOSE LODGE NO 401