SANTA CRUZ LODGE NO 545 LOYAL ORDER OF MOOSE (EIN 941642273) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

Laurel Grundy

Phone

8314381817

Tax Period

2024-05-01 to 2025-04-30

SANTA CRUZ LODGE NO 545 LOYAL ORDER OF MOOSE, founded in 1911, is a small nonprofit that reported $114K in total revenue in fiscal year 2024. Expenses of $109K left a modest 4% surplus.

Mission

The organization unites it's members in the bonds of fraternity, benevolence and charity. This is accomplished through a year round schedule of activities for members and families estimated at 750. Year round charity events and service events to benefit the members and the community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,514

Program Service Revenue $121

Investment Income $5

Other Revenue $75,797

TOTAL REVENUE $114,437

Expense Breakdown

Grants Paid $4,439

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,343

Other Expenses $104,904

TOTAL EXPENSES $109,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,437	$116,915	0.0%
Expenses	$109,343	$106,194	+0.0%
Net Income	$5,094	$10,721	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

491

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
Valerie Norkoli	President	20	Officer	$0	$0	$0
Ken Deaver	Vice President	10	Officer	$0	$0	$0
Laurel Grundy	Administrator	25	Officer	$0	$0	$0
Brian Murtha	Chaplain	5	Officer	$0	$0	$0
Dominic Carine	Treasurer	5	Officer	$0	$0	$0
Vince Martinez	Trustee	5	Officer	$0	$0	$0
Tiffany Oldham	Trustee	5	Officer	$0	$0	$0
Morris Packer	Trustee	5	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	$114,437	$109,343	$267,561	$5,094
2024	$116,915	$106,194	$269,805	$10,721
2023	$158,848	$121,328	$253,906	$37,520

SANTA CRUZ LODGE NO 545 LOYAL ORDER OF MOOSE