SANTA MARIA LODGE NO 719 LOYAL ORDER OF MOOSE (EIN 952403353) - 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

1911

Legal Domicile

Principal Officer

Lawrence Juarez

Phone

8059259636

Tax Period

2024-05-01 to 2025-04-30

SANTA MARIA LODGE NO 719 LOYAL ORDER OF MOOSE, founded in 1911, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Net assets of $332K represent 24 months of operating reserves.

Mission

This unit unites its members in the bonds of fraternity, benevolence and charity. This accomplished through a round of scheduled social and recreational activities for the members and their families estimated at 400.

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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 $9,653

Program Service Revenue $0

Investment Income $0

Other Revenue $156,121

TOTAL REVENUE $165,774

Expense Breakdown

Grants Paid $1,484

Salaries & Benefits $54,757

Fundraising Expenses $0

Program Expenses $0

Other Expenses $115,401

TOTAL EXPENSES $171,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,774	$201,267	-0.2%
Expenses	$171,642	$199,188	-0.1%
Net Income	$-5,868	$2,079	-3.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy Williams	President	8	Director	$0	$0	$0
Michael Stadnick Jr	Treasurer	3	Director	$0	$0	$0
Rafaela Lopez	Chaplain	5	Director	$0	$0	$0
Cecilia Toribio	Vice President	3	Director	$0	$0	$0
Gary Spencer	Jr Past President	2	Director	$0	$0	$0
Joe Arguijo	Trustee	5	Director	$0	$0	$0
Richard Arguijo	Trustee	2	Director	$0	$0	$0
Angel Lopez	Trustee	3	Director	$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	$165,774	$171,642	$351,888	$-5,868
2024	$201,267	$199,188	$356,204	$2,079
2023	$174,394	$166,994	$361,555	$7,400

SANTA MARIA LODGE NO 719 LOYAL ORDER OF MOOSE