Pismo Beach Lodge NO 1409 Loyal Order of Moose (EIN 952414085) - 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

1932

Legal Domicile

Phone

8057732217

Tax Period

2024-05-01 to 2025-04-30

Pismo Beach Lodge NO 1409 Loyal Order of Moose, founded in 1932, is a small nonprofit that reported $683K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $133K, a strong 19% operating margin.

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 3200

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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 $93,392

Program Service Revenue $132,316

Investment Income $18,117

Other Revenue $439,577

TOTAL REVENUE $683,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,652

Fundraising Expenses $0

Program Expenses $550,599

Other Expenses $399,947

TOTAL EXPENSES $550,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,402	$743,596	-0.1%
Expenses	$550,599	$682,421	-0.2%
Net Income	$132,803	$61,175	+1.2%

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

150

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

$22,440

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chuck Hagstrom	Administrator	40.00	Officer	$22,440	$0	$22,440
Larry Cooper	President	5.00	Officer	$0	$0	$0
Bill Bolton	Vice President	5.00	Officer	$0	$0	$0
Geary Anderson	Treasurer	5.00	Officer	$0	$0	$0
Cesar Lomili	Chaplain	5.00	Officer	$0	$0	$0
Michael Cotta	Trustee	5.00	Officer	$0	$0	$0
Thomas Becker	Trustee	5.00	Officer	$0	$0	$0
Norman Hill	Trustee	5.00	Officer	$0	$0	$0
Deke Wells	Past President	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	$683,402	$550,599	$1,312,468	$132,803
2024	$743,596	$682,421	$1,198,547	$61,175
2023	$735,413	$592,086	$1,138,278	$143,327
2022	$751,668	$573,978	$963,149	$177,690
2021	$357,100	$380,449	$861,685	$-23,349

Pismo Beach Lodge NO 1409 Loyal Order of Moose