VENTURA LODGE NO 1394 LOYAL ORDER OF MOOSE INC (EIN 952695529) - 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

1941

Legal Domicile

Phone

8056474308

Tax Period

2024-05-01 to 2025-04-30

VENTURA LODGE NO 1394 LOYAL ORDER OF MOOSE INC, founded in 1941, is a small nonprofit that reported $323K in total revenue in fiscal year 2024. Expenses of $294K left a modest 9% surplus.

Mission

LODGE UNITES MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. ACCOMPLISHED THROUGH YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS/GUESTS EST AT 957

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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 $26,926

Program Service Revenue $33,464

Investment Income $0

Other Revenue $262,443

TOTAL REVENUE $322,833

Expense Breakdown

Grants Paid $11,719

Salaries & Benefits $43,337

Fundraising Expenses $0

Program Expenses $293,921

Other Expenses $238,865

TOTAL EXPENSES $293,921

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,833	N/A	N/A
Expenses	$293,921	N/A	N/A
Net Income	$28,912	N/A	N/A

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
LISA MARQUEZ	PRESIDENT	4.00	Officer	$0	$0	$0
TAMI TAPIA	VICE PRESIDENT	4.00	Officer	$0	$0	$0
RHONDA PATTERSON	TREASURER	4.00	Officer	$0	$0	$0
JENN ESCOBAR	CHAPLAIN	4.00	Officer	$0	$0	$0
JOHN ESCOBAR	1YR TRUSTEE	4.00	Officer	$0	$0	$0
GERALD TAPIA Jr	2YR TRUSTEE	4.00	Officer	$0	$0	$0
ED STEVENSON	PAST VICE PRESIDENT	4.00	Officer	$0	$0	$0
ROSE SCHULTZ	Administrator	20.00	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	$322,833	$293,921	$1,257,609	$28,912
2023	$297,282	$274,806	$1,184,189	$22,476
2022	$257,848	$225,371	$1,161,514	$32,477
2021	$30,441	$75,258	$1,141,218	$-44,817

VENTURA LODGE NO 1394 LOYAL ORDER OF MOOSE INC