PASO ROBLES MOOSE LODGE #243 (EIN 953650377) - 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

1969

Legal Domicile

Phone

8052390503

Tax Period

2024-05-01 to 2025-04-30

PASO ROBLES MOOSE LODGE #243, founded in 1969, is a small nonprofit that reported $299K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $255K left a modest 15% 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 ESTIMATED AT 516

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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 $27,352

Program Service Revenue $19,655

Investment Income $0

Other Revenue $251,933

TOTAL REVENUE $298,940

Expense Breakdown

Grants Paid $3,947

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $254,785

Other Expenses $250,838

TOTAL EXPENSES $254,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,940	$318,443	-0.1%
Expenses	$254,785	$247,255	+0.0%
Net Income	$44,155	$71,188	-0.4%

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

N/A

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 ALLEN	ADMINISTRATOR	10.00	Officer	$0	$0	$0
SUSAN PARHAM	VICE PRESIDENT	4.00	Officer	$0	$0	$0
SUSAN DIAL	CHAPLAIN	4.00	Officer	$0	$0	$0
BILL MICHAEL WILLIAMS	2YR TRUSTEE	4.00	Officer	$0	$0	$0
JEFF MONTEIRO	3YR TRUSTEE	4.00	Officer	$0	$0	$0
LYNN TANNER WILSON	1YR TRUSTEE	4.00	Officer	$0	$0	$0
TANNER COWAN	PRESIDENT	10.00	Officer	$0	$0	$0
COLLIN MUMFORD	JUNIOR PAST PRESIDENT	4.00	Officer	$0	$0	$0
CHRISTINE ROBARDS	TREASURER	4.00	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	$298,940	$254,785	$244,246	$44,155
2024	$318,443	$247,255	$200,813	$71,188
2022	$221,574	$162,662	$140,269	$58,912

PASO ROBLES MOOSE LODGE #243