PASO ROBLES MOOSE LODGE #243

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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

2025-05-01 to 2026-04-30

PASO ROBLES MOOSE LODGE #243, founded in 1969, is a small nonprofit that reported $276K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $259K left a modest 6% 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 566

Program Service Accomplishments

Program 1

Expenses: $258,764 Revenue: $275,690

TO GENERATE FUNDS FOR MOOSEHEART (OUR CHILD CITY) AND MOOSEHAVEN (OUR SENIORS HOME) AND SENIORS IN NEED AS WELL IN OUR COMMUNITY. TO GENERATE FUNDS FOR COMMUNITY CHARITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $14,922

Program Service Revenue $18,077

Investment Income $0

Other Revenue $242,691

TOTAL REVENUE $275,690

Expense Breakdown

Grants Paid $7,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $258,764

Other Expenses $251,614

TOTAL EXPENSES $258,764

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,690	$298,940	-0.1%
Expenses	$258,764	$254,785	+0.0%
Net Income	$16,926	$44,155	-0.6%

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 DIAL	VICE PRESIDENT	4.00	Officer	$0	$0	$0
BILL WILLIAMS	CHAPLAIN	4.00	Officer	$0	$0	$0
PHIL HANNA	2YR TRUSTEE	4.00	Officer	$0	$0	$0
LYNN WARNOCK	3YR TRUSTEE	4.00	Officer	$0	$0	$0
JOHN LOEWEN	1YR TRUSTEE	4.00	Officer	$0	$0	$0
SUSAN PARHAM	PRESIDENT	10.00	Officer	$0	$0	$0
LYNN WILSON	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
2026	$275,690	$258,764	$268,955	$16,926
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