SUMMERSVILLE MOOSE LODGE 1536

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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

1984

Legal Domicile

Phone

3048726687

Tax Period

2024-05-01 to 2025-04-30

SUMMERSVILLE MOOSE LODGE 1536, founded in 1984, is a micro nonprofit that reported $35K in total revenue in fiscal year 2024. Net assets of $432K represent 148 months of operating reserves.

Mission

PROVIDE A SOCIAL CLUB FOR MEMBERS AND GUESTS AND TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL STUDENTS AND VICTIMS OF TRAGIC EVENTS SUCH AS FLOOD AND FIRES.

Program Service Accomplishments

Program 1

Expenses: $35,848 Revenue: $33,019

PROVIDED SOCIAL QUARTERS FOR MEMBERS AND GUESTS

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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 $1,967

Program Service Revenue $0

Investment Income $0

Other Revenue $33,019

TOTAL REVENUE $34,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,848

Other Expenses $35,848

TOTAL EXPENSES $35,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,986	N/A	N/A
Expenses	$35,848	N/A	N/A
Net Income	$-862	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

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
RODNEY LEROSE II	GOVERNOR	6.00	Officer Director	$0	$0	$0
WAYNE ACCORD	SECRETARY TREASURER	0.00	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	$34,986	$35,848	$437,327	$-862
2024	$57,173	$51,789	$465,156	$5,384
2023	$69,258	$70,345	$459,772	$-1,087
2022	$36,417	$36,044	$460,859	$373
2021	$59,339	$39,238	$460,486	$20,101