South Greenville Lodge 749 Loyal O… - Form 990 Financial Data

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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

1940

Legal Domicile

Phone

8642774165

Tax Period

2024-05-01 to 2025-04-30

South Greenville Lodge 749 Loyal Order of Moose, founded in 1940, is a small nonprofit that reported $205K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $189K left a modest 8% surplus.

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 450

Program Service Accomplishments

Program 1

Expenses: $188,647

We hold events and programs to raise funds for Moose Charities, Mooseheart, Moosehaven, and local civic and charitable organizations. These activities include dinners, dances, sporting events...

We hold events and programs to raise funds for Moose Charities, Mooseheart, Moosehaven, and local civic and charitable organizations. These activities include dinners, dances, sporting events, bazaars, and flea markets, among others.

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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 $8,361

Program Service Revenue $113,321

Investment Income $2,516

Other Revenue $80,966

TOTAL REVENUE $205,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,364

Fundraising Expenses $0

Program Expenses $188,647

Other Expenses $155,283

TOTAL EXPENSES $188,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,164	$131,352	+0.6%
Expenses	$188,647	$153,249	+0.2%
Net Income	$16,517	$-21,897	-1.8%

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

$13,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Renna Robertson	Administrator	30.00	Officer	$13,000	$0	$13,000
Joshua Loewer	President	5.00	Officer	$0	$0	$0
Wayne Key	Vice President	5.00	Officer	$0	$0	$0
Paula Robertson	Treasurer	5.00	Officer	$0	$0	$0
Susan Saunders	Chaplain	5.00	Officer	$0	$0	$0
Kevin Duckett	Trustee	5.00	Officer	$0	$0	$0
Diane Moody	Trustee	5.00	Officer	$0	$0	$0
James Smith	Trustee	5.00	Officer	$0	$0	$0
Cathie Stephins	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	$205,164	$188,647	$578,101	$16,517
2024	$131,352	$153,249	$581,940	$-21,897
2023	$249,459	$141,447	$762,828	$108,012
2022	$166,248	$161,695	$615,577	$4,553
2021	$120,466	$156,012	$610,257	$-35,546

South Greenville Lodge 749 Loyal Order of Moose