LIONS INTL PORTLAND PEAKS 13627 (EIN 016018772) - 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

Principal Officer

JOE WHALEN

Phone

2077662100

Tax Period

2023-01-01 to 2023-12-31

LIONS INTL PORTLAND PEAKS 13627 is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 49% operating margin.

Mission

THE PEAKS ISLAND LION'S CLUB PROVIDES FUNDS FOR PEAKS ISLAND YOUTH COLLEGE SCHOLARSHIPS AND PROVIDES FUNDS FOR PROGRAMS FOR ISLAND COMMUNITY DEVELOPMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,499

Program Service Revenue $0

Investment Income $61,155

Other Revenue $225,752

TOTAL REVENUE $293,406

Expense Breakdown

Grants Paid $50,947

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,947

Other Expenses $99,175

TOTAL EXPENSES $150,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,406	$115,791	+1.5%
Expenses	$150,122	$105,941	+0.4%
Net Income	$143,284	$9,850	+13.5%

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

N/A

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
JOE WHALEN	PRESIDENT	20.00	Officer Director	$0	$0	$0
PETE ANDERSON	SECRETARY	20.00	Officer Director	$0	$0	$0
CHRIS BROADHURST	TREASURER	20.00	Officer Director	$0	$0	$0
CHRITINE CASSIDY	ASS'T TREASU	20.00	Officer Director	$0	$0	$0
DAN DOANE	DIRECTOR	20.00	Director	$0	$0	$0
PETE SISA	RECORDING SE	20.00	Officer Director	$0	$0	$0
CHIP NELSON	DIRECTOR	20.00	Director	$0	$0	$0
GEORGE CANTALUPO	DIRECTOR	20.00	Director	$0	$0	$0
LIZ SAMSON	VICE PRESIDE	20.00	Officer Director	$0	$0	$0
MIKE DEMICHELE	DIRECTOR	20.00	Director	$0	$0	$0
MARK ROBINSON	DIRECTOR	20.00	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
2024	No data	No data	No data	No data
2023	$293,406	$150,122	$880,949	$143,284
2022	$115,791	$105,941	$748,876	$9,850
2021	$139,995	$135,769	$738,891	$4,226
2020	$78,352	$77,387	$706,839	$965
2019	$142,228	$110,247	$678,435	$31,981
2018	$140,342	$120,814	$590,717	$19,528

LIONS INTL PORTLAND PEAKS 13627