Lions Club of Lakeville Inc (EIN 046137707) - 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

1968

Legal Domicile

Principal Officer

Robert Wilson

Phone

5087379222

Tax Period

2024-07-01 to 2025-06-30

Lions Club of Lakeville Inc, founded in 1968, is a micro nonprofit in the Community Improvement sector that reported $49K in total revenue in fiscal year 2024. Expenses of $61K exceeded revenue, resulting in a 24% operating deficit.

Mission

Civic and social service in support of the local community and local and international Lions Club charitable objectives

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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 $32,693

Program Service Revenue $0

Investment Income $9,084

Other Revenue $7,474

TOTAL REVENUE $49,251

Expense Breakdown

Grants Paid $16,630

Salaries & Benefits $0

Fundraising Expenses $3,793

Program Expenses $16,630

Other Expenses $44,359

TOTAL EXPENSES $60,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,251	$48,118	+0.0%
Expenses	$60,989	$35,754	+0.7%
Net Income	$-11,738	$12,364	-1.9%

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

N/A

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
EDWARD CAREY	Director	1.00	Director	$0	$0	$0
PAUL MELEEDY	Director	2.00	Director	$0	$0	$0
PATRICK MARSHALL	Past President	1.00	Director	$0	$0	$0
GORDON GOODFELLOW	SecretaryClerk	5.00	Officer	$0	$0	$0
JASON GERRISH	Treasurer	5.00	Officer	$0	$0	$0
ALANNA THOMPSON	Vice President	2.00	Officer	$0	$0	$0
CHRISTOPHER PLONKA	Vice President	5.00	Officer	$0	$0	$0
ROBERT WILSON	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	$49,251	$60,989	$541,759	$-11,738
2024	$48,118	$35,754	$565,644	$12,364
2023	$44,865	$39,457	$565,015	$5,408

Lions Club of Lakeville Inc