Windsor Locks Lions Charities Inc

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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

1991

Legal Domicile

Principal Officer

Scott Storms

Phone

8606279001

Tax Period

2024-07-01 to 2025-06-30

Windsor Locks Lions Charities Inc, founded in 1991, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 8% surplus.

Mission

To run a partially volunteer ambulance, to provide scholastic awards, to sponsor youth activities, to aid the needy, and to donate to eye related 501(c)(3) organizations.

Program Service Accomplishments

Program 1

Expenses: $1,173,208 Revenue: $1,137,916

Ambulance service provided to the town of Windsor Locks for 365 days per year.

Program 2

Expenses: $26,755

Expenditures to benefit the town of Windsor Locks (donation to Windsor Locks Dollars for Scholars $12,000, Misc Awards $1,500 youth activities $2,395, Special Ed Christmas party $521, Ramps built for handicapped $965, flowers for deceased or sick $698, various other small donations $7,176, benches for town $1,500)

Program 3

Expenses: $6,750

Grants to Lions International, state, and district organizations primarily to aid blind individuals.

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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 $119,980

Program Service Revenue $1,137,916

Investment Income $51,409

Other Revenue $0

TOTAL REVENUE $1,309,305

Expense Breakdown

Grants Paid $33,505

Salaries & Benefits $813,695

Fundraising Expenses $0

Program Expenses $1,206,713

Other Expenses $363,744

TOTAL EXPENSES $1,210,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,309,305	$1,345,820	0.0%
Expenses	$1,210,944	$1,313,836	-0.1%
Net Income	$98,361	$31,984	+2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Tice	Director	2.00	Director	$0	$0	$0
Sandy English	Director	2.00	Director	$0	$0	$0
Michael Hickey	Director	2.00	Director	$0	$0	$0
Kathleen Montemerlo	Director	2.00	Director	$0	$0	$0
Alan Stegman	Director	2.00	Director	$0	$0	$0
William Tice	Director	2.00	Director	$0	$0	$0
Cynthia Cooper	Treasurer	5.00	Officer Director	$0	$0	$0
John Montemerlo	First Vice President	5.00	Officer Director	$0	$0	$0
David Vaicunas	Second Vice President	5.00	Officer Director	$0	$0	$0
Scott Storms	President	5.00	Officer Director	$0	$0	$0
Diane Kokofski	Secretary	5.00	Officer Director	$0	$0	$0
David Parry	Past President	5.00	Officer 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	$1,309,305	$1,210,944	$1,324,338	$98,361
2024	$1,345,820	$1,313,836	$1,231,793	$31,984
2023	$1,131,375	$1,168,099	$1,206,974	$-36,724
2022	$1,336,586	$1,116,767	$1,236,098	$219,819
2021	$1,022,279	$1,001,898	$1,288,563	$20,381
2020	$1,165,713	$1,018,478	$1,131,646	$147,235
2019	$1,126,346	$984,170	$843,282	$142,176