Lions Clubs of New York State & Bermuda Lions Clubs International Inc (EIN 166099328) - 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

1988

Legal Domicile

Principal Officer

Kelly Clark

Phone

3154783131

Tax Period

2024-07-01 to 2025-06-30

Lions Clubs of New York State & Bermuda Lions Clubs International Inc, founded in 1988, is a small nonprofit that reported $363K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

To take an active interest inthe civic, social and moral welfare of the community

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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 $282,461

Program Service Revenue $74,568

Investment Income $6,359

Other Revenue $0

TOTAL REVENUE $363,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,136

Fundraising Expenses $0

Program Expenses $301,282

Other Expenses $266,859

TOTAL EXPENSES $373,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,388	$406,133	-0.1%
Expenses	$373,995	$400,593	-0.1%
Net Income	$-10,607	$5,540	-2.9%

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

Employees

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

$33,268

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeremy Schnurr	Governor	10.00	Director	$0	$0	$0
Thomas Flaherty	Governor	10.00	Director	$0	$0	$0
Tamre Waite	Governor	10.00	Director	$0	$0	$0
Barbara Bentley	Governor	10.00	Director	$0	$0	$0
Jill Skinner	Governor	10.00	Director	$0	$0	$0
Thomas Roberts	Governor	10.00	Director	$0	$0	$0
Everett Conklin	Governor	10.00	Director	$0	$0	$0
Asef Bari	Governor	10.00	Director	$0	$0	$0
Jennifer Seymour-Wright	Governor	10.00	Director	$0	$0	$0
Jeanne Mulry	Governor	10.00	Director	$0	$0	$0
Fran Beringer	Governor	10.00	Director	$0	$0	$0
Timothy Jachlewski	MD20 Secretary/Treasurer	25.00	Officer	$33,268	$0	$33,268

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	$363,388	$373,995	$221,995	$-10,607
2024	$406,133	$400,593	$229,617	$5,540
2023	$394,811	$401,008	$216,113	$-6,197
2022	$383,138	$390,788	$218,910	$-7,650
2021	$303,226	$314,368	$234,428	$-11,142
2020	$525,077	$490,316	$329,085	$34,761
2019	$361,684	$356,813	$224,896	$4,871

Lions Clubs of New York State & Bermuda Lions Clubs International Inc