LIONS INTERNATIONAL - LORETTO 2960 (EIN 237065339) - 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

1969

Legal Domicile

Principal Officer

DANA CLINE

Phone

6128772358

Tax Period

2022-07-01 to 2023-06-30

LIONS INTERNATIONAL - LORETTO 2960, founded in 1969, is a micro nonprofit that reported $71K in total revenue in fiscal year 2022. The organization ran a surplus of $65K, a strong 91% operating margin.

Mission

THE LORETTO LIONS CLUB WAS FORMED FOR THE PURPOSE OF PROVIDING SERVICES TO THE CITY OF LORETTO AND SURROUNDING COMMUNITIES. IN CONJUNCTION WITH ITS NATIONAL AFFILIATES, THE ORGANIZATION ALSO ADDRESSES VARIOUS WORLD WIDE CONCERNS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $525

Program Service Revenue $0

Investment Income $80

Other Revenue $70,748

TOTAL REVENUE $71,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,665

Other Expenses $6,338

TOTAL EXPENSES $6,338

Year-over-Year Comparison

	2022	2021	Change
Revenue	$71,353	$-12,081	-6.9%
Expenses	$6,338	$9,619	-0.3%
Net Income	$65,015	$-21,700	-4.0%

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 CLINE	PRESIDENT	N/A	Officer	$0	$0	$0
TENA UNGERMAN	TREASURER	N/A	Officer	$0	$0	$0
LAURA WALKER	SECRETARY	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$71,353	$6,338	$211,687	$65,015
2022	$-12,081	$9,619	$146,672	$-21,700
2021	$56,799	$5,125	$168,835	$51,674
2020	$-3,126	$9,088	$117,215	$-12,214
2019	$-50,272	$4,861	$128,912	$-55,133
2018	$59,587	$7,315	$183,646	$52,272

LIONS INTERNATIONAL - LORETTO 2960