Beverly Hills Lions Club 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

1987

Legal Domicile

Principal Officer

Thomas Mize

Phone

3528974899

Tax Period

2024-07-01 to 2025-06-30

Beverly Hills Lions Club Inc, founded in 1987, is a small nonprofit that reported $219K in total revenue in fiscal year 2024. Expenses of $212K left a modest 3% surplus.

Mission

To provide the community with socially responsible achievements for the needy and local children

Program Service Accomplishments

Program 1

Expenses: $6,009

Beverly Hills Lions Club Foundation, Support the Local Charity

Program 2

Expenses: $250

WSUF Radio

Program 3

Expenses: $150

Sheriffs Youth Ranch

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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 $7,871

Program Service Revenue $195,467

Investment Income $112

Other Revenue $15,420

TOTAL REVENUE $218,870

Expense Breakdown

Grants Paid $7,111

Salaries & Benefits $0

Fundraising Expenses $161,092

Program Expenses $7,111

Other Expenses $204,879

TOTAL EXPENSES $211,990

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,870	$218,956	0.0%
Expenses	$211,990	$213,920	0.0%
Net Income	$6,880	$5,036	+0.4%

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

$11,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Mize	President	16	Officer	$11,400	$0	$11,400
Karen Quinn	Treasurer	12	Officer	$0	$0	$0
Janet Mize	Vice President	12	Officer	$0	$0	$0
Marsha Smith	Secretary	12	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	$218,870	$211,990	$70,755	$6,880
2024	$218,956	$213,920	$54,896	$5,036
2023	$178,110	$190,749	$49,860	$-12,639
2022	$182,651	$190,063	$62,499	$-7,412