PARK CITIES LIONS CLUB CHARITABLE … - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

MATTHEW S NEVITT

Phone

2148217770

Tax Period

2022-10-01 to 2023-09-30

PARK CITIES LIONS CLUB CHARITABLE TRUST, founded in 1992, is a micro nonprofit that reported $9K in total revenue in fiscal year 2022. Expenses of $10K exceeded revenue, resulting in a 13% operating deficit.

Mission

SUPPORT CHARITIES THROUGHOUT THE DALLAS METROPOLITAN AREA.

Program Service Accomplishments

Program 1

FUNDED CAMP BURNETT WHICH IS A CAMP USED BY THE YMCA, SCOUTS AND OTHER YOUTH RELATED ORGANIZATIONS. PROVIDED SCHOLARSHIPS FOR COLLEGE AND MADE DONATIONS TO BOY SCOUTS, FAMILY PLACE AND OTHER YOUTH...

FUNDED CAMP BURNETT WHICH IS A CAMP USED BY THE YMCA, SCOUTS AND OTHER YOUTH RELATED ORGANIZATIONS. PROVIDED SCHOLARSHIPS FOR COLLEGE AND MADE DONATIONS TO BOY SCOUTS, FAMILY PLACE AND OTHER YOUTH RELATED CHARITIES.

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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 $1,745

Program Service Revenue $0

Investment Income $7,156

Other Revenue $0

TOTAL REVENUE $8,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,024

Other Expenses $10,024

TOTAL EXPENSES $10,024

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,901	$8,529	+0.0%
Expenses	$10,024	$13,036	-0.2%
Net Income	$-1,123	$-4,507	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN BELLE	SECRETARY	N/A	Officer	$0	$0	$0
CAROLYN GARON	CHAIR PERSON	N/A	Officer	$0	$0	$0
MATTHEW S NEVITT	TREASURER	N/A	Officer	$0	$0	$0
PATRICK R WINTER	PRESIDENT	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
2023	$8,901	$10,024	$295,997	$-1,123
2022	$8,529	$13,036	$273,635	$-4,507
2021	$37,931	$7,346	$344,174	$30,585
2020	$5,088	$11,966	$284,949	$-6,878
2019	$12,954	$26,604	$265,066	$-13,650
2018	$33,464	$11,266	$283,160	$22,198

PARK CITIES LIONS CLUB CHARITABLE TRUST