NEW ALEXANDRIA LIONS CLUB INC (EIN 251680325) - 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

1992

Legal Domicile

Principal Officer

TRACY SLEZAK

Phone

7246687993

Tax Period

2024-07-01 to 2025-06-30

NEW ALEXANDRIA LIONS CLUB INC, founded in 1992, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. The organization ran a surplus of $13K, a strong 16% operating margin.

Mission

TO RAISE FUNDS TO PROVIDE ASSISTANCE TO THOSE IN NEED IN OUR COMMUNITY AND TO DONATE TO OTHER CHARITABLE ORGANIZATIONS

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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 $22,427

Program Service Revenue $0

Investment Income $472

Other Revenue $57,738

TOTAL REVENUE $80,637

Expense Breakdown

Grants Paid $24,830

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,928

Other Expenses $42,004

TOTAL EXPENSES $67,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,637	$79,154	+0.0%
Expenses	$67,468	$77,578	-0.1%
Net Income	$13,169	$1,576	+7.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BAUM	TAIL TWISTER	2.00	Officer	$0	$0	$0
DOUG BAUM	PRESIDENT	10.00	Officer	$0	$0	$0
CINDY PERIOD	MEMBERSHIP CHAIRPERSON	2.00	Officer	$0	$0	$0
JERRY SHEFFLER	V PRESIDENT	10.00	Officer	$0	$0	$0
DAVID CARR	DIRECTOR	5.00	Director	$0	$0	$0
TRACY SLEZAK	TREASURER	10.00	Officer	$0	$0	$0
AARON SLEZAK	DIRECTOR	10.00	Director	$0	$0	$0
PATRICK GRIFFITH	SECRETARY	7.00	Director	$0	$0	$0
TOM DAVIS	LION TAMER	5.00	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	$80,637	$67,468	$336,871	$13,169
2024	$79,154	$77,578	$323,048	$1,576
2023	$86,661	$90,068	$315,600	$-3,407
2022	$136,447	$90,679	$319,007	$45,768
2021	$166,458	$93,389	$273,239	$73,069
2020	$78,521	$60,084	$210,170	$18,437
2019	$18,889	$69,446	$191,733	$-50,557

NEW ALEXANDRIA LIONS CLUB INC