AVALON LION CHARITIES FOUNDATION INC (EIN 271101502) - 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

2002

Legal Domicile

Phone

6093681739

Tax Period

2023-07-01 to 2024-06-30

AVALON LION CHARITIES FOUNDATION INC, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $392K in total revenue in fiscal year 2023. Revenue surged 175% from the prior year, signaling strong growth momentum. Expenses of $360K left a modest 8% surplus.

Mission

The Avalon Lions fundraise for the purpose of donating to charities in Cape May County that benefit the blind and needy.

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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 (2023)

Revenue Breakdown

Contributions & Grants $339,193

Program Service Revenue $0

Investment Income $39

Other Revenue $52,938

TOTAL REVENUE $392,170

Expense Breakdown

Grants Paid $358,642

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,845

TOTAL EXPENSES $360,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,170	$142,838	+1.7%
Expenses	$360,487	$116,207	+2.1%
Net Income	$31,683	$26,631	+0.2%

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

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
Dan Donohoe	President	5.00	Officer	$0	$0	$0
Loretta Finnegan	2nd VP	5.00	Officer	$0	$0	$0
Nina Ansel	2nd VP	5.00	Officer	$0	$0	$0
Barb Stout	1st VP	5.00	Officer	$0	$0	$0
Mary Beth Nelson	Admin Treasurer	5.00	Officer	$0	$0	$0
Linda Lutz	Charity Treasurer	5.00	Officer	$0	$0	$0
Carol Hunsicker	Secretary	5.00	Officer	$0	$0	$0
N/A	Director	2.00	Officer	$0	$0	$0
Sue White	Director	2.00	Officer	$0	$0	$0
N/A	Director	2.00	Officer	$0	$0	$0
Dan Bowersock	Director	2.00	Officer	$0	$0	$0
Ramona Sanabria	Director	2.00	Officer	$0	$0	$0
Eileen Donovan	Director	2.00	Officer	$0	$0	$0
Bruce Loversidge	Past President	2.00	Officer	$0	$0	$0
Robin Mackintosh	Marketing Director	2.00	Officer	$0	$0	$0
Kathleen Dooley	Membership Director	2.00	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	$392,170	$360,487	$129,032	$31,683
2023	$195,111	$161,415	$92,077	$33,696
2023	$142,838	$116,207	$97,349	$26,631

AVALON LION CHARITIES FOUNDATION INC