BELLINGHAM CENTRAL LIONS CLUB FOUNDATION (EIN 311707651) - 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

1999

Legal Domicile

Principal Officer

KEN BALLWEG

Phone

3607334911

Tax Period

2023-07-01 to 2024-06-30

BELLINGHAM CENTRAL LIONS CLUB FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $104K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $348K represent 40 months of operating reserves.

Mission

ORGANIZED IN ORDER TO OPERATE EXCLUSIVELY FOR THE PURPOSES OF PROVIDING EYEGLASSES, HEARING AIDS, AND WHEELCHAIRS AT NO CHARGE TO NEEDY PERSONS IN WHATCOM COUNTY AND FUND OTHER CHARITABLE OR EDUCATIONAL PROJECTS AS DETERMINED BY THE BOARD OF DIRECTORS.

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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 $32,316

Program Service Revenue $0

Investment Income $4,585

Other Revenue $67,460

TOTAL REVENUE $104,361

Expense Breakdown

Grants Paid $55,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,714

Other Expenses $46,328

TOTAL EXPENSES $101,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,361	$94,595	+0.1%
Expenses	$101,963	$83,045	+0.2%
Net Income	$2,398	$11,550	-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
MARK KENNEDY	Secretary	1.00	Director	$0	$0	$0
BOB CURTIS	Director	1.00	Director	$0	$0	$0
KEN BALLWEG	Treasurer	1.00	Director	$0	$0	$0
MIMI CURTIS	Director	1.00	Director	$0	$0	$0
SIMON SEFZIK	Director	1.00	Director	$0	$0	$0
BIFF DICKERSON	Director	1.00	Director	$0	$0	$0
DON WEBSTER	Director	1.00	Director	$0	$0	$0
GLORIA HARDEN	Chairman	1.00	Director	$0	$0	$0
JOHN MARTHENS	Director	1.00	Director	$0	$0	$0
JOHN WILSON	Director	1.00	Director	$0	$0	$0
TIM VAIL	Director	1.00	Director	$0	$0	$0
JENNIFER EVANS-THOMPSON	Director	1.00	Director	$0	$0	$0
DEBBIE COSTELLO	President	1.00	Officer	$0	$0	$0
DEAN BATES	Vice President	1.00	Officer	$0	$0	$0
AMBER BECKER	Vice President	1.00	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	$104,361	$101,963	$348,241	$2,398
2023	$94,595	$83,045	$345,843	$11,550
2022	$157,600	$158,871	$334,293	$-1,271
2021	$72,134	$69,907	$335,564	$2,227
2020	$90,508	$79,976	$333,337	$10,532
2019	$220,777	$86,838	$387,504	$133,939

BELLINGHAM CENTRAL LIONS CLUB FOUNDATION