Ellijay Lions Club Charities Inc (EIN 311715096) - 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

2000

Legal Domicile

Principal Officer

Merle Naylor

Phone

7068898091

Tax Period

2023-01-01 to 2023-12-31

Ellijay Lions Club Charities Inc, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $365K in total revenue in fiscal year 2023. Revenue surged 341% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 62% operating margin.

Mission

Promotion of Vision, Eye Conservation and Desease Prevention

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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 $21,360

Program Service Revenue $0

Investment Income $0

Other Revenue $343,214

TOTAL REVENUE $364,574

Expense Breakdown

Grants Paid $97,737

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,737

Other Expenses $42,192

TOTAL EXPENSES $139,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$364,574	$82,587	+3.4%
Expenses	$139,929	$102,958	+0.4%
Net Income	$224,645	$-20,371	-12.0%

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
Merle Howell Naylor	Treasurer	20.00	Officer	$0	$0	$0
Barbara Barrett	Secretary	15.00	Officer	$0	$0	$0
Ted Vickory	Director	15.00	Officer	$0	$0	$0
Mike Carter	V Pres	20.00	Officer	$0	$0	$0
Sam Burrell	officer	15.00	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
2024	No data	No data	No data	No data
2023	$364,574	$139,929	$324,840	$224,645
2022	$82,587	$102,958	$174,160	$-20,371
2021	$113,914	$58,841	$194,531	$55,073
2020	$23,517	$104,769	$139,458	$-81,252

Ellijay Lions Club Charities Inc