ORCAS ISLAND LIONS CLUB FOUNDATION (EIN 311730975) - 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

1975

Legal Domicile

Principal Officer

Jim Biddick

Phone

3603762488

Tax Period

2024-07-01 to 2025-06-30

ORCAS ISLAND LIONS CLUB FOUNDATION, founded in 1975, is a small nonprofit in the Community Improvement sector that reported $114K in total revenue in fiscal year 2024. Expenses of $107K left a modest 6% surplus.

Mission

Provide community support for sight and hearing, provide high school scholarships and support various youth and community 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 $69,507

Program Service Revenue $26,097

Investment Income $13,792

Other Revenue $4,780

TOTAL REVENUE $114,176

Expense Breakdown

Grants Paid $76,410

Salaries & Benefits $0

Fundraising Expenses $22,216

Program Expenses $84,963

Other Expenses $30,769

TOTAL EXPENSES $107,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,176	$106,850	+0.1%
Expenses	$107,179	$70,404	+0.5%
Net Income	$6,997	$36,446	-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

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
Eric Heyn	President	12	Director	$0	$0	$0
Toby Hiller	Secretary	8	Director	$0	$0	$0
James Biddick	Treasurer	20	Director	$0	$0	$0
Steve Schaefer	Past President	8	Director	$0	$0	$0
Patrick Whitley	Director	4	Director	$0	$0	$0
Karen Hiller	Director	4	Director	$0	$0	$0
Camaron Synder	Director	4	Director	$0	$0	$0
Kay Miller	Director	4	Director	$0	$0	$0
Stephen Bentley	Director	4	Director	$0	$0	$0
George Beebe	Director	4	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	$114,176	$107,179	$636,600	$6,997
2024	$106,850	$70,404	$629,569	$36,446
2023	$185,848	$210,828	$547,313	$-24,980

ORCAS ISLAND LIONS CLUB FOUNDATION