SAN DIEGO LIONS WELFARE FOUNDATION

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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

1987

Legal Domicile

Principal Officer

VICTORIA WIERIG

Phone

6192397264

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO LIONS WELFARE FOUNDATION, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $227K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $363K exceeded revenue, resulting in a 60% operating deficit.

Mission

The Foundation was organized for the promotion of the welfare of humanity, including the sight impaired, the hearing impaired and the under-privileged.

Program Service Accomplishments

Program 1

Expenses: $261,936

SUPPORTED ORGANIZATIONS - PROVIDE FUNDS TO THE TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTED ORGANIZATION; LIONS CLUB OF SAN DIEGO. THE BOARDS COORDINATE TO DIRECT THESE FUNDS TO VARIOUS...

SUPPORTED ORGANIZATIONS - PROVIDE FUNDS TO THE TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTED ORGANIZATION; LIONS CLUB OF SAN DIEGO. THE BOARDS COORDINATE TO DIRECT THESE FUNDS TO VARIOUS ORGANIZATIONS IN THE SAN DIEGO AREA INCLUDING SIGHT IMPAIRED PROGRAMS, YOUTH ACTIVITY PROGRAMS, HEARING IMPARIED PROGRAMS AND AFFORDABLE HOUSING PROGRAMS. THESE FUNDS ARE ALSO USED TO PROVIDE SCHOLARSHIPS TO AT-RISK YOUTH IN THE SAN DIEGO AREA.

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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 $16,995

Program Service Revenue $0

Investment Income $139,443

Other Revenue $70,234

TOTAL REVENUE $226,672

Expense Breakdown

Grants Paid $261,936

Salaries & Benefits $61,140

Fundraising Expenses $0

Program Expenses $261,936

Other Expenses $39,684

TOTAL EXPENSES $362,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,672	$245,585	-0.1%
Expenses	$362,760	$338,102	+0.1%
Net Income	$-136,088	$-92,517	+0.5%

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

$83,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA WIERIG	Executive Dir.	20.00	Officer	$0	$13,298	$83,394
HELEN ELIAS	Trustee	0.25	Director	$0	$0	$0
FREDDY GOMEZ	Trustee	0.25	Director	$0	$0	$0
MARK HEINRICH	Trustee	0.25	Director	$0	$0	$0
MAIRE HUNT	Trustee	0.25	Director	$0	$0	$0
LINDA LANGAN	Trustee	0.25	Director	$0	$0	$0
EDVIN LIKU	Trustee	0.25	Director	$0	$0	$0
AARON MAJORS	Trustee	0.25	Director	$0	$0	$0
RANDY STAGE	Trustee	0.25	Director	$0	$0	$0
DOUGLAS WAHL	Chair	10.00	Officer Director	$0	$0	$0
HELGA MOORE	Trustee	0.25	Director	$0	$0	$0
PAT STALNAKER	Trustee	0.25	Director	$0	$0	$0
SHARON MENDENHALL	Trustee	0.25	Director	$0	$0	$0
TED KAY	Secretary/CFO	10.00	Officer Director	$0	$0	$0
JONATHAN MOSIER	Vice Chair	10.00	Officer Director	$0	$0	$0
PAM MYERS	Trustee	0.25	Director	$0	$0	$0
MARK DAVIS	Trustee	0.25	Director	$0	$0	$0
PETER SINGER	Trustee	0.25	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	$226,672	$362,760	$5,976,776	$-136,088
2024	$245,585	$338,102	$5,738,152	$-92,517
2023	$316,058	$404,551	$5,380,184	$-88,493
2022	$214,188	$335,481	$5,126,438	$-121,293
2021	$256,744	$364,499	$5,914,234	$-107,755
2020	$262,794	$312,637	$5,003,844	$-49,843
2019	$682,873	$373,122	$5,063,024	$309,751
2018	$572,968	$808,386	$4,884,248	$-235,418