EL CAJON VALLEY LIONS 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

1997

Legal Domicile

Principal Officer

PAUL TREMBLAY

Phone

8584497634

Tax Period

2019-07-01 to 2020-06-30

EL CAJON VALLEY LIONS FOUNDATION, founded in 1997, is a micro nonprofit that reported $48K in total revenue in fiscal year 2019. The organization ran a surplus of $48K, a strong 100% operating margin.

Mission

TO SUPPORT OUR LOCAL COMMUNITY AND THE WORLD COMMUNITY AS WE CARRY OUT ESSENTIAL HUMANITARIAN SERVICE PROJECTS. WE SERVE.

Program Service Accomplishments

Program 1

GUIDE DOGS OF THE DESERT. WE FUND GUIDE DOG TRAINING FOR THE SIGHT AND HEARING IMPAIRED. WE SERVE.

Program 2

WE PROVIDED FUNDING TO BOYS AND GIRLS CLUBS FOR CHILDRENS EXPENSES.

Program 3

WE PROVIDED FUNDING TO THE SAN DIEGO CENTER FOR THE BLIND FOR GENERAL EXPENSES. WE SERVE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,315

Program Service Revenue $0

Investment Income $46,685

Other Revenue $0

TOTAL REVENUE $48,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20

TOTAL EXPENSES $20

Year-over-Year Comparison

	2019	2018	Change
Revenue	$48,000	$49,302	0.0%
Expenses	$20	$27,254	-1.0%
Net Income	$47,980	$22,048	+1.2%

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

200

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
CARTER SHORT	Trustee	1.00	Director	$0	$0	$0
GARY ROBINSON	Secretary	1.00	Officer Director	$0	$0	$0
FELINA BALISTRERI	Chairman	1.00	Officer Director	$0	$0	$0
PAUL TREMBLAY	Treasurer	1.00	Officer Director	$0	$0	$0
DON ANTHONY	Trustee	1.00	Director	$0	$0	$0
GARY SIMS	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
GARY ZINC	Trustee	1.00	Director	$0	$0	$0
BRUCE BOORMAN	Trustee	1.00	Director	$0	$0	$0
MARK CLIFTON	Trustee	1.00	Director	$0	$0	$0
CHRIS BRAMWELL	Trustee	1.00	Director	$0	$0	$0
RON BLACK	Trustee	1.00	Director	$0	$0	$0
YVONNE PARIS	Trustee	1.00	Director	$0	$0	$0
KEITH BAILES	Trustee	1.00	Director	$0	$0	$0
ROBERT MOREAU	Trustee	1.00	Director	$0	$0	$0
SHARIE HOOPS	Trustee	1.00	Director	$0	$0	$0
BOB ACKER	Trustee	1.00	Director	$0	$0	$0
LEN BLOTTIN	Trustee	1.00	Director	$0	$0	$0
RICHARD NASIF	Trustee	1.00	Director	$0	$0	$0
ROGER STEBLETON	Trustee	1.00	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
2020	$48,000	$20	$863,874	$47,980