USACANADA LIONS LEADERSHIP FORUM

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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

1977

Legal Domicile

Principal Officer

LARRY JOHNSON

Phone

3042950635

Tax Period

2024-10-01 to 2025-09-30

USACANADA LIONS LEADERSHIP FORUM, founded in 1977, is a small nonprofit in the Education sector that reported $916K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $295K, a strong 32% operating margin.

Mission

THE PURPOSE OF THE FORUM IS TO PROVIDE AN OPEN FORUM FOR THE EXCHANGE OF INFORMATION AND IDEAS REGARDING COMMUNITY AND PUBLIC SERVICE ACTIVITIES; TO PROMOTE THE PRINCIPLES AND OBJECTIVES OF LIONS CLUBS INTERNATIONAL; AND TO TRAIN, EDUCATE AND MOTIVATE OFFICERS OF CLUBS AND DISTRICT ORGANIZAIONS IN LIONS CLUBS INTERNATIONAL.

Program Service Accomplishments

Program 1

Expenses: $577,464 Revenue: $860,251

THE FORUM CONDUCTS AN ANNUAL USA/CANADA LIONS LEADERSHIP FORUM SOMEWHERE IN THE UNITED STATES OR CANADA. IN FY 2024-25, THE EVENT WAS HELD IN ATLANTIC CITY, NEW JERSEY. APPROXIMATELY 1800 LIONS CLUBS MEMBERS ATTENDED. THERE WERE ABOUT 80 SEPARATE SEMINARS COVERING VARIOUS TOPICS OF INTEREST. THERE WERE FOUR GROUP MEALS FEATURING SPEAKERS ON LIONS AND LEADERSHIP TOPICS. THERE WERE SEVERAL EXHIBITORS WITH INFORMATION ABOUT PROGRAMS OF INTEREST TO LIONS CLUBS.

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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 $55,650

Program Service Revenue $807,485

Investment Income $7,056

Other Revenue $45,710

TOTAL REVENUE $915,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $577,464

Other Expenses $621,147

TOTAL EXPENSES $621,147

Year-over-Year Comparison

	2024	2023	Change
Revenue	$915,901	$982,207	-0.1%
Expenses	$621,147	$1,026,183	-0.4%
Net Income	$294,754	$-43,976	-7.7%

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

300

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
STEVE SHERER	US ADVISOR	2.00	Officer Director	$0	$0	$0
VP MARK LYON	HONORARY CHAIR	1.00	Officer Director	$0	$0	$0
ANNE SMARSH	GENERAL CHAIR	10.00	Officer Director	$0	$0	$0
POLLY VOON	SECRETARY	14.00	Officer Director	$0	$0	$0
LARRY JOHNSON	TREASURER	10.00	Officer Director	$0	$0	$0
TYLER BRAY	CANADIAN ADVISOR	2.00	Officer Director	$0	$0	$0
DAYL BAILE	HOST CHAIR	5.00	Officer Director	$0	$0	$0
ARDIE KLEMISH	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DEBBIE CANTRELL	BOARD REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
CINDY GREGG	FACILITIES CHAIR	3.00	Director	$0	$0	$0
BILL PHILLIPI	ASSISTANT FACILITIES	2.00	Director	$0	$0	$0
DEBBIE MANSELL	GENERAL SESSIONS/MEALS	2.00	Director	$0	$0	$0
DEBBIE DOTY	MARKETING	2.00	Director	$0	$0	$0
DANIEL ELKINS	IT	2.00	Director	$0	$0	$0
MARK MANSELL	EDUCATION TEAM CHAIR	4.00	Director	$0	$0	$0
NICOLIN CAROL MOORE	EDUCATION TEAM	2.00	Director	$0	$0	$0
BUD WAHL	EDUCATION TEAM	2.00	Director	$0	$0	$0
SHARON SIKES	EDUCATION TEAM	2.00	Director	$0	$0	$0
TOM GREGG	STORE	4.00	Director	$0	$0	$0
TERRI PEASE-HUFFMAN	STRIDE WALK	2.00	Director	$0	$0	$0
GEMMA FERGUSON	SERVICE/SPECIAL PROJECTS	2.00	Director	$0	$0	$0
DAVID WENTWORTH	SPONSORS	2.00	Director	$0	$0	$0
RANDY RITTERBUSH	EXHIBITS	2.00	Director	$0	$0	$0
DEB WEAVERLING	PROTOCOL	2.00	Director	$0	$0	$0
STEVE SOMERSET	TRANSPORTATION	2.00	Director	$0	$0	$0
JAY MOUGHON	TRANSPORTATION	2.00	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
2025	$915,901	$621,147	$673,646	$294,754
2024	$982,207	$1,026,183	$364,587	$-43,976
2023	$1,152,647	$826,849	$379,057	$325,798
2022	$562,130	$818,994	$565,436	$-256,864
2021	$702,283	$744,307	$713,257	$-42,024
2020	$71,101	$179,984	$592,909	$-108,883
2019	$756,140	$725,453	$829,205	$30,687
2018	$732,435	$729,998	$735,799	$2,437