Darien Lions Club Foundation (EIN 364260549) - 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

1998

Legal Domicile

Principal Officer

James Burke

Phone

6306607944

Tax Period

2024-07-01 to 2025-06-30

Darien Lions Club Foundation, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $141K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 60% operating margin.

Mission

Aid to Hearing & Eye Impaired

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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 $48,207

Program Service Revenue $0

Investment Income $71,412

Other Revenue $21,606

TOTAL REVENUE $141,225

Expense Breakdown

Grants Paid $52,458

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,458

Other Expenses $3,454

TOTAL EXPENSES $55,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,225	$109,046	+0.3%
Expenses	$55,912	$44,621	+0.3%
Net Income	$85,313	$64,425	+0.3%

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
April Padalik	Director	2.00	Director	$0	$0	$0
Leslie Sweeney	Director	2.00	Director	$0	$0	$0
Tracy Johnson	Director	2.00	Director	$0	$0	$0
Paul Kempt	Director	2.00	Director	$0	$0	$0
Steve Wernecke	Treasurer	0.00	Officer Director	$0	$0	$0
Dave Smetak	Director	0.00	Director	$0	$0	$0
Jim Heavey	Director	0.00	Director	$0	$0	$0
Mike Falco	Director	0.00	Director	$0	$0	$0
Randy Porzel	Director	0.00	Director	$0	$0	$0
Ed O'Connor	Director	0.00	Director	$0	$0	$0
Kevin Camden	Director	0.00	Director	$0	$0	$0
James Burke	Vice President	2.00	Officer	$0	$0	$0
Ryan Wahlheim	Vice President	2.00	Officer	$0	$0	$0
Jim Kiser	Treasurer	2.00	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
2025	$141,225	$55,912	$660,518	$85,313
2024	$109,046	$44,621	$575,205	$64,425
2023	$90,680	$63,135	$510,780	$27,545
2022	$48,043	$76,755	$485,190	$-28,712
2021	$173,368	$37,107	$572,320	$136,261

Darien Lions Club Foundation