Lions International Lake Geneva Lions Club co William Henry (EIN 396095325) - 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

1964

Legal Domicile

Principal Officer

William Henry

Phone

2627234399

Tax Period

2023-07-01 to 2024-06-30

Lions International Lake Geneva Lions Club co William Henry, founded in 1964, is a small nonprofit that reported $110K in total revenue in fiscal year 2023. The organization ran a surplus of $54K, a strong 49% operating margin.

Mission

To raise money through various charities to help those with hearing & visual problems To empower volunteers to serve their communities, meet humanitarian needs, encourage peace, and promote international understanding through 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 (2023)

Revenue Breakdown

Contributions & Grants $110,356

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $110,356

Expense Breakdown

Grants Paid $36,696

Salaries & Benefits $0

Fundraising Expenses $1,123

Program Expenses $47,095

Other Expenses $16,990

TOTAL EXPENSES $56,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,356	N/A	N/A
Expenses	$56,153	N/A	N/A
Net Income	$54,203	N/A	N/A

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
Ray Jacobson	Administrative Treasurer	1.00	Officer	$0	$0	$0
William Henry	Activities Treasurer	1.00	Officer	$0	$0	$0
Bryan Smith	Director	1.00	Director	$0	$0	$0
Tom Macone	2nd Vice President	1.00	Officer	$0	$0	$0
Dave Barnett	1st Vice President	1.00	Officer	$0	$0	$0
Kevin Nevin	Director	1.00	Director	$0	$0	$0
Sean Levitt	President	1.00	Officer	$0	$0	$0
Nick Cekosh	Secretary	1.00	Officer	$0	$0	$0
Jeff Jerdee	3rd Vice President	1.00	Officer	$0	$0	$0
Bill Kinglsey	Director	1.00	Director	$0	$0	$0
Matt Stinebrink	Director	1.00	Director	$0	$0	$0
Kevin Nevin	Director	1.00	Director	$0	$0	$0
Doug Bartz	Director	1.00	Director	$0	$0	$0
Kurt Henkel	Director	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
2024	$110,356	$56,153	$29,760	$54,203

Lions International Lake Geneva Lions Club co William Henry