White Bear Lake Lions Club (EIN 410650949) - 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

1945

Legal Domicile

Phone

6514265199

Tax Period

2024-07-01 to 2025-06-30

White Bear Lake Lions Club, founded in 1945, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $164K exceeded revenue, resulting in a 38% operating deficit.

Mission

Serve the local communities by conducting fundraising events to provide funds for the support of food shelves, senior citizen programs, school districts, hearing and sight progams, youth activities, and other

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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 $11,169

Program Service Revenue $0

Investment Income $-19

Other Revenue $108,061

TOTAL REVENUE $119,211

Expense Breakdown

Grants Paid $144,889

Salaries & Benefits $0

Fundraising Expenses $4,768

Program Expenses $144,889

Other Expenses $19,238

TOTAL EXPENSES $164,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,211	$164,251	-0.3%
Expenses	$164,127	$131,867	+0.2%
Net Income	$-44,916	$32,384	-2.4%

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

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

$57,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rheannna O'Brien	President	2.00	Officer Director	$0	$0	$0
Ivy Hunt	1st Vice-President	2.00	Officer Director	$0	$0	$0
Ann Jacobson	2nd Vice-President	2.00	Officer Director	$0	$0	$0
Scott Wilson	3rd Vice-President	2.00	Officer Director	$0	$0	$0
Carisa Vermeersch	Secretary	5.00	Officer Director	$0	$0	$0
Jim Anderson	Treasurer	3.00	Officer Director	$0	$0	$0
Noreen Shephard	Sergeant at Arms	2.00	Director	$0	$0	$0
Jim Francis	Director	40.00	Director	$57,500	$0	$57,500
Pat Johnson	Tail Twister	2.00	Director	$0	$0	$0
John Tomlinson	Tail Twister	2.00	Director	$0	$0	$0
Kea Knox	Tail Twister	2.00	Director	$0	$0	$0
Kate Hunt	Lion Tamer	2.00	Director	$0	$0	$0
Rick Goplen	Past President	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	$119,211	$164,127	$417,167	$-44,916
2024	No data	No data	No data	No data
2023	$155,899	$119,846	$439,478	$36,053
2022	$422,367	$233,741	$402,328	$188,626
2021	$290,674	$332,457	$204,303	$-41,783
2020	$182,803	$150,584	$245,230	$32,219
2019	$194,582	$145,573	$212,498	$49,009
2018	$188,895	$124,736	$163,341	$64,159

White Bear Lake Lions Club