Lions Int'l Waterville Club #3080 (EIN 411336867) - 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

1986

Legal Domicile

Principal Officer

Troy Wetzel

Phone

6517551031

Tax Period

2022-07-01 to 2023-06-30

Lions Int'l Waterville Club #3080, founded in 1986, is a small nonprofit that reported $151K in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year.

Mission

To create and foster a spirit of understanding among all people for humanitarian needs by providing voluntary services through community involvement and international cooperation motto of the Club is, 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 (2022)

Revenue Breakdown

Contributions & Grants $7,810

Program Service Revenue $0

Investment Income $0

Other Revenue $142,789

TOTAL REVENUE $150,599

Expense Breakdown

Grants Paid $143,609

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,690

Other Expenses $7,081

TOTAL EXPENSES $150,690

Year-over-Year Comparison

	2022	2021	Change
Revenue	$150,599	$181,456	-0.2%
Expenses	$150,690	$157,066	0.0%
Net Income	$-91	$24,390	-1.0%

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

$9,596

Total Directors

$19,596

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Tangen	Member	1.00	Director	$10,000	$0	$10,000
Joe Christenson	Vice President	1.00	Officer Director	$8,396	$0	$8,396
Kim Brown	Secretary	1.00	Officer Director	$1,200	$0	$1,200
Margie Jacobson	President	1.00	Officer Director	$0	$0	$0
Troy Wetzel	Treasurer	1.00	Officer Director	$0	$0	$0
Pat Scholljegerdes	Member	1.00	Director	$0	$0	$0
John Scholljegerdes	Member	1.00	Director	$0	$0	$0
Todd Schwartz	Member	1.00	Director	$0	$0	$0
Mike Roseman	Member	1.00	Director	$0	$0	$0
Bob Gress	Member	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$150,599	$150,690	$63,843	$-91
2022	$31,576	$6,475	$61,568	$25,101
2021	$-9,432	$3,661	$36,308	$-13,093
2020	$19,153	$6,628	$49,699	$12,525
2019	$370,330	$353,814	$37,634	$16,516
2018	$287,441	$299,560	$21,460	$-12,119

Lions Int'l Waterville Club #3080