Lions Club of Forest Lake

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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

1960

Legal Domicile

Principal Officer

Gary Lee

Tax Period

2023-07-01 to 2024-06-30

Lions Club of Forest Lake, founded in 1960, is a small nonprofit that reported $171K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 26% operating margin.

Mission

To support and serve the needs of our community through volunteer projects.

Program Service Accomplishments

Program 1

Expenses: $126,393

Activities were held to raise funds to help needy individuals in the Forest Lake area. Funds were raised by fundraising activities and lawful gambling operations.

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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 $1,000

Program Service Revenue $4,332

Investment Income $87

Other Revenue $165,614

TOTAL REVENUE $171,033

Expense Breakdown

Grants Paid $108,891

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,393

Other Expenses $14,938

TOTAL EXPENSES $126,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,033	$110,082	+0.6%
Expenses	$126,448	$121,852	+0.0%
Net Income	$44,585	$-11,770	-4.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Stauner	Director	1.00	Officer Director	$0	$0	$0
Dennis Batty	Director	1.00	Officer Director	$0	$0	$0
Rich Jabas	Director	1.00	Officer Director	$0	$0	$0
Dale Oehler	Director	1.00	Officer Director	$0	$0	$0
Beth Kramer	Past President	1.00	Officer Director	$0	$0	$0
Doris Sullivan	Director	1.00	Officer Director	$0	$0	$0
Bob Carter	Director	1.00	Officer Director	$0	$0	$0
Lou Trudeau	Membership	1.00	Officer Director	$0	$0	$0
Jenny Lorge	2nd Vice President	1.00	Officer Director	$0	$0	$0
Marc Harshman	1st Vice President	1.00	Officer Director	$0	$0	$0
Gary Lee	President	2.00	Officer Director	$0	$0	$0
Donna Mathias	Secretary	1.00	Officer Director	$0	$0	$0
Rick Bahnemann	Lion Tamer	1.00	Officer Director	$0	$0	$0
Steve Brunner	Tail Twister	1.00	Officer Director	$0	$0	$0
Sue Griffin	Treasurer	1.00	Officer 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	$171,033	$126,448	$244,444	$44,585
2023	$110,082	$121,852	$198,140	$-11,770
2022	$143,694	$160,377	$220,844	$-16,683
2021	$186,399	$104,608	$237,073	$81,791
2020	$132,168	$78,545	$153,814	$53,623
2019	$176,782	$159,715	$99,689	$17,067