LIONS CLUB OF WAVERLY (EIN 411603593) - 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

1982

Legal Domicile

Principal Officer

JEREMY GILLESPIE

Phone

6122264339

Tax Period

2024-07-01 to 2025-06-30

LIONS CLUB OF WAVERLY, founded in 1982, is a micro nonprofit that reported $36K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 61% operating margin.

Mission

TO PROVIDE COMMUNITY SERVICE TO THE CITY OF WAVERLY.

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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 $3,633

Program Service Revenue $0

Investment Income $527

Other Revenue $31,355

TOTAL REVENUE $35,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,003

Other Expenses $13,742

TOTAL EXPENSES $13,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,515	$92,515	-0.6%
Expenses	$13,742	$58,626	-0.8%
Net Income	$21,773	$33,889	-0.4%

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

$39,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM LEPAGE	GAMBLING MANAGER	10.00	Director	$24,000	$0	$24,000
GREG DECKER	ASSISTANT GAMBLING MANAGER	10.00	Director	$15,000	$0	$15,000
JEREMY GILLESPIE	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTINA KITTOCK	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE GAGNON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRENT LOGE	TREASURER	2.00	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	$35,515	$13,742	$103,830	$21,773
2024	$92,515	$58,626	$102,156	$33,889
2023	$46,880	$61,067	$60,780	$-14,187
2022	$69,802	$70,657	$74,354	$-855
2021	$60,694	$40,513	$69,109	$20,181
2020	$34,896	$38,949	$41,773	$-4,053
2018	$47,186	$28,526	$40,457	$18,660

LIONS CLUB OF WAVERLY