LIONS CLUB OF FOLEY (EIN 416036321) - 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

1979

Legal Domicile

Phone

7634865272

Tax Period

2023-07-01 to 2024-06-30

LIONS CLUB OF FOLEY, founded in 1979, is a micro nonprofit that reported $59K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 18% operating margin.

Mission

OUR MISSION IS TO EMPOWER LIONS CLUBS, VOLUNTEERS, AND PARTNERS TO IMPROVE HEALTH AND WELLBEING, STRENGTHEN COMMUNITIES, AND SUPPORT THOSE IN NEED THROUGH HUMANITARIAN SERVICE AND GRANTS THAT IMPACT LIVES GLOBALLY, AND ENCOURAGE PEACE AND INTERNATIONAL UNDERSTANDING. WE FULFILL IT EVERY DAY, EVERYWHERE 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 (2023)

Revenue Breakdown

Contributions & Grants $5,526

Program Service Revenue $1,980

Investment Income $0

Other Revenue $51,263

TOTAL REVENUE $58,769

Expense Breakdown

Grants Paid $7,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,997

Other Expenses $40,297

TOTAL EXPENSES $47,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,769	N/A	N/A
Expenses	$47,997	N/A	N/A
Net Income	$10,772	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
LEO SCHMITZ	President	1.00	Officer Director	$0	$0	$0
RAY FREEMAN	Vice President	1.00	Officer Director	$0	$0	$0
PAM SCOTT	Treasurer	1.00	Officer Director	$0	$0	$0
LORI LANDOWSKI	Secretary	1.00	Officer Director	$0	$0	$0
LYNN PAGEL	Director	1.00	Director	$0	$0	$0
ASHLEY KAPUS	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
2025	No data	No data	No data	No data
2024	$58,769	$47,997	$100,986	$10,772

LIONS CLUB OF FOLEY