LIONS CLUB OF ANNANDALE (EIN 416036592) - 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

1962

Legal Domicile

Principal Officer

JIM MARSH

Phone

6123783308

Tax Period

2024-01-01 to 2024-12-31

LIONS CLUB OF ANNANDALE, founded in 1962, is a small nonprofit that reported $371K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $358K left a modest 3% surplus.

Mission

TO EMPOWER VOLUNTEERS TO SERVE THEIR COMMUNITIES, MEET HUMANITARIAN NEEDS, ENCOURAGE PEACE AND PROMOTE INTERNATIONAL UNDERSTANDING THROUGH LIONS CLUBS.

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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 $0

Program Service Revenue $10,885

Investment Income $591

Other Revenue $359,307

TOTAL REVENUE $370,783

Expense Breakdown

Grants Paid $329,194

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $329,194

Other Expenses $28,993

TOTAL EXPENSES $358,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,783	$251,476	+0.5%
Expenses	$358,187	$244,689	+0.5%
Net Income	$12,596	$6,787	+0.9%

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

$115,966

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK HADFIELD	PAST PRESIDENT (JAN-JUN)	2.00	Director	$0	$0	$0
DALLAS SALMELA	PAST PRESIDENT (JUL-DEC)	2.00	Director	$0	$0	$0
STEVEN BERGESCH	GAMBLING MANAGER	2.00	Director	$53,213	$0	$53,213
GUY HAWKINSON	DIRECTOR	2.00	Director	$0	$0	$0
JIM HALLSTROM	DIRECTOR (JAN-JUN)	2.00	Director	$0	$0	$0
MYRON MORRIS	ASSISTANT GAMBLING MANAGER	2.00	Director	$4,285	$0	$4,285
COREY CZYCALLA	ASSISTANT GAMBLING MANAGER	2.00	Director	$54,183	$0	$54,183
RUSS FORTNER	MEMBERSHIP DIRECTOR (JAN-JUN)	2.00	Director	$0	$0	$0
AL NERHEIM	LCIF COORDINATOR	2.00	Director	$0	$0	$0
DWIGHT GUNNARSON	MEMBERSHIP DIRECTOR (JUL-DEC)	2.00	Director	$0	$0	$0
JIM HALLSTROM	ASSISTANT GAMBLING MANAGER	2.00	Director	$4,285	$0	$4,285
KURT JONAS	DIRECTOR (JUL-DEC)	2.00	Director	$0	$0	$0
DALLAS SALMELA	PRESIDENT (JAN-JUN)	2.00	Officer	$0	$0	$0
TOM GAY	TREASURER	2.00	Officer	$0	$0	$0
STEVE HOIEN	3RD VICE PRESIDENT (JAN-JUN)	2.00	Officer	$0	$0	$0
JIM MARSH	PRESIDENT (JUL-DEC)	2.00	Officer	$0	$0	$0
JIM MARSH	1ST VICE PRESIDENT (JAN-JUN)	2.00	Officer	$0	$0	$0
RANDALL BERNS	2ND VICE PRESIDENT (JAN-JUN)	2.00	Officer	$0	$0	$0
RANDALL BERNS	1ST VICE PRESIDENT (JUL-DEC)	2.00	Officer	$0	$0	$0
RANDALL BERNS	SECRETARY (JAN-JUNE)	2.00	Officer	$0	$0	$0
STEVE HOIEN	2ND VICE PRESIDENT (JUL-DE	2.00	Officer	$0	$0	$0
DWIGHT GEISLER	3RD VICE PRESIDENT (JUL-DEC)	2.00	Officer	$0	$0	$0
JEFF HARKMAN	SECRETARY (JUL-DEC)	2.00	Officer	$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
2024	$370,783	$358,187	$164,736	$12,596
2023	$251,476	$244,689	$155,018	$6,787
2022	$223,611	$200,873	$146,976	$22,738
2021	$373,366	$341,499	$126,410	$31,867
2020	$75,688	$74,989	$89,347	$699
2019	$181,440	$175,264	$89,735	$6,176
2018	$151,478	$163,794	$86,423	$-12,316

LIONS CLUB OF ANNANDALE