LIONS CLUB OF FRIDLEY MINNESOTA (EIN 416042705) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

STEPH OSTWALD

Phone

7637842375

Tax Period

2024-07-01 to 2025-06-30

LIONS CLUB OF FRIDLEY MINNESOTA, founded in 1958, is a small nonprofit that reported $374K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $363K left a modest 3% surplus.

Mission

THE CLUB WAS ORGANIZED TO HELP ESTABLISH COMMUNITY WELFARE PROGRAMS, PROVIDE AID TO THE BLIND, & SUPPORT THE UNITED NATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,896

Program Service Revenue $0

Investment Income $325

Other Revenue $368,917

TOTAL REVENUE $374,138

Expense Breakdown

Grants Paid $354,733

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,587

Other Expenses $7,927

TOTAL EXPENSES $362,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,138	$527,473	-0.3%
Expenses	$362,660	$500,088	-0.3%
Net Income	$11,478	$27,385	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ANN BOLKCOM	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
PETE BORMAN	TREASURER	2.00	Officer Director	$0	$0	$0
KURT CAVALIER	PAST PRESIDE	2.00	Director	$0	$0	$0
PATRICK FABER	1 YEAR DIREC	2.00	Director	$0	$0	$0
DAN GOURDE	2 YEAR OFFIC	2.00	Director	$0	$0	$0
SCOTT LUND	3RD VICE PRE	2.00	Officer Director	$0	$0	$0
DAVE OSTWALD	2 YEAR DIREC	2.00	Director	$0	$0	$0
STEPH OSTWALD	PRESIDENT	5.00	Officer Director	$0	$0	$0
RACHEL WESTHOFF	1 YEAR DIREC	2.00	Director	$0	$0	$0
JIM YOUNG	SECRETARY	2.00	Officer Director	$0	$0	$0
JO YOUNG	1ST VICE PRE	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	$374,138	$362,660	$266,664	$11,478
2024	No data	No data	No data	No data
2023	$16,536,873	$16,600,476	$226,770	$-63,603
2022	$14,146,394	$14,202,104	$197,690	$-55,710
2021	$10,619,837	$10,666,752	$171,933	$-46,915
2020	$8,242,747	$8,299,829	$183,740	$-57,082
2019	$10,936,863	$10,960,919	$231,206	$-24,056

LIONS CLUB OF FRIDLEY MINNESOTA