LION'S INTERNATIONAL-BEAUFORT

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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

1970

Legal Domicile

Principal Officer

JOHN TUMBLESON

Phone

5734843790

Tax Period

2023-07-01 to 2024-06-30

LION'S INTERNATIONAL-BEAUFORT, founded in 1970, is a micro nonprofit that reported $61K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $305K represent 60 months of operating reserves.

Mission

TO EMPOWER VOLUNTEERS TO SERVE THEIR COMMUNITIES, MEET HUMANITARIAN NEEDS AND ENCOURAGE PEACE.

Program Service Accomplishments

Program 1

Expenses: $63,151 Revenue: $3,915

FUNDRAISERS ARE HELD ALL YEAR AND THE PROCEEDS ARE DONATED TO LOCAL, STATE, AND NATIONAL CHARITIES.

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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 $0

Program Service Revenue $3,915

Investment Income $72

Other Revenue $57,336

TOTAL REVENUE $61,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,151

Other Expenses $63,151

TOTAL EXPENSES $63,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,323	$51,779	+0.2%
Expenses	$63,151	$64,477	0.0%
Net Income	$-1,828	$-12,698	-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

N/A

Volunteers

N/A

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
KEVIN BOYER	BOARD MEMBER	2.00	Director	$0	$0	$0
RUTH BOYER	BOARD MEMBER	3.00	Director	$0	$0	$0
ROY BRUNKHORST	BOARD MEMBER	5.00	Director	$0	$0	$0
TODD MEYER	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG MONZYK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JANET STORY	SECRETARY	3.00	Officer Director	$0	$0	$0
DOUGLAS STRAATMANN	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN TUMBLESON	PRESIDENT	3.00	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
2025	No data	No data	No data	No data
2024	$61,323	$63,151	$304,822	$-1,828
2023	$51,779	$64,477	$306,650	$-12,698
2022	$62,894	$46,467	$327,745	$16,427
2021	$60,988	$38,807	$317,131	$22,181
2020	$53,268	$66,571	$296,687	$-13,303
2019	$51,419	$31,646	$294,044	$19,773