LIONS PRIDE ENDOWMENT FUND OF WI INC (EIN 452035351) - 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

2011

Legal Domicile

Principal Officer

RENEE PETERSON

Phone

7156777000

Tax Period

2023-01-01 to 2023-12-31

LIONS PRIDE ENDOWMENT FUND OF WI INC, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $647K in total revenue in fiscal year 2023. Revenue surged 144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $280K, a strong 43% operating margin.

Mission

TO PROVIDE AN ENDURING LEGACY FOR THE WISCONSIN LIONS FOUNDATION'S STATEWIDE PROJECTS.

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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 $373,919

Program Service Revenue $0

Investment Income $269,426

Other Revenue $3,455

TOTAL REVENUE $646,800

Expense Breakdown

Grants Paid $251,000

Salaries & Benefits $30,563

Fundraising Expenses $18,360

Program Expenses $263,564

Other Expenses $84,761

TOTAL EXPENSES $366,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$646,800	$265,074	+1.4%
Expenses	$366,324	$457,255	-0.2%
Net Income	$280,476	$-192,181	-2.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BERTCH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CARL	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
DENISE GIBONS	WLF REPRESEN	1.00	Director	$0	$0	$0
WAYNE HEIMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAL JANOWTIZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ARTHUR MARSON	SECRETARY	2.00	Officer Director	$0	$0	$0
RENEE PETERSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
THOMAS PRATT	COUNCIL REP	1.00	Director	$0	$0	$0
JIM SCHIFERL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE SELNER	TREASURER	2.00	Officer Director	$0	$0	$0
SUE SHAKAL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHSN SUBY	BOARD MEMBER	1.00	Director	$0	$0	$0
AMBER YOUNG	OFFICE MANAG	40.00	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	No data	No data	No data	No data
2023	$646,800	$366,324	$10,938,609	$280,476
2022	$265,074	$457,255	$9,423,881	$-192,181
2021	$2,136,037	$472,374	$11,705,422	$1,663,663
2020	$601,390	$389,627	$10,150,674	$211,763
2019	$928,847	$322,121	$9,283,824	$606,726
2018	$867,782	$309,276	$7,898,768	$558,506

LIONS PRIDE ENDOWMENT FUND OF WI INC