Millbury Lions Foundation Inc (EIN 452506590) - 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

Donald J Welch Jr

Phone

5087691387

Tax Period

2024-09-01 to 2025-08-31

Millbury Lions Foundation Inc, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $62K in total revenue in fiscal year 2024. Expenses of $84K exceeded revenue, resulting in a 36% operating deficit.

Mission

Community Service Organization that was set up to help the Town of Millbury and all persons residing within Millbury by raising funds for the Foundation and administering those funds

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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 $11,379

Program Service Revenue $0

Investment Income $0

Other Revenue $50,165

TOTAL REVENUE $61,544

Expense Breakdown

Grants Paid $79,876

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,876

Other Expenses $4,104

TOTAL EXPENSES $83,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,544	$60,222	+0.0%
Expenses	$83,980	$52,561	+0.6%
Net Income	$-22,436	$7,661	-3.9%

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
Patricia Daniels	President	2.00	Officer Director	$0	$0	$0
Donald J Welch Jr	Treasurer	4.00	Officer Director	$0	$0	$0
Kevin Plante	Secretary	1.00	Officer Director	$0	$0	$0
Andrew Leighton	Director	1.00	Director	$0	$0	$0
Marc Harding	Director	1.00	Director	$0	$0	$0
Michael Richford	Director	1.00	Director	$0	$0	$0
Kevin Murray	Director	1.00	Director	$0	$0	$0
Heather Newlands	Director	1.00	Director	$0	$0	$0
William Kane	Director	1.00	Director	$0	$0	$0
Ronald J Marlborough	Director	1.00	Director	$0	$0	$0
Thomas J McKenney	Director	1.00	Director	$0	$0	$0
Mark Dupuis	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	$61,544	$83,980	$17,305	$-22,436
2024	No data	No data	No data	No data
2023	$57,029	$69,945	$32,080	$-12,916
2022	$29,417	$56,117	$44,996	$-26,700
2021	$32,189	$26,468	$71,696	$5,721
2020	$16,800	$62,497	$65,975	$-45,697
2019	$95,030	$92,027	$111,672	$3,003
2018	$80,537	$61,401	$108,669	$19,136

Millbury Lions Foundation Inc