MILTONA LIONS CLUB

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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

1972

Legal Domicile

Principal Officer

LORI MAUSOLF

Phone

2189431501

Tax Period

2023-07-01 to 2024-06-30

MILTONA LIONS CLUB, founded in 1972, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. The organization ran a surplus of $8K, a strong 45% operating margin.

Mission

COMMUNITY SUPPORT AND SERVICE, ASSIST SCHOOLS AND KID PROJECTS, MEALS ON WHEELS FOR ELDERLY, MEDICAL ASSISTANCE TO THE NEEDY.

Program Service Accomplishments

Program 1

Expenses: $9,089

PROVIDE FUNDS FOR COMMUNITY FUNCTIONS, YOUTH RECREATION AND IMPROVE COMMUNITY SCHOOL FACILITIES

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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 $1,595

Program Service Revenue $89

Investment Income $690

Other Revenue $14,257

TOTAL REVENUE $16,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,089

Other Expenses $9,089

TOTAL EXPENSES $9,089

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,631	$16,517	+0.0%
Expenses	$9,089	$8,512	+0.1%
Net Income	$7,542	$8,005	-0.1%

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

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
LORI MAUSOLF	PRESIDENT	002.00	Officer Director	$0	$0	$0
JIM PENKIVECH	VICE PRESIDENT	000.50	Officer Director	$0	$0	$0
CHERYL PENKIVECH	SECRETARY/TREASURER	004.00	Officer Director	$0	$0	$0
EARL ANDERSON	DIRECTOR	000.50	Officer Director	$0	$0	$0
JORDAN PATRICK	DIRECTOR	000.50	Officer Director	$0	$0	$0
CLEM SUCHY	DIRECTOR	000.50	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	No data	No data	No data	No data
2024	$16,631	$9,089	$122,385	$7,542
2023	$16,517	$8,512	$114,977	$8,005
2022	$20,754	$6,750	$106,816	$14,004
2021	$-6,731	$3,862	$92,773	$-10,593
2020	$40,237	$3,497	$103,506	$36,740