DISTRICT 49A LIONS FOUNDATION

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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

1991

Legal Domicile

Principal Officer

ROBERT POSMA

Phone

9073453737

Tax Period

2019-07-01 to 2020-06-30

DISTRICT 49A LIONS FOUNDATION, founded in 1991, is a micro nonprofit that reported $36K in total revenue in fiscal year 2019. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 37% operating margin.

Mission

ORGANIZATION PROVIDES CIVIC, EDUCATION AND HEALTH ASSISTANCE AND SUPPORT TO PEOPLE IN NEED ACROSS THE STATE OF ALASKA.

Program Service Accomplishments

Program 1

Expenses: $21,046

CHILDREN'S DRUG AWARENESS PROGRAMS, ASSISTANCE TO THE BLIND, SIGHT SURGERY, YOUTH, CIVIC AND RECREATION PROGRAMS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $37,295

Program Service Revenue $0

Investment Income $149

Other Revenue $-1,000

TOTAL REVENUE $36,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20

Program Expenses $21,046

Other Expenses $22,916

TOTAL EXPENSES $22,916

Year-over-Year Comparison

	2019	2018	Change
Revenue	$36,444	$49,161	-0.3%
Expenses	$22,916	$53,796	-0.6%
Net Income	$13,528	$-4,635	-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

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
BONNIE LEONARD	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MELLISH	DIRECTOR	2.00	Director	$0	$0	$0
KATHY MORIN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
AARON MORSE	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERT POSMA	TREASURER	4.00	Officer Director	$0	$0	$0
LEE ANNE REGAN	DIRECTOR	2.00	Director	$0	$0	$0
BERT VERRALL	DIRECTOR	2.00	Director	$0	$0	$0
KAREN WALLACE	SECRETARY	3.00	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
2020	$36,444	$22,916	$317,125	$13,528
2019	$49,161	$53,796	$304,189	$-4,635
2018	$84,800	$72,925	$303,489	$11,875