Lake of the Woods Lions Club Foundation Inc (EIN 541905849) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Phone

5404126800

Tax Period

2023-07-01 to 2024-06-30

Lake of the Woods Lions Club Foundation Inc, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $212K in total revenue in fiscal year 2021. The organization ran a surplus of $82K, a strong 39% operating margin.

Mission

To carry out charitable activities including but not limited to activities benefiting the poor disadvantaged indigent and others who are in need and other charitable and community purposes.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $50,243

Program Service Revenue $0

Investment Income $4,418

Other Revenue $92,632

TOTAL REVENUE $147,293

Expense Breakdown

Grants Paid $82,141

Salaries & Benefits $11,313

Fundraising Expenses $0

Program Expenses $132,282

Other Expenses $42,555

TOTAL EXPENSES $136,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,293	$148,125	0.0%
Expenses	$136,009	$106,096	+0.3%
Net Income	$11,284	$42,029	-0.7%

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

120

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
Ken Buell	Immediate Past President	2.00	Director	$0	$0	$0
Dick Unser	President	10.00	Officer Director	$0	$0	$0
Cathy Hix	1st Vice President	2.00	Officer Director	$0	$0	$0
Sheila Carney	2nd Vice President	2.00	Officer Director	$0	$0	$0
Lee Merrell	Treasurer	9.00	Officer Director	$0	$0	$0
Pat Cetrone	Director	2.00	Director	$0	$0	$0
Deb Everett	Director	2.00	Director	$0	$0	$0
Dave Schull	Director	2.00	Director	$0	$0	$0
Pat Unkle	Director	2.00	Director	$0	$0	$0
Gary Archer	Director	2.00	Director	$0	$0	$0
Amy Henecke	Secretary	2.00	Officer Director	$0	$0	$0
Bob Sheftel	Director	2.00	Director	$0	$0	$0
Alex Salustri	Director	2.00	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	No data	No data	No data	No data
2024	$147,293	$136,009	$429,468	$11,284
2023	$148,125	$106,096	$401,244	$42,029
2022	$211,949	$129,741	$344,053	$82,208

Lake of the Woods Lions Club Foundation Inc