WESTERN NORTH CAROLINA LIONS INC (EIN 560948097) - 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

1979

Legal Domicile

Principal Officer

CURTIS ERICKSON

Phone

8286698452

Tax Period

2023-07-01 to 2024-06-30

WESTERN NORTH CAROLINA LIONS INC, founded in 1979, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Expenses of $2.3M exceeded revenue, resulting in a 20% operating deficit.

Mission

THE CORPORATION OPERATES "THE MARJORIE MCCUNE HOME FOR THE HANDICAPPED" WHICH IS AN ASSISTED LIVING FACILITY THAT THE LIONS CLUBS OF WESTERN NORTH CAROLINA OPERATE FOR PEOPLE WITH DISABILITIES.

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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 $4,780

Program Service Revenue $1,736,469

Investment Income $901

Other Revenue $170,732

TOTAL REVENUE $1,912,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,518,556

Fundraising Expenses $0

Program Expenses $2,286,083

Other Expenses $767,527

TOTAL EXPENSES $2,286,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,912,882	N/A	N/A
Expenses	$2,286,083	N/A	N/A
Net Income	$-373,201	N/A	N/A

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

N/A

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
MARILYN WUNDERLER	1ST VICE-PRES	1.00	Director	$0	$0	$0
MAX BUMGARDNER	2ND VICE-PRES	1.00	Director	$0	$0	$0
EILEEN ARTAVIA	3RD VICE-PRES	1.00	Director	$0	$0	$0
TAMMEY THOMAS	Secretary	1.00	Director	$0	$0	$0
CURTIS ERICKSON	Treasurer	5.00	Director	$0	$0	$0
CURTIS ERICKSON	President	1.00	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
2025	No data	No data	No data	No data
2024	$1,912,882	$2,286,083	$1,083,112	$-373,201
2023	$1,929,506	$2,078,704	$1,431,987	$-149,198
2022	$1,655,545	$1,912,893	$1,628,445	$-257,348
2022	$1,655,545	$1,912,893	$1,628,445	$-257,348
2021	$2,300,367	$2,012,216	$1,852,806	$288,151
2020	$1,995,757	$2,109,551	$2,055,351	$-113,794
2019	$2,035,638	$1,983,224	$1,896,795	$52,414

WESTERN NORTH CAROLINA LIONS INC