ROCKTON LIONS CLUB CHARITIES (EIN 562496204) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JEFF SCHRECK

Phone

8157037894

Tax Period

2023-01-01 to 2023-12-31

ROCKTON LIONS CLUB CHARITIES, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $194K in total revenue in fiscal year 2019. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 61% operating margin.

Mission

OUR CLUB SOLICITS, COLLECTS, AND OTHERWISE RAISES MONEY OR CHARITABLE PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $36,058

Program Service Revenue $0

Investment Income $0

Other Revenue $99,844

TOTAL REVENUE $135,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,867

Other Expenses $9,067

TOTAL EXPENSES $9,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,902	$62,718	+1.2%
Expenses	$9,067	$21,848	-0.6%
Net Income	$126,835	$40,870	+2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JEFF SCHRECK	PRESIDENT	N/A	Officer Director	$0	$0	$0
CHRIS WEAVER	FIRST VP	N/A	Officer Director	$0	$0	$0
RICHARD ADAMS	SECOND VP	N/A	Officer Director	$0	$0	$0
DENISE DARNELL	TREASURER	N/A	Officer Director	$0	$0	$0
NANCY FAIR	SECRETARY	N/A	Officer Director	$0	$0	$0
CONNIE KIEFFER	MEMBERSHIP D	N/A	Director	$0	$0	$0
VICKI SAMPLES	DIRECTOR	N/A	Director	$0	$0	$0
AUGUST CHRISTOPHER	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT DENOWH	DIRECTOR	N/A	Director	$0	$0	$0
JANET CASANOVA	DIRECTOR	N/A	Director	$0	$0	$0
TERRIE GARLOW	LCIF COORDIN	N/A	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
2024	No data	No data	No data	No data
2023	$135,902	$9,067	$434,320	$126,835
2023	No data	No data	No data	No data
2022	$88,517	$40,558	$307,485	$47,959
2022	$62,718	$21,848	$307,485	$40,870
2021	$151,103	$42,027	$299,327	$109,076
2020	$20,153	$55,502	$158,092	$-35,349
2019	$193,817	$75,438	$179,433	$118,379

ROCKTON LIONS CLUB CHARITIES