LEXINGTON LIONS CLUB ENDOWMENT INC (EIN 611126663) - 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

1986

Legal Domicile

Principal Officer

DAN WEBER

Phone

8592531100

Tax Period

2024-07-01 to 2025-06-30

LEXINGTON LIONS CLUB ENDOWMENT INC, founded in 1986, is a small nonprofit in the Community Improvement sector that reported $751K in total revenue in fiscal year 2024. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $625K, a strong 83% operating margin.

Mission

TO PROVIDE CHARITABLE, EDUCATIONAL AND RESEARCH SUPPORT FOR INDIVIDUALS AND THE MEDICAL PROFESSION IN THE AREAS OF DIABETES, AS WELL AS VARIOUS OTHER HEARING AND VISION RELATED DISEASES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $128,650

Program Service Revenue $0

Investment Income $622,253

Other Revenue $0

TOTAL REVENUE $750,903

Expense Breakdown

Grants Paid $91,880

Salaries & Benefits $3,250

Fundraising Expenses $0

Program Expenses $91,880

Other Expenses $30,823

TOTAL EXPENSES $125,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$750,903	$260,764	+1.9%
Expenses	$125,953	$102,248	+0.2%
Net Income	$624,950	$158,516	+2.9%

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

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

$3,250

Total Directors

$3,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COO EE SHELBY	SECRETARY &	1.00	Officer Director	$3,250	$0	$3,250
RICHARD ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
BEA CHAPIN	TREASURER &	1.00	Officer Director	$0	$0	$0
PAUL FERELL	DIRECTOR	1.00	Director	$0	$0	$0
MAC FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
DON MYNEAR	DIRECTOR	1.00	Director	$0	$0	$0
PAT RYAN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY SHORR	DIRECTOR	1.00	Director	$0	$0	$0
DAN WEBER	CHAIRMAN & D	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	$750,903	$125,953	$3,940,186	$624,950
2024	$260,764	$102,248	$3,434,341	$158,516
2024	No data	No data	No data	No data
2023	$233,001	$179,075	$3,061,922	$53,926
2022	$205,901	$128,190	$2,766,116	$77,711
2021	$161,606	$138,308	$3,261,812	$23,298
2020	$400,580	$177,057	$2,732,429	$223,523
2019	$252,058	$148,573	$2,643,703	$103,485

LEXINGTON LIONS CLUB ENDOWMENT INC