MONTGOMERY LIONS CLUB COMMUNITY FOUNDATION (EIN 631288594) - 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

2001

Legal Domicile

Principal Officer

JAMES LOVEJOY

Phone

3342651266

Tax Period

2023-07-01 to 2024-06-30

MONTGOMERY LIONS CLUB COMMUNITY FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $76K in total revenue in fiscal year 2018. Net assets of $201K represent 32 months of operating reserves.

Mission

SUPPORT YOUTH ACTIVITIES

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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 $0

Program Service Revenue $0

Investment Income $6,638

Other Revenue $86,577

TOTAL REVENUE $93,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $82,265

TOTAL EXPENSES $82,265

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,215	$82,252	+0.1%
Expenses	$82,265	$116,463	-0.3%
Net Income	$10,950	$-34,211	-1.3%

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
CHARITY ALPERT	DIRECTOR	0.10	Director	$0	$0	$0
CHARLES ANDERSON	DIRECTOR	0.10	Director	$0	$0	$0
BRITT BARLEY	DIRECTOR	0.10	Director	$0	$0	$0
JASON HEUERMANN	DIRECTOR	0.10	Director	$0	$0	$0
LESLIE INGRAM	DIRECTOR	0.10	Director	$0	$0	$0
JIM INSCOE	DIRECTOR	0.10	Director	$0	$0	$0
KYLE KYSER JR	DIRECTOR	0.10	Director	$0	$0	$0
CHARLES LEE	DIRECTOR	0.10	Director	$0	$0	$0
STUART PATTON	DIRECTOR	0.10	Director	$0	$0	$0
ALISA BECK	1ST VICE PRE	0.30	Officer	$0	$0	$0
LAURA DICKEY	TREASURER	0.30	Officer	$0	$0	$0
JAMES LOVEJOY	PRESIDENT	0.30	Officer	$0	$0	$0
AMY NEUENSCHWANDER	SECRETARY	0.30	Officer	$0	$0	$0
LEWIS TILLERY	2ND VICE PRE	0.30	Officer	$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	$93,215	$82,265	$169,756	$10,950
2023	$82,252	$116,463	$160,544	$-34,211
2022	$155,770	$112,943	$199,543	$42,827
2021	$77,822	$117,803	$158,376	$-39,981
2020	$72,171	$86,950	$193,577	$-14,779
2019	$76,263	$75,796	$208,571	$467

MONTGOMERY LIONS CLUB COMMUNITY FOUNDATION