MONTGOMERY LIONS CLUB (EIN 636049550) - 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

1957

Legal Domicile

Principal Officer

JAMES LOVEJOY

Phone

3342651266

Tax Period

2023-07-01 to 2024-06-30

MONTGOMERY LIONS CLUB, founded in 1957, is a micro nonprofit that reported $75K in total revenue in fiscal year 2018.

Mission

SUPPORT YOUTH ACTIVITIES AND SIGHT CONSERVATION

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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 $55,962

Investment Income $0

Other Revenue $11,998

TOTAL REVENUE $67,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,047

Fundraising Expenses $0

Program Expenses $110

Other Expenses $38,313

TOTAL EXPENSES $66,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,960	$62,933	+0.1%
Expenses	$66,360	$72,779	-0.1%
Net Income	$1,600	$-9,846	-1.2%

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

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

$26,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY NEUENSCHWANDER	SECRETARY	40.00	Officer	$26,000	$0	$26,000
CHARITY ALPERT	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRITT BARLEY	DIRECTOR	1.00	Director	$0	$0	$0
JASON HEUERMANN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
JIM INSCOE	DIRECTOR	1.00	Director	$0	$0	$0
KYLE KYSER JR	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES LEE	DIRECTOR	1.00	Director	$0	$0	$0
STUART PATTON	DIRECTOR	1.00	Director	$0	$0	$0
ALISA BECK	1ST VICE PRE	1.00	Officer	$0	$0	$0
LAURA DICKEY	TREASURER	1.00	Officer	$0	$0	$0
JAMES LOVEJOY	PRESIDENT	1.00	Officer	$0	$0	$0
LEWIS TILLERY	2ND VICE PRE	1.00	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	$67,960	$66,360	$8,108	$1,600
2023	$62,933	$72,779	$6,506	$-9,846
2022	$76,970	$78,162	$16,802	$-1,192
2021	$59,738	$66,290	$20,736	$-6,552
2020	$77,126	$69,155	$24,095	$7,971
2019	$75,356	$75,839	$18,933	$-483

MONTGOMERY LIONS CLUB