LION GLOBAL FOUNDATION (EIN 680561084) - 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

2003

Legal Domicile

Principal Officer

CARRIE DELIMA

Phone

3037495100

Tax Period

2023-01-01 to 2023-12-31

LION GLOBAL FOUNDATION, founded in 2003, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.0M left a modest 9% surplus.

Mission

LION GLOBAL FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE (INCLUDING WITHOUT LIMITATION, CIVIC AND CULTURAL), RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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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 $3,183,079

Program Service Revenue $387,304

Investment Income $816,096

Other Revenue $2,860

TOTAL REVENUE $4,389,339

Expense Breakdown

Grants Paid $48,518

Salaries & Benefits $1,870,906

Fundraising Expenses $344,891

Program Expenses $2,840,578

Other Expenses $2,091,627

TOTAL EXPENSES $4,011,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,389,339	$3,762,944	+0.2%
Expenses	$4,011,051	$3,005,412	+0.3%
Net Income	$378,288	$757,532	-0.5%

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

$340,386

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY A MIZEL	CHAIRMAN, DIRECTOR	1.00	Director	$0	$0	$0
JAMES LUSTIG	DIRECTOR	1.00	Director	$0	$0	$0
ARLENE HIRSCHFELD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL POLLAK	DIRECTOR	1.00	Director	$0	$0	$0
ANNE HILLARY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BURG	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY MIZEL	VICE PRESIDENT, DIRECTOR	5.00	Officer Director	$0	$0	$0
RICHARD SAPKIN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MILLER	DIRECTOR	1.00	Director	$0	$0	$0
WALTER ISENBERG	DIRECTOR	1.00	Director	$0	$0	$0
BLAIR RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
HERBERT BUCHWALD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MANDARICH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN IKARD	TREASURER, DIRECTOR	1.00	Officer Director	$0	$0	$0
DAVID ENGLEBERG	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE DELIMA	SECRETARY	1.00	Officer	$0	$0	$0
MELANIE PEARLMAN	PRESIDENT/CEO	40.00	Officer	$321,195	$19,191	$340,386

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	$4,389,339	$4,011,051	$30,426,505	$378,288
2022	$3,762,944	$3,005,412	$29,226,062	$757,532
2021	$3,746,685	$2,535,918	$30,512,235	$1,210,767
2020	$8,372,189	$2,480,566	$27,670,557	$5,891,623
2019	$4,002,990	$3,496,639	$20,891,294	$506,351
2018	$4,242,827	$2,936,687	$18,689,217	$1,306,140

LION GLOBAL FOUNDATION