LIONS OF OKLAHOMA IRREVOCABLE TRUST

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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

1988

Legal Domicile

Principal Officer

MARIE BURNS

Phone

4059476540

Tax Period

2018-07-01 to 2019-06-30

LIONS OF OKLAHOMA IRREVOCABLE TRUST, founded in 1988, is a micro nonprofit that reported $96K in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $355K exceeded revenue, resulting in a 268% operating deficit.

Mission

ENDOWMENT FOR THE BENEFIT OF THE FOLLOWING 501(C)(3) ORGANIZATIONS: OKLAHOMA LIONS SERVICE FOUNDATION, INC., MEADOWS OF HOPE - A PROJECT OF THE OKLAHOMA LIONS BOYS RANCH, THE OKLAHOMA LIONS EYE BANK, AND THE OKLAHOMA LIONS SERVICE FOUNDATION.

Program Service Accomplishments

Program 1

Expenses: $353,383

THE TRUST WAS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT AS NEEDED TO the 501(C)(3) ORGANIZATION OKLAHOMA LIONS SERVICE FOUNDATION TO HELP SUPPORT THE FOUNDATION'S PROJECTS OF THE MEADOWS OF HOPE - A...

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $96,347

Other Revenue $0

TOTAL REVENUE $96,347

Expense Breakdown

Grants Paid $342,427

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $353,383

Other Expenses $12,243

TOTAL EXPENSES $354,670

Year-over-Year Comparison

	2018	2017	Change
Revenue	$96,347	$161,863	-0.4%
Expenses	$354,670	$428,434	-0.2%
Net Income	$-258,323	$-266,571	0.0%

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

Total Directors

$61,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE BURNS	Executive Dir.	0.50	Director	$0	$9,800	$61,025
JOHN TERRY	Secretary	0.50	Officer Director	$0	$0	$0
MIKE BANKS	Trustee	0.50	Director	$0	$0	$0
ROY INNIS	Trustee	0.50	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
2019	$96,347	$354,670	$1,483,984	$-258,323