POTEET LIONS INC (EIN 742665524) - 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

2011

Legal Domicile

Principal Officer

David Reyes

Tax Period

2024-01-01 to 2024-12-31

POTEET LIONS INC, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $246K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 41% operating margin.

Mission

Community service and support- the organization provides eye exams, glasses, and awards scholarships and grants

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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 $16,246

Program Service Revenue $8,015

Investment Income $130,983

Other Revenue $90,301

TOTAL REVENUE $245,545

Expense Breakdown

Grants Paid $13,756

Salaries & Benefits $0

Fundraising Expenses $13,106

Program Expenses $26,863

Other Expenses $131,067

TOTAL EXPENSES $144,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,545	$221,151	+0.1%
Expenses	$144,823	$145,209	0.0%
Net Income	$100,722	$75,942	+0.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Reyes	President	10.00	Officer	$0	$0	$0
Melissa Gonzalez	Secretary	5.00	Officer	$0	$0	$0
Linda Juarez	Treasurer	0.00	Officer	$0	$0	$0
Ed LaGrange	Vice President	0.00	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
2024	$245,545	$144,823	$818,193	$100,722
2023	$221,151	$145,209	$450,625	$75,942
2020	$1,300	$78,264	$368,924	$-76,964
2019	$119,875	$120,802	$456,460	$-927
2018	$109,538	$87,462	$480,993	$22,076

POTEET LIONS INC