DULUTH LIONS CLUB FOUNDATION (EIN 815401727) - 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

2017

Legal Domicile

Principal Officer

SUE WINNER

Phone

2186244820

Tax Period

2018-07-01 to 2019-06-30

DULUTH LIONS CLUB FOUNDATION, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $65K in total revenue in fiscal year 2018. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $59K left a modest 8% surplus.

Mission

THE DULUTH LIONS CLUB FOUNDATION PROVIDES FUNDING AND SERVICES TO INDIVIDUALS FOR A VARIETY OF REASONS BASED ON NEED.

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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 $0

Other Revenue $64,958

TOTAL REVENUE $64,958

Expense Breakdown

Grants Paid $58,743

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,743

Other Expenses $750

TOTAL EXPENSES $59,493

Year-over-Year Comparison

	2018	2017	Change
Revenue	$64,958	$116,122	-0.4%
Expenses	$59,493	$49,293	+0.2%
Net Income	$5,465	$66,829	-0.9%

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
LARRY WINNER	DIRECTOR	0.50	Director	$0	$0	$0
JAMIE RABOLD	DIRECTOR	0.50	Director	$0	$0	$0
MARK OSTHUS	DIRECTOR	0.50	Director	$0	$0	$0
BOB CHILBERG	DIRECTOR	0.50	Director	$0	$0	$0
DARYL HARPER	DIRECTOR	0.50	Director	$0	$0	$0
LAURA JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
BARB TANSKI	DIRECTOR	0.50	Director	$0	$0	$0
ROXANNE STERNBERG	DIRECTOR	0.50	Director	$0	$0	$0
BARB OSWELL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES DENNEY	TREASURER	1.00	Officer Director	$0	$0	$0
SUE WINNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC SCHLACKS	FIRST VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
TOM O'BRIEN	SECOND VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JIM PRATT	THIRD VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PAT SWENSON	SECRETARY	1.00	Officer 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	$64,958	$59,493	$72,809	$5,465

DULUTH LIONS CLUB FOUNDATION