PENN YAN LIONS FOUNDATION INC (EIN 820684760) - 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

Cheryl Sheehan

Tax Period

2018-07-01 to 2019-06-30

PENN YAN LIONS FOUNDATION INC, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $32K in total revenue in fiscal year 2018. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 24% operating margin.

Mission

To provide assistance to individuals, youth organizations and other not-for-profit organizations in the areas of education, health and recreation.

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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 $857

Program Service Revenue $8,784

Investment Income $0

Other Revenue $22,660

TOTAL REVENUE $32,301

Expense Breakdown

Grants Paid $18,652

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,476

Other Expenses $5,870

TOTAL EXPENSES $24,522

Year-over-Year Comparison

	2018	2017	Change
Revenue	$32,301	$45,951	-0.3%
Expenses	$24,522	$40,965	-0.4%
Net Income	$7,779	$4,986	+0.6%

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
Jamie Sisson	Director	1.00	Director	$0	$0	$0
Brenda Dueck	Direcor	1.00	Director	$0	$0	$0
Judy Jones	Director	1.00	Director	$0	$0	$0
Ronald Miller	Director	1.00	Director	$0	$0	$0
Marion Strickland	Director	1.00	Director	$0	$0	$0
Norman Koek	Director	1.00	Director	$0	$0	$0
Lawrence Strickland	Director	1.00	Director	$0	$0	$0
Jill Peek	Director	1.00	Director	$0	$0	$0
Bruce Roe	Director	1.00	Director	$0	$0	$0
Mark Moon	Director	1.00	Director	$0	$0	$0
H Taylor Fitch	Director	1.00	Director	$0	$0	$0
Cheryl Sheehan	President	3.00	Officer	$0	$0	$0
Ronald Spike	Secretary	3.00	Officer	$0	$0	$0
Wayne W Wagner	Treasurer	4.00	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
2019	$32,301	$24,522	$41,486	$7,779

PENN YAN LIONS FOUNDATION INC