NEW BERLIN LIONS CLUB FOUNDATION INC (EIN 825399539) - 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

2018

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

NEW BERLIN LIONS CLUB FOUNDATION INC, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $196K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $181K left a modest 7% surplus.

Mission

OUR ORGANIZATION RAISES FUNDS TO HELP OTHERS IN NEED THROUGH GRANTS AND ALLOCATIONS TO CHARITABLE ORGANIZATIONS. WE EMPOWER VOLUNTEERS TO SERVE THEIR COMMUNITIES, MEET HUMANITARIAN NEEDS, ENCOURAGE PEACE AND PROMOTE COMMUNITY UNDERSTANDING THROUGH THE NEW BERLIN LIONS CLUB.

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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 $21,570

Program Service Revenue $0

Investment Income $6,371

Other Revenue $167,904

TOTAL REVENUE $195,845

Expense Breakdown

Grants Paid $171,313

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,354

Other Expenses $10,041

TOTAL EXPENSES $181,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,845	$144,462	+0.4%
Expenses	$181,354	$129,390	+0.4%
Net Income	$14,491	$15,072	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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM PAPP	PRESIDENT	5.00	Officer	$0	$0	$0
CHRIS MEYER	SECRETARY	5.00	Officer	$0	$0	$0
BOBBY REID	1ST VICE PRESIDENT	5.00	Officer	$0	$0	$0
MICHAEL DEMOSS	TREASURER	5.00	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
2025	No data	No data	No data	No data
2024	$195,845	$181,354	$148,259	$14,491
2023	$144,462	$129,390	$133,769	$15,072
2022	$163,376	$16,057	$248,986	$147,319
2022	$182,875	$165,844	$118,697	$17,031
2021	$16,990	$45,636	$101,666	$-28,646
2020	$155,783	$109,400	$130,310	$46,383
2019	$109,615	$94,477	$83,927	$15,138

NEW BERLIN LIONS CLUB FOUNDATION INC