FORT COLLINS LIONS FOUNDATION INC (EIN 846051923) - 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

1967

Legal Domicile

Principal Officer

Shari Thorson

Phone

9708331267

Tax Period

2023-07-01 to 2024-06-30

FORT COLLINS LIONS FOUNDATION INC, founded in 1967, is a small nonprofit that reported $108K in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 41% operating margin.

Mission

Organized exclusively for charitable, educational, benevolent and scientific purposes, particularly including but not limited to render aid, assistance and help to deserving blind persons, and render assistance and furtherance of sight conservation.

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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 $9,107

Program Service Revenue $0

Investment Income $31,755

Other Revenue $67,598

TOTAL REVENUE $108,460

Expense Breakdown

Grants Paid $60,198

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,198

Other Expenses $3,825

TOTAL EXPENSES $64,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,460	$52,101	+1.1%
Expenses	$64,023	$105,470	-0.4%
Net Income	$44,437	$-53,369	-1.8%

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
Melody Bettenhausen	Asst Secretary	1	Director	$0	$0	$0
Missy Ackerson	Board Trustee	1	Director	$0	$0	$0
Denise Clynes	Board Trustee	1	Director	$0	$0	$0
Carole Kitchell	Financial/Recording Secretary	1	Director	$0	$0	$0
Ron Lockner	Chair	2	Officer	$0	$0	$0
Mike Reager	Vice Chair	1	Officer	$0	$0	$0
Shari Thorson	Treasurer	4	Officer	$0	$0	$0
Tobey Yadon	Asst Treasurer	3	Officer	$0	$0	$0
Faye Lockner	Secretary	1	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	$108,460	$64,023	$777,972	$44,437
2023	$52,101	$105,470	$701,064	$-53,369
2022	$77,953	$123,803	$733,079	$-45,850
2021	$169,388	$92,806	$848,147	$76,582
2020	$97,736	$126,367	$663,189	$-28,631
2019	$162,084	$162,600	$689,868	$-516

FORT COLLINS LIONS FOUNDATION INC