North Phoenix Lions Club Foundation (EIN 866053265) - 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

2003

Legal Domicile

Principal Officer

Scott Boyer

Phone

6027681355

Tax Period

2024-07-01 to 2025-06-30

North Phoenix Lions Club Foundation, founded in 2003, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $32K exceeded revenue, resulting in a 26% operating deficit.

Mission

The North Phoenix Lions Foundation is operated exclusively to perform the charitable functions of the Phoenix Lions Club, for charitable, religious, educational and scientific purposes withing the meaning of Section 510c3 of the Internal Revenue Code of 1986. The Clubs primary activities aid the blind and visually impaired.

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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 $5,910

Program Service Revenue $0

Investment Income $19,579

Other Revenue $0

TOTAL REVENUE $25,489

Expense Breakdown

Grants Paid $32,029

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,029

Other Expenses $0

TOTAL EXPENSES $32,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,489	$28,393	-0.1%
Expenses	$32,029	$79,821	-0.6%
Net Income	$-6,540	$-51,428	-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

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	Role	Reportable Comp	Other Comp	Total
Kathy Davidson-Babcock	President	Officer Director	$0	$0	$0
Phil Whitaker	Director	Officer Director	$0	$0	$0
Steve Havertine	Director	Officer Director	$0	$0	$0
Scott Boyer	Treasurer	Officer Director	$0	$0	$0
Robert Solliday	Director	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
2025	$25,489	$32,029	$729,975	$-6,540
2024	$28,393	$79,821	$736,405	$-51,428
2023	$55,651	$84,049	$787,253	$-28,398
2022	$47,418	$49,259	$815,651	$-1,841
2021	$7,991	$27,582	$817,931	$-19,591
2020	$15,334	$42,754	$837,083	$-27,420
2019	$22,312	$63,617	$864,661	$-41,305
2018	$23,371	$69,139	$905,808	$-45,768

North Phoenix Lions Club Foundation