Lions Charitable Foundation (EIN 911227297) - 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

1983

Legal Domicile

Principal Officer

Fred Thurman

Phone

3602493463

Tax Period

2020-07-01 to 2021-06-30

Lions Charitable Foundation, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $232K in total revenue in fiscal year 2020. Revenue surged 657% from the prior year, signaling strong growth momentum. The organization ran a surplus of $213K, a strong 92% operating margin.

Mission

To foster and encourage charitable fundraising growth and developement of charitable activities for the benefit of needy people and especially to encourage charitable activities in the areas of sight and blind or any other special mission of Lions Clubs International

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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 (2020)

Revenue Breakdown

Contributions & Grants $223,562

Program Service Revenue $0

Investment Income $197

Other Revenue $8,149

TOTAL REVENUE $231,908

Expense Breakdown

Grants Paid $18,068

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,068

Other Expenses $1,272

TOTAL EXPENSES $19,340

Year-over-Year Comparison

	2020	2019	Change
Revenue	$231,908	$30,634	+6.6%
Expenses	$19,340	N/A	N/A
Net Income	$212,568	$30,634	+5.9%

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

N/A

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
Price Chenault	Director	1.00	Director	$0	$0	$0
Kellie Dawson	Director	1.00	Director	$0	$0	$0
Brian Peck	Director	1.00	Director	$0	$0	$0
Nancy Bryson	Director	1.00	Director	$0	$0	$0
Mike Barstrom	Past-President	1.00	Director	$0	$0	$0
Andy Palmer	President	3.00	Officer	$0	$0	$0
Bob Braden	Vice President	1.00	Officer	$0	$0	$0
Mike Welliver	Vice President	1.00	Officer	$0	$0	$0
Erv Granahan	Secretary	4.00	Officer	$0	$0	$0
Fred Thurman	Treasurer	4.00	Officer	$0	$0	$0
Mike O'Connor	Tail Twister	1.00	Officer	$0	$0	$0
Jenee Bearden	Lion Tamer	1.00	Officer	$0	$0	$0
Candy Palmer	Lion Tamer	1.00	Officer	$0	$0	$0
John Tieder	Membership Chair	1.00	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
2021	$231,908	$19,340	$253,226	$212,568

Lions Charitable Foundation