YAKIMA LIONS CLUB CHARITABLE TRUST

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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

1997

Legal Domicile

Principal Officer

DAN FORTIER

Phone

5092487711

Tax Period

2025-01-01 to 2025-12-31

YAKIMA LIONS CLUB CHARITABLE TRUST, founded in 1997, is a micro nonprofit that reported $53K in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $95K exceeded revenue, resulting in a 78% operating deficit.

Mission

SIGHT PROJECTS

Program Service Accomplishments

Program 1

Expenses: $95,191

SIGHT PROJECTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $53,463

Other Revenue $0

TOTAL REVENUE $53,463

Expense Breakdown

Grants Paid $83,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,191

Other Expenses $12,191

TOTAL EXPENSES $95,191

Year-over-Year Comparison

	2025	2024	Change
Revenue	$53,463	$32,087	+0.7%
Expenses	$95,191	$63,425	+0.5%
Net Income	$-41,728	$-31,338	+0.3%

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
CHRISTOPHER BABIN	TRUSTEE	Director	$0	$0	$0
CHERYL LEGOWIK-LIZOTTE	TRUSTEE	Director	$0	$0	$0
DAN FORTIER	TRUSTEE	Director	$0	$0	$0
JAN LARIN	TRUSTEE	Director	$0	$0	$0
KATHY TAYLOR	TRUSTEE	Director	$0	$0	$0
MARV FRANKLIN	TRUSTEE	Director	$0	$0	$0
HOWARD UNDERWOOD	TRUSTEE	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	$53,463	$95,191	$1,636,368	$-41,728
2024	$32,087	$63,425	$1,452,877	$-31,338
2023	$15,816	$85,057	$1,372,972	$-69,241
2022	$45,850	$83,441	$1,267,966	$-37,591
2021	$220,367	$76,704	$1,606,229	$143,663
2020	$10,364	$41,856	$1,478,966	$-31,492