LIONS FOUNDATION OF WEST LINN INC (EIN 931274427) - 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

1999

Legal Domicile

Principal Officer

James Jensen

Phone

5037098625

Tax Period

2025-01-01 to 2025-12-31

LIONS FOUNDATION OF WEST LINN INC, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 58% operating margin.

Mission

The Lions Foundation of West Linn is organized exclusively to support the West Linn Lions Club service organization in serving the West Linn community and surrounding areas for charitable, educational, and technical purposes.

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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 $9,367

Program Service Revenue $0

Investment Income $37,654

Other Revenue $0

TOTAL REVENUE $47,021

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,400

Other Expenses $1,843

TOTAL EXPENSES $19,843

Year-over-Year Comparison

	2025	2024	Change
Revenue	$47,021	$67,598	-0.3%
Expenses	$19,843	$67,452	-0.7%
Net Income	$27,178	$146	+185.2%

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
Dave Fogle	Director	1	Director	$0	$0	$0
Robert Field	Vice President	2	Director	$0	$0	$0
Aaron Egland	Secretary	1	Director	$0	$0	$0
Robert Goyette	Vice President	1	Officer	$0	$0	$0
Ron Adams	President	2	Officer	$0	$0	$0
James Jensen	Treasurer	4	Key Emp	$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	$47,021	$19,843	$308,990	$27,178
2024	$67,598	$67,452	$281,812	$146
2023	$70,755	$17,547	$281,666	$53,208
2022	$7,086	$23,194	$228,458	$-16,108
2021	$87,497	$12,743	$244,566	$74,754

LIONS FOUNDATION OF WEST LINN INC