Pasadena Lions Club Memorial Trust (EIN 936933120) - 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

2024

Legal Domicile

Phone

6263585709

Tax Period

2023-12-18 to 2024-06-30

Pasadena Lions Club Memorial Trust, founded in 2024, is a micro nonprofit that reported $30K in total revenue in fiscal year 2023. The organization ran a surplus of $23K, a strong 79% operating margin.

Mission

The purpose of the charitable trust is to devote and supply the income from the trust fund and principal exclusively for charitable purposes or for the betterment and welfare of children or of handicapped persons, particularly persons handicapped in sight or hearing, either directly or by contributions to organizations duly authorized to carry on such activities and which have established their tax-exempt status under the provisions of 501(c)(3) and 501(c)(4) of the Internal Revenue Code and its regulations.

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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 $22,431

Program Service Revenue $0

Investment Income $7,214

Other Revenue $0

TOTAL REVENUE $29,645

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,000

Other Expenses $215

TOTAL EXPENSES $6,215

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,645	N/A	N/A
Expenses	$6,215	N/A	N/A
Net Income	$23,430	N/A	N/A

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
Donna Pomerantz	Director	1.00	Director	$0	$0	$0
Jhoana Hirasuna	Secretary	1.00	Officer Director	$0	$0	$0
Kirit M Dav	Treasurer	1.00	Officer Director	$0	$0	$0
Mitchell Pomerantz	Chairman	1.00	Officer Director	$0	$0	$0
Patrick Riley	Director	1.00	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	No data	No data	No data	No data
2024	$29,645	$6,215	$2,152,092	$23,430

Pasadena Lions Club Memorial Trust