LIONS CLUB OF SAN MARTIN (EIN 946107682) - 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

1954

Legal Domicile

Principal Officer

PHIL BOTELLO

Phone

4082105515

Tax Period

2024-07-01 to 2025-06-30

LIONS CLUB OF SAN MARTIN, founded in 1954, is a small nonprofit that reported $221K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $85K, a strong 39% operating margin.

Mission

TO CREATE AND FOSTER A SPIRIT OF UNDERSTANDING AMONG THE PEOPLE OF THE WORLD. TO PROMOTE THE PRINCIPLES OF GOOD CITIZENSHIP. TO TAKE AN ACTIVE INTEREST IN THE CIVIC, CULTURAL, SOCIAL, AND MORAL WELFARE OF THE COMMUNITY.

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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 $28,785

Program Service Revenue $43,316

Investment Income $25

Other Revenue $148,768

TOTAL REVENUE $220,894

Expense Breakdown

Grants Paid $50,732

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,732

Other Expenses $84,713

TOTAL EXPENSES $135,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,894	$186,734	+0.2%
Expenses	$135,445	$107,803	+0.3%
Net Income	$85,449	$78,931	+0.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNIE BLACK	PRESIDENT	6.00	Officer	$0	$0	$0
EMILY CALDERON	VICE-PRESIDENT	6.00	Officer	$0	$0	$0
PHIL BOTELLO	TREASURER	6.00	Officer	$0	$0	$0
MARIE DOLLAR	SECRETARY	6.00	Officer	$0	$0	$0
DENISE VACCARO	DIRECTOR	6.00	Officer	$0	$0	$0
JEANINE HEALY	HALL MANAGER	6.00	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
2025	$220,894	$135,445	$231,077	$85,449
2024	$186,734	$107,803	$145,628	$78,931

LIONS CLUB OF SAN MARTIN