LIONS CLUB OF JACKSON (EIN 946266758) - 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

1927

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

LIONS CLUB OF JACKSON, founded in 1927, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Net assets of $324K represent 24 months of operating reserves.

Mission

THE LIONS CLUB OF JACKSON PROVIDES FINANCIAL ASSISTANCE TO MANY LOCAL ORGANIZATIONS BENEFITTING CHILDREN AND THE COMMUNITY ALIKE.

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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 $35,779

Program Service Revenue $85,671

Investment Income $6,677

Other Revenue $33,313

TOTAL REVENUE $161,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $140,809

Other Expenses $163,605

TOTAL EXPENSES $166,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,440	$149,735	+0.1%
Expenses	$166,605	$165,885	+0.0%
Net Income	$-5,165	$-16,150	-0.7%

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

$3,000

Total Directors

$3,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HEIDECKER	SECRETARY	30.00	Officer Director	$1,500	$0	$1,500
ALAN MCNANY	TREASURER	30.00	Officer Director	$1,500	$0	$1,500
RICH FERRO	FIRST VP	20.00	Director	$0	$0	$0
JEFF VOTAW	SECOND VP	10.00	Director	$0	$0	$0
BYRON SCHEAFER	THIRD VP	10.00	Director	$0	$0	$0
JOHN PABST	BOARD MEMBER - TAIL TWISTER	1.00	Director	$0	$0	$0
KEITH DAVIS	BOARD MEMBER - LION TAMER	1.00	Director	$0	$0	$0
MIKE BOHL	MEMBER	1.00	Director	$0	$0	$0
DAVID CARLSON	PRESIDENT	30.00	Officer 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	$161,440	$166,605	$323,582	$-5,165
2024	$149,735	$165,885	$323,304	$-16,150
2023	$146,630	$139,548	$322,954	$7,082
2022	$166,752	$100,373	$308,899	$66,379

LIONS CLUB OF JACKSON