The Lions Club of Carpinteria

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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

1945

Legal Domicile

Principal Officer

Clyde Freeman

Phone

8056988527

Tax Period

2024-07-01 to 2025-06-30

The Lions Club of Carpinteria, founded in 1945, is a small nonprofit in the Human Services sector that reported $234K in total revenue in fiscal year 2024. Expenses of $220K left a modest 6% surplus.

Mission

The main charitable activity of the Organization, which sets it apart from traditional Lions Clubs, is the aquisition, creation, improvement and day to day maintenance and support of the public park ("Lions Park") for the community use. Volunteers contribute their time for the ongoing maintenance and operation of the public park, including providing activities, entertainment and BBQs for major holidays. The Organization also conducts fundraising events to raise funds to support local commuity activities such as scholarships, food and clothing banks, community beautificantion, special target programs for youth and senior citizens, and educational programs. A major focus of the International Lions Assn. is to help people with sight and vision problems to improve their vision. Other health care needs supported include hearing, diabetes and cancer.

Program Service Accomplishments

Program 1

Expenses: $202,915 Revenue: $137,290

Maintenance of and improvments to property held for the the public use as a public park (approx. 310 hours). Awarded ~$63,000 in contributions to local non-profits.

Program 2

Expenses: $9,891 Revenue: $13,150

Community events - Planned and carried out community events for the public on major holidays. Memorial day program (48 hours)July 4th celebration (186 hours)

Program 3

Expenses: $6,522 Revenue: $11,508

Volunteer assistance at community events held by other charities/schools in Carpinteria Valley. Rods and Roses (16 hours)Horseshoe tournament to benefit City of Hope (18 hours)Various BBQ...

Volunteer assistance at community events held by other charities/schools in Carpinteria Valley. Rods and Roses (16 hours)Horseshoe tournament to benefit City of Hope (18 hours)Various BBQ volunteering (73 hours)Russell Cup track meet (10 hours)Carp High School FFA auction (12 hours)Boys and Girls Club work party (8 hours)Blood drives (30 hours)Wreaths Across America (24 hours)

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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 $7,000

Program Service Revenue $161,949

Investment Income $6

Other Revenue $64,608

TOTAL REVENUE $233,563

Expense Breakdown

Grants Paid $107,555

Salaries & Benefits $0

Fundraising Expenses $90

Program Expenses $219,328

Other Expenses $112,687

TOTAL EXPENSES $220,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,563	$225,146	+0.0%
Expenses	$220,242	$226,887	0.0%
Net Income	$13,321	$-1,741	-8.7%

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

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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
Barry Brand	President	4.00	Officer Director	$0	$0	$0
Ray Lane	1st Vice President	2.00	Officer Director	$0	$0	$0
Rolando Mia	2nd Vice President	2.00	Officer Director	$0	$0	$0
Lucas Seehof	3rd Vice President	2.00	Officer Director	$0	$0	$0
Clyde Freeman	Treasurer	10.00	Officer Director	$0	$0	$0
Carlos Brens	Secretary	10.00	Officer Director	$0	$0	$0
Robert Shroll	Director	2.00	Director	$0	$0	$0
Chris Jones	Director	2.00	Director	$0	$0	$0
David Hayman	Past President	2.00	Director	$0	$0	$0
Curtis Lopez	Membership Committee	2.00	Director	$0	$0	$0
Harry VanWingerden	Membership Committee	2.00	Director	$0	$0	$0
Larry Doris	Director	2.00	Director	$0	$0	$0
Eric Rosenberg	Director	2.00	Director	$0	$0	$0
Larry Clements	Director	2.00	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	$233,563	$220,242	$75,040	$13,321
2024	No data	No data	No data	No data
2023	$231,595	$230,050	$63,460	$1,545
2020	$191,949	$168,000	$64,505	$23,949
2019	$197,893	$186,901	$40,285	$10,992