MONTEREY PARK LIONS CLUB SR CITIZENS HOUS CORP DBA (EIN 952920402) - 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

1973

Legal Domicile

Principal Officer

DALE BUTLER

Phone

9497488200

Tax Period

2024-07-01 to 2025-06-30

MONTEREY PARK LIONS CLUB SR CITIZENS HOUS CORP DBA, founded in 1973, is a community nonprofit in the Community Improvement sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 44% operating margin.

Mission

TO PROVIDE ELDERLY PERSONS AND ELDERLY FAMILIES OF LOW AND MODERATE INCOME WITH RENATL HOUSING AND RELATED FACILITIES AND TO MAINTAIN A BUILDING AND PROPERTY TO ACCOMPLISH SUCH PURPOSE.

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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 $2,637,130

Program Service Revenue $650,662

Investment Income $367,204

Other Revenue $0

TOTAL REVENUE $3,654,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $492,577

Fundraising Expenses $0

Program Expenses $1,487,589

Other Expenses $1,540,675

TOTAL EXPENSES $2,033,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,654,996	$2,967,414	+0.2%
Expenses	$2,033,252	$1,754,648	+0.2%
Net Income	$1,621,744	$1,212,766	+0.3%

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

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
DALE BUTLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LARRY ODONO	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
SHERI CHOW	DIRECTOR	2.00	Director	$0	$0	$0
ANDRES ISLAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SONG Y PARK	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY WONG	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN LAM	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	$3,654,996	$2,033,252	$12,586,596	$1,621,744
2024	No data	No data	No data	No data
2023	$1,750,461	$1,680,494	$9,907,007	$69,967
2022	$1,559,046	$1,550,754	$10,002,112	$8,292
2021	$1,533,070	$1,322,468	$10,122,004	$210,602
2020	$1,714,969	$1,278,623	$9,999,977	$436,346
2019	$1,625,009	$1,228,259	$9,647,629	$396,750

MONTEREY PARK LIONS CLUB SR CITIZENS HOUS CORP DBA