Duluth Lions Club Foundation

Nonprofit profile at a glance

EIN
815401727
IRS 990-EZ coverage
2020–2025
Forms available
Form 990 2018, Form 990-EZ 2025, Form 990-N 2016
Location
Duluth, MN, USA
Phone
2183102247
Rating
40
Verdict
MIXED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$83,364
Expenses
$41,743
Assets
$168,291
Liabilities
$5,884

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • Bonnie Jorgenson (President)
  • Gerry Sjerven (1st Vice President)
  • Scott Morley (2nd Vice President)
  • Marie Pank (Past President)

People named in this filing

  • Bonnie Jorgenson (President)
  • Patricia Swenson (Secretary)
  • James J Denney (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Form 990-EZ Part III Primary Exempt Purpose See Schedule O

What it reported doing in 2025

Youth Environmental and Service Duluth Lions members provide volunteer support for various local projects and events benefiting kids including Grandmas Whipper Snapper races Bentleyville Tour of Lights Salvation Army food and gift distribution Chester Bowl ski races collection of soft plastic for recycling assembling snack packs and procuring food and supplies for the Ronald McDonald House Recycled over 3000 pounds of soft plastic which earned the organization 2 benches from Trex which were donated to a youth baseball field and a church Grants totaled 8818

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 75
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 49.9%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 4.03; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -94.6% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 7.6% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 15.3% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.