International Assoc of Lions - Itasca Club

Nonprofit profile at a glance

EIN
366108382
IRS 990 coverage
2011–2016
Forms available
Form 990 2016, Form 990-EZ 2009
Location
Itasca, IL, USA
Phone
6302509208
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$76,383
Expenses
$58,251
Assets
$91,397
Liabilities
$11,400

Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • JOHN PURTELL (President)
  • JEFF AIANI (1st Vice President)
  • CHRISTOPHER POE (2nd Vice President)
  • MARTY LUNDEEN (3rd Vice President)

People named in this filing

  • JOHN PURTELL (President)
  • JEFF AIANI (1st Vice President)
  • CHRISTOPHER POE (2nd Vice President)

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

Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To Benefit Blind, Deaf, Youth & Needy

What it reported doing in 2016

Contributions to non-profit organizations and for the benefit of the blind, deaf, youth, community or the needy.

Operating model

Revenue model
Other-operating. 67% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 91% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. 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: 44
  • Transparency & Controls: 100
  • Accountability: 76
  • Sustainability: 49
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.4%; rating input score 44
  • Program expense ratio: 58.1%; rating input score 58
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 9 controls in place; rating input score 43
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Limited
    • Other executive compensation review process: Limited
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 23.7%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 1.57; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -20.1% per year; rating input score 0; 25th percentile among comparable filings
  • Revenue growth: -3.4% per year; rating input score 0; 52nd percentile among comparable filings
  • Asset growth: -1.8% per year; rating input score 0; 39th percentile among comparable filings

Details

  • Where the money goes: 44.4% of revenue deployed · 58.1% of spending went to programs
  • Governance: 12 of 12 board members independent · 3 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $34K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 15 of 15 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2011 to 2016
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.