Lions Pride Endowment Fund Inc

Nonprofit profile at a glance

EIN
452035351
IRS 990 coverage
2012–2024
Forms available
Form 990 2024, Form 990-N 2011
Location
Rosholt, WI, USA
Phone
7156777000
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$876,783
Expenses
$429,026
Assets
$12,101,315
Liabilities
$2,084

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Renee Peterson (President)
  • David Carl (Vice President)

People named in this filing

  • Renee Peterson (President)
  • Susan Selner (Treasurer)
  • David Carl (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide an enduring legacy for the Wisconsin lions foundation's statewide projects.

What it reported doing in 2024

The specific purpose of the lions pride endowment fund of wi, inc. Is to provide financial support from time to time to further certain of the exempt purposes of the Wisconsin lions foundation, inc. ("foundation"), including, without limitation, financial support for the Wisconsin lions camp, children's vision screening, diabetes, hearing, eyeglass recycling and other projects and programs of the foundation, as determined by the board of directors of the corporation; provided, however, that the foundation remains an organization exempt from federal income taxation under section 501(a) of the internal revenue code as an organization described in section 501(c)(3) of the internal revenue code. Provided a camping experience for 80 campers from donor designated interest earn of the internal revenue code. Provided a camping experience for 80 campers from donor designated interest earned. In 2024 $308,000 was provided to Wisconsin lions foundation, inc. For all their projects.

Operating model

Revenue model
Investment-supported. 66% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 96% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 94
  • Accountability: 88
  • Sustainability: 92
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.8%; rating input score 82
  • Program expense ratio: 74.9%; rating input score 75
  • Fundraising efficiency: $7.54 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 51.1%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 28.21; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 82; 82nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 9% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: -11.9% per year; rating input score 0; 2nd percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 81.8% of revenue deployed · 74.9% of spending went to programs
  • Governance: 12 of 12 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $321K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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: Fundraising efficiency scored 29/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Growth: Revenue growth scored 0/100.