The Lions Club of Walnut Creek

Nonprofit profile at a glance

EIN
946172376
IRS 990-EZ coverage
2012–2019
Forms available
Form 990-EZ 2019
Location
Walnut Creek, CA, USA
Phone
9258265244
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Community Service Clubs

Official website

Reported finances

Revenue
$10,862
Expenses
$40,910
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Ed Szaky (Past President)
  • Art Coombes (President)

People named in this filing

  • Ed Szaky (Past President)
  • Ann Sanzeri (Secretary)
  • Donna Moorehead (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 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Civic Service and Social Welfare

What it reported doing in 2019

Lions Center for the Visually Impaired, Pittsurg, CA - Club members serve Thanksgiving dinner to clients of the center and assist with physcial repairs and maintenance of the facility. The Center provides training to visually impaired individuals living in the Eastern portion of Contra Costa County. The club provides financial support as needed.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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. 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: 22
  • Transparency & Controls: 82
  • Sustainability: 9
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 30.5%; rating input score 31
  • Program expense ratio: 8.1%; rating input score 8

Transparency & Controls

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

Sustainability

  • Operating margin: -276.6%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 3% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: -8.9% per year; rating input score 0; 29th percentile among comparable filings
  • Asset growth: -33.6% per year; rating input score 0; 6th percentile among comparable filings

Details

  • Where the money goes: 30.5% of revenue deployed · 8.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $3K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 5 of 6 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2012 to 2019
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • High — Financial Efficiency: Program expense ratio scored 8/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.