Civic Intelligence

USA-Canada Lions Leadership Forum

990 • Fiscal year 2020 • EIN 36-3857787

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 18, 2021

Organization ProfileWWW.USACANADALIONSFORUM.ORG
1090 Thomas Dr SWNew Philadelphia, OH 44663

(330) 204-2995

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.36x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

3.02x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$592,909

Down $236,296 (-28%) from 2019

Net Assets

Down

$378,399

Down $107,535 (-22%) from 2019

Liabilities

Down

$214,510

Down $128,761 (-38%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin3rd percentile

Revenue

Down

$71,101

Down $685,039 (-91%) from 2019

Expenses

Down

$179,984

Down $545,469 (-75%) from 2019

Net Income

Down

-$108,883

Down $139,570 (-455%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $611,590Liabilities 2010: $351,847Net Assets 2010: $259,7432010Assets 2015: $770,848Liabilities 2015: $273,690Net Assets 2015: $497,1582015Assets 2016: $909,858Liabilities 2016: $648,134Net Assets 2016: $261,7242016Assets 2017: $951,704Liabilities 2017: $511,123Net Assets 2017: $440,5812017Assets 2018: $735,799Liabilities 2018: $292,781Net Assets 2018: $443,0182018Assets 2019: $829,205Liabilities 2019: $343,271Net Assets 2019: $485,9342019Assets 2020: $592,909Liabilities 2020: $214,510Net Assets 2020: $378,3992020Assets 2021: $713,257Liabilities 2021: $334,537Net Assets 2021: $378,7202021Assets 2022: $565,436Liabilities 2022: $512,177Net Assets 2022: $53,2592022Assets 2023: $379,057Liabilities 2023: $0Net Assets 2023: $379,0572023Assets 2024: $364,587Liabilities 2024: $0Net Assets 2024: $364,5872024Assets 2025: $673,646Liabilities 2025: $0Net Assets 2025: $673,6462025

Highlighted filing

2020

Assets$592,909
Liabilities$214,510
Net Assets$378,399
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $518,4292010Revenue 2015: $688,704Expenses 2015: $629,505Net Income 2015: $59,1992015Revenue 2016: $623,001Expenses 2016: $858,435Net Income 2016: -$235,4342016Revenue 2017: $751,569Expenses 2017: $732,346Net Income 2017: $19,2232017Revenue 2018: $732,435Expenses 2018: $729,998Net Income 2018: $2,4372018Revenue 2019: $756,140Expenses 2019: $725,453Net Income 2019: $30,6872019Revenue 2020: $71,101Expenses 2020: $179,984Net Income 2020: -$108,8832020Revenue 2021: $702,283Expenses 2021: $744,307Net Income 2021: -$42,0242021Revenue 2022: $562,130Expenses 2022: $818,994Net Income 2022: -$256,8642022Revenue 2023: $1,152,647Expenses 2023: $826,849Net Income 2023: $325,7982023Revenue 2024: $982,207Expenses 2024: $1,026,183Net Income 2024: -$43,9762024Revenue 2025: $915,901Expenses 2025: $621,147Net Income 2025: $294,7542025

Highlighted filing

2020

Revenue$71,101
Expenses$179,984
Net Income-$108,883
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 18, 2021
Return Version
2019v5.0
Gross Receipts
$81,841
Mission and Program Overview

Mission

The purpose of the forum is to provide an open forum for the exchange of information and ideas regarding community and public service activities; to promote the principles and objectives of lions clubs international; and to train, educate and motivate officers of clubs and district organizaions in lions clubs international.

Educating individuals throughout north america in leadership skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$526,349$485,469▼ $40,880
Accounts Receivable$112,011--
Cash and Non-Interest-Bearing Accounts$171,370$86,667▼ $84,703
Prepaid Expenses and Deferred Charges$15,744$17,975▲ $2,231
Land, Buildings, and Equipment, Net$3,731$2,798▼ $933
Total Assets$829,205$592,909▼ $236,296
Liabilities
Other Liabilities$225,266$206,010▼ $19,256
Accounts Payable and Accrued Expenses$118,005$8,500▼ $109,505
Total Liabilities$343,271$214,510▼ $128,761
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$485,934$378,399▼ $107,535
Total Net Assets Fund Balance$485,934$378,399▼ $107,535
Total Liabilities and Net Assets / Fund Balance$829,205$592,909▼ $236,296

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,798$3,275$6,073
Other Securities$485,469--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Wendy CainVice Chairpe
Marvin ChambersCanadian Adv
Harvey WhitleyGeneral Chai
Haynes TownsendHonorary CHA
Bud WahlSecretary
Steven ShererTreasurer
Paul BledsoeUSA Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000
Program Service Revenue
$60,189
Investment Income
$7,912
Other Revenue
$0
All Other Contributions
$3,000
Change in Net Assets
$-108,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,984
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$22,996$4,072-$27,068
Other Expenses$13,703$6,552-$13,703
Occupancy-$8,857-$8,857
Fees for Services Accounting-$7,052-$7,052
Office Expenses$4,988$853-$5,841
Depreciation Depletion-$933-$933
Total Functional Expenses$151,665$28,319$0$179,984
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Forum Registrations$206,010
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the annual form 990 is reviewed by all members.”

Form 990, Page 6, Part VI, Line 12C

“The organization reviews officer and director relationships annually to determine if any conflicts of interest exist.”

Form 990, Page 6, Part VI, Line 15A

“Officers are not compensated by the organization. There are no employees in the organization.”

Form 990, Page 6, Part VI, Line 15B

“Officers are not compensated by the organization.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, conflict of interest policy and financial statements are available for public review upon request.”

Filing and Contact Details

Filer

Filer Name
Usacanada Lions Leadership Forum
EIN
36-3857787
Phone
3302042995
Address
1090 THOMAS DR SW, NEW PHILADELPHIA, OH 44663

Signing Officer

Name
Steven Sherer
Title
Treasurer
Phone
3302042995
Signed
2021-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Sherer
Formed
1977
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

Preparer

Firm
Schwarz & Associates
Address
4620 S 143RD ST, OMAHA, NE 68137
Preparer
Sharon M Schwarz
Phone
4023306880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Audio and visual 8,500 0 0 professional speakers 7,500 0 0 site inspection 4,238 0 0 telephone 0 2,963 0 forum store purchases 1,162 0 0 insurance 0 1,053 0 miscelleanous 833 0 0 forum expenses 763 0 0 property taxes 0 56 0 total 22,996 4,072 0”

Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0807848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0819520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0695052
IRS990ScheduleA/Total509Grp/TotalAmt02385609
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0820648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0696163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02405897
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02798
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03275
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0206010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED FORUM REGISTRATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0485469
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RAYMOMD JAMES INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02798
IRS990ScheduleD/TotalBookValueSecuritiesAmt0485469
IRS990ScheduleD/TotalLiabilityAmt0206010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE ANNUAL FORM 990 IS REVIEWED BY ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS OFFICER AND DIRECTOR RELATIONSHIPS ANNUALLY TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS ARE NOT COMPENSATED BY THE ORGANIZATION. THERE ARE NO EMPLOYEES IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE NOT COMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AUDIO AND VISUAL 8,500 0 0 PROFESSIONAL SPEAKERS 7,500 0 0 SITE INSPECTION 4,238 0 0 TELEPHONE 0 2,963 0 FORUM STORE PURCHASES 1,162 0 0 INSURANCE 0 1,053 0 MISCELLEANOUS 833 0 0 FORUM EXPENSES 763 0 0 PROPERTY TAXES 0 56 0 TOTAL 22,996 4,072 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0592909
IRS990/TotalAssetsGrp/BOYAmt0829205
IRS990/TotalAssetsGrp/EOYAmt0592909
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028319
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151665
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179984
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0343271
IRS990/TotalLiabilitiesEOYAmt0214510
IRS990/TotalLiabilitiesGrp/BOYAmt0343271
IRS990/TotalLiabilitiesGrp/EOYAmt0214510
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0485934
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0378399
IRS990/TotalProgramServiceExpensesAmt0151665
IRS990/TotalProgramServiceRevenueAmt060189
IRS990/TotalRevenueGrp/ExclusionAmt09140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt058961
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071101
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0829205
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592909
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01090 THOMAS DR SW
IRS990/USAddress/CityNm0NEW PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044663
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.USACANADALIONSFORUM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN SHERER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03302042995
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USACANADA LIONS LEADERSHIP FORUM
ReturnHeader/Filer/BusinessNameControlTxt0USAC
ReturnHeader/Filer/EIN0363857787
ReturnHeader/Filer/PhoneNum03302042995
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 THOMAS DR SW
ReturnHeader/Filer/USAddress/CityNm0NEW PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262411719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARZ & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04620 S 143RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068137
ReturnHeader/PreparerPersonGrp/PhoneNum04023306880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M SCHWARZ
ReturnHeader/ReturnTs02021-02-25T15:14:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,909
Liabilities
$214,510
Net assets
$378,399
Revenue
$71,101
Expenses
$179,984
Net income
-$108,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.92$0.62$0.29
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.98$1.03$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$1.15$0.83$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.51$0.05$0.56$0.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.33$0.38$0.70$0.74$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.21$0.38$0.07$0.18$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.34$0.49$0.76$0.73$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.29$0.44$0.73$0.73$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.51$0.44$0.75$0.73$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.65$0.26$0.62$0.86$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.27$0.50$0.69$0.63$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.35$0.26$0.52