Civic Intelligence

Lions Foundation of Arizona Inc

EIN 86-6052987 • 501(c)3 • Phoenix, AZ

Profile

THE LIONS FOUNDATION OF ARIZONA IS A NONPROFIT ORGANZIATION FIRMLY COMMITTED TO THE PHILOSOPHY THAT ALL INDIVIDUALS WITH DISABILITIES ARE ENTITLED TO EQUAL OPPORTUNITIES FOR ACHIEVING SELF-FULFILLMENT AND INDEPENDENCE AS WELL AS ACCEPTANCE AND FULL PARTICIPATION IN THE COMMUNITY. WE BELIEVE ALL INDIVIDUALS SHOULD HAVE THE OPPORTUNITY OF ATTAINING THEIR GOALS AND WE PLEDGE OUR FULL AND CONTINUING SUPPORT TOWARDS THOSE ENDS.

Refreshing map…

3124 E Roosevelt St 3Phoenix, AZ 85008

www.lionsfoundationarizona.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$86,538

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

76%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,054,264

Down $40,270 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,054,264

Down $40,270 (-1.3%) from 2023

Revenue

Up

$321,062

Up $16,210 (+5.3%) from 2023

Expenses

Down

$289,317

Down $923,258 (-76%) from 2023

Net Income

Up

$31,745

Up $939,468 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $2,947,456Liabilities 2010: $1,819,307Net Assets 2010: $1,128,1492010Assets 2011: $2,838,068Liabilities 2011: $1,862,937Net Assets 2011: $975,1312011Assets 2012: $2,762,779Liabilities 2012: $1,926,263Net Assets 2012: $836,5162012Assets 2013: $2,744,954Liabilities 2013: $1,970,009Net Assets 2013: $774,9452013Assets 2014: $2,718,694Liabilities 2014: $1,953,428Net Assets 2014: $765,2662014Assets 2015: $2,574,805Liabilities 2015: $1,937,584Net Assets 2015: $637,2212015Assets 2016: $2,571,835Liabilities 2016: $1,921,928Net Assets 2016: $649,9072016Assets 2017: $2,529,470Liabilities 2017: $1,956,490Net Assets 2017: $572,9802017Assets 2018: $2,468,750Liabilities 2018: $2,018,274Net Assets 2018: $450,4762018Assets 2019: $4,259,309Liabilities 2019: $2,319,579Net Assets 2019: $1,939,7302019Assets 2020: $3,312,217Liabilities 2020: $1,401,639Net Assets 2020: $1,910,5782020Assets 2021: $2,359,893Liabilities 2021: $494,596Net Assets 2021: $1,865,2972021Assets 2022: $4,228,630Liabilities 2022: $226,373Net Assets 2022: $4,002,2572022Assets 2023: $3,094,534Liabilities 2023: $0Net Assets 2023: $3,094,5342023Assets 2025: $3,054,264Liabilities 2025: $0Net Assets 2025: $3,054,2642025

Highlighted filing

2025

Assets$3,054,264
Liabilities$0
Net Assets$3,054,264

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $595,0212010Expenses 2011: $560,9712011Expenses 2012: $480,7142012Expenses 2013: $445,5412013Revenue 2014: $460,082Expenses 2014: $469,761Net Income 2014: -$9,6792014Revenue 2015: $366,181Expenses 2015: $494,226Net Income 2015: -$128,0452015Revenue 2016: $461,985Expenses 2016: $449,299Net Income 2016: $12,6862016Revenue 2017: $364,247Expenses 2017: $441,174Net Income 2017: -$76,9272017Revenue 2018: $378,767Expenses 2018: $501,270Net Income 2018: -$122,5032018Revenue 2019: $2,034,137Expenses 2019: $544,883Net Income 2019: $1,489,2542019Revenue 2020: $477,598Expenses 2020: $506,750Net Income 2020: -$29,1522020Revenue 2021: $420,459Expenses 2021: $465,740Net Income 2021: -$45,2812021Revenue 2022: $2,586,092Expenses 2022: $449,132Net Income 2022: $2,136,9602022Revenue 2023: $304,852Expenses 2023: $1,212,575Net Income 2023: -$907,7232023Revenue 2025: $321,062Expenses 2025: $289,317Net Income 2025: $31,7452025

Highlighted filing

2025

Revenue$321,062
Expenses$289,317
Net Income$31,745

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$3.05$0.00$3.05$0.32$0.29$0.03
2023Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$0.30$1.21$0.91
2022Summary only. Only limited summary data is available for this year.$4.23$0.23$4.00$2.59$0.45$2.14
2021Summary only. Only limited summary data is available for this year.$2.36$0.49$1.87$0.42$0.47$0.05
2020Summary only. Only limited summary data is available for this year.$3.31$1.40$1.91$0.48$0.51$0.03
2019Summary only. Only limited summary data is available for this year.$4.26$2.32$1.94$2.03$0.54$1.49
2018Summary only. Only limited summary data is available for this year.$2.47$2.02$0.45$0.38$0.50$0.12
2017Summary only. Only limited summary data is available for this year.$2.53$1.96$0.57$0.36$0.44$0.08
2016Summary only. Only limited summary data is available for this year.$2.57$1.92$0.65$0.46$0.45$0.01
2015Summary only. Only limited summary data is available for this year.$2.57$1.94$0.64$0.37$0.49$0.13
2014Summary only. Only limited summary data is available for this year.$2.72$1.95$0.77$0.46$0.47$0.01
2013Summary only. Only limited summary data is available for this year.$2.74$1.97$0.77$0.45
2012Summary only. Only limited summary data is available for this year.$2.76$1.93$0.84$0.48
2011Summary only. Only limited summary data is available for this year.$2.84$1.86$0.98$0.56
2010Summary only. Only limited summary data is available for this year.$2.95$1.82$1.13$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 20, 2025
Return Version
2024v5.2
Gross Receipts
$321,062
Mission and Program Overview

Mission

The lions foundation of arizona is a nonprofit organization firmly committed to the philosophy that all individuals with disabilities are entitled to equal opportunities for achieving self-fulfillment and independence as well as acceptance and full participation in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,000,000$2,000,000→ $0
Investments Other Securities$350,000$445,227▲ $95,227
Cash and Non-Interest-Bearing Accounts$695,080$282,797▼ $412,283
Total Assets$3,045,085$3,054,264▲ $9,179
Other Assets Total$5$326,240▲ $326,235
Liabilities
Accounts Payable and Accrued Expenses$22,561--
Total Liabilities$22,561$0▼ $22,561
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,022,524$3,054,264▲ $31,740
Total Net Assets Fund Balance$3,022,524$3,054,264▲ $31,740
Total Liabilities and Net Assets / Fund Balance$3,045,085$3,054,264▲ $9,179

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,000,000--
Other Assets Org$326,225--
Other Securities$445,227--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eddie RichardsonExecutive DirectorPT$86,538$86,538

Board Members and Trustees

NameTitle
Dave RobertsPresident
Cris GerardVice President
Lon SageVice President
Anna RobertsDirector
Fred GarmensonDirector
Larry PalmerDirector
Pauline BlankDirector
Ray ClarkDirector
Sandy ShiffDirector
Steven ThomasDirector
Thomas SorrellsDirector
Su-Lin TrepanitisSecretary
Paul RandallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,225
Program Service Revenue
$68,933
Investment Income
$64,894
Other Revenue
$10
All Other Contributions
$187,225
Change in Net Assets
$31,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,317
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
Fees for Services Other$118,348$78,118-$196,466
Other Expenses$39,022$10,586-$39,022
Insurance$18,594--$18,594
Fees for Services Accounting$14,500--$14,500
Office Expenses$4,428$4,734-$9,162
Total Functional Expenses$195,879$93,438$0$289,317
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Eddie RichardsonExecutive DirectorPass Through ContributionNo$171,083
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Officer directors etc family relationship Part VI line 2

Anna roberts and dave roberts have a family relationship.

Management duties delegation Part VI line 3

The executive director is a leased employee from ascend hr solutions. The contract with ascend hr solutions is reviewed on an annual basis by the board. Comparability data is used to ensure reasonableness. There are no other officers or key employees receiving compensation. Compensation received by the executive director under the lease employee arragments was: reportable compensation other compensationeddie richardson $86,538 0

Member election for additional members Part VI line 7A

The members of the governing body are elected, each year, at the multiple district 21 convention. Directors shall be elected equally, from each district, within the multiple district, by certified delegates from each club. The delegates shall elect the number of nominated directors to serve from their respective district by the majority vote of the voting delegates of their district.

Governing body decisions Part VI line 7B

The bylaws may be altered, amended or repealed, and new bylaws adopted, by a favorable vote of two-thirds majority of the directors present at any regular or called meeting of the board of directors.

Form 990 governing body review Part VI line 11

A draft will be reviewed by the executive director. Once comments and questions are addressed the draft is given to the board for review and approval.

Conflict of interest policy compliance Part VI line 12C

The policy covers the board of directors (there are no key employees for this organization). The statements are reviewed by the executive director and potential conflicts are discussed with the president. When there is a known conflict the organizations policy is to ask that individual to remove themselves from discussions and voting pertaining to the conflict.

CEO executive director top management comp Part VI line 15A

Although the executive director is a leased employee, her compensation is still determined by the board using comparability data to ensure reasonableness.

Governing documents etc available to public Part VI line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Lions Foundation of Arizona Inc
EIN
86-6052987
In Care Of
% EDDIE RICHARDSON
Phone
6022449758
Address
3124 E Roosevelt St 3, Phoenix, AZ 85008

Signing Officer

Name
Eddie Richardson
Title
Executive Director
Phone
6022449758
Signed
2025-08-20
Discuss with paid preparer
No

Organization Details

Formed
1960
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Bloom & Bloom Llp
Address
356 MILLBURN AVE, Millburn, NJ 07041
Preparer
Richard Bloom
Phone
9739120300
Supplemental Narrative

Additional Explanations

Amended return information

Participation in the community. We believe all individuals should have the opportunity of attaining their goals and we pledge our full and continuing support towards those ends. Our mission is to support the efforts of lions clubs and partners in serving communities, giving hope, and impacting their lives through humanitarian service projects. To empower the lions of arizona by supporting and enhancing their ability to meet community and humanitarian needs.

Explanation of other changes in net assets or fund balances Part XI line 9

Reconcile net assets to match financial review.

List of other fees for services expenses Part IX line 11G

Contract labor: program service expenses 105,223.management and general expenses 71,542.total contract labor 176,765.professional fees: program service expenses 27,625.management and general expenses 6,576.total professional fees 34,201.total expenses 210,966.supplies:program service expenses 987.management and general expenses 10,586.total supplies 11,573.miscellaneousprogram 39,022.total miscellaneous 39,022.

List of other expenses Part IX line 24E

Supplies:program 987.management and general expenses 10,586.total supplies 11,573.miscellaneousprogram 39,022.total miscellaneous 39,022.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
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IRS990/MissionDesc0THE LIONS FOUNDATION OF ARIZONA IS A NONPROFIT ORGANIZATION FIRMLY COMMITTED TO THE PHILOSOPHY THAT ALL INDIVIDUALS WITH DISABILITIES ARE ENTITLED TO EQUAL OPPORTUNITIES FOR ACHIEVING SELF-FULFILLMENT AND INDEPENDENCE AS WELL AS ACCEPTANCE AND FULL PARTICIPATION IN THE COMMUNITY.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0EDDIE RICHARDSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PASS THROUGH CONTRIBUTION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARTICIPATION IN THE COMMUNITY. WE BELIEVE ALL INDIVIDUALS SHOULD HAVE THE OPPORTUNITY OF ATTAINING THEIR GOALS AND WE PLEDGE OUR FULL AND CONTINUING SUPPORT TOWARDS THOSE ENDS. OUR MISSION IS TO SUPPORT THE EFFORTS OF LIONS CLUBS AND PARTNERS IN SERVING COMMUNITIES, GIVING HOPE, AND IMPACTING THEIR LIVES THROUGH HUMANITARIAN SERVICE PROJECTS. TO EMPOWER THE LIONS OF ARIZONA BY SUPPORTING AND ENHANCING THEIR ABILITY TO MEET COMMUNITY AND HUMANITARIAN NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNA ROBERTS AND DAVE ROBERTS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR IS A LEASED EMPLOYEE FROM ASCEND HR SOLUTIONS. THE CONTRACT WITH ASCEND HR SOLUTIONS IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD. COMPARABILITY DATA IS USED TO ENSURE REASONABLENESS. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVING COMPENSATION. COMPENSATION RECEIVED BY THE EXECUTIVE DIRECTOR UNDER THE LEASE EMPLOYEE ARRAGMENTS WAS: REPORTABLE COMPENSATION OTHER COMPENSATIONEDDIE RICHARDSON $86,538 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE GOVERNING BODY ARE ELECTED, EACH YEAR, AT THE MULTIPLE DISTRICT 21 CONVENTION. DIRECTORS SHALL BE ELECTED EQUALLY, FROM EACH DISTRICT, WITHIN THE MULTIPLE DISTRICT, BY CERTIFIED DELEGATES FROM EACH CLUB. THE DELEGATES SHALL ELECT THE NUMBER OF NOMINATED DIRECTORS TO SERVE FROM THEIR RESPECTIVE DISTRICT BY THE MAJORITY VOTE OF THE VOTING DELEGATES OF THEIR DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED, AND NEW BYLAWS ADOPTED, BY A FAVORABLE VOTE OF TWO-THIRDS MAJORITY OF THE DIRECTORS PRESENT AT ANY REGULAR OR CALLED MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A DRAFT WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR. ONCE COMMENTS AND QUESTIONS ARE ADDRESSED THE DRAFT IS GIVEN TO THE BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE POLICY COVERS THE BOARD OF DIRECTORS (THERE ARE NO KEY EMPLOYEES FOR THIS ORGANIZATION). THE STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND POTENTIAL CONFLICTS ARE DISCUSSED WITH THE PRESIDENT. WHEN THERE IS A KNOWN CONFLICT THE ORGANIZATIONS POLICY IS TO ASK THAT INDIVIDUAL TO REMOVE THEMSELVES FROM DISCUSSIONS AND VOTING PERTAINING TO THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALTHOUGH THE EXECUTIVE DIRECTOR IS A LEASED EMPLOYEE, HER COMPENSATION IS STILL DETERMINED BY THE BOARD USING COMPARABILITY DATA TO ENSURE REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RECONCILE NET ASSETS TO MATCH FINANCIAL REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CONTRACT LABOR: PROGRAM SERVICE EXPENSES 105,223.MANAGEMENT AND GENERAL EXPENSES 71,542.TOTAL CONTRACT LABOR 176,765.PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 27,625.MANAGEMENT AND GENERAL EXPENSES 6,576.TOTAL PROFESSIONAL FEES 34,201.TOTAL EXPENSES 210,966.SUPPLIES:PROGRAM SERVICE EXPENSES 987.MANAGEMENT AND GENERAL EXPENSES 10,586.TOTAL SUPPLIES 11,573.MISCELLANEOUSPROGRAM 39,022.TOTAL MISCELLANEOUS 39,022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES:PROGRAM 987.MANAGEMENT AND GENERAL EXPENSES 10,586.TOTAL SUPPLIES 11,573.MISCELLANEOUSPROGRAM 39,022.TOTAL MISCELLANEOUS 39,022.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11List of other expenses Part IX line 24e
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0LIONS FOUNDATION OF ARIZONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GREATER TUCSON LIONS SENIR CITIZENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860432673
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW-INCOME HOUSING
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03124 E ROOSEVELT ST 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Phoenix
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