Civic Intelligence

Pasadena Lions Club Memorial Trust

EIN 93-6933120 • 501(c)3 • Pasadena, CA

Profile

The purpose of the charitable trust is to devote and supply the income from the trust fund and principal exclusively for charitable purposes or for the betterment and welfare of children or of handicapped persons, particularly persons handicapped in sight or hearing, either directly or by contributions to organizations duly authorized to carry on such activities and which have established their tax-exempt status under the provisions of 501(c)(3) and 501(c)(4) of the Internal Revenue Code and its regulations.

PO Box 364Pasadena, CA 91102

www.pasadenahostlionsclub.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

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

98th percentile

559%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$2,535,992

Up $383,900 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,535,992

Up $383,900 (+18%) from 2024

Revenue

Up

$195,450

Up $165,805 (+559%) from 2024

Expenses

Up

$118,972

Up $112,757 (+1814%) from 2024

Net Income

Up

$76,478

Up $53,048 (+226%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2024: $2,152,092Liabilities 2024: $0Net Assets 2024: $2,152,0922024Assets 2025: $2,535,992Liabilities 2025: $0Net Assets 2025: $2,535,9922025

Highlighted filing

2025

Assets$2,535,992
Liabilities$0
Net Assets$2,535,992

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2024: $29,645Expenses 2024: $6,215Net Income 2024: $23,4302024Revenue 2025: $195,450Expenses 2025: $118,972Net Income 2025: $76,4782025

Highlighted filing

2025

Revenue$195,450
Expenses$118,972
Net Income$76,478

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$356,142
Mission and Program Overview

Mission

The purpose of the charitable trust is to devote and supply the income from the trust fund and principal exclusively for charitable purposes or for the betterment and welfare of children or of handicapped persons, particularly persons handicapped in sight or hearing, either directly or by contributions to organizations duly authorized to carry on such activities and which have established their tax-exempt status under the provisions of 501(c)(3) and 501(c)(4) of the Internal Revenue Code and its regulations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,140,496$2,505,268▲ $364,772
Cash and Non-Interest-Bearing Accounts$11,596$30,724▲ $19,128
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,152,092$2,535,992▲ $383,900
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,152,092$2,535,992▲ $383,900
Total Net Assets Fund Balance$2,152,092$2,535,992▲ $383,900
Total Liabilities and Net Assets / Fund Balance$2,152,092$2,535,992▲ $383,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$23,430$71,315▲ $142,830-$137,061
2023-$22,430▲ $7,215-$23,430
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kirit M DavChairman
Donna PomerantzDirector
Patrick RileyDirector
Mitchell PomerantzSecretary
Ron BaileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,315
Program Service Revenue
$0
Investment Income
$124,135
Other Revenue
$0
Change in Net Assets
$76,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,734
Other Expenses$42,238
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,234--$74,234
Fees for Services Legal-$19,211-$19,211
Fees for Service Investment Mgmnt Fees-$18,458-$18,458
Grants to Domestic Individuals$2,500--$2,500
Insurance-$1,414-$1,414
Conferences and Meetings-$246-$246
Other Expenses-$25-$25
Total Functional Expenses$76,734$42,238$0$118,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyLong Beach, CA-School supplies for underprivileged$10,000
Assistance League of PasadenaPasadena, CA-School supplies for underprivileged$8,000
Life Skills 4 Pasadena YouthPasadena, CA-Pursue golf/explore competitive pay$7,688
Door of HopePasadena, CA-Homeless Shelter Provider$5,046
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

At a regularly scheduled board meeting the returns are reviewed and filing issues are discussed with the preparer.

Form 990, Part VI, Section B, Line 12C

Annually each responsible person is required to review a copy of the conflict of interest policy and to acknowledge in writing that he or she has done so.Each responsible person is required to identify and relationships, positions, or circumstances in which the responsible person is involved that he or she believes could contribute to a conflict of interest.The conflict of interest policy is reviewed by the board with any changes to the policy communicated to all responsible persons.

Form 990, Part VI, Section C, Line 19

The organizations governing documents and exempt organizations returns are available upon request to the organization.

Filing and Contact Details

Filer

Filer Name
Pasadena Lions Club Memorial Trust
EIN
93-6933120
Phone
6263585709
Address
PO Box 364, Pasadena, CA 91102

Signing Officer

Name
Kirit M Dav
Title
Chairman
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2024
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Kho & Patel
Address
160 E Arrow Highway, San Dimas, CA 91773
Preparer
Roger Rossmeisl CPA
Phone
9099711000
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Property transferred to the trust by any donor restricted by the donor or not for any purpose is held and managed by the board of trustees as principal of the trust and managed, administered and disposed of by the trust to generate income to be used for distributions made to various organizations or individuals for health, education, and other assistance of children and handicapped persons.

Part X : FIN48 Footnote

The trust evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimate-able. Occasionally, the trust is exposed to unrelated business income (UBI) from investments in certain publicly traded pass-through entities. As of June 30, 2024, the trustees determined no uncertain tax positions requiring accrual or more likely than not be sustained upon audit or examination. Additionally, there was no special event revenue or gaming revenue. The trust files tax returns in California and U.S. Federal Jurisdictions. The trust is no longer subject to U.S. or state examinations by authorities for generally three and four years, respectively.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The organizations has a non-voting board member as a part of its board and the supported organization's board resulting in access to it's organizing documents and is updated on it's qualifying status as members of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2As members of the supported organization the board in it's fiduciary capacity to the trust has the obligation of assuring that all funds used for support are only for qualified purposes. Supported organizations are vetted by the charitable trusts board and payments are made directly to the organizations that qualify on behalf of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The organization supports the efforts of the supported organization by providing grants to other qualified organizations and individuals providing services aligned with the exempt purposes of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956047661
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Pasadena Host Lions Club
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023780
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023430
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt071315
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0137061
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt076734
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142830
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07215
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Property transferred to the trust by any donor restricted by the donor or not for any purpose is held and managed by the board of trustees as principal of the trust and managed, administered and disposed of by the trust to generate income to be used for distributions made to various organizations or individuals for health, education, and other assistance of children and handicapped persons.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The trust evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimate-able. Occasionally, the trust is exposed to unrelated business income (UBI) from investments in certain publicly traded pass-through entities. As of June 30, 2024, the trustees determined no uncertain tax positions requiring accrual or more likely than not be sustained upon audit or examination. Additionally, there was no special event revenue or gaming revenue. The trust files tax returns in California and U.S. Federal Jurisdictions. The trust is no longer subject to U.S. or state examinations by authorities for generally three and four years, respectively.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt15046
IRS990ScheduleI/RecipientTable/CashGrantAmt27688
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School supplies for underprivileged
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Homeless Shelter Provider
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Pursue golf/explore competitive pay
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3School supplies for underprivileged
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Assistance League of Pasadena
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Door of Hope
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Life Skills 4 Pasadena Youth
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Salvation Army
IRS990ScheduleI/RecipientTable/RecipientEIN0951891341
IRS990ScheduleI/RecipientTable/RecipientEIN1954044568
IRS990ScheduleI/RecipientTable/RecipientEIN2251924033
IRS990ScheduleI/RecipientTable/RecipientEIN3132485289
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0820 E California Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1669 N Los Robles
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21133 Rosemont Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3180 E Ocean Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Long Beach
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd390802
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The board of directors of the Pasadena Host Lions Memorial Trust utilizes an application process and assesses the need for the funds by the applicant and carefully investigates all requests for the ability to produce a desired outcome as educational, recreational and health assistance and social services for blind and hearing impaired and financially disadvantaged children. If other programs or services are readily available to fulfill the applicants referrals are made to seek services from the available providers of assistance.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0At a regularly scheduled board meeting the returns are reviewed and filing issues are discussed with the preparer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually each responsible person is required to review a copy of the conflict of interest policy and to acknowledge in writing that he or she has done so.Each responsible person is required to identify and relationships, positions, or circumstances in which the responsible person is involved that he or she believes could contribute to a conflict of interest.The conflict of interest policy is reviewed by the board with any changes to the policy communicated to all responsible persons.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organizations governing documents and exempt organizations returns are available upon request to the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Pasadena Host Lions Club
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956047661
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Civic League
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 364
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Pasadena
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02152092
IRS990/TotalAssetsEOYAmt02535992
IRS990/TotalAssetsGrp/BOYAmt02152092

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