THE OPTIMIST FOUNDATION OF ADRIAN MISSOURI INC (EIN 020775876) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

RICHARD FORD

Phone

8165908292

Tax Period

2023-10-01 to 2024-09-30

THE OPTIMIST FOUNDATION OF ADRIAN MISSOURI INC, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $88K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $109K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO CONSTRUCT AND OPERATE A COMMUNITY BUILDING FOR THE ADRIAN MISSOURI COMMUNITY. SUCH A BUILDING IS NEEDED IN ORDER THAT YOUTH, CIVIC, AND FAMILY MEETINGS MAY TAKE PLACE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $17,451

Program Service Revenue $51,376

Investment Income $899

Other Revenue $17,902

TOTAL REVENUE $87,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,198

Other Expenses $108,788

TOTAL EXPENSES $108,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,628	$76,653	+0.1%
Expenses	$108,788	$120,471	-0.1%
Net Income	$-21,160	$-43,818	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY SCHRIVER	SECRETARY	5.00	Officer Director	$0	$0	$0
RICHARD FORD	PRESIDENT	5.00	Officer Director	$0	$0	$0
P J HASKINS	DIRECTOR	5.00	Director	$0	$0	$0
JAY WALLEY	DIRECTOR	5.00	Director	$0	$0	$0
ALVIN GRIFFIN	DIRECTOR	5.00	Director	$0	$0	$0
JIM PLATT	TREASURER	5.00	Officer Director	$0	$0	$0
JOSH NIEDER	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$87,628	$108,788	$223,773	$-21,160
2023	$76,653	$120,471	$244,933	$-43,818
2022	$60,278	$101,426	$288,751	$-41,148
2021	$48,810	$96,750	$329,899	$-47,940
2020	$74,322	$92,454	$377,839	$-18,132

THE OPTIMIST FOUNDATION OF ADRIAN MISSOURI INC