OPTIMIST CLUB OF BOYERTOWN

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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

1957

Legal Domicile

Principal Officer

HEATH BROWN

Phone

6104167294

Tax Period

2024-10-01 to 2025-09-30

OPTIMIST CLUB OF BOYERTOWN, founded in 1957, is a small nonprofit that reported $330K in total revenue in fiscal year 2024. Expenses of $291K left a modest 12% surplus.

Mission

THE OPTIMIST CLUB OF BOYERTOWN STRIVES TO INSPIRE ITS YOUTH AND COMMUNITY BY PRACTICING THE IDEALS OF HEALTH, CITIZENSHIP AND CHARACTER. THE OPTIMIST CLUB OF BOYERTOWN STRIVES TO BRING THE YOUTH AND COMMUNITY CLOSER TOGETHER THROUGH MEANS OF COMMON INTEREST IN SPORTSMANSHIP, FAIR PLAY AND FELLOWSHIP.

Program Service Accomplishments

Program 1

Expenses: $108,896 Revenue: $113,373

FOOTBALL PROGRAM - THIS PROGRAM IS A DEVELOPMENTAL PROGRAM TO PROMOTE THE GAME ELEMENTS OF SAFETY, PROGRESSIVE DEVELOPMENT CURRICULUM AND INTELLIGENT SUPERVISION AND TO KEEP ALIVE THE WELFARE OF...

FOOTBALL PROGRAM - THIS PROGRAM IS A DEVELOPMENTAL PROGRAM TO PROMOTE THE GAME ELEMENTS OF SAFETY, PROGRESSIVE DEVELOPMENT CURRICULUM AND INTELLIGENT SUPERVISION AND TO KEEP ALIVE THE WELFARE OF PARTICIPANTS FIRST, FOREMOST AND ENTIRELY FREE OF ADULT DESIRE FOR GLORY.

Program 2

Expenses: $81,949 Revenue: $96,539

BASKETBALL PROGRAM - THIS PROGRAM IS A DEVELOPMENTAL PROGRAM TO PROMOTE THE GAME ELEMENTS OF SAFETY, PROGRESSIVE DEVELOPMENT CURRICULUM AND INTELLIGENT SUPERVISION AND TO KEEP ALIVE THE WELFARE OF...

BASKETBALL PROGRAM - THIS PROGRAM IS A DEVELOPMENTAL PROGRAM TO PROMOTE THE GAME ELEMENTS OF SAFETY, PROGRESSIVE DEVELOPMENT CURRICULUM AND INTELLIGENT SUPERVISION AND TO KEEP ALIVE THE WELFARE OF PARTICIPANTS FIRST, FOREMOST AND ENTIRELY FREE OF ADULT DESIRE FOR GLORY.

Program 3

Expenses: $37,220 Revenue: $38,105

SOFTBALL - THIS PROGRAM IS A DEVELOPMENTAL PROGRAM THAT PROMOTES SKILL DEVELOPMENT AND ENHANCEMENT, LEADERSHIP AND TEAMBUILDING OPPORTUNITIES IN A FUN, HEALTHY AND SAFE ENVIRONMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,505

Program Service Revenue $322,308

Investment Income $26

Other Revenue $6,088

TOTAL REVENUE $329,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $272,357

Other Expenses $290,625

TOTAL EXPENSES $290,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,927	$317,445	+0.0%
Expenses	$290,625	$307,552	-0.1%
Net Income	$39,302	$9,893	+3.0%

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

100

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
VAL LAWRENCE	Board Member	2.00	Director	$0	$0	$0
MARC NETTLES	Board Member	2.00	Director	$0	$0	$0
DAVE JONES	Board Member	2.00	Director	$0	$0	$0
HEATHER WARD	Board Member	2.00	Director	$0	$0	$0
KIM EVANS	President	5.00	Officer	$0	$0	$0
ADAM HUBLEY	Past President	5.00	Officer	$0	$0	$0
PHIL HADDAD	Secretary	5.00	Officer	$0	$0	$0
BECKY DERR	Treasurer	5.00	Officer	$0	$0	$0
ROB FREEMAN	Board Member	5.00	Officer	$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	$329,927	$290,625	$114,792	$39,302
2024	$317,445	$307,552	$75,490	$9,893
2023	$290,763	$287,732	$65,597	$3,031
2022	$220,879	$247,390	$62,566	$-26,511
2021	$141,594	$125,790	$89,076	$15,804
2019	$267,354	$199,769	$166,762	$67,585
2018	$233,654	$200,577	$99,177	$33,077