Optimist International

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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

1968

Legal Domicile

Principal Officer

Daniel Dozier

Phone

3017693870

Tax Period

2024-10-01 to 2025-09-30

Optimist International, founded in 1968, is a small nonprofit that reported $108K in total revenue in fiscal year 2024. Net assets of $332K represent 37 months of operating reserves.

Mission

Community Service

Program Service Accomplishments

Program 1

Expenses: $38,874 Revenue: $0

Community Service Projects for the benefit of local elementary, middle and high schools both private and public as well as local agriculture and aquaculture organizations and endeavors with local...

Community Service Projects for the benefit of local elementary, middle and high schools both private and public as well as local agriculture and aquaculture organizations and endeavors with local historical and other educational/charitable associations.

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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 $20,392

Program Service Revenue $0

Investment Income $7,216

Other Revenue $80,212

TOTAL REVENUE $107,820

Expense Breakdown

Grants Paid $2,619

Salaries & Benefits $0

Fundraising Expenses $23,361

Program Expenses $38,874

Other Expenses $102,463

TOTAL EXPENSES $105,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,820	$110,816	0.0%
Expenses	$105,082	$98,082	+0.1%
Net Income	$2,738	$12,734	-0.8%

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

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
Ronald G Smith	President	10.00	Director	$0	$0	$0
Harold Sciarra	Vice Pres	4.00	Director	$0	$0	$0
Greg VanMeter	President Elect	4.00	Director	$0	$0	$0
Dan Dozier	Treasurer	4.00	Director	$0	$0	$0
Mike Kopel	Secretary	4.00	Director	$0	$0	$0
Al Raley	Director	2.00	Director	$0	$0	$0
David Fisher	Director	2.00	Director	$0	$0	$0
Mitch Kane	Director	2.00	Director	$0	$0	$0
Steve Morgan	Director	2.00	Director	$0	$0	$0
John Laychak	Director	2.00	Director	$0	$0	$0
Greg Quade	Director	2.00	Director	$0	$0	$0
Tim Goldsborough	Past President	2.00	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	$107,820	$105,082	$332,483	$2,738
2024	$110,816	$98,082	$328,729	$12,734
2023	$119,482	$113,711	$304,085	$5,771
2022	$128,994	$99,988	$291,455	$29,006
2021	$111,866	$89,388	$283,674	$22,478
2020	$59,675	$133,051	$254,478	$-73,376
2019	$169,696	$144,378	$331,235	$25,318