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

1955

Legal Domicile

Principal Officer

Robert Eggleton

Phone

6143537975

Tax Period

2020-10-01 to 2021-09-30

OPTIMIST INTERNATIONAL, founded in 1955, is a small nonprofit that reported $306K in total revenue in fiscal year 2020. Revenue surged 309% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 80% operating margin.

Mission

Youth development through basketball, essay, and oratorical contests. Scholarships awarded for winners, Boys and Girls High School Sportsmanship Awards, and Outstanding Character Awards.

Program Service Accomplishments

Program 1

Expenses: $48,072 Revenue: $55,859

Provide Youth Basketball Programming to more than 1000 K-12 children in Upper Arlington and Grandview, Ohio.

Program 2

Expenses: $9,350 Revenue: $0

Administer youth essay, oratorical, and sportsmanship contests and scholarships for over 100 middle and high school students in Upper Arlington, Ohio

Program 3

Expenses: $2,669 Revenue: $0

Overhead and Administration and grants to other non-profit organizations

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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 (2020)

Revenue Breakdown

Contributions & Grants $250,000

Program Service Revenue $55,859

Investment Income $5

Other Revenue $0

TOTAL REVENUE $305,864

Expense Breakdown

Grants Paid $10,304

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,091

Other Expenses $49,787

TOTAL EXPENSES $60,091

Year-over-Year Comparison

	2020	2019	Change
Revenue	$305,864	$74,728	+3.1%
Expenses	$60,091	$67,525	-0.1%
Net Income	$245,773	$7,203	+33.1%

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
Paul Boyer	President	2	Officer	$0	$0	$0
Robert Eggleton	Treasurer	1	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
2021	$305,864	$60,091	$288,039	$245,773