OPTIMIST INTERNATIONAL ADRIAN (EIN 237039960) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

COURTNEY SHRIVER

Phone

8165908292

Tax Period

2024-10-01 to 2025-09-30

OPTIMIST INTERNATIONAL ADRIAN, founded in 1974, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 27% operating margin.

Mission

THE ADRIAN OPTIMIST CLUB'S MISSION IS TO PROMOTE THE PHYSICAL, MENTAL, AND SOCIAL DEVELOPMENT OF THE LOCAL YOUTH BY SUPPORTING PROGRAMS THAT PROMOTE EDUCATIONAL OPPORTUNITIES, RECREATIONAL ACTIVITIES, LEADERSHIP TRAINING, SUBSTANCE ABUSE AWARENESS, RESPECT FOR LAW ENFORCEMENT, AND RESPONSIBLE USE OF FIREARMS SO THAT THEY MAY BE EMPOWERED BY THE VALUES OF SELF-WORTH, CITIZENSHIP, AND A STRONG SENSE OF COMMUNITY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,325

Program Service Revenue $0

Investment Income $3,824

Other Revenue $46,545

TOTAL REVENUE $56,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,892

Other Expenses $41,367

TOTAL EXPENSES $41,367

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,694	$107,960	-0.5%
Expenses	$41,367	$50,466	-0.2%
Net Income	$15,327	$57,494	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DWAYNE LOCKARD	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT KENDRICK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
COLBY CLIFTON	SECRETARY	5.00	Director	$0	$0	$0
KYLER SIX	DIRECTOR	5.00	Director	$0	$0	$0
JIM BINKLEY	DIRECTOR	5.00	Director	$0	$0	$0
COURTNEY SHRIVER	PRESIDENT	5.00	Officer Director	$0	$0	$0
RON FRITTS	TREASURER	5.00	Officer Director	$0	$0	$0
TYLER BISE	DIRECTOR	5.00	Director	$0	$0	$0
JACOB WEEKS	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	$56,694	$41,367	$118,246	$15,327
2024	$107,960	$50,466	$102,919	$57,494
2023	$62,629	$71,324	$45,425	$-8,695
2022	$48,520	$76,284	$54,120	$-27,764
2021	$90,409	$57,533	$81,884	$32,876
2020	$30,936	$69,508	$49,008	$-38,572

OPTIMIST INTERNATIONAL ADRIAN