OPTIMIST INTERNATIONAL FOUNDATION

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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

1971

Legal Domicile

Principal Officer

CRAIG BORING

Phone

3143716000

Tax Period

2024-10-01 to 2025-09-30

OPTIMIST INTERNATIONAL FOUNDATION, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $975K, a strong 35% operating margin.

Mission

THE OPTIMIST INTERNATIONAL FOUNDATION, INCORPORATED IN FEBRUARY 1971, IS A FOUNDATION AND CHARITABLE CORPORATION ESTABLISHED FOR THE GENERAL PURPOSE OF SOLICITING AND RECEIVING GIFTS, DONATIONS AND BEQUESTS OF MONEY AND PROPERTY TO BE USED FOR THE FURTHERANCE OF THE CHARITABLE AND EDUCATIONAL EFFORTS AND ACTIVITIES OF OPTIMIST INTERNATIONAL. THE FOUNDATION ALSO ACTS AS A CUSTODIAN AND INVESTMENT MANAGER FOR VARIOUS FUNDS THAT HAVE BEEN DONATED TO OR ACCUMULATED BY OPTIMIST INTERNATIONAL CLUBS. THE FOUNDATION SUPPORTS OPTIMIST INTERNATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $595,471

CHARITABLE, LITERARY, AND EDUCATIONAL PROGRAMS, WHICH INCLUDE GRANTS TO EXEMPT ORGANIZATIONS TO ASSIST WITH PUBLICATION COSTS FOR MAGAZINES AND ARTICLES (WHICH ARE DISTRIBUTED TO THE ORGANIZATION'S CONSTITUENTS), SEMINARS AND TRAINING FOR MEMBERS OF OTHER EXEMPT ORGANIZATIONS, GRANT WRITING PROGRAM, INTERNATIONAL INITIATIVES AND MATCHING GRANTS.

Program 2

Expenses: $241,500

ORATORICAL CONTEST SCHOLARSHIPS: AN ANNUAL SPEECH COMPETITION WITH OVER 5,700 ENTRANTS. SCHOLARSHIPS ARE AWARDED IN DISTRICT LEVEL CONTESTS IN THE UNITED STATES. TOTAL EXPENSES FOR THE YEAR ENDED...

ORATORICAL CONTEST SCHOLARSHIPS: AN ANNUAL SPEECH COMPETITION WITH OVER 5,700 ENTRANTS. SCHOLARSHIPS ARE AWARDED IN DISTRICT LEVEL CONTESTS IN THE UNITED STATES. TOTAL EXPENSES FOR THE YEAR ENDED SEPTEMBER 30, 2025 AMOUNTED TO $246,500, ALL OF WHICH WERE SCHOLARSHIPS.

Program 3

Expenses: $382,124

CLUB GRANT PROGRAMS: GRANTS FOR MEMBER CLUBS UTILIZED FOR CHARITABLE, LITERARY AND EDUCATIONAL PROGRAMS AT THE DIRECTION OF THE FOUNDATION IN CONJUNCTION WITH SUPPORT FROM THE MEMBER CLUBS.

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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 $1,861,254

Program Service Revenue $0

Investment Income $930,253

Other Revenue $360

TOTAL REVENUE $2,791,867

Expense Breakdown

Grants Paid $1,193,122

Salaries & Benefits $341,774

Fundraising Expenses $90,242

Program Expenses $1,479,091

Other Expenses $281,865

TOTAL EXPENSES $1,816,761

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,791,867	$1,776,980	+0.6%
Expenses	$1,816,761	$1,884,300	0.0%
Net Income	$975,106	$-107,320	-10.1%

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

1204

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

$126,964

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN DEREMER	PRESIDENT	5.00	Officer Director	$0	$0	$0
FATIMA PLATER	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
DEANNA MORROW	TREASURER	5.00	Officer Director	$0	$0	$0
KEN GARNER	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER KENDO	DIRECTOR	5.00	Director	$0	$0	$0
CRAIG BORING	SECRETARY/ EXECUTIVE DIRECTOR	40.00	Officer	$123,104	$3,860	$126,964

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	$2,791,867	$1,816,761	$15,741,968	$975,106
2024	$1,776,980	$1,884,300	$14,334,284	$-107,320
2023	$1,778,246	$1,644,415	$11,982,405	$133,831
2022	$2,205,847	$1,538,569	$11,587,997	$667,278
2021	$1,571,942	$1,592,363	$14,028,554	$-20,421
2020	$1,674,642	$1,483,434	$11,240,808	$191,208
2019	$1,717,844	$1,612,224	$10,030,315	$105,620
2018	$1,651,426	$1,637,977	$10,139,338	$13,449