Optimist Int 20489 OC of Truckee CA

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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

1980

Legal Domicile

Principal Officer

PAT MCKECHNIE

Phone

5303867225

Tax Period

2024-10-01 to 2025-09-30

Optimist Int 20489 OC of Truckee CA, founded in 1980, is a micro nonprofit that reported $85K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $112K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROMOTE AWARENESS AND THE NEEDS OF ITS YOUTH THROUGH ITS MEMBERSHIP

Program Service Accomplishments

Program 1

Expenses: $16,995 Revenue: $0

PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS

Program 2

Expenses: $7,500 Revenue: $0

SUPPORT OF ELEMENTARY, MIDDLE AND HIGH SCHOOL SPORTS AND ACADEMICS

Program 3

Expenses: $70,681 Revenue: $0

SUPPORT OF OTHER COMMUNITY YOUTH ATHLETICS AND ACTIVITIES CONTIGENCY DONATIONS

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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 $7,200

Program Service Revenue $0

Investment Income $3,737

Other Revenue $74,113

TOTAL REVENUE $85,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,176

Other Expenses $112,287

TOTAL EXPENSES $112,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,050	$125,318	-0.3%
Expenses	$112,287	$118,784	-0.1%
Net Income	$-27,237	$6,534	-5.2%

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
PAT MCKECHNIE	TREASURER	2.00	Officer	$0	$0	$0
CESAR LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
TODD WOLD	PRESIDENT	1.00	Officer	$0	$0	$0
ERIC BACON	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
KATHY SHEGG	SECRETARY	1.00	Officer	$0	$0	$0
ANNA GRAHN-NILSON	PAST PRESIDENT	1.00	Officer	$0	$0	$0
DAN FLORES	DIRECTOR	1.00	Director	$0	$0	$0
NINA KROMMENHOEK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL CARDOZA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DOWNING	DIRECTOR	1.00	Director	$0	$0	$0
JANE LOOMIS	DIRECTOR	1.00	Director	$0	$0	$0
DONNS STRECKER	DIRECTOR	1.00	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	$85,050	$112,287	$146,249	$-27,237
2024	$125,318	$118,784	$173,485	$6,534
2023	$103,080	$117,171	$166,616	$-14,091
2022	$105,753	$78,467	$192,461	$27,286
2021	$54,410	$77,630	$155,425	$-23,220
2020	$84,234	$51,041	$176,547	$33,193
2019	$79,929	$100,534	$142,877	$-20,605
2018	$89,430	$107,137	$164,395	$-17,707