OPTIMUS FOUNDATION INC (EIN 273415722) - Form 990 Financial Analysis & Trantor Score

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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

2011

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

OPTIMUS FOUNDATION INC, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $45K in total revenue in fiscal year 2021. Revenue surged 250% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF OPTIMUS FOUNDATION IS TO SUPPORT OPTIMUS HEALTH CARE, INC. IN PROVIDING AFFORDABLE AND QUALITY HEALTH CARE, PARTICULARLY ITS PROGRAMS THAT SUPPORT THE HEALTH AND SOCIAL WELFARE OF WOMEN, INFANTS, AND CHILDREN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,506

Program Service Revenue $0

Investment Income $0

Other Revenue $43,846

TOTAL REVENUE $45,352

Expense Breakdown

Grants Paid $45,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,352

Other Expenses $0

TOTAL EXPENSES $45,352

Year-over-Year Comparison

	2021	2020	Change
Revenue	$45,352	$12,969	+2.5%
Expenses	$45,352	$12,969	+2.5%
Net Income	$0	N/A	N/A

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

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

$777,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN DALEY	CEO-EX-OFFICIO MEMBER	2.00	Officer	$0	$0	$289,978
CHARLES ROSE	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$0	$194,173
ELIZABETH RIVERA RODRIGUEZ	CHIEF OPERATING OFFICER	2.00	Officer	$0	$0	$173,017
CARI ANN ROSE BULZONE	CHIEF COMPLIANCE OFFICER	2.00	Officer	$0	$0	$120,000
MAUREEN OBOYLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT SCINTO	BOARD MEMBER	2.00	Director	$0	$0	$0
MATHEW MACKAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID FELIU	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA EMMONS	CHAIR	2.00	Director	$0	$0	$0
BRENDA BURTON-SELDON	SECRETARY	2.00	Officer	$0	$0	$0
CARLOS DE LA IGLESIA	VICE CHAIR	2.00	Officer	$0	$0	$0
GARY SMART	TREASURER	2.00	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
2022	$45,352	$45,352	$74,345	No data
2021	$12,969	$12,969	No data	No data
2020	$9,376	$9,376	No data	No data
2019	$6,316	$6,316	No data	No data
2018	$30,374	$30,374	No data	No data

OPTIMUS FOUNDATION INC