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

1964

Legal Domicile

Principal Officer

Christopher Muth

Phone

9374145937

Tax Period

2024-10-01 to 2025-09-30

Mission

Mission Statement-By providing hope and positive vision, Optimists bring out the best in kids. Vision Statement-Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them to develop to their full potential. We do activities for the children and community. We raise funds from our tree lot sales to fund these activities and to donate to like minded charitable organizations to uplift out community.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $22,250

Held a Christmas tree sale 2 Held free youth fishing derby where every kid won a prize 3 Booth at the Marigold festival - had bowling activity for children, prizes, and temporary tattos, Our club has made donations to the following clubs to help better enable them to benefit the community in various ways: St Peter Church for Thanksgiving meals, Huber Heights Police Explorers, Box 21 Emergency Services, Huber Heights Road Warriors Softball, Peace & Tranquility for Hopping in the Heights Easter event and publishing of a children's book. We also held an annual free fishing derby for the children where we award prizes.

Program 2

Expenses: $6,309 Revenue: $0

Donations to other charitable groups

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $6,309

Salaries & Benefits $0

Fundraising Expenses $10,867

Program Expenses $6,309

Other Expenses $11,997

TOTAL EXPENSES $18,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$22,250	-1.0%
Expenses	$18,306	$20,878	-0.1%
Net Income	N/A	$1,372	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

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
Barbara Fox	President	5	Officer	$0	$0	$0
Greg Fox	Secretary	5	Officer	$0	$0	$0
Christopher Muth	Vice President	5	Officer	$0	$0	$0
Terry Lawson	Treasurer	5	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
2025	No data	$18,306	$-3,879	No data