OPTIMIST CLUB FOUNDATION OF POINT LOMA (EIN 330630243) - 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

1994

Legal Domicile

Tax Period

2020-10-01 to 2021-09-30

OPTIMIST CLUB FOUNDATION OF POINT LOMA, founded in 1994, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2020. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $55K left a modest 8% surplus.

Mission

PROVIDE FINANCIAL SUPPORT FOR THE CHARITABLE AND EDUCATIONAL BENEFIT FOR THE YOUTH IN THE POINT LOMA COMMUNITY OF SAN DIEGO, CA

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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 (2020)

Revenue Breakdown

Contributions & Grants $44,118

Program Service Revenue $0

Investment Income $16,003

Other Revenue $0

TOTAL REVENUE $60,121

Expense Breakdown

Grants Paid $33,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,688

Other Expenses $21,362

TOTAL EXPENSES $55,062

Year-over-Year Comparison

	2020	2019	Change
Revenue	$60,121	$48,480	+0.2%
Expenses	$55,062	$39,557	+0.4%
Net Income	$5,059	$8,923	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG CLEARY	DIRECTOR	2.00	Director	$0	$0	$0
ART CURRAN	DIRECTOR	2.00	Director	$0	$0	$0
BARRY ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
RON LAUDERBACH	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS JAEDTKE	DIRECTOR	2.00	Director	$0	$0	$0
JC AGAJANIAN	DIRECTOR	2.00	Director	$0	$0	$0
RANDY ROLFE	DIRECTOR	2.00	Director	$0	$0	$0
COLLIN CLIFFORD	VICE PRESIDENT	2.00	Director	$0	$0	$0
JEFF FISCHBECK	DIRECTOR	2.00	Director	$0	$0	$0
JIM DENNISON	SECRETARY-TREASURER	4.00	Officer Director	$0	$0	$0
CHRIS JACOBS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES CARD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GARY CORREIA	PRESIDENT	4.00	Officer 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
2021	$60,121	$55,062	$238,751	$5,059
2020	$48,480	$39,557	$229,692	$8,923
2019	$49,394	$65,304	$239,869	$-15,910
2018	$76,340	$83,790	$245,879	$-7,450

OPTIMIST CLUB FOUNDATION OF POINT LOMA