JACKSON OPTIMIST CHARITABLE FUND INC (EIN 382520345) - 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

1984

Legal Domicile

Principal Officer

DAVID CARLSON

Phone

5177832664

Tax Period

2023-09-01 to 2024-08-31

JACKSON OPTIMIST CHARITABLE FUND INC, founded in 1984, is a small nonprofit in the Youth Development sector that reported $910K in total revenue in fiscal year 2023. Expenses of $828K left a modest 9% surplus.

Mission

RECREATIONAL ACTIVITY FOR THE YOUTH OF THE COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,985

Program Service Revenue $809,107

Investment Income $2,502

Other Revenue $77,906

TOTAL REVENUE $909,500

Expense Breakdown

Grants Paid $13,625

Salaries & Benefits $299,877

Fundraising Expenses $0

Program Expenses $735,759

Other Expenses $514,406

TOTAL EXPENSES $827,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$909,500	$870,241	+0.0%
Expenses	$827,908	$772,223	+0.1%
Net Income	$81,592	$98,018	-0.2%

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

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

$72,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY RADUAZO	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID CARLSON	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN KNIBLOE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
R C MILLICAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DULLOCK	DIRECTOR	1.00	Director	$0	$0	$0
DON TRAPP	GENERAL MANAGER	40.00	Officer	$67,626	$4,632	$72,258

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
2024	$909,500	$827,908	$1,430,900	$81,592
2023	$870,241	$772,223	$1,372,921	$98,018
2022	$734,645	$709,033	$1,284,464	$25,612
2021	$680,539	$649,409	$1,314,543	$31,130
2020	$604,710	$625,147	$1,328,505	$-20,437
2019	$601,077	$653,491	$1,263,462	$-52,414

JACKSON OPTIMIST CHARITABLE FUND INC