OPTIMIST INTERNATIONAL 17245 OC OF LAPEER MI (EIN 386090712) - 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

1959

Legal Domicile

Principal Officer

DENNIS HARMON

Phone

8106647202

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST INTERNATIONAL 17245 OC OF LAPEER MI, founded in 1959, is a small nonprofit that reported $171K in total revenue in fiscal year 2023. Expenses of $191K exceeded revenue, resulting in a 12% operating deficit.

Mission

CONTIBUTIONS TO AND SUPPORT OF YOUTH RELATED PROGRAMS IN LAPEER COUNTY

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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 $4,000

Program Service Revenue $6,833

Investment Income $573

Other Revenue $159,179

TOTAL REVENUE $170,585

Expense Breakdown

Grants Paid $171,228

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,881

Other Expenses $19,420

TOTAL EXPENSES $190,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,585	$166,832	+0.0%
Expenses	$190,648	$78,125	+1.4%
Net Income	$-20,063	$88,707	-1.2%

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
DENNIS HARMON	PRESIDENT	2.00	Officer	$0	$0	$0
ALEXANDER SHOEMAKER	TREASURER	3.00	Officer	$0	$0	$0
JOHN LACLAIR	DIRECTOR	N/A	Director	$0	$0	$0
JOSEPH MOREY	DIRECTOR	N/A	Director	$0	$0	$0
RODNEY CHURCH	DIRECTOR	N/A	Director	$0	$0	$0
BEN WARREN	SECRETARY	1.00	Officer	$0	$0	$0
RONALD MCDOUGALL	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN HURST	DIRECTOR	N/A	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
2024	$170,585	$190,648	$182,065	$-20,063
2023	$166,832	$78,125	$202,128	$88,707
2022	$150,617	$131,992	$113,421	$18,625
2021	$144,070	$118,749	$94,796	$25,321
2020	$107,565	$56,266	$69,475	$51,299
2019	$146,707	$189,029	$58,176	$-42,322
2018	$128,066	$129,813	$60,498	$-1,747

OPTIMIST INTERNATIONAL 17245 OC OF LAPEER MI