Options Fund (EIN 391989709) - 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

1999

Legal Domicile

Phone

7158389991

Tax Period

2022-07-01 to 2023-06-30

Options Fund, founded in 1999, is a small nonprofit that reported $287K in total revenue in fiscal year 2022. Revenue surged 285% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 92% operating margin.

Mission

To ensure that indigent individuals have access to appropriate medical care.

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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 (2022)

Revenue Breakdown

Contributions & Grants $283,307

Program Service Revenue $0

Investment Income $3,495

Other Revenue $0

TOTAL REVENUE $286,802

Expense Breakdown

Grants Paid $20,752

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,752

Other Expenses $2,965

TOTAL EXPENSES $23,717

Year-over-Year Comparison

	2022	2021	Change
Revenue	$286,802	$74,428	+2.9%
Expenses	$23,717	$29,001	-0.2%
Net Income	$263,085	$45,427	+4.8%

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
Cheryl Thiede	Board President	2.00	Officer	$0	$0	$0
Jeni Haddad	Board Vice President	3.00	Officer	$0	$0	$0
Cara Dorzok	Board Treasurer	2.00	Officer	$0	$0	$0
Mel Paulson	Board Secretary	1.00	Officer	$0	$0	$0
Marjorie Craemer	Board Member	1.00	Director	$0	$0	$0
Sara Thielen	Board Member	1.00	Director	$0	$0	$0
Alison Harder	Board Member	1.00	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
2025	No data	No data	No data	No data
2023	$286,802	$23,717	$375,196	$263,085

Options Fund