Optimist International 09205 OC of Wausau WI (EIN 396080002) - 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

1960

Legal Domicile

Principal Officer

Robert Stasney

Phone

7156753453

Tax Period

2023-10-01 to 2024-09-30

Optimist International 09205 OC of Wausau WI, founded in 1960, is a small nonprofit that reported $123K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 21% operating margin.

Mission

Mission Statement: Foster an optimistic way of life, through a network of optimists, dedicated to the full development of their potential

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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 $54,467

Program Service Revenue $0

Investment Income $20,994

Other Revenue $47,798

TOTAL REVENUE $123,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,903

Other Expenses $97,747

TOTAL EXPENSES $97,747

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,259	$159,621	-0.2%
Expenses	$97,747	$98,956	0.0%
Net Income	$25,512	$60,665	-0.6%

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

101

Independent Members

101

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
Mary Sue Kuss	President	5.00	Officer	$0	$0	$0
Eric Hauan	Vice President	2.00	Officer	$0	$0	$0
Jonnee Bauer	Ext Vice President	2.00	Officer	$0	$0	$0
Andrew Schlagel	Secretary	2.00	Officer	$0	$0	$0
Robert Stasney	Treasurer	2.00	Officer	$0	$0	$0
Craig Olafsson	Imm. Past President	1.00	Director	$0	$0	$0
Scott Campbell	Director	1.00	Director	$0	$0	$0
Jim Wadinski	Director	1.00	Director	$0	$0	$0
Ann Heggelund	Director	1.00	Director	$0	$0	$0
Josh Reissman	Director	1.00	Director	$0	$0	$0
Robin Bedessem	Director	1.00	Director	$0	$0	$0
Jamie Schlei	Director	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
2024	$123,259	$97,747	$274,978	$25,512
2023	$159,621	$98,956	$243,865	$60,665
2022	$130,963	$108,195	$182,823	$22,768
2021	$117,365	$78,522	$163,191	$38,843
2020	$51,440	$72,925	$123,110	$-21,485
2019	$101,579	$143,640	$144,594	$-42,061
2018	$119,734	$103,223	$186,328	$16,511

Optimist International 09205 OC of Wausau WI