OPTIMIST INTERNATIONAL

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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

1919

Legal Domicile

Principal Officer

CHERYL BRENN

Phone

3143716000

Tax Period

2024-10-01 to 2025-09-30

OPTIMIST INTERNATIONAL, founded in 1919, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $3.6M left a modest 7% surplus.

Mission

BY PROVIDING HOPE AND POSITIVE VISION, OPTIMISTS BRING OUT THE BEST IN YOUTH, OUR COMMUNITIES AND OURSELVES.

Program Service Accomplishments

Program 1

Expenses: $2,473,182 Revenue: $3,771,207

OPTIMIST INTERNATIONAL IS AN ASSOCIATION WHICH PROVIDES OPERATIONAL SUPPORT TO APPROXIMATELY 2,000 OPTIMIST CLUBS AROUND THE WORLD DEDICATED TO "BRINGING OUT THE BEST IN YOUTH." ADULT VOLUNTEERS JOIN OPTIMIST CLUBS TO CONDUCT POSITIVE SERVICE PROJECTS IN THEIR COMMUNITIES AIMED AT PROVIDING A HELPING HAND TO YOUTH. WITH THEIR UPBEAT ATTITUDE, OPTIMIST CLUB MEMBERS HELP EMPOWER YOUNG PEOPLE TO BE THE BEST THAT THEY CAN BE. EACH OPTIMIST CLUB DETERMINES THE NEEDS OF THE YOUNG PEOPLE IN ITS COMMUNITY AND CONDUCTS PROGRAMS TO MEET THOSE NEEDS. EVERY YEAR, OPTIMISTS CONDUCT ROUGHLY 65,000 SERVICE PROJECTS AND SERVE WELL OVER FIVE MILLION PEOPLE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,500

Program Service Revenue $3,530,152

Investment Income $88,940

Other Revenue $267,264

TOTAL REVENUE $3,908,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,833,133

Fundraising Expenses $0

Program Expenses $2,473,182

Other Expenses $1,812,483

TOTAL EXPENSES $3,645,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,908,856	$4,119,016	-0.1%
Expenses	$3,645,616	$3,595,943	+0.0%
Net Income	$263,240	$523,073	-0.5%

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

1055

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

$331,705

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN OORD GRAVES	PRESIDENT	5.00	Officer Director	$0	$0	$0
THOMAS KENDO	PRESIDENT ELECT	5.00	Director	$0	$0	$0
TRACY HUXLEY	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL BOLES	BOARD DIRECTOR	5.00	Director	$0	$0	$0
TERRY GORMAN	BOARD DIRECTOR	5.00	Director	$0	$0	$0
ROD MCKENDRICK	BOARD DIRECTOR	5.00	Director	$0	$0	$0
PATRICK PRENDERGAST	BOARD DIRECTOR	5.00	Director	$0	$0	$0
PAULA REYLING	BOARD DIRECTOR	5.00	Director	$0	$0	$0
SANDI SCHMIDT	BOARD DIRECTOR	5.00	Director	$0	$0	$0
CHERYL BRENN	EXECUTIVE DIRECTOR	50.00	Officer	$153,692	$21,690	$175,382
BRIAN HUGGINS	CFO (AS OF 10/24)	50.00	Officer	$24,231	$868	$25,099
CONSTANCE PELLOCK	CFO (THRU 10/25)	50.00	Officer	$114,434	$16,790	$131,224
THOMAS CARVER	DIRECTOR	50.00	Highest	$138,749	$27,174	$165,923
STEPHANIE MONSCHEIN	DIRECTOR	50.00	Highest	$114,119	$19,379	$133,498
MARCUS SHEKER	DIRECTOR	40.00	Highest	$118,823	$19,485	$138,308
DANA THOMAS	DIRECTOR	50.00	Highest	$109,860	$7,773	$117,633
RONDA VAUGHN	DIRECTOR	50.00	Highest	$123,383	$26,170	$149,553

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	$3,908,856	$3,645,616	$6,223,112	$263,240
2024	$4,119,016	$3,595,943	$5,696,149	$523,073
2023	$4,080,823	$3,528,366	$5,022,321	$552,457
2022	$3,593,993	$3,573,587	$4,024,165	$20,406
2021	$4,531,047	$4,135,886	$4,353,135	$395,161
2020	$4,850,230	$4,278,683	$3,509,014	$571,547
2019	$4,637,620	$4,723,331	$2,993,690	$-85,711
2018	$4,664,992	$4,423,808	$3,516,805	$241,184