OPTIMIST INTERNATIONAL ASHLAND

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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

1973

Principal Officer

KEN BISHOP

Phone

5736572684

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST INTERNATIONAL ASHLAND, founded in 1973, is a small nonprofit that reported $248K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $219K left a modest 12% surplus.

Mission

TO PROVIDE OPPORTUNITIES FOR MEMBERS TO PARTICIPATE IN CIVIC AND YOUTH ACTIVITIES. TO PROVIDE ORGANIZED SPORTS LEAGUES FOR AREA YOUTH.

Program Service Accomplishments

Program 1

Expenses: $35,315 Revenue: $41,166

LITTLE LEAGUE BASKETBALL, BASEBALL, SOFTBALL, SOCCER & OTHER YOUTH ACTIVITIES. THIS PROGRAM SERVES APPROXIMATELY 400 YOUTH.

Program 2

Expenses: $85,498 Revenue: $83,471

SOUTHERN BOONE COUNTY COMMUNITY POOL. PROGRAM SERVES APPROXIMATELY 3,000 TO 4,000 PEOPLE IN SOUTHERN BOONE COUNTY.

Program 3

Expenses: $6,000

SCHOLARSHIPS ARE AWARED TO COLLEGE BOUND HIGH SCHOOL SENIORS IN THE AMOUNTS RANGING FROM 200 TO 300 PER YEAR. EACH ADDITIONAL YEAR THEREAFTER THE RECIPIENT STAYS IN SCHOOL, THEY ARE ELIGIBLE TO...

SCHOLARSHIPS ARE AWARED TO COLLEGE BOUND HIGH SCHOOL SENIORS IN THE AMOUNTS RANGING FROM 200 TO 300 PER YEAR. EACH ADDITIONAL YEAR THEREAFTER THE RECIPIENT STAYS IN SCHOOL, THEY ARE ELIGIBLE TO RECEIVE AN ADDITIONAL 200 TO 300 UP TO 4 YEARS TOTAL.

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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 $16,000

Program Service Revenue $130,637

Investment Income $193

Other Revenue $101,645

TOTAL REVENUE $248,475

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $44,307

Fundraising Expenses $0

Program Expenses $175,758

Other Expenses $168,786

TOTAL EXPENSES $219,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,475	$202,491	+0.2%
Expenses	$219,093	$189,491	+0.2%
Net Income	$29,382	$13,000	+1.3%

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

257

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
BERNIE BARTEL	MEMBER	8.00	Director	$0	$0	$0
KEN BISHOP	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
ROBERT BLAKE	MEMBER	6.00	Director	$0	$0	$0
TARA BLUE	VICE PRESIDE	7.00	Officer Director	$0	$0	$0
DANA CAFOUREK	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
BARRETT GLASCOCK	SECRETARY	24.00	Officer Director	$0	$0	$0
BRUCE GLASCOCK	MEMBER	6.00	Director	$0	$0	$0
LEIGH KOTTWITZ	PRESIDENT	14.00	Officer Director	$0	$0	$0
HEATHER MARTIN	TREASURER	25.00	Officer Director	$0	$0	$0
SHAWN STEELMAN	MEMBER	5.00	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
2024	$248,475	$219,093	$435,366	$29,382
2023	$202,491	$189,491	$410,037	$13,000
2022	$156,604	$192,717	$395,484	$-36,113
2021	$138,914	$165,963	$408,369	$-27,049
2020	$147,805	$151,624	$419,922	$-3,819
2019	$177,796	$168,623	$378,217	$9,173
2018	$168,926	$160,562	$359,129	$8,364