Forsyth-Cumming Optimist Club (EIN 510205968) - 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

1985

Legal Domicile

Principal Officer

LINDA KELLY

Tax Period

2023-10-01 to 2024-09-30

Forsyth-Cumming Optimist Club, founded in 1985, is a micro nonprofit that reported $58K in total revenue in fiscal year 2023.

Mission

Scholarships Mini Grants Student Activities

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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 $6,245

Program Service Revenue $0

Investment Income $5,398

Other Revenue $46,371

TOTAL REVENUE $58,014

Expense Breakdown

Grants Paid $18,980

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $38,358

TOTAL EXPENSES $57,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,014	$57,029	+0.0%
Expenses	$57,338	$57,579	0.0%
Net Income	$676	$-550	-2.2%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
JENIS SHARP	President	5.000	Officer	$0	$0	$0
JYOTI PATEL	Vice President	5.000	Officer	$0	$0	$0
BARBARA YARBROUGH	Secretary	5.000	Officer	$0	$0	$0
LINDA KELLY	Treasurer	5.000	Officer	$0	$0	$0
HAROLD MULLINS	Officer	5.000	Officer	$0	$0	$0
JOYCE MULLINS	Officer	5.000	Officer	$0	$0	$0
ELAINE PADGETT	Officer	5.000	Officer	$0	$0	$0
SHELLY GATES	Officer	5.000	Officer	$0	$0	$0
BOB WADE	Officer	5.000	Officer	$0	$0	$0
KATHY PERREAULT	Officer	5.000	Officer	$0	$0	$0
JOHN RICHARDS	Officer	5.000	Officer	$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	$58,014	$57,338	No data	$676
2023	$57,029	$57,579	No data	$-550
2022	$40,605	$61,247	No data	$-20,642

Forsyth-Cumming Optimist Club