CALVERT OPTIMIST COMMUNITY PARKS FOUNDATION INC (EIN 521655745) - 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

1988

Legal Domicile

Principal Officer

ROBERT MATTESON

Phone

4104742707

Tax Period

2024-10-01 to 2025-09-30

CALVERT OPTIMIST COMMUNITY PARKS FOUNDATION INC, founded in 1988, is a small nonprofit in the Recreation & Sports sector that reported $204K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $150K, a strong 73% operating margin.

Mission

YOUTH, COMMUNITY & EDUCATIONAL 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 (2024)

Revenue Breakdown

Contributions & Grants $68

Program Service Revenue $0

Investment Income $57,741

Other Revenue $146,529

TOTAL REVENUE $204,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,853

Other Expenses $54,187

TOTAL EXPENSES $54,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,338	$289,700	-0.3%
Expenses	$54,187	$53,529	+0.0%
Net Income	$150,151	$236,171	-0.4%

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
JOE ENDY	DIRECTOR	5.00	Director	$0	$0	$0
JOHN HORSMON	DIRECTOR	5.00	Director	$0	$0	$0
BETTY KNAPP	DIRECTOR	5.00	Director	$0	$0	$0
BARBARA MILLER	DIRECTOR	5.00	Director	$0	$0	$0
RICK MILLER	DIRECTOR	5.00	Director	$0	$0	$0
SANDRA SYDNOR	DIRECTOR	5.00	Director	$0	$0	$0
ERIK THOMPSON	DIRECTOR	5.00	Director	$0	$0	$0
KRISTA BREZINA	PRESIDENT	5.00	Officer	$0	$0	$0
ROBERT MATTESON	TREASURER	5.00	Officer	$0	$0	$0
PHIL MOHLER	SECRETARY	5.00	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
2025	$204,338	$54,187	$1,394,290	$150,151
2024	$289,700	$53,529	$1,244,139	$236,171
2023	$129,241	$47,672	$1,007,968	$81,569
2022	$-67,984	$44,064	$926,399	$-112,048
2021	$202,332	$42,005	$1,038,447	$160,327

CALVERT OPTIMIST COMMUNITY PARKS FOUNDATION INC