OPTIMIST INTERNATIONAL CARROLL COUNTY - FREEDOM DISTRICT MARYLAND (EIN 526062686) - 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

1963

Legal Domicile

Principal Officer

R THOMAS HOWE JR

Phone

4105493672

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST INTERNATIONAL CARROLL COUNTY - FREEDOM DISTRICT MARYLAND, founded in 1963, is a small nonprofit that reported $663K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $625K left a modest 6% surplus.

Mission

PROMOTING AN ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS, INSPIRING RESPECT FOR LAW, PROMOTING PATRIOTISM AND WORKING FOR INTERNATIONAL ACCORD AND FRIENDSHIP AMONG ALL PEOPLE, AND AIDING AND ENCOURAGING THE DEVELOPMENT OF YOUTH.

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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 $4,297

Program Service Revenue $521,823

Investment Income $114

Other Revenue $136,608

TOTAL REVENUE $662,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $618,464

Other Expenses $625,336

TOTAL EXPENSES $625,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$662,842	$548,869	+0.2%
Expenses	$625,336	$613,397	+0.0%
Net Income	$37,506	$-64,528	-1.6%

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

Independent Members

N/A

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
ANTHONY CIMINO	BOARD MEMBER	5.00	Director	$0	$0	$0
KEN HOLLASH	BOARD MEMBER	5.00	Director	$0	$0	$0
WILLIAM MERRITT	BOARD MEMBER	5.00	Director	$0	$0	$0
DREW WALTERS	BOARD MEMBER	5.00	Director	$0	$0	$0
WILLIAM TRUMPLER	BOARD MEMBER	5.00	Director	$0	$0	$0
DENNIS KANE	PRESIDENT	5.00	Officer	$0	$0	$0
PAUL BARKLEY	SECRETARY	4.00	Officer	$0	$0	$0
R THOMAS HOWES JR	TREASURER	4.00	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
2024	$662,842	$625,336	$743,787	$37,506
2023	$548,869	$613,397	$706,281	$-64,528
2022	$492,700	$477,825	$770,808	$14,875
2021	$456,953	$386,799	$755,931	$70,154
2020	$301,062	$327,398	$685,776	$-26,336

OPTIMIST INTERNATIONAL CARROLL COUNTY - FREEDOM DISTRICT MARYLAND