Optimist International 16040 Colonial Heights VA (EIN 546052626) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

William Johnson

Phone

8045209383

Tax Period

2019-10-01 to 2020-09-30

Optimist International 16040 Colonial Heights VA, founded in 1953, is a micro nonprofit that reported $9K in total revenue in fiscal year 2019. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $29K exceeded revenue, resulting in a 214% operating deficit.

Mission

Provide community service programs,youth activites and scholarships

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $4,643

Program Service Revenue $743

Investment Income $181

Other Revenue $3,714

TOTAL REVENUE $9,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,680

Other Expenses $29,180

TOTAL EXPENSES $29,180

Year-over-Year Comparison

	2019	2018	Change
Revenue	$9,281	$22,566	-0.6%
Expenses	$29,180	$38,110	-0.2%
Net Income	$-19,899	$-15,544	+0.3%

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

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
Barry DeLozier	President	2.00	Officer	$0	$0	$0
Carol Bennett	Vice President	2.00	Officer	$0	$0	$0
Sue DeLozier	Vice President	2.00	Officer	$0	$0	$0
Linda Sullivan	Secretary	2.00	Officer	$0	$0	$0
Ryan Lester	Treasurer/Past President	2.00	Officer	$0	$0	$0
Amanda Craft	Director	1.00	Director	$0	$0	$0
Betsy Johnson	Director	1.00	Director	$0	$0	$0
Page Foster	Director	1.00	Director	$0	$0	$0
Tom Shearen	Director	1.00	Director	$0	$0	$0
Dannie Edwards	Director	1.00	Director	$0	$0	$0
Chester Grizzard	Director	1.00	Director	$0	$0	$0
Barbara Grizzard	Director	1.00	Director	$0	$0	$0
Barbara Rhoads	Director	1.00	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
2020	$9,281	$29,180	$75,400	$-19,899

Optimist International 16040 Colonial Heights VA