OPTIMIST CLUB OF GARNER INC (EIN 561397520) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

JOHN D THORNTON

Phone

9197797076

Tax Period

2024-10-01 to 2025-09-30

OPTIMIST CLUB OF GARNER INC, founded in 1967, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 53% operating margin.

Mission

TO DEVELOP OPTIMISM AS A PHILOSPHY OF LIFE; TO PROMOTE AN ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS; TO INSPIRE RESPECT FOR LAW; TO PROMOTE PATRIOTISM; TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,466

Program Service Revenue $0

Investment Income $889

Other Revenue $65,349

TOTAL REVENUE $69,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17,606

Program Expenses $6,000

Other Expenses $33,075

TOTAL EXPENSES $33,075

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,704	$47,728	+0.5%
Expenses	$33,075	$27,428	+0.2%
Net Income	$36,629	$20,300	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
DAVID GRIFFITHS	PRESIDENT EL	4.00	Officer	$0	$0	$0
REBECCA LAKEY	PRESIDENT	8.00	Officer	$0	$0	$0
WILLIAM OATES	SECRETARY	8.00	Officer	$0	$0	$0
JOHN D THORNTON	TREASURER	2.00	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	$69,704	$33,075	$329,470	$36,629
2024	$47,728	$27,428	$288,870	$20,300
2023	$26,466	$20,267	$268,670	$6,199
2022	$35,832	$14,322	$262,721	$21,510
2021	$18,229	$7,739	$239,276	$10,490
2020	$6,993	$21,026	$224,071	$-14,033
2019	$60,103	$58,398	$239,464	$1,705
2018	$48,870	$51,399	$235,899	$-2,529

OPTIMIST CLUB OF GARNER INC