Optimist International 61078 OptiClub Miami-Westchester Optimist Club Westchester Inc (EIN 650225222) - 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

JAMES KOCH

Phone

3055109263

Tax Period

2023-10-01 to 2024-09-30

Optimist International 61078 OptiClub Miami-Westchester Optimist Club Westchester Inc, founded in 1963, is a small nonprofit in the Community Improvement sector that reported $152K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 35% operating margin.

Mission

Manage sports teams to promote physical fitness learn new skills and educate our youth in team participation discipline and leadership

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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 $0

Program Service Revenue $137,354

Investment Income $14,871

Other Revenue $0

TOTAL REVENUE $152,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,683

Other Expenses $12,955

TOTAL EXPENSES $98,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,225	$98,390	+0.5%
Expenses	$98,638	$71,591	+0.4%
Net Income	$53,587	$26,799	+1.0%

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
JAMES KOCH	President	15.00	Officer Director	$0	$0	$0
JAMES LAMB	Secretary	4.000	Officer Director	$0	$0	$0
JOSE CASAS	Treasurer	16.00	Officer Director	$0	$0	$0
LOURDES CARROLL	Director	4.000	Director	$0	$0	$0
ART ACUNA	Director	6.000	Director	$0	$0	$0
KELLY BARKETT	Director	2.000	Director	$0	$0	$0
LUIS MALLEA	Director	3.000	Director	$0	$0	$0
PETER GALERA	Director	2.000	Director	$0	$0	$0
RICARDO FERNANDEZ	Director	2.000	Director	$0	$0	$0
THOMAS RISAVY	Foundation Rep	2.000	Officer Director	$0	$0	$0
ANA MEDINA	Director	2.000	Director	$0	$0	$0
GABRIEL RAMOS	Director	12.00	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
2024	$152,225	$98,638	$572,742	$53,587
2023	$98,390	$71,591	$519,155	$26,799

Optimist International 61078 OptiClub Miami-Westchester Optimist Club Westchester Inc