OPTIMIST INTERNATIONAL 39140 GRETNA LA (EIN 726031433) - 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

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OPTIMIST INTERNATIONAL 39140 GRETNA LA is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $126K exceeded revenue, resulting in a 27% operating deficit.

Mission

THE ORGANIZATION SERVES THE YOUTH OF THE WEST BANK OF THE NEW ORLEANS METROPOLITAN AREA THROUGH VARIOUS COMMUNITY SERVICE PROGRAMS INCLUDING SCHOLARSHIPS, CONTRIBUTIONS TO SPORTS ACTIVITIES AND CONTRIBUTIONS TO OTHER 501(C)3 ORGANIZATIONS DESIGNED TO SERVE THE 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 $0

Program Service Revenue $6,713

Investment Income $24,517

Other Revenue $67,851

TOTAL REVENUE $99,081

Expense Breakdown

Grants Paid $50,648

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,856

Other Expenses $75,457

TOTAL EXPENSES $126,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,081	$117,156	-0.2%
Expenses	$126,105	$190,841	-0.3%
Net Income	$-27,024	$-73,685	-0.6%

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

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
KEVIN AVERY	President	10.00	Officer	$0	$0	$0
TOMMY VERRET	Past President	0.00	Officer	$0	$0	$0
LESLIE LOWERY	Vice President	0.00	Officer	$0	$0	$0
KURT GASSEN	Treasurer	0.00	Officer	$0	$0	$0
MARY STALEY	Secretary	10.00	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	No data	No data	No data	No data
2023	$99,081	$126,105	$1,070,847	$-27,024
2022	$117,156	$190,841	$1,029,846	$-73,685
2021	$235,418	$102,126	$1,291,091	$133,292
2020	$134,271	$98,370	$1,116,103	$35,901
2019	$136,977	$102,453	$1,025,325	$34,524
2018	$35,284	$95,191	$927,737	$-59,907

OPTIMIST INTERNATIONAL 39140 GRETNA LA