Optimist International - Club 14184 (EIN 770034474) - 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

1985

Legal Domicile

Principal Officer

Ada Lee Sullivan

Tax Period

2019-10-01 to 2020-09-30

Optimist International - Club 14184, founded in 1985, is a micro nonprofit that reported $30K in total revenue in fiscal year 2019. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $27K left a modest 8% surplus.

Mission

Community service club, affiliated with Optimist International, focusing on community involvement and promotion of a number of youth programs, projects and services.

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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 (2019)

Revenue Breakdown

Contributions & Grants $7,918

Program Service Revenue $691

Investment Income $0

Other Revenue $20,919

TOTAL REVENUE $29,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,193

Other Expenses $27,193

TOTAL EXPENSES $27,193

Year-over-Year Comparison

	2019	2018	Change
Revenue	$29,528	$47,530	-0.4%
Expenses	$27,193	$49,082	-0.4%
Net Income	$2,335	$-1,552	-2.5%

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
ADA LEE SULLIVAN	PRESIDENT	006.00	Officer Director	$0	$0	$0
RON KLEMANN	CO PRESIDENT	006.00	Officer Director	$0	$0	$0
JEANETTE BASSETT	SECTY/TREASURER	006.00	Officer Director	$0	$0	$0
DAVID STONE	VICE PRESIDENT	006.00	Officer Director	$0	$0	$0
HOWARD HOOVER	DIRECTOR	002.00	Director	$0	$0	$0
FRANK ROTH	DIRECTOR	002.00	Director	$0	$0	$0
JANNA VISSER	DIRECTOR	002.00	Director	$0	$0	$0
LUCI POMMERS	DIRECTOR	002.00	Director	$0	$0	$0
LARRY DAVIS	PAST PRESIDENT	002.00	Officer Director	$0	$0	$0
JACK ROTENBERG	PAST PRESIDENT	002.00	Officer Director	$0	$0	$0
JULIE MOHR	DIRECTOR	002.00	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	$29,528	$27,193	$19,147	$2,335
2019	$47,530	$49,082	$20,537	$-1,552
2018	$41,418	$46,663	$21,875	$-5,245

Optimist International - Club 14184