Optim-All Services

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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

2016

Legal Domicile

Principal Officer

Beth Rielly

Phone

5134600171

Tax Period

2023-07-01 to 2024-06-30

Optim-All Services, founded in 2016, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 4% surplus.

Mission

To meet the needs of all students in Catholic and nonpublic schools.

Program Service Accomplishments

Program 1

Expenses: $238,199 Revenue: $236,967

Providing tutoring and intervention options to schools using auxiliary and other funds.

Program 2

Expenses: $118,652 Revenue: $43,846

Providing Professional Development to teachers at schools

Program 3

Expenses: $1,225,677 Revenue: $1,396,102

Providing one on one direct services to students with disabilities through the Jon Peterson Special Needs and Autism Scholarship as well as through donations.

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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 $146,518

Program Service Revenue $1,676,915

Investment Income $12,440

Other Revenue $0

TOTAL REVENUE $1,835,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,589,259

Fundraising Expenses $56,760

Program Expenses $1,582,528

Other Expenses $174,066

TOTAL EXPENSES $1,763,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,835,873	$1,399,793	+0.3%
Expenses	$1,763,325	$1,237,129	+0.4%
Net Income	$72,548	$162,664	-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

Employees

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

$105,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Besl	Treasurer	1.00	Officer Director	$0	$0	$0
Mandy Cline	At large	1.00	Director	$0	$0	$0
Beth Rielly	President	1.00	Officer Director	$0	$0	$0
Christy Neyer	Vice President	1.00	Director	$0	$0	$0
Heather Richard	At-large	1.00	Director	$0	$0	$0
Katie Jacobs	Secretary	1.00	Officer Director	$0	$0	$0
Lynn Esmail	Executive Director	40.00	Officer	$105,769	$0	$105,769

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	No data	No data	No data	No data
2024	$1,835,873	$1,763,325	$959,410	$72,548
2023	$1,399,793	$1,237,129	$701,485	$162,664
2022	$506,913	$506,420	$609,545	$493
2021	$830,594	$754,937	$579,783	$75,657
2020	$638,502	$589,288	$354,978	$49,214
2019	$520,078	$276,433	$305,764	$243,645