OPTIMIST INTERNATIONAL (EIN 816012316) - 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

1960

Legal Domicile

Principal Officer

JANA REHM

Phone

4068683406

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST INTERNATIONAL, founded in 1960, is a micro nonprofit that reported $95K in total revenue in fiscal year 2023.

Mission

TO SERVE THE YOUTH OF GREAT FALLS & CENTRAL MONTANA.

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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 $24,869

Investment Income $0

Other Revenue $70,387

TOTAL REVENUE $95,256

Expense Breakdown

Grants Paid $37,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,934

Other Expenses $60,079

TOTAL EXPENSES $97,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,256	$95,287	0.0%
Expenses	$97,884	$97,563	+0.0%
Net Income	$-2,628	$-2,276	+0.2%

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

143

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
JANA REHM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSH CINQ-MARS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC SCHROEDEL	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RACHEL HUOTARI	SECRETARY	1.00	Officer Director	$0	$0	$0
BEV CHRISTIAN	TREASURER	1.00	Officer Director	$0	$0	$0
PAT GOODOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
LORALIE SCHROEDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY DOWNING	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF MEADOR	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT DICKHOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
KIANNA WEISS	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$95,256	$97,884	$146,769	$-2,628
2023	$95,287	$97,563	$149,397	$-2,276

OPTIMIST INTERNATIONAL