OPTIMA GIVING FOUNDATION (EIN 834139933) - 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

2019

Legal Domicile

Principal Officer

KAREN J JONAS

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

OPTIMA GIVING FOUNDATION, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $447K in total revenue in fiscal year 2025. Expenses of $1.0M exceeded revenue, resulting in a 134% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $341,441

Program Service Revenue $0

Investment Income $105,498

Other Revenue $0

TOTAL REVENUE $446,939

Expense Breakdown

Grants Paid $1,047,384

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,047,384

Other Expenses $0

TOTAL EXPENSES $1,047,384

Year-over-Year Comparison

	2025	2024	Change
Revenue	$446,939	$450,748	0.0%
Expenses	$1,047,384	$982,896	+0.1%
Net Income	$-600,445	$-532,148	+0.1%

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

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

$842,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE PRINGLE	TRUSTEE	1.00	Director	$0	$33,781	$153,338
JEFF WALLACE	TRUSTEE	1.00	Director	$0	$50,459	$274,165
ERIC A SHELDAHL	TRUSTEE	1.00	Director	$0	$0	$0
MARY SHELDAHL	TRUSTEE	1.00	Director	$0	$0	$0
TIM MACDONALD	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW SHELDAHL	TRUSTEE	1.00	Director	$0	$0	$0
KAREN J JONAS	TRUSTEE	1.00	Director	$0	$23,963	$235,382
GRANT BOTMA	TRUSTEE	1.00	Director	$0	$0	$0
JACOB BLAND	TRUSTEE	1.00	Director	$0	$0	$0
JOHN-PAUL REIGER	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN WEBB	TRUSTEE	1.00	Director	$0	$28,165	$179,301
DANA E RING FORMER	TRUSTEE	0.00		$0	$10,140	$179,009

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	$446,939	$1,047,384	$3,478,966	$-600,445
2024	$450,748	$982,896	$4,080,001	$-532,148
2023	$350,121	$392,302	$4,612,935	$-42,181
2022	$396,528	$1,112,262	$4,660,918	$-715,734
2021	$456,423	$45,946	$5,360,258	$410,477
2020	$319,807	$244,675	$4,949,033	$75,132

OPTIMA GIVING FOUNDATION