Optimal Innovation Group (EIN 862521945) - 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

2021

Legal Domicile

Principal Officer

Matthew Bennett

Phone

7206355504

Tax Period

2021-03-10 to 2021-12-31

Optimal Innovation Group, founded in 2021, is a micro nonprofit in the Human Services sector that reported $70K in total revenue in fiscal year 2021. The organization ran a surplus of $54K, a strong 77% operating margin.

Mission

Optimal Innovation Group exists to provide innovative and affordable tools, trainings, and technology for professionals, organizations, and communities to improve health, wellness, and economic well-being. We work specifically to address health inequities, poverty, and other social issues that prevent people from reaching their potential.

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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 (2021)

Revenue Breakdown

Contributions & Grants $7,761

Program Service Revenue $62,195

Investment Income $0

Other Revenue $0

TOTAL REVENUE $69,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,990

Other Expenses $15,990

TOTAL EXPENSES $15,990

Year-over-Year Comparison

	2021	2020	Change
Revenue	$69,956	N/A	N/A
Expenses	$15,990	N/A	N/A
Net Income	$53,966	N/A	N/A

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
Matthew Bennett	President	10.00	Officer Director	$0	$0	$0
Inna Khazan	Vice President	1.00	Officer Director	$0	$0	$0
Jeff Somers	Treasurer	1.00	Officer Director	$0	$0	$0
Ben Riley	Secretary	1.00	Officer Director	$0	$0	$0
Deborah Borne	Board Member	0.00	Director	$0	$0	$0
David Hopper	Board Member	0.00	Director	$0	$0	$0
Vivian Lobo	Board Member	0.00	Director	$0	$0	$0
Brian Arnold	Board Member	0.00	Director	$0	$0	$0
Ritu Mahandru	Board Member	0.00	Director	$0	$0	$0
Olga Vera	Board Member	0.00	Director	$0	$0	$0
Amy Hanwell	Board Member	0.00	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
2021	$69,956	$15,990	$57,892	$53,966

Optimal Innovation Group