OPTIMIST CLUB OF MENOMONEE FALLS FOUNDATION INC (EIN 873082223) - 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

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST CLUB OF MENOMONEE FALLS FOUNDATION INC, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $243K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $306K exceeded revenue, resulting in a 26% operating deficit.

Mission

DEVELOPING OPTIMISM AS A PHILOSOPHY OF LIFE BY UTILIZING THE TENETS OF THE OPTIMIST CREED TO PROMOTE AN ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS, TO INSPIRE RESPECT FOR LAW, TO PROMOTE PATRIOTISM AND WORK FOR INTERNATIONAL ACCORD AND FRIENDSHIP AMONG PEOPLE AND TO AID

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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 $238,221

Program Service Revenue $0

Investment Income $5,020

Other Revenue $0

TOTAL REVENUE $243,241

Expense Breakdown

Grants Paid $302,536

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $302,536

Other Expenses $3,324

TOTAL EXPENSES $305,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,241	$376,694	-0.4%
Expenses	$305,860	$301,019	+0.0%
Net Income	$-62,619	$75,675	-1.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ANNIE JURCZYK	SECRETARY	Officer	$0	$0	$0
JOHN YUSKO	PRESIDENT	Officer	$0	$0	$0
ANN FREUDENTHAL	TREASUER	Officer	$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
2024	$243,241	$305,860	$357,809	$-62,619
2023	$376,694	$301,019	$420,428	$75,675
2022	$353,645	$17,770	$344,753	$335,875

OPTIMIST CLUB OF MENOMONEE FALLS FOUNDATION INC