BONITA OPTIMIST CLUB YOUTH AND COMMUNITY SERVICE ACTIVITIES FOUNDATION (EIN 953457542) - 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

1980

Legal Domicile

Principal Officer

VERONICA PERRY

Phone

6196023163

Tax Period

2023-10-01 to 2024-09-30

BONITA OPTIMIST CLUB YOUTH AND COMMUNITY SERVICE ACTIVITIES FOUNDATION, founded in 1980, is a micro nonprofit that reported $65K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 44% operating margin.

Mission

Friend of Youth, provide scholarships, fund youth groups for the disadvantaged,promote/fund essay and oratorical contests, and support many children's' programsthrough the local schools.

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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 $8,416

Program Service Revenue $0

Investment Income $19,246

Other Revenue $37,444

TOTAL REVENUE $65,106

Expense Breakdown

Grants Paid $21,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,179

Other Expenses $14,743

TOTAL EXPENSES $36,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,106	$46,345	+0.4%
Expenses	$36,693	$41,740	-0.1%
Net Income	$28,413	$4,605	+5.2%

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

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
DINO POLSELLI	Director	0.00	Director	$0	$0	$0
GREG COX	Director	0.00	Director	$0	$0	$0
RALPH MUNOZ	Director	0.00	Director	$0	$0	$0
JOE PUGLIA	Director	0.00	Director	$0	$0	$0
JIM STJERNE	Director	0.00	Director	$0	$0	$0
VERONICA PERRY	Chairman	2.00	Officer	$0	$0	$0
DONALD COUSINO	Treasurer	4.00	Officer	$0	$0	$0
DUANE LUCCA	Secretary	2.00	Officer	$0	$0	$0
DWAYNE JUNKER	VICE-CHAIR	2.00	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	$65,106	$36,693	$671,758	$28,413
2023	$46,345	$41,740	$533,747	$4,605
2022	$73,242	$54,938	$438,567	$18,304
2021	$61,951	$59,489	$542,253	$2,462

BONITA OPTIMIST CLUB YOUTH AND COMMUNITY SERVICE ACTIVITIES FOUNDATION