OPTIMIST CLUB OF VISTA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

GEOFF MCKAY

Tax Period

2023-10-01 to 2024-09-30

OPTIMIST CLUB OF VISTA, founded in 1948, is a small nonprofit that reported $111K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 26% operating margin.

Mission

RAISE MONEY FOR COMMUNITY SERVICE AND YOUTH ACTIVITIES. SUPPORT FOR YOUTH SPORTS AND RELATED ACTIVITIES

Program Service Accomplishments

Program 1

Expenses: $82,737

MEMBER DUES COLLECTED AND FUNDRAISING ACTIVITIES. FUNDS SUPPORTED YOUTH ORGANIZATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $78,411

Program Service Revenue $0

Investment Income $32,823

Other Revenue $0

TOTAL REVENUE $111,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,737

Other Expenses $82,737

TOTAL EXPENSES $82,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,234	$224,586	-0.5%
Expenses	$82,737	$51,071	+0.6%
Net Income	$28,497	$173,515	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
WILLIAM HARD	TREASURER	Officer	$0	$0	$0
MICHAEL SORENSEN	SECRETARY	Officer	$0	$0	$0
GEOFF MCKAY	PRESIDENT	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	$32,633	$43,950	$940,506	$-11,317
2024	$111,234	$82,737	$951,081	$28,497
2023	$224,586	$51,071	$892,152	$173,515
2022	$65,981	$34,174	$715,049	$31,807
2021	$47,689	$43,232	$716,410	$4,457
2020	$40,343	$29,641	$740,735	$10,702
2019	$48,834	$52,175	$730,763	$-3,341
2018	$165,355	$111,307	No data	$54,048