Optimist International Adrian

Nonprofit profile at a glance

EIN
237039960
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Adrian, MO, USA
Phone
8165908292
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$56,694
Expenses
$41,367
Assets
$118,246
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • DWAYNE LOCKARD (PAST PRESIDENT)
  • MATT KENDRICK (VICE PRESIDENT)
  • COURTNEY SHRIVER (PRESIDENT)

People named in this filing

  • DWAYNE LOCKARD (PAST PRESIDENT)
  • MATT KENDRICK (VICE PRESIDENT)
  • COLBY CLIFTON (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The adrian optimist club's mission is to promote the physical, mental, and social development of the local youth by supporting programs that promote educational opportunities, recreational activities, leadership training, substance abuse awareness, respect for law enforcement, and responsible use of firearms so that they may be empowered by the values of self-worth, citizenship, and a strong sense of community.

What it reported doing in 2024

Sponsor youth oriented projects within our community. Examples include essay and oratorical contests, teen of the month, bicycle safety, school field trips, park improvements, and community betterment projects

Operating model

Revenue model
Other-operating. 82% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 90
  • Accountability: 70
  • Sustainability: 63
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.7%; rating input score 71
  • Program expense ratio: 94%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 27%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 2.86; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -7.9% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: 7.3% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 13.7% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 70.7% of revenue deployed · 94% of spending went to programs
  • Governance: 9 of 9 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $39K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.