Civic Intelligence

Optimist International

990EZ • Fiscal year 2017 • EIN 23-1994754

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

6 Dickinson Dr Ste 110Chadds Ford, PA 19317

(610) 745-0104

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$58,006

No earlier filing loaded for comparison.

Net Assets

$58,006

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$83,843

No earlier filing loaded for comparison.

Expenses

$80,935

No earlier filing loaded for comparison.

Net Income

$2,908

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2017: $58,006Net Assets 2017: $58,0062017Assets 2018: $52,727Net Assets 2018: $52,7272018Assets 2019: $44,408Liabilities 2019: $02019Assets 2020: $63,966Liabilities 2020: $9,300Net Assets 2020: $54,6662020Assets 2021: $72,432Net Assets 2021: $72,4322021Assets 2022: $85,527Net Assets 2022: $85,5272022Assets 2023: $104,377Liabilities 2023: $02023Assets 2024: $82,275Net Assets 2024: $82,2752024

Highlighted filing

2017

Assets$58,006
Liabilities-
Net Assets$58,006

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $83,843Expenses 2017: $80,935Net Income 2017: $2,9082017Revenue 2018: $84,390Expenses 2018: $89,669Net Income 2018: -$5,2792018Revenue 2019: $86,031Expenses 2019: $87,421Net Income 2019: -$1,3902019Revenue 2020: $71,032Expenses 2020: $60,774Net Income 2020: $10,2582020Revenue 2021: $96,204Expenses 2021: $78,439Net Income 2021: $17,7652021Revenue 2022: $125,229Expenses 2022: $112,133Net Income 2022: $13,0962022Revenue 2023: $118,799Expenses 2023: $99,949Net Income 2023: $18,8502023Revenue 2024: $101,263Expenses 2024: $123,365Net Income 2024: -$22,1022024

Highlighted filing

2017

Revenue$83,843
Expenses$80,935
Net Income$2,908
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.1
Gross Receipts
$90,533
Mission and Program Overview

Mission

The purposes of this club shall be to develop optimism as a philosophy of life, using the tenants of the optimist creed; to promote an active interest in good government and civic affairs; to inspire respect for law; to promote patriotism andwork for international accord and friendship among all people; to aid and encourage the development of youth, in the beleif that the giving of one's self in service will advance the well-being of humankind, community life and the world.

Program Services

DescriptionGrantsExpenses
FACILITATION OF YOUTH SPORT PROGRAMS.-$55,990
SUPPORT AND RECOGNITION OF EDUCATIONAL ACHIEVEMENTS BY STUDENTS IN THE ROSE TREE MEDIA SCHOOL DISTRICT.-$3,760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE EVANSPresident-$0--
TED CERWOODVice Preside-$0--
WARREN OLSENVice Preside-$0--
GENE RIORDANTreasurer-$0--
DEE CERWOODSecretary-$0--
DON HEILALADirector-$0--
JEFF PETITDirector-$0--
TODD BAUDERSDirector-$0--
KEN DELMARDirector-$0--
TED ROEHRIGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
23-1994754
Phone
6107450104
Address
6 DICKINSON DR STE 110, CHADDS FORD, PA 19317

Signing Officer

Name
Gene Riordan
Title
Treasurer
Phone
2152082823
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
The Weiss Group
Address
6 DICKINSON DR STE 110, CHADDS FORD, PA 19317-9689
Preparer
Donald J Weiss Esq CPA
Phone
6104591700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 1,082 office expenses 10,685 membership fees 2,340 tournament fees 23,167 uniforms 16,423 officials 6,084 equipment 2,737 awards 3,760 dues and subscriptions 6,649 total 72,927

Form 990-ez, Part I, Line 20

Prior period adjustment 362

Form 990-ez, Part III

The purposes of this club shall be to develop optimism as a philosophy of life, using the tenants of the optimist creed; to promote an active interest in good government and civic affairs; to inspire respect for law; to promote patriotism andwork for international accord and friendship among all people; to aid and encourage the development of youth, in the beleif that the giving of one's self in service will advance the well-being of humankind, community life and the world.

Raw XML Appendix132 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0GENE RIORDAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06107450104
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 DICKINSON DR STE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHADDS FORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019317
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07652
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02908
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054736
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058006
IRS990EZ/FundraisingGrossIncomeAmt06690
IRS990EZ/GrossReceiptsAmt090533
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058006
IRS990EZ/OccupancyRentUtltsAndMaintAmt08008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TED CERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARREN OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GENE RIORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEE CERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON HEILALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF PETIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TODD BAUDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEN DELMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TED ROEHRIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0362
IRS990EZ/OtherExpensesTotalAmt072927
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSES OF THIS CLUB SHALL BE TO DEVELOP OPTIMISM AS A PHILOSOPHY OF LIFE, USING THE TENANTS OF THE OPTIMIST CREED; TO PROMOTE AN ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS; TO INSPIRE RESPECT FOR LAW; TO PROMOTE PATRIOTISM ANDWORK FOR INTERNATIONAL ACCORD AND FRIENDSHIP AMONG ALL PEOPLE; TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH, IN THE BELEIF THAT THE GIVING OF ONE'S SELF IN SERVICE WILL ADVANCE THE WELL-BEING OF HUMANKIND, COMMUNITY LIFE AND THE WORLD.
IRS990EZ/ProgramServiceRevenueAmt076191
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATION OF YOUTH SPORT PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT AND RECOGNITION OF EDUCATIONAL ACHIEVEMENTS BY STUDENTS IN THE ROSE TREE MEDIA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06690
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080935
IRS990EZ/TotalProgramServiceExpensesAmt059750
IRS990EZ/TotalRevenueAmt083843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.ROSETREEMEDIAOPTIMISTS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,082 OFFICE EXPENSES 10,685 MEMBERSHIP FEES 2,340 TOURNAMENT FEES 23,167 UNIFORMS 16,423 OFFICIALS 6,084 EQUIPMENT 2,737 AWARDS 3,760 DUES AND SUBSCRIPTIONS 6,649 TOTAL 72,927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSES OF THIS CLUB SHALL BE TO DEVELOP OPTIMISM AS A PHILOSOPHY OF LIFE, USING THE TENANTS OF THE OPTIMIST CREED; TO PROMOTE AN ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS; TO INSPIRE RESPECT FOR LAW; TO PROMOTE PATRIOTISM ANDWORK FOR INTERNATIONAL ACCORD AND FRIENDSHIP AMONG ALL PEOPLE; TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH, IN THE BELEIF THAT THE GIVING OF ONE'S SELF IN SERVICE WILL ADVANCE THE WELL-BEING OF HUMANKIND, COMMUNITY LIFE AND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE RIORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02152082823
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0231994754
ReturnHeader/Filer/PhoneNum06107450104
ReturnHeader/Filer/USAddress/AddressLine1Txt06 DICKINSON DR STE 110
ReturnHeader/Filer/USAddress/CityNm0CHADDS FORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019317
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003BC0542BD1788AB918D96DF17687DDEE7D53B34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068931F490CE0652249DD9328A097FBFDB4BED6E5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274909847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE WEISS GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 DICKINSON DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHADDS FORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193179689
ReturnHeader/PreparerPersonGrp/PhoneNum06104591700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J WEISS ESQ CPA
ReturnHeader/ReturnTs02018-08-15T15:45:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings