Civic Intelligence

Optimist International Foundation

990 • Fiscal year 2011 • EIN 23-7102928

Oct 01, 2010 to Sep 30, 2011 • Filed on May 24, 2012

Organization ProfileWWW.OIFOUNDATION.ORG
4494 Lindell Boulevard63108
Siviq Scores

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

Liabilities / Assets

78th percentile

0.62x

Higher debt load relative to assets than 78% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets78th percentile

Assets

$5,646,220

No earlier filing loaded for comparison.

Net Assets

$2,146,659

No earlier filing loaded for comparison.

Liabilities

$3,499,561

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,461,160

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $5,646,220Liabilities 2011: $3,499,561Net Assets 2011: $2,146,6592011Assets 2012: $6,244,869Liabilities 2012: $3,630,193Net Assets 2012: $2,614,6762012Assets 2013: $6,614,267Liabilities 2013: $3,653,305Net Assets 2013: $2,960,9622013Assets 2014: $7,047,951Liabilities 2014: $3,764,140Net Assets 2014: $3,283,8112014Assets 2015: $7,769,955Liabilities 2015: $3,970,112Net Assets 2015: $3,799,8432015Assets 2016: $8,893,214Liabilities 2016: $4,561,795Net Assets 2016: $4,331,4192016Assets 2017: $9,666,742Liabilities 2017: $4,782,356Net Assets 2017: $4,884,3862017Assets 2018: $10,139,338Liabilities 2018: $4,929,529Net Assets 2018: $5,209,8092018Assets 2019: $10,030,315Liabilities 2019: $4,869,820Net Assets 2019: $5,160,4952019Assets 2020: $11,240,808Liabilities 2020: $5,108,990Net Assets 2020: $6,131,8182020Assets 2021: $14,028,554Liabilities 2021: $6,342,471Net Assets 2021: $7,686,0832021Assets 2022: $11,587,997Liabilities 2022: $6,240,549Net Assets 2022: $5,347,4482022Assets 2023: $11,982,405Liabilities 2023: $5,316,313Net Assets 2023: $6,666,0922023Assets 2024: $14,334,284Liabilities 2024: $5,386,109Net Assets 2024: $8,948,1752024

Highlighted filing

2011

Assets$5,646,220
Liabilities$3,499,561
Net Assets$2,146,659
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,461,1602011Expenses 2012: $1,522,7872012Expenses 2013: $1,628,0122013Revenue 2014: $1,419,030Expenses 2014: $1,463,826Net Income 2014: -$44,7962014Revenue 2015: $2,222,941Expenses 2015: $1,272,072Net Income 2015: $950,8692015Revenue 2016: $1,641,476Expenses 2016: $1,486,151Net Income 2016: $155,3252016Revenue 2017: $1,404,718Expenses 2017: $1,513,808Net Income 2017: -$109,0902017Revenue 2018: $1,651,426Expenses 2018: $1,637,977Net Income 2018: $13,4492018Revenue 2019: $1,717,844Expenses 2019: $1,612,224Net Income 2019: $105,6202019Revenue 2020: $1,674,642Expenses 2020: $1,483,434Net Income 2020: $191,2082020Revenue 2021: $1,571,942Expenses 2021: $1,592,363Net Income 2021: -$20,4212021Revenue 2022: $2,205,847Expenses 2022: $1,538,569Net Income 2022: $667,2782022Revenue 2023: $1,778,246Expenses 2023: $1,644,415Net Income 2023: $133,8312023Revenue 2024: $1,776,980Expenses 2024: $1,884,300Net Income 2024: -$107,3202024

Highlighted filing

2011

Revenue-
Expenses$1,461,160
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
May 24, 2012
Return Version
2010v3.7
Gross Receipts
$1,387,987
Mission and Program Overview

Mission

The optimist international foundation, incorporated in february 1971, is a foundation and charitable corporation established for the general purpose of soliciting and receiving gifts, donations and bequests of money and property to be used for the furtherance of the charitable and educational efforts and activities of optimist international. The foundation also acts as a custodian and investment manager for various funds that have been donated to or accumulated by optimist international clubs. The foundation supports optimist international programs.

Major Activities

Activity 2
ORATORICAL CONTEST SCHOLARSHIPS: An annual speech competitiON with over 40,000 entrants. Scholarships are awarded at the district level in contests located in the United States.
Activity 3
CLUB GRANT PROGRAMS: Grants for member clubs utilized for charitable, literary and educational programs at the directiON OF the Foundation in conjunction with support from the member cLUBS.
Filing and Contact Details

Filer

EIN
23-7102928
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IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance02062697
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships010016
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses086510
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/Equipment/BookValue038431
IRS990ScheduleD/Equipment/Depreciation0179670
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0218101
IRS990ScheduleD/ExcessOrDeficitForYear0-207271
IRS990ScheduleD/ExcessOrDeficitPerFS0-409881
IRS990ScheduleD/ExpensesSubtotal01461160
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION'S ENDOWMENT CONSISTS OF 43 DONOR-RESTRICTED ENDOWMENTS AND A BOARD-DESIGNATED QUASI-ENDOWMENT. THE DONOR-RESTRICTED ENDOWMENTS HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES BY TEH DONORS. THE MAJORITY OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE KEPT IN PERPETUITY, WITH THE EARNINGS GENERATED FROM TEH INVESTED FUNDS TO BE UTILIZED FOR SCHOLARSHIPS GRANTED TO INDIVIDUALS IN THE UNITED STATES. THE BOARD-DESIGNATED QUASI-ENDOWMENT IS INTENDED TO GENERATE INVESTMENT RETURNS, WHICH ARE ALSO UTILIZED TO FUND SCHOLARSHIPS TO INDIVIDUALS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1(11,982) CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES AND SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2(11,982) CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES AND SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0USE OF ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1OTHER CHANGES IN FUND BALANCE
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2OTHER REVENUE AND EXPENSES NOT INCLUDED ON FORM 990
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1SCHEDULE D, PART XI, LINE 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2SCHEDULE D, PART XII, LINE 2D
IRS990ScheduleD/LeaseholdImprovements/BookValue00
IRS990ScheduleD/LeaseholdImprovements/Depreciation09918
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis09918
IRS990ScheduleD/NetUnrealizedGainsInvestments0-190628
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-190628
IRS990ScheduleD/OtherAmount0-11982
IRS990ScheduleD/OtherAssets/BookValue046680

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,646,220
Liabilities
$3,499,561
Net assets
$2,146,659
Revenue
-
Expenses
$1,461,160
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$5.39$8.95$1.78$1.88$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$5.32$6.67$1.78$1.64$0.13
2022Detailed filing. Detailed filing data is available for this year.$11.6$6.24$5.35$2.21$1.54$0.67
2021Detailed filing. Detailed filing data is available for this year.$14.0$6.34$7.69$1.57$1.59$0.02
2020Detailed filing. Detailed filing data is available for this year.$11.2$5.11$6.13$1.67$1.48$0.19
2019Detailed filing. Detailed filing data is available for this year.$10.0$4.87$5.16$1.72$1.61$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.1$4.93$5.21$1.65$1.64$0.01
2017Detailed filing. Detailed filing data is available for this year.$9.67$4.78$4.88$1.40$1.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$8.89$4.56$4.33$1.64$1.49$0.16
2015Detailed filing. Detailed filing data is available for this year.$7.77$3.97$3.80$2.22$1.27$0.95
2014Detailed filing. Detailed filing data is available for this year.$7.05$3.76$3.28$1.42$1.46$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$3.65$2.96$1.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$3.63$2.61$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$3.50$2.15$1.46