Civic Intelligence

Optimist International Foundation

990 • Fiscal year 2013 • EIN 23-7102928

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 20, 2014

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

76th percentile

0.55x

Higher debt load relative to assets than 76% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

61st percentile

5.9%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$6,614,267

Up $369,398 (+5.9%) from 2012

Net Assets

Up

$2,960,962

Up $346,286 (+13%) from 2012

Liabilities

Up

$3,653,305

Up $23,112 (+0.6%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,628,012

Up $105,225 (+6.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2013

Assets$6,614,267
Liabilities$3,653,305
Net Assets$2,960,962
Open 2013 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

2013

Revenue-
Expenses$1,628,012
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 20, 2014
Return Version
2012v2.1
Gross Receipts
$1,837,464
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
Raw XML AppendixShowing 400 of 664 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.

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IRS990/ActivityOrMissionDescription0OPTIMIST INTERNATIONAL FOUNDATION WAS INCORPORATED TO SOLICIT AND RECEIVE GIFTS OF MONEY AND PROPERTY TO BE USED FOR THE FURTHERANCE OF THE CHARITABLE AND EDUCATIONAL EFFORTS OF OPTIMIST INTERNATIONAL.
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IRS990/MissionDescription0THE 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.
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IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance02191972
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships054195
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0105914
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance01773623
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0212580
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance02062697
IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships010016
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses086510
IRS990ScheduleD/CurrentYear/OtherExpenditures0250000
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue02598
IRS990ScheduleD/Equipment/Depreciation0217413
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0220011
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal01628012
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION'S ENDOWMENT CONSISTS OF 46 DONOR-RESTRICTED ENDOWMENTS AND A BOARD-DESIGNATED QUASI-ENDOWMENT. THE DONOR-RESTRICTED ENDOWMENTS HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES BY THE DONORS. THE MAJORITY OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE KEPT IN PERPETUITY, WITH THE EARNINGS GENERATED FROM THE 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/Form990ScheduleDPartXIII/Explanation1CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES AND SPLIT INTEREST AGREEMENTS -12,823.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/LeaseholdImprovements/BookValue0734
IRS990ScheduleD/LeaseholdImprovements/Depreciation010259
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis010993
IRS990ScheduleD/NetUnrealizedGainsInvestments0597810
IRS990ScheduleD/OtherLandBuildings/BookValue026751
IRS990ScheduleD/OtherLandBuildings/Depreciation039568
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis066319
IRS990ScheduleD/OtherLiabilities/Amount01288750
IRS990ScheduleD/OtherLiabilities/Amount1284362
IRS990ScheduleD/OtherLiabilities/Amount2259254
IRS990ScheduleD/OtherLiabilities/Description0DUE TO MEMBER CLUBS
IRS990ScheduleD/OtherLiabilities/Description1GIFT ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilities/Description2DUE TO OPTIMIST INTERNATIONAL
IRS990ScheduleD/OtherRevenues0-12823
IRS990ScheduleD/PermanentEndowmentEOYBalance00.76600
IRS990ScheduleD/RevenueNotRptdF9900584987
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01389311
IRS990ScheduleD/TermEndowmentEOYBalance00.17100
IRS990ScheduleD/TotalExpensesPerForm99001628012
IRS990ScheduleD/TotalOfAmounts01832366
IRS990ScheduleD/TotalOfBookValueLandBuildings030083
IRS990ScheduleD/TotalRevenuePerForm99001389311
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01628012
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01974298
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant0190500
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant140000
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant2100000
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients083
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients125
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients240
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0ORATORICAL SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant1CCDHH SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant2ESSAY CONTEST SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE FOUNDATION MONITORS THE CLUB GRANT PROGRAM ON A PERIODIC BASIS. A FINAL PROJECT COMPLETION FORM HAS BEEN DEVELOPED BY THE FOUNDATION AND IS PROVIDED TO EACH CLUB. THE FORM REQUIRES THE CLUBS TO DOCUMENT THE TOTAL AMOUNTS OF AND UTILIZATION OF HOW THE GRANT FUNDS WERE SPENT. THE COMPLETION FORMS ARE REVIEWED BY THE FOUNDATION STAFF ON A MONTHLY BASIS, TO ENSURE THAT FUNDS WERE UTILIZED FOR THE VARIOUS CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES AS DEFINED BY THE CLUB GRANT PROGRAM. FOR CLUBS THAT ARE DELINQUENT IN TURNING IN THE COMPLETION FORMS, THE FOUNDATION WILL NOT AWARD ADDITIONAL GRANTS UNTIL ALL PAST DUE COMPLETION FORMS HAVE BEEN RECEIVED FROM THE CLUB. FOR GRANTS MADE TO OPTIMIST INTERNATIONAL, THE FOUNDATION MONITORS THE UTILIZATION OF THE GRANT FUNDS VIA A JOINT MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS AND THE OPTIMIST INTERNATIONAL BOARD OF DIRECTORS ON AN ANNUAL BASIS. AT THE JOINT BOARD MEETING, OPTIMIST INTERNATIONAL PROVIDES A HIGH LEVEL SUMMARY OF THE PROGRAM ACTIVITIES THAT IT HAS CONDUCTED FOR THE CURRENT YEAR, AS WELL AS THE PLANNED ACTIVITIES FOR FUTURE PERIODS. SCHOLARSHIPS ARE AWARDED TO ELIGIBLE INDIVIDUALS IN THE UNITED STATES ON AN ANNUAL BASIS. THE SCHOLARSHIPS ARE AWARDED BASED ON CRITERIA ESTABLISHED BY OPTIMIST INTERNATIONAL. INDIVIDUALS SUBMIT AN APPLICATION FOR A SCHOLARSHIP, AND THE AWARDS ARE MADE ON AN ANNUAL BASIS BY THE MEMBERS OF THE OPTIMIST INTERNATIONAL DISTRICT REPRESENTATIVES ON BEHALF OF THE FOUNDATION. THE SCHOLARSHIPS AWARDED TO INDIVIDUALS ARE ONLY PAID WHEN THE INDIVIDUAL PROVIDES CERTIFICATION OF ADMISSION TO AN EDUCATIONAL INSTITUTION. THE FOUNDATION MAKES THE PAYMENT ON BEHALF OF THE STUDENT DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine104494 LINDELL BLVD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11PO BOX 192
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12PO DRAWER 1234
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13PO BOX 751483
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14532 MAJOR CT

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,614,267
Liabilities
$3,653,305
Net assets
$2,960,962
Revenue
-
Expenses
$1,628,012
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