Civic Intelligence

Optimist Club of West Bloomfield

EIN 23-7164897 • 501(c)4

Profile

Optimist club benefiting youth

300 East Long Lake Road No 13548304

www.wblib.org/WBOPT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-7.2%

Higher net margin than 33% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-15%

Faster asset growth than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-38%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,828

Down $1,971 (-15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$10,828

Down $1,971 (-15%) from 2013

Operations
Liabilities / Revenue61st percentileNet Margin33rd percentile

Revenue

Down

$27,222

Down $16,869 (-38%) from 2013

Expenses

Down

$29,193

Down $6,565 (-18%) from 2013

Net Income

Down

-$1,971

Down $10,304 (-124%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2010: $8,041Liabilities 2010: $0Net Assets 2010: $8,0412010Assets 2011: $6,084Liabilities 2011: $0Net Assets 2011: $6,0842011Assets 2012: $4,466Liabilities 2012: $0Net Assets 2012: $4,4662012Assets 2013: $12,799Liabilities 2013: $0Net Assets 2013: $12,7992013Assets 2014: $10,828Liabilities 2014: $0Net Assets 2014: $10,8282014

Highlighted filing

2014

Assets$10,828
Liabilities$0
Net Assets$10,828
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $20,856Expenses 2010: $27,359Net Income 2010: -$6,5032010Revenue 2011: $31,525Expenses 2011: $33,482Net Income 2011: -$1,9572011Revenue 2012: $31,408Expenses 2012: $33,026Net Income 2012: -$1,6182012Revenue 2013: $44,091Expenses 2013: $35,758Net Income 2013: $8,3332013Revenue 2014: $27,222Expenses 2014: $29,193Net Income 2014: -$1,9712014

Highlighted filing

2014

Revenue$27,222
Expenses$29,193
Net Income-$1,971
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,828
Liabilities
$0
Net assets
$10,828
Revenue
$27,222
Expenses
$29,193
Net income
-$1,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$27.2$29.2$1.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$44.1$35.8$8.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.00$4.47$31.4$33.0$1.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$31.5$33.5$1.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.04$0.00$8.04$20.9$27.4$6.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 17, 2015
Return Version
2013v4.0
Gross Receipts
$36,387
Mission and Program Overview

Mission

Optimist club benefiting youth

Program Services

DescriptionGrantsExpenses
HOLIDAY PARTY FOR KIDS. HOLIDAY GIFTS/LUNCH AND ENTERTAINMENT ARE PROVIDED IN DECEMBER TO 200-300 NEEDY CHILDREN.$0$7,215
HOLIDAY GIFTS FOR THE NEEDY. $100 IN CASH AND OTHER GIFTS ARE PROVIDED TO APPROXIMATELY 20-22 NEEDY FAMILIES IN THE SURROUNDING COMMUNITIES BASED ON NEED.$0$2,200
DONATIONS TO OTHER YOUTH SERVICE RELATED 501(C)(3)'S IN THE W. BLOOMFIELD AREA.$0$1,720
KIDS BIKE SAFETY EVENT SPONSORSHIP$0$600
ORATORICAL/ESSAY CONTESTS$0$270
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL BERTAKISPresident-$0--
MILTON DUERODVP-$0--
TOM SWEDAVP-$0--
ALAN LADUKETreasurer-$0--
DONNA SCHAERERSecretary-$0--
NANCY KEENERDirector-$0--
MATT VORCEDirector-$0--
SUSAN MCFATRIDGEDirector-$0--
JAY WISEMANDirector-$0--
PAM ZAJACDirector-$0--
Filing and Contact Details

Filer

EIN
23-7164897
Phone
2483333680

Signing Officer

Name
Alan G Laduke
Title
Treasurer
Phone
2483333680
Signed
2015-08-17
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous. Amount: 417.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: holiday gifts for the needy. Grantee name: various qualifying families. Grantee address: greater west bloomfield area, michigan west bloomfield, mi 48322. Amount given: 2,200.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: holiday party of kids. Grantee name: various needy children. Grantee address: greater west bloomfield area, michigan west bloomfield, mi 48322. Amount given: 7,215.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: kids bike safety program. Grantee name: children-general public. Grantee address: greater west bloomfield area, mi west bloomfield, mi 48322. Amount given: 600.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: oratorical/essay contest. Grantee name: various qualifying students. Grantee address: west bloomfield, michigan west bloomfield, mi 48322. Amount given: 270.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: pass thru donations to:. Grantee name: other 501(c)(3) organizations-youth related. Grantee address: greater west bloomfield area, mi west bloomfield, mi 48322. Amount given: 1,719. Total included on form 990-ez, line 10: 12,004.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences, conventions & meetings. Amount: 10,279. Description: optimist int'l dues/fees. Amount: 4,879. Description: mich optimist dues/fees. Amount: 1,301. Description: bank charges. Amount: 191. Description: mi district meetings, etc.. Amount: 125. Total to form 990-ez, line 16: 16,775.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable-dues. Beg. Of year amount: 8,421. End of year amount: 2,597.”

Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL BERTAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MILTON DUEROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM SWEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN LADUKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/OtherExpensesTotalAmt016775
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IRS990EZ/PrimaryExemptPurposeTxt0OPTIMIST CLUB BENEFITING YOUTH
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOLIDAY GIFTS FOR THE NEEDY. $100 IN CASH AND OTHER GIFTS ARE PROVIDED TO APPROXIMATELY 20-22 NEEDY FAMILIES IN THE SURROUNDING COMMUNITIES BASED ON NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS TO OTHER YOUTH SERVICE RELATED 501(C)(3)'S IN THE W. BLOOMFIELD AREA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: HOLIDAY GIFTS FOR THE NEEDY. GRANTEE NAME: VARIOUS QUALIFYING FAMILIES. GRANTEE ADDRESS: GREATER WEST BLOOMFIELD AREA, MICHIGAN WEST BLOOMFIELD, MI 48322. AMOUNT GIVEN: 2,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: HOLIDAY PARTY OF KIDS. GRANTEE NAME: VARIOUS NEEDY CHILDREN. GRANTEE ADDRESS: GREATER WEST BLOOMFIELD AREA, MICHIGAN WEST BLOOMFIELD, MI 48322. AMOUNT GIVEN: 7,215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: KIDS BIKE SAFETY PROGRAM. GRANTEE NAME: CHILDREN-GENERAL PUBLIC. GRANTEE ADDRESS: GREATER WEST BLOOMFIELD AREA, MI WEST BLOOMFIELD, MI 48322. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: ORATORICAL/ESSAY CONTEST. GRANTEE NAME: VARIOUS QUALIFYING STUDENTS. GRANTEE ADDRESS: WEST BLOOMFIELD, MICHIGAN WEST BLOOMFIELD, MI 48322. AMOUNT GIVEN: 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PASS THRU DONATIONS TO:. GRANTEE NAME: OTHER 501(C)(3) ORGANIZATIONS-YOUTH RELATED. GRANTEE ADDRESS: GREATER WEST BLOOMFIELD AREA, MI WEST BLOOMFIELD, MI 48322. AMOUNT GIVEN: 1,719. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 10,279. DESCRIPTION: OPTIMIST INT'L DUES/FEES. AMOUNT: 4,879. DESCRIPTION: MICH OPTIMIST DUES/FEES. AMOUNT: 1,301. DESCRIPTION: BANK CHARGES. AMOUNT: 191. DESCRIPTION: MI DISTRICT MEETINGS, ETC.. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 16: 16,775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: ACCOUNTS RECEIVABLE-DUES. BEG. OF YEAR AMOUNT: 8,421. END OF YEAR AMOUNT: 2,597.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN G LADUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483333680
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPTIMIST CLUB OF WEST BLOOMFIELD
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0237164897
ReturnHeader/Filer/PhoneNum02483333680
ReturnHeader/Filer/USAddress/AddressLine10300 EAST LONG LAKE ROAD NO 135
ReturnHeader/Filer/USAddress/City0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048304
ReturnHeader/ReturnTs02015-08-17T09:30:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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