Civic Intelligence

Optimist Club of Menomonee Falls Inc

990EZ • Fiscal year 2021 • EIN 23-7297960

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 09, 2022

PO Box 671Menomonee Falls, WI 53052

(262) 501-8780

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.00x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

5.1%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$132,154

Up $29,749 (+29%) from 2020

Net Assets

Up

$132,154

Up $29,749 (+29%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$85,763

Up $4,167 (+5.1%) from 2020

Expenses

Down

$56,015

Down $30,575 (-35%) from 2020

Net Income

Up

$29,748

Up $34,742 (+696%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $67,583Net Assets 2012: $67,5832012Assets 2013: $94,395Liabilities 2013: $0Net Assets 2013: $94,3952013Assets 2014: $82,334Liabilities 2014: $0Net Assets 2014: $82,3342014Assets 2015: $74,546Liabilities 2015: $0Net Assets 2015: $74,5462015Assets 2016: $73,400Liabilities 2016: $0Net Assets 2016: $73,4002016Assets 2017: $74,297Liabilities 2017: $0Net Assets 2017: $74,2972017Assets 2018: $93,423Liabilities 2018: $0Net Assets 2018: $93,4232018Assets 2019: $107,399Liabilities 2019: $0Net Assets 2019: $107,3992019Assets 2020: $102,405Liabilities 2020: $0Net Assets 2020: $102,4052020Assets 2021: $132,154Liabilities 2021: $0Net Assets 2021: $132,1542021Assets 2022: $113,732Liabilities 2022: $0Net Assets 2022: $113,7322022Assets 2023: $107,941Liabilities 2023: $0Net Assets 2023: $107,9412023Assets 2024: $80,325Liabilities 2024: $0Net Assets 2024: $80,3252024Assets 2025: $49,529Liabilities 2025: $0Net Assets 2025: $49,5292025

Highlighted filing

2021

Assets$132,154
Liabilities$0
Net Assets$132,154

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $71,145Expenses 2012: $64,191Net Income 2012: $6,9542012Revenue 2013: $118,514Expenses 2013: $91,702Net Income 2013: $26,8122013Revenue 2014: $66,116Expenses 2014: $78,177Net Income 2014: -$12,0612014Revenue 2015: $69,357Expenses 2015: $77,145Net Income 2015: -$7,7882015Revenue 2016: $116,179Expenses 2016: $117,325Net Income 2016: -$1,1462016Revenue 2017: $106,388Expenses 2017: $105,490Net Income 2017: $8982017Revenue 2018: $130,984Expenses 2018: $111,858Net Income 2018: $19,1262018Revenue 2019: $113,402Expenses 2019: $99,426Net Income 2019: $13,9762019Revenue 2020: $81,596Expenses 2020: $86,590Net Income 2020: -$4,9942020Revenue 2021: $85,763Expenses 2021: $56,015Net Income 2021: $29,7482021Revenue 2022: $45,497Expenses 2022: $63,919Net Income 2022: -$18,4222022Revenue 2023: $65,900Expenses 2023: $71,775Net Income 2023: -$5,8752023Revenue 2024: $90,791Expenses 2024: $118,407Net Income 2024: -$27,6162024Revenue 2025: $34,839Expenses 2025: $65,635Net Income 2025: -$30,7962025

Highlighted filing

2021

Revenue$85,763
Expenses$56,015
Net Income$29,748
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.1
Gross Receipts
$126,315
Mission and Program Overview

Mission

Provide programs and services to youth

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE CLUB MAKES DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS THAT ARE INVOLVED IN THE PROVISION OF SERVICES AND SUPPORT TO THE YOUTH OF MENOMONEE FALLS. CONTINUED SCHEDULE O$34,400-
THE CLUB CONDUCTS A NUMBER OF PROGRAMS THAT SERVE YOUTH IN OUR COMMUNITY, INCLUDING TRI-STAR SOCCER, AN ESSAY CONTEST, AND A JUNIOR OPTIMIST CLUB AT MENEMONEE FALLS HIGH SCHOOL.-$6,042
THE CLUB SPONSORS AND PRODUCES THE ANNUAL MENOMONEE FALLS DISTINGUISED YOUN WOMAN PROGRAM.THIS IS A SCHOLARSHIP PROGRAM THAT BENEFITS HIGH SCHOOL JUNIOR GIRLS.CONTINUED SCHEDULE O$2,000$2,404
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK KOHLPresidentPT$0--
DAN SCHWIND1st Vice President-$0--
SHANNON DEDERICH2nd Vice President And Secetary-$0--
JERRY MISLANGTreasurerPT$0--
JOHN YUSKODirector-$0--
FRED BLANKEDirector-$0--
JENN DEDRICKDirector-$0--
KIMBERLY WENZELDirector-$0--
GREG MATSONDirector-$0--
CAROL SCHULTEISDirector-$0--
TODD PAULUSPast President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Packer Raffl$37,785$37,785$586$37,199
Sc Golf Out$27,932$27,932$558$27,374
Total Events$101,125$101,125$33,006$68,119
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
23-7297960
Address
PO BOX 671, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Dan Schwind
Title
President
Phone
2625018780
Signed
2022-02-09
Discuss with paid preparer
No

Preparer

Firm
Tax Management & Financial Horizons
Address
N84W15787 MENOMONEE AVE STE 5, MENOMONEE FALLS, WI 53051
Preparer
Kimberly Wenzel
Phone
2629238100
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMEMBER CLOTHING SALES 166OPTIMIST VILLAGE PARK 2,032MEMBER SOCIAL ACTIVITIES 1,493MISC 424

List of grants and similar amounts paid Part I line 10

Activity SCHOLARSHIPS AWARDED Amount 20,000Activity DONATIONS Amount 14,400Activity INTERNATIONAL DUES Amount 11,634Activity SERVICE PROJECT EXPENSES Amount 2,901

Description of other expenses Part I line 16

Description AmountMEMBERSHIP EXPENSES 1,065SOCIAL ACTIVITIES 415ACCOUNTING 430AWARDS 786BANK SERVICE CHARGES 1,650GIFTS GIVEN IN MEMORIAM 150MISC 50OFFICE SUPPLIES 92WEBSITE 838DUES PAID FOR ORGANIZATIONS 245OTHER EXPENSE 134

Other changes in net assets or fund balances Part I line 20

Description AmountROUNDING 1

Part III response or note to any other line in Part III

The corporation is organized exclusively for charitable and education purposes set forth insection 501(c)(4) of the internal revenue code of 1986, as now in effect on or as may be amended (the-code). Without limiting the generality of the foregoing, the purposes for which the corporation isorganized and will be operated include, but are not limited to, promoting an active interest in goodgovernment and civic affairs, inspiring respect for law, promoting patriotism and working forinternational accord and friendship among all people, and siding and encouraging the development ofyouth. Nothing herein shall be construed to give the corporation any purpose that is not permittedunder section 501(c)(4) of the code and wisconsin law (the act). In furtherance of its permittedpurp

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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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT AND SECETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0509
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CLUB MAKES DONATIONS TO VARIOUS COMMUNITY ORGANIZATIONS THAT ARE INVOLVED IN THE PROVISION OF SERVICES AND SUPPORT TO THE YOUTH OF MENOMONEE FALLS. CONTINUED SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE CLUB SPONSORS AND PRODUCES THE ANNUAL MENOMONEE FALLS DISTINGUISED YOUN WOMAN PROGRAM.THIS IS A SCHOLARSHIP PROGRAM THAT BENEFITS HIGH SCHOOL JUNIOR GIRLS.CONTINUED SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CLUB CONDUCTS A NUMBER OF PROGRAMS THAT SERVE YOUTH IN OUR COMMUNITY, INCLUDING TRI-STAR SOCCER, AN ESSAY CONTEST, AND A JUNIOR OPTIMIST CLUB AT MENEMONEE FALLS HIGH SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMEMBER CLOTHING SALES 166OPTIMIST VILLAGE PARK 2,032MEMBER SOCIAL ACTIVITIES 1,493MISC 424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity SCHOLARSHIPS AWARDED Amount 20,000Activity DONATIONS Amount 14,400Activity INTERNATIONAL DUES Amount 11,634Activity SERVICE PROJECT EXPENSES Amount 2,901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMEMBERSHIP EXPENSES 1,065SOCIAL ACTIVITIES 415ACCOUNTING 430AWARDS 786BANK SERVICE CHARGES 1,650GIFTS GIVEN IN MEMORIAM 150MISC 50OFFICE SUPPLIES 92WEBSITE 838DUES PAID FOR ORGANIZATIONS 245OTHER EXPENSE 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATION PURPOSES SET FORTH INSECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN EFFECT ON OR AS MAY BE AMENDED (THE-CODE). WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE PURPOSES FOR WHICH THE CORPORATION ISORGANIZED AND WILL BE OPERATED INCLUDE, BUT ARE NOT LIMITED TO, PROMOTING AN ACTIVE INTEREST IN GOODGOVERNMENT AND CIVIC AFFAIRS, INSPIRING RESPECT FOR LAW, PROMOTING PATRIOTISM AND WORKING FORINTERNATIONAL ACCORD AND FRIENDSHIP AMONG ALL PEOPLE, AND SIDING AND ENCOURAGING THE DEVELOPMENT OFYOUTH. NOTHING HEREIN SHALL BE CONSTRUED TO GIVE THE CORPORATION ANY PURPOSE THAT IS NOT PERMITTEDUNDER SECTION 501(C)(4) OF THE CODE AND WISCONSIN LAW (THE ACT). IN FURTHERANCE OF ITS PERMITTEDPURP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAN SCHWIND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625018780
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0237297960
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 671
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053052
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391960396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX MANAGEMENT & FINANCIAL HORIZONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N84W15787 MENOMONEE AVE STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02629238100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY WENZEL
ReturnHeader/ReturnTs02022-02-10T13:45:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWIND
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.35$0.66$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.91$1.18$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.66$0.72$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.45$0.64$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.86$0.56$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.82$0.87$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.13$0.99$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.31$1.12$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.06$1.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.16$1.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.69$0.77$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.66$0.78$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$1.19$0.92$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.71$0.64$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits