Civic Intelligence

Optimist Club of Menomonee Falls Inc

990EZ • Fiscal year 2022 • EIN 23-7297960

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 10, 2023

PO Box 671Menomonee Falls, WI 53052

(262) 883-2007

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$113,732

Down $18,422 (-14%) from 2021

Net Assets

Down

$113,732

Down $18,422 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$45,497

Down $40,266 (-47%) from 2021

Expenses

Up

$63,919

Up $7,904 (+14%) from 2021

Net Income

Down

-$18,422

Down $48,170 (-162%) from 2021

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

2022

Assets$113,732
Liabilities$0
Net Assets$113,732

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

2022

Revenue$45,497
Expenses$63,919
Net Income-$18,422
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 10, 2023
Return Version
2021v4.2
Gross Receipts
$149,807
Mission and Program Overview

Mission

Provide programs and services to youth

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.--
THE CLUB SPONSORS AND PRODUCES THE ANNUAL MENOMONEE FALLS DISTINGUISHED YOUNG WOMAN PROGRAM. THIS IS A SCHOLARSHIP PROGRAM THAT BENEFITS HIGH SCHOOL JUNIOR GIRLS. TYPICALLY, 8-18.--
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 THE HIGH SCHOOL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN SCHWINDPresident-$0--
SHANNON DEDERICH1st Vice President-$0--
JOHN YUSKO2nd Vice President-$0--
JERRY MISLANGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Packer Raffl$39,360$39,360$2,812$36,548
Golf Outing$28,936$28,936$394$28,542
Total Events$120,827$120,827$67,957$52,870
Filing and Contact Details

Filer

Filer Name
Optimist Club of Menomonee Falls Inc
EIN
23-7297960
Address
PO BOX 671, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Shannon Dederich
Title
President
Phone
2628832007
Signed
2023-02-10
Discuss with paid preparer
No

Preparer

Firm
Tax & Accounting Management
Address
W141N6865 OAKWOOD DRIVE, Menomonee Falls, WI 53051
Preparer
Kimberly Wenzel
Phone
2628832007
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMEMBER CLOTHING 98MEMBER SOCIAL EVENTS 1,951MISC 458

List of grants and similar amounts paid Part I line 10

Activity VARIOUS DONATIONS TO OTHERS Amount 22,000Activity VILLAGE PARK DONATION Amount 16,667

Description of other expenses Part I line 16

Description AmountMEMBERSHIP EXPENSES 868SOCIAL ACTIVITIES 3,669ACCOUNTING 540AWARDS 1,217BANK SERVICE FEES 2,009INSURANCE 565LICENSES AND PERMITS 61OFFICE SUPPLIES 15WEBSITE 887FOUNDATION START UP EXPENSES 1,500

Raw XML Appendix153 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt013418
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY WENZEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02628832007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 671
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0132154
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01410
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18422
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt038667
IRS990EZ/GrossReceiptsAmt0149807
IRS990EZ/GroupExemptionNum01334
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IRS990EZ/InvestmentIncomeAmt01180
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011777
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132154
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAN SCHWIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON DEDERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN YUSKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY MISLANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011331
IRS990EZ/OtherRevenueTotalAmt02507
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROGRAMS AND SERVICES TO YOUTH
IRS990EZ/PrintingPublicationsPostageAmt0503
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE CLUB SPONSORS AND PRODUCES THE ANNUAL MENOMONEE FALLS DISTINGUISHED YOUNG WOMAN PROGRAM. THIS IS A SCHOLARSHIP PROGRAM THAT BENEFITS HIGH SCHOOL JUNIOR GIRLS. TYPICALLY, 8-18.
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 THE HIGH SCHOOL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063919
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045497
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052870
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt07355
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07355
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt031200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04543
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt09016
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMEMBER CLOTHING 98MEMBER SOCIAL EVENTS 1,951MISC 458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity VARIOUS DONATIONS TO OTHERS Amount 22,000Activity VILLAGE PARK DONATION Amount 16,667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMEMBERSHIP EXPENSES 868SOCIAL ACTIVITIES 3,669ACCOUNTING 540AWARDS 1,217BANK SERVICE FEES 2,009INSURANCE 565LICENSES AND PERMITS 61OFFICE SUPPLIES 15WEBSITE 887FOUNDATION START UP EXPENSES 1,500
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON DEDERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02628832007
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST CLUB OF MENOMONEE FALLS INC
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/PreparerFirmEIN0882479301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX & ACCOUNTING MANAGEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W141N6865 OAKWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02628832007
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY WENZEL
ReturnHeader/ReturnTs02023-02-15T11:54:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEDERICH
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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