Civic Intelligence

Optimist Club of Menomonee Falls Inc

990EZ • Fiscal year 2024 • EIN 23-7297960

Oct 01, 2023 to Sep 30, 2024 • Filed on Nov 21, 2024

Organization ProfileFALLSOPTIMISTCLUB.ORG
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

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$80,325

Down $27,616 (-26%) from 2023

Net Assets

Down

$80,325

Down $27,616 (-26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Up

$90,791

Up $24,891 (+38%) from 2023

Expenses

Up

$118,407

Up $46,632 (+65%) from 2023

Net Income

Down

-$27,616

Down $21,741 (-370%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2024

Assets$80,325
Liabilities$0
Net Assets$80,325
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

2024

Revenue$90,791
Expenses$118,407
Net Income-$27,616
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Nov 21, 2024
Return Version
2023v5.1
Gross Receipts
$166,565
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.$32,050-
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.$5,481-
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
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN YUSKOPresident-$0--
MICHAEL RUSSELLVice President-$0--
KIMBERLY WENZELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing----
Packer Raffl----
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
Michael Russell
Title
President
Phone
2628832007
Signed
2024-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Accounting Management
Address
N94W17900 APPLETON AVE STE 101, Menomonee Falls, WI 53051
Preparer
Kimberly F Wenzel
Phone
2628832007
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmember clothing 154member social events 3,39050th anniversary celebration 2,310”

List of grants and similar amounts paid Part I line 10

“Activity various donations to others amount 32,050activity scholarships amount 20,000activity village park donation amount 33,333”

Description of other expenses Part I line 16

“Description amountmembership expenses 577social activities 7,223accounting 645awards 918bank service fees 1,911insurance 732licenses and permits 76office supplies 325website 1,201sunshine exp 357event sponsorship 775supplies 1,655admin expenses 14rounding 1”

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt015637
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/BOYAmt0107941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04190
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27616
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107941
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080325
IRS990EZ/FundraisingGrossIncomeAmt0139787
IRS990EZ/GrantsAndSimilarAmountsPaidAmt085383
IRS990EZ/GrossReceiptsAmt0166565
IRS990EZ/GroupExemptionNum01334
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0939
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015795
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080325
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080325
IRS990EZ/OccupancyRentUtltsAndMaintAmt0132
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN YUSKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY WENZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016410
IRS990EZ/OtherRevenueTotalAmt05854
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROGRAMS AND SERVICES TO YOUTH
IRS990EZ/PrintingPublicationsPostageAmt0845
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15481
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075774
IRS990EZ/SpecialEventsNetIncomeLossAmt064013
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0118407
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt090791
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FALLSOPTIMISTCLUB.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PACKER RAFFL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEMBER CLOTHING 154MEMBER SOCIAL EVENTS 3,39050TH ANNIVERSARY CELEBRATION 2,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY VARIOUS DONATIONS TO OTHERS AMOUNT 32,050ACTIVITY SCHOLARSHIPS AMOUNT 20,000ACTIVITY VILLAGE PARK DONATION AMOUNT 33,333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTMEMBERSHIP EXPENSES 577SOCIAL ACTIVITIES 7,223ACCOUNTING 645AWARDS 918BANK SERVICE FEES 1,911INSURANCE 732LICENSES AND PERMITS 76OFFICE SUPPLIES 325WEBSITE 1,201SUNSHINE EXP 357EVENT SPONSORSHIP 775SUPPLIES 1,655ADMIN EXPENSES 14ROUNDING 1
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02628832007
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-21
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882479301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX & ACCOUNTING MANAGEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N94W17900 APPLETON AVE STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02628832007
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY F WENZEL
ReturnHeader/ReturnTs02024-11-26T13:07:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,325
Liabilities
$0
Net assets
$80,325
Revenue
$90,791
Expenses
$118,407
Net income
-$27,616
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