Civic Intelligence

The Optima Charitable Foundation

990PF • Fiscal year 2025 • EIN 26-1266975

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 06, 2025

Organization Profile
10 East 53rd StreetNew York, NY 10022

(212) 484-3000

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.00x

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

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Net Margin

4th percentile

-4408%

Higher net margin than 4% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

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.

2025 filings • NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

15th percentile

-51%

Faster asset growth than 15% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-48%

Faster revenue growth than 22% of similar nonprofits.

2025 filings • NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$9,748

Down $10,006 (-51%) from 2024

Net Assets

Down

$9,748

Down $10,006 (-51%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin4th percentile

Revenue

Down

$227

Down $207 (-48%) from 2024

Expenses

Down

$10,233

Down $18,303 (-64%) from 2024

Net Income

Up

-$10,006

Up $18,096 (+64%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,183,789Liabilities 2014: $0Net Assets 2014: $1,183,7892014Assets 2015: $854,811Liabilities 2015: $0Net Assets 2015: $854,8112015Assets 2018: $320,730Liabilities 2018: $0Net Assets 2018: $320,7302018Assets 2020: $184,465Liabilities 2020: $0Net Assets 2020: $184,4652020Assets 2021: $343,938Liabilities 2021: $0Net Assets 2021: $343,9382021Assets 2022: $101,839Liabilities 2022: $0Net Assets 2022: $101,8392022Assets 2023: $47,856Liabilities 2023: $0Net Assets 2023: $47,8562023Assets 2024: $19,754Liabilities 2024: $0Net Assets 2024: $19,7542024Assets 2025: $9,748Liabilities 2025: $0Net Assets 2025: $9,7482025

Highlighted filing

2025

Assets$9,748
Liabilities$0
Net Assets$9,748
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,410,084Expenses 2014: $476,681Net Income 2014: $933,4032014Revenue 2015: $168,254Expenses 2015: $497,232Net Income 2015: -$328,9782015Revenue 2018: $250,605Expenses 2018: $170,891Net Income 2018: $79,7142018Revenue 2020: $107,000Expenses 2020: $71,564Net Income 2020: $35,4362020Revenue 2021: $377,996Expenses 2021: $218,523Net Income 2021: $159,4732021Revenue 2022: $223Expenses 2022: $242,322Net Income 2022: -$242,0992022Revenue 2023: $51,643Expenses 2023: $105,626Net Income 2023: -$53,9832023Revenue 2024: $434Expenses 2024: $28,536Net Income 2024: -$28,1022024Revenue 2025: $227Expenses 2025: $10,233Net Income 2025: -$10,0062025

Highlighted filing

2025

Revenue$227
Expenses$10,233
Net Income-$10,006
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D DIXON BOARDMANPresident-$0--
NANCY LITTMANVice President-$0--
KEITH M BLOOMFIELDDirector-$0--
ARRIANA BOARDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Optima Charitable Foundation
EIN
26-1266975
Phone
2124843000
Address
10 EAST 53RD STREET, NEW YORK, NY 10022

Signing Officer

Name
Nancy Littman
Title
Vice President
Phone
2124843000
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
3 TIMES SQUARE, NEW YORK, NY 10036
Preparer
E George Teixeira
Phone
2128403456
Raw XML Appendix284 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt098193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0230621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0203353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0565298
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt098193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0230621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0203353
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010099
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09221
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0627075
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0617854
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt199
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt199
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY LITTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124843000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OPTIMA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O OPTIMA ASSET MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0261266975
ReturnHeader/Filer/PhoneNum02124843000
ReturnHeader/Filer/USAddress/AddressLine1Txt010 EAST 53RD STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130436940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E GEORGE TEIXEIRA
ReturnHeader/ReturnTs02025-11-06T15:53:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,748
Liabilities
$0
Net assets
$9,748
Revenue
$227
Expenses
$10,233
Net income
-$10,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.24$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.38$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.11$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.25$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.17$0.50$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.41$0.48$0.93