Civic Intelligence

Optimist Club of Sacramento Foundation Inc.

990EZ • Fiscal year 2014 • EIN 27-4592166

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 19, 2015

Organization ProfileN/A
400 Capitol Mall95814

(916) 231-0761

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-15%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,697

Up $4,914 (+36%) from 2013

Net Assets

Up

$18,697

Up $4,914 (+36%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$33,537

Down $6,123 (-15%) from 2013

Expenses

Down

$28,623

Down $5,712 (-17%) from 2013

Net Income

Down

$4,914

Down $411 (-7.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $4,492Net Assets 2011: $4,4922011Assets 2012: $8,458Net Assets 2012: $8,4582012Assets 2013: $13,783Net Assets 2013: $13,7832013Assets 2014: $18,697Net Assets 2014: $18,6972014

Highlighted filing

2014

Assets$18,697
Liabilities-
Net Assets$18,697
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$40K$30K$20K$10K$0Revenue 2011: $28,316Expenses 2011: $23,824Net Income 2011: $4,4922011Revenue 2012: $39,679Expenses 2012: $35,713Net Income 2012: $3,9662012Revenue 2013: $39,660Expenses 2013: $34,335Net Income 2013: $5,3252013Revenue 2014: $33,537Expenses 2014: $28,623Net Income 2014: $4,9142014

Highlighted filing

2014

Revenue$33,537
Expenses$28,623
Net Income$4,914
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 19, 2015
Return Version
2013v4.0
Gross Receipts
$44,857
Mission and Program Overview

Mission

Support of chidrens charities in the greater sacramento metropolitan area

Program Services

DescriptionGrantsExpenses
FUNDS PROVIDED TO VARIOUS OPTIMIST CLUB OF SACRAMENTO CHARITIES IN SUPPORT OF CHILDREN AND CHILDREN'S CHARITIES$18,740$11,320
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL O'BRIENPresidentPT$0--
DOUGLAS STEWARTTreasurerPT$0--
JOHN L BOZESecretaryPT$0--
Filing and Contact Details

Filer

EIN
27-4592166
Phone
9162310761

Signing Officer

Name
John Boze
Title
Secretary
Phone
9162310761
Signed
2015-01-19
Discuss with paid preparer
Yes

Preparer

Preparer
Eric M Anderson CPA
Phone
9167218088
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“General support of youth children's charity b street theater for children donee 1000. General support of youth children's charity cottage housing inc donee 500. General support of youth children's charity positive coaching alliance donee 500. General support of youth children's charity sacramento food bank and family services donee 2500. General support of youth children's charity sacramento life center donee 2000. General support of youth children's charity sacramento reads donee 1000. General”

Form 990EZ, Part I, Line 16

“Credit card/bank fees 627. Reimbursements 1480.”

Raw XML Appendix141 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/BooksInCareOfDetail/PersonNm0DOUGLAS STEWART
IRS990EZ/BooksInCareOfDetail/PhoneNum09167479567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10400 CAPITOL MALL SUITE 2070
IRS990EZ/BooksInCareOfDetail/USAddress/City0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014185
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04914
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06295
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018697
IRS990EZ/FundraisingGrossIncomeAmt025822
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt04847
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044857
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018697
IRS990EZ/OccupancyRentUtltsAndMaintAmt01525
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN L BOZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt050
IRS990EZ/OtherExpensesTotalAmt02107
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF CHIDRENS CHARITIES IN THE GREATER SACRAMENTO METROPOLITAN AREA
IRS990EZ/PrintingPublicationsPostageAmt0196
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS PROVIDED TO VARIOUS OPTIMIST CLUB OF SACRAMENTO CHARITIES IN SUPPORT OF CHILDREN AND CHILDREN'S CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011320
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011320
IRS990EZ/SpecialEventsNetIncomeLossAmt019349
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028623
IRS990EZ/TotalProgramServiceExpensesAmt011320
IRS990EZ/TotalRevenueAmt033537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109185
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0109185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030448
IRS990ScheduleA/Total509Grp/TotalAmt0109185
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY B STREET THEATER FOR CHILDREN DONEE 1000. GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY COTTAGE HOUSING INC DONEE 500. GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY POSITIVE COACHING ALLIANCE DONEE 500. GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY SACRAMENTO FOOD BANK AND FAMILY SERVICES DONEE 2500. GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY SACRAMENTO LIFE CENTER DONEE 2000. GENERAL SUPPORT OF YOUTH CHILDREN'S CHARITY SACRAMENTO READS DONEE 1000. GENERAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD/BANK FEES 627. REIMBURSEMENTS 1480.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BOZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09162310761
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPTIMIST CLUB OF SACRAMENTO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0274592166
ReturnHeader/Filer/PhoneNum09162310761
ReturnHeader/Filer/USAddress/AddressLine10400 CAPITOL MALL
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Eric M Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106929 Sunrise Blvd Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Citrus Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095610
ReturnHeader/PreparerPersonGrp/PhoneNum09167218088
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M ANDERSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-12T13:59:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,697
Liabilities
-
Net assets
$18,697
Revenue
$33,537
Expenses
$28,623
Net income
$4,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$18.7$18.7$33.5$28.6$4.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.8$39.7$34.3$5.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$8.46$39.7$35.7$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$4.49$28.3$23.8$4.49