Civic Intelligence

Optimist International 24 District Ohio

990EZ • Fiscal year 2023 • EIN 31-6050644

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 10, 2024

Organization Profileohiodistrictoptimist.org
10235 Atchison RoadDayton, OH 45458

(937) 371-2962

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-7.5%

Higher net margin than 30% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$32,864

Down $6,566 (-17%) from 2022

Net Assets

Down

$32,864

Down $6,566 (-17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin30th percentile

Revenue

Up

$87,801

Up $17,127 (+24%) from 2022

Expenses

Up

$94,367

Up $11,447 (+14%) from 2022

Net Income

Up

-$6,566

Up $5,680 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$60K$40K$20K$0Assets 2014: $38,894Net Assets 2014: $38,8942014Assets 2015: $41,212Net Assets 2015: $41,2122015Assets 2016: $50,937Net Assets 2016: $50,9372016Assets 2020: $58,361Liabilities 2020: $0Net Assets 2020: $58,3612020Assets 2021: $51,676Liabilities 2021: $0Net Assets 2021: $51,6762021Assets 2022: $39,430Liabilities 2022: $0Net Assets 2022: $39,4302022Assets 2023: $32,864Liabilities 2023: $0Net Assets 2023: $32,8642023Assets 2024: $49,882Liabilities 2024: $0Net Assets 2024: $49,8822024Assets 2025: $39,111Liabilities 2025: $0Net Assets 2025: $39,1112025

Highlighted filing

2023

Assets$32,864
Liabilities$0
Net Assets$32,864
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$100K$50K$0-$50KRevenue 2014: $90,276Expenses 2014: $91,281Net Income 2014: -$1,0052014Revenue 2015: $81,572Expenses 2015: $79,254Net Income 2015: $2,3182015Revenue 2016: $93,851Expenses 2016: $84,126Net Income 2016: $9,7252016Revenue 2020: $35,825Expenses 2020: $36,961Net Income 2020: -$1,1362020Revenue 2021: $66,123Expenses 2021: $72,808Net Income 2021: -$6,6852021Revenue 2022: $70,674Expenses 2022: $82,920Net Income 2022: -$12,2462022Revenue 2023: $87,801Expenses 2023: $94,367Net Income 2023: -$6,5662023Revenue 2024: $77,888Expenses 2024: $60,870Net Income 2024: $17,0182024Revenue 2025: $81,241Expenses 2025: $92,012Net Income 2025: -$10,7712025

Highlighted filing

2023

Revenue$87,801
Expenses$94,367
Net Income-$6,566
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 10, 2024
Return Version
2022v5.0
Gross Receipts
$87,801
Mission and Program Overview

Mission

Assist statewide youth through optimism and public service

Program Services

DescriptionGrantsExpenses
Provide training to members including youth members on optimism and how to help youth gain confidence and experience in working to assist others$0$69,022
Assist Junior Optimists members (Elementary through High School Students) hold their annual statewide and international convention$0$14,037
Hold a statewide Optimists International Junior Golf Championship qualifying tournament and provide entry fees for qualifying golfers and chaperone travel reimbursements to the International Championship Tournament.$0$7,347
Hold a statewide oratorical contest for Ohio high school students$0$1,470
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill StoneGovernorPT$0--
Thomas KennedyGovernor ElectPT$0--
Jean PummillSecretaryPT$0--
Sarah UmbreitTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
31-6050644
Phone
9373712962
Address
10235 ATCHISON ROAD, DAYTON, OH 45458

Signing Officer

Name
Sarah Umbreit
Title
Treasurer
Phone
9373712962
Signed
2024-02-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Allotment from OI;1520|District Covention;15390|District Conferences;9898|Misc;865^Total;27673^”

Form 990-EZ, Part I, Line 16

“Description;Amount^District Website and Email Expenses;1524^Total;1524^”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah Umbreit
IRS990EZ/BooksInCareOfDetail/PhoneNum09373716756
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010235 ATCHISON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045458
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039430
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt028892
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039430
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032864
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt092797
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt087801
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt022751
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039430
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032864
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039430
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032864
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Stone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Thomas Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jean Pummill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Umbreit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Governor Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01524
IRS990EZ/OtherRevenueTotalAmt027673
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Assist statewide youth through optimism and public service
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramServiceRevenueAmt08482
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide training to members including youth members on optimism and how to help youth gain confidence and experience in working to assist others
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Assist Junior Optimists members (Elementary through High School Students) hold their annual statewide and international convention
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hold a statewide oratorical contest for Ohio high school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Hold a statewide Optimists International Junior Golf Championship qualifying tournament and provide entry fees for qualifying golfers and chaperone travel reimbursements to the International Championship Tournament.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069022
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21470
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37347
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt094367
IRS990EZ/TotalProgramServiceExpensesAmt091876
IRS990EZ/TotalRevenueAmt087801
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ohiodistrictoptimist.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Allotment from OI;1520|District Covention;15390|District Conferences;9898|Misc;865^Total;27673^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^District Website and Email Expenses;1524^Total;1524^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Umbreit
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09373712962
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0316050644
ReturnHeader/Filer/PhoneNum09373712962
ReturnHeader/Filer/USAddress/AddressLine1Txt010235 ATCHISON ROAD
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045458
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-02-11T14:38:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Umbreit
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,864
Liabilities
$0
Net assets
$32,864
Revenue
$87,801
Expenses
$94,367
Net income
-$6,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$81.2$92.0$10.8
2024Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$77.9$60.9$17.0
2023Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$87.8$94.4$6.57
2022Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$70.7$82.9$12.2
2021Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$66.1$72.8$6.69
2020Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$35.8$37.0$1.14
2016Detailed filing. Detailed filing data is available for this year.$50.9$50.9$93.9$84.1$9.73
2015Detailed filing. Detailed filing data is available for this year.$41.2$41.2$81.6$79.3$2.32
2014Detailed filing. Detailed filing data is available for this year.$38.9$38.9$90.3$91.3$1.01