Civic Intelligence

Optimist International

990EZ • Fiscal year 2021 • EIN 35-1438767

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 22, 2022

PO Box 1044Rochester, IN 46975

(574) 223-2714

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

73rd percentile

25%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

18%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

37%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$121,109

Up $18,859 (+18%) from 2020

Net Assets

Up

$121,109

Up $18,859 (+18%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$76,653

Up $20,606 (+37%) from 2020

Expenses

Up

$57,794

Up $20,693 (+56%) from 2020

Net Income

Down

$18,859

Down $87 (-0.5%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $83,304Net Assets 2019: $83,3042019Assets 2020: $102,250Net Assets 2020: $102,2502020Assets 2021: $121,109Net Assets 2021: $121,1092021Assets 2022: $139,986Liabilities 2022: $0Net Assets 2022: $139,9862022Assets 2025: $208,423Liabilities 2025: $13,872Net Assets 2025: $194,5512025

Highlighted filing

2021

Assets$121,109
Liabilities-
Net Assets$121,109

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2019: $64,938Expenses 2019: $32,801Net Income 2019: $32,1372019Revenue 2020: $56,047Expenses 2020: $37,101Net Income 2020: $18,9462020Revenue 2021: $76,653Expenses 2021: $57,794Net Income 2021: $18,8592021Revenue 2022: $79,796Expenses 2022: $60,926Net Income 2022: $18,8702022Revenue 2025: $72,718Expenses 2025: $63,330Net Income 2025: $9,3882025

Highlighted filing

2021

Revenue$76,653
Expenses$57,794
Net Income$18,859
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 22, 2022
Return Version
2020v4.0
Gross Receipts
$97,572
Mission and Program Overview

Mission

To promote youth and communities

Optimists bring out the best in youth and communities by providing hope and positive vision.

Program Services

DescriptionGrantsExpenses
TO PROMOTE YOUTH.$45,066-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY SKALEYPresident-$0--
GREG MELLINGERVice President-$0--
VICKI ONSTOTTSecretary-$0--
JAMES STRAETERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkin Patch$60,329$60,329$17,911$42,418
Projects$7,319$7,319-$7,319
Total Events$74,376$74,376$19,296$55,080
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
35-1438767
Address
PO BOX 1044, ROCHESTER, IN 46975

Signing Officer

Name
James Straeter
Title
Treasurer
Signed
2022-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Dahms & Yarian Inc
Address
110 S Columbia St, Warsaw, IN 46580
Preparer
Jodi Calvert CPA
Phone
5742678141
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $5908

Other Expenses.1002

Office Expenses $40

Other Expenses.1009

Depreciation $787

Other Expenses.1

DONATIONS $36466

Other Expenses.2

SCHOLARSHIPS $7000

Other Expenses.3

MEMBERSHIP DUES $4065

Other Expenses.4

RENT $1600

Other Expenses.5

Repairs & maintenance $1556

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05742232714
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1044
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046975
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0333
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICKI ONSTOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES STRAETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057422
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt039
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045066
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020919
IRS990EZ/SpecialEventsNetIncomeLossAmt058245
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057794
IRS990EZ/TotalProgramServiceExpensesAmt045066
IRS990EZ/TotalRevenueAmt076653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019296
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PUMPKIN PATCH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Projects
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060329
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074376
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055080
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01385
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019296
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017911
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $36466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP DUES $4065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RENT $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REPAIRS & MAINTENANCE $1556
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-22
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ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0351438767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1044
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351524427
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ReturnHeader/PreparerPersonGrp/PhoneNum05742678141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODI CALVERT CPA
ReturnHeader/ReturnTs02022-07-22T07:25:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRAETER
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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Filings