Civic Intelligence

Optimist International 04085Bft

990EZ • Fiscal year 2018 • EIN 35-1949875

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 12, 2018

1274 S Cr 125 WNew Castle, IN 47362

(765) 524-9841

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$23,832

Down $1,100 (-4.4%) from 2017

Net Assets

Down

$23,832

Down $1,100 (-4.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$5,228

Down $5,730 (-52%) from 2017

Expenses

Down

$6,328

Down $6,129 (-49%) from 2017

Net Income

Up

-$1,100

Up $399 (+27%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $26,870Liabilities 2013: $0Net Assets 2013: $26,8702013Assets 2014: $27,061Liabilities 2014: $0Net Assets 2014: $27,0612014Assets 2015: $27,532Liabilities 2015: $0Net Assets 2015: $27,5322015Assets 2016: $26,431Liabilities 2016: $0Net Assets 2016: $26,4312016Assets 2017: $24,932Liabilities 2017: $0Net Assets 2017: $24,9322017Assets 2018: $23,832Liabilities 2018: $0Net Assets 2018: $23,8322018Assets 2019: $25,791Liabilities 2019: $0Net Assets 2019: $25,7912019Assets 2021: $28,580Liabilities 2021: $0Net Assets 2021: $28,5802021Assets 2022: $28,001Liabilities 2022: $0Net Assets 2022: $28,0012022Assets 2023: $28,908Liabilities 2023: $0Net Assets 2023: $28,9082023Assets 2024: $43,773Liabilities 2024: $0Net Assets 2024: $43,7732024Assets 2025: $31,540Liabilities 2025: $0Net Assets 2025: $31,5402025

Highlighted filing

2018

Assets$23,832
Liabilities$0
Net Assets$23,832

Operations Trend

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

$40K$20K$0-$20KRevenue 2013: $16,150Expenses 2013: $11,048Net Income 2013: $5,1022013Revenue 2014: $14,078Expenses 2014: $13,887Net Income 2014: $1912014Revenue 2015: $10,534Expenses 2015: $10,063Net Income 2015: $4712015Revenue 2016: $15,726Expenses 2016: $16,827Net Income 2016: -$1,1012016Revenue 2017: $10,958Expenses 2017: $12,457Net Income 2017: -$1,4992017Revenue 2018: $5,228Expenses 2018: $6,328Net Income 2018: -$1,1002018Revenue 2019: $10,995Expenses 2019: $9,036Net Income 2019: $1,9592019Revenue 2021: $7,559Expenses 2021: $4,754Net Income 2021: $2,8052021Revenue 2022: $11,717Expenses 2022: $12,296Net Income 2022: -$5792022Revenue 2023: $11,956Expenses 2023: $11,049Net Income 2023: $9072023Revenue 2024: $23,103Expenses 2024: $8,238Net Income 2024: $14,8652024Revenue 2025: $15,979Expenses 2025: $28,212Net Income 2025: -$12,2332025

Highlighted filing

2018

Revenue$5,228
Expenses$6,328
Net Income-$1,100
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 12, 2018
Return Version
2017v2.2
Gross Receipts
$20,450
Mission and Program Overview

Mission

SEE SCHEDULE O34

SEE STATEMENT 3

Program Services

DescriptionGrantsExpenses
DONATIONS AND AWARDS-$1,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVERETT COLEDirector-$0--
JUANITA SHEWARDSecretarytreasurerPT$0--
JOHN MANTORDirector-$0--
STEVE WRAYDirector-$0--
EVAN MCGREWVice PresidentPT$0--
MARSHA CONWAYDirector-$0--
SUSAN DELAYDirector-$0--
GOODPASTER ANGELDirector-$0--
NORA RUSTPresidentPT$0--
NANNETT POLKDirector-$0--
SYLVIA WARDDirector-$0--
JANET CASSIDYDirector-$0--
JENNIFER KELSIKDirector-$0--
SIMMONS NICDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sr Breakfast$10,055$10,055-$10,055
Total Events$10,055$10,055-$10,055
Filing and Contact Details

Filer

Filer Name
Optimist International 04085bft
EIN
35-1949875
Address
1274 S CR 125 W, NEW CASTLE, IN 47362

Signing Officer

Name
Juanita Sheward
Title
Secretarytreasu
Phone
7655249841
Signed
2018-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Scalfs Tax Service Inc
Address
8649 E Old State Road 38, New Castle, IN 47362
Preparer
Mary Lynn Scalf
Phone
7653322133
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity donations to local programs grantee miscellaneous all under $1000 street local city, state, zip new castle, in 47362relationship none amount 1,120

Description of other expenses Part I line 16

Description amountpayments to affiliates 4,396office/meeting expenses 609

Raw XML Appendix191 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/USAddress/CityNm0NEW CASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024932
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVERETT COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUANITA SHEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MANTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE WRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVAN MCGREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARSHA CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN DELAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GOODPASTER ANGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NORA RUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANNETT POLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SYLVIA WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JANET CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JENNIFER KELSIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13SIMMONS NIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARYTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05005
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT 3
IRS990EZ/PrintingPublicationsPostageAmt031
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS AND AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01120
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015222
IRS990EZ/SpecialEventsNetIncomeLossAmt0257
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06328
IRS990EZ/TotalProgramServiceExpensesAmt01120
IRS990EZ/TotalRevenueAmt05228
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SR BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010055
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010055
IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY DONATIONS TO LOCAL PROGRAMS GRANTEE MISCELLANEOUS ALL UNDER $1000 STREET LOCAL CITY, STATE, ZIP NEW CASTLE, IN 47362RELATIONSHIP NONE AMOUNT 1,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPAYMENTS TO AFFILIATES 4,396OFFICE/MEETING EXPENSES 609
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUANITA SHEWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARYTREASU
ReturnHeader/BusinessOfficerGrp/PhoneNum07655249841
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL 04085BFT
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0351949875
ReturnHeader/Filer/USAddress/AddressLine1Txt01274 S CR 125 W
ReturnHeader/Filer/USAddress/CityNm0NEW CASTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA617AEE8D13B39D622CA31785C039564DA5D2B8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA617AEE8D13B39D622CA31785C039564DA5D2B8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035914820190392pixb0v
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.103.46.96
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTm011:43:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461564676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCALFS TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08649 E Old State Road 38
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Castle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047362
ReturnHeader/PreparerPersonGrp/PhoneNum07653322133
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY LYNN SCALF
ReturnHeader/ReturnTs02019-02-08T11:35:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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