Civic Intelligence

Optimist International 04085Bft

990EZ • Fiscal year 2021 • EIN 35-1949875

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

Organization Profile
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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

83rd percentile

37%

Higher net margin than 83% 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

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

35th percentile

-17%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$28,580

Up $2,789 (+11%) from 2019

Net Assets

Up

$28,580

Up $2,789 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

Down

$7,559

Down $3,436 (-31%) from 2019

Expenses

Down

$4,754

Down $4,282 (-47%) from 2019

Net Income

Up

$2,805

Up $846 (+43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2021

Assets$28,580
Liabilities$0
Net Assets$28,580
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

2021

Revenue$7,559
Expenses$4,754
Net Income$2,805
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 22, 2021
Return Version
2020v4.1
Gross Receipts
$13,910
Mission and Program Overview

Mission

SEE SCHEDULE O34

Program Services

DescriptionGrantsExpenses
DONATIONS AND AWARDS--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVERETT COLEDirector-$0--
JUANITA SHEWARDSecretarytreasurerPT$0--
JOHN MANTORDirector-$0--
EVAN MCGREWDirector-$0--
MARSHA CONWAYDirector-$0--
NORA RUSTDirector-$0--
NANNETT POLKDirector-$0--
SYLVIA WARDDirector-$0--
JANET CASSIDYDirector-$0--
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
Evan Mcgrew
Title
Secretarytreas
Phone
7655240625
Signed
2021-11-22
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”

Description of other expenses Part I line 16

“Description amountpayments to affiliates 4,604”

Raw XML Appendix148 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/PersonNm0JUANITA SHEWARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07655249841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01274 S CO RD 125W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW CASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd047362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01020
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025775
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028580
IRS990EZ/FundraisingGrossIncomeAmt07949
IRS990EZ/GrossReceiptsAmt013910
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04941
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025775
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025775
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVERETT COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUANITA SHEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MANTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EVAN MCGREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARSHA CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NORA RUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NANNETT POLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SYLVIA WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANET CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARYTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04604
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O34
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS AND AWARDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06351
IRS990EZ/SpecialEventsNetIncomeLossAmt01598
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04754
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07559
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY DONATIONS TO LOCAL PROGRAMS GRANTEE MISCELLANEOUS ALL UNDER $1000 STREET LOCAL CITY, STATE, ZIP NEW CASTLE, IN 47362RELATIONSHIP NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPAYMENTS TO AFFILIATES 4,604
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVAN MCGREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARYTREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07655240625
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
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/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/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY LYNN SCALF
ReturnHeader/ReturnTs02021-12-06T17:45:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EVAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGREW
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,580
Liabilities
$0
Net assets
$28,580
Revenue
$7,559
Expenses
$4,754
Net income
$2,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$16.0$28.2$12.2
2024Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$23.1$8.24$14.9
2023Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$12.0$11.0$0.91
2022Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$11.7$12.3$0.58
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$7.56$4.75$2.81
2019Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$11.0$9.04$1.96
2018Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$5.23$6.33$1.10
2017Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$11.0$12.5$1.50
2016Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$15.7$16.8$1.10
2015Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$10.5$10.1$0.47
2014Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$14.1$13.9$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.00$26.9$16.2$11.0$5.10