Civic Intelligence

Optimum Wellness Group Inc

EIN 37-1990682 • 501(c)3 • Clearlake, CA

Profile

Trains trauma therapists and serves low income Medicaid populations. Also provides housing navigation and other community support.

14500 Olympic DriveClearlake, CA 95422

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$9,231

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$43,570

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$43,570

No earlier filing loaded for comparison.

Revenue

$167,575

No earlier filing loaded for comparison.

Expenses

$135,393

No earlier filing loaded for comparison.

Net Income

$32,182

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2024: $43,570Net Assets 2024: $43,5702024

Highlighted filing

2024

Assets$43,570
Liabilities-
Net Assets$43,570

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2024: $167,575Expenses 2024: $135,393Net Income 2024: $32,1822024

Highlighted filing

2024

Revenue$167,575
Expenses$135,393
Net Income$32,182

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.68$1.35$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$167,575
Mission and Program Overview

Mission

Trains trauma therapists and serves low income Medicaid populations. Also provides housing navigation and other community support.

Program Services

DescriptionGrantsExpenses
Provided mental health services to over 75 clientsacross 5 counties, 3 community outreach efforts,and personal care for at least 20 individuals.$0$135,393
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER WARNERPresidentFT$9,231-$9,231
JENNIFER BROWNTreasurer-$0--
LAURIE ALLENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Optimum Wellness Group Inc
EIN
37-1990682
Phone
7078028144
Address
14500 OLYMPIC DRIVE, CLEARLAKE, CA 95422

Signing Officer

Name
Amber N Warner
Title
President
Phone
7078028144
Signed
2025-06-30

Preparer

Firm
Clifford L Toews CPA
Address
2805 Watson Ct, FAIRFIELD, CA 94534
Preparer
Clifford L Toews
Phone
7078154054
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

OFFICE 3622.

Form 990EZ, Part I, Line 16

BUSINESS MEALS 4372.

Form 990EZ, Part I, Line 16

CONFERENCES 5469.

Form 990EZ, Part I, Line 16

Education & training 8599.

Form 990EZ, Part I, Line 16

Information technology 3675.

Form 990EZ, Part I, Line 16

ENTERTAINMENT 306.

Form 990EZ, Part I, Line 16

TRAVEL 7932.

Form 990EZ, Part I, Line 16

INSURANCE 1079.

Form 990EZ, Part I, Line 16

INTEREST 266.

Form 990EZ, Part I, Line 16

LICENSES 220.

Form 990EZ, Part I, Line 16

PAYROLL PROCESSING 1233.

Form 990EZ, Part I, Line 16

Payroll tax expense 7286.

Form 990EZ, Part I, Line 16

Dues & subscriptions 1526.

Form 990EZ, Part I, Line 16

Materials & supplies 1015.

Form 990EZ, Part I, Line 16

MISC 878.

Form 990EZ, Part II, Line 24

ARTWORK 2500.

Form 990EZ, Part II, Line 24

Overpayment of credit card 1299.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARLAKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURIE ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OtherExpensesTotalAmt047478
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IRS990EZ/PrimaryExemptPurposeTxt0Trains trauma therapists and serves low income Medicaid populations. Also provides housing navigation and other community support.
IRS990EZ/ProgramServiceRevenueAmt0164115
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0135393
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt0135393
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IRS990EZ/TotalRevenueAmt0167575
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03460
IRS990ScheduleA/TotalSupportAmt03460
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE 3622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS MEALS 4372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFERENCES 5469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION & TRAINING 8599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION TECHNOLOGY 3675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENTERTAINMENT 306.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAVEL 7932.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 1079.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTEREST 266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LICENSES 220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL PROCESSING 1233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL TAX EXPENSE 7286.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DUES & SUBSCRIPTIONS 1526.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MATERIALS & SUPPLIES 1015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISC 878.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ARTWORK 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OVERPAYMENT OF CREDIT CARD 1299.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER N WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078028144
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMUM WELLNESS GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0371990682
ReturnHeader/Filer/PhoneNum07078028144
ReturnHeader/Filer/USAddress/AddressLine1Txt014500 OLYMPIC DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLEARLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680411126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFFORD L TOEWS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02805 Watson Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094534
ReturnHeader/PreparerPersonGrp/PhoneNum07078154054
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clifford L Toews
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-03T09:44:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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