Civic Intelligence

The West Bloomfield Optimist Club Foundation

EIN 38-3604494 • 501(c)3 • W Bloomfield, MI

Profile

Dedicated to further service the charitable and educational purposes of the optimist club of west bloomfield and optimist international.

300 East Long Lake Road No 135W Bloomfield, MI 48304-2376

www.wblib.org/WBOPT

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

92nd percentile

99%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$985

Up $490 (+99%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$985

Up $490 (+99%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$2,990

Up $365 (+14%) from 2013

Expenses

Up

$2,500

Up $250 (+11%) from 2013

Net Income

Up

$490

Up $115 (+31%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.0K$500$0Assets 2010: $555Net Assets 2010: $5552010Assets 2011: $930Liabilities 2011: $02011Assets 2012: $120Liabilities 2012: $0Net Assets 2012: $1202012Assets 2013: $495Liabilities 2013: $0Net Assets 2013: $4952013Assets 2014: $985Liabilities 2014: $0Net Assets 2014: $9852014

Highlighted filing

2014

Assets$985
Liabilities$0
Net Assets$985
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$4.0K$2.0K$0-$2.0KRevenue 2010: $3,325Expenses 2010: $2,900Net Income 2010: $4252010Revenue 2011: $3,625Expenses 2011: $3,250Net Income 2011: $3752011Revenue 2012: $2,300Expenses 2012: $3,110Net Income 2012: -$8102012Revenue 2013: $2,625Expenses 2013: $2,250Net Income 2013: $3752013Revenue 2014: $2,990Expenses 2014: $2,500Net Income 2014: $4902014

Highlighted filing

2014

Revenue$2,990
Expenses$2,500
Net Income$490
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985
Liabilities
$0
Net assets
$985
Revenue
$2,990
Expenses
$2,500
Net income
$490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$985$0$985$2,990$2,500$490
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$495$0$495$2,625$2,250$375
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0$120$2,300$3,110$810
2011Summary only. Only limited summary data is available for this year.$930$0$3,625$3,250$375
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$555$555$3,325$2,900$425
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 17, 2015
Return Version
2013v4.0
Gross Receipts
$2,990
Mission and Program Overview

Mission

Dedicated to further service the charitable and educational purposes of the optimist club of west bloomfield and optimist international.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS FOR VARIOUS STUDENTS LIVING IN THE WEST BLOOMFIELD AREA BASED ON ACADEMIC ACHEIVEMENTS, EXEMPLARY COMMUNITY SERVICE UNDER BOTH THE CLUB'S REGULAR SCHOLARSHIP PROGRAM AND THE PRESIDENT'S SCHOLARSHIP PROGRAM.$0$2,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL BERTAKISPresident-$0--
MILTON DUERODVP-$0--
TOM SWEDAVP-$0--
ALAN LADUKETreasurer-$0--
DONNA SCHAERERSecretary-$0--
NANCY KEENERDirector-$0--
MATT VORCEDirector-$0--
SUSAN MCFATRIDGEDirector-$0--
JAY WISEMENDirector-$0--
PAM ZAJACPast President-$0--
Filing and Contact Details

Filer

EIN
38-3604494
Phone
2483333680

Signing Officer

Name
Alan G Laduke
Title
Treasurer
Phone
2483333680
Signed
2015-08-17
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship program's. Grantee name: various w. Bloomfield area high sch students. Grantee address: greater west bloomfield area, mi west bloomfield, mi 48322. Grantee relationship: none. Amount given: 2,500.”

Raw XML Appendix160 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/PhoneNum02483333680
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10300 E LONG LAKESTE 135
IRS990EZ/BooksInCareOfDetail/USAddress/City0BLMFLD HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0495
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0985
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02990
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0495
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0985
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0495
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0985
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL BERTAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MILTON DUEROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM SWEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN LADUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA SCHAERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY KEENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT VORCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN MCFATRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAY WISEMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAM ZAJAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO FURTHER SERVICE THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE OPTIMIST CLUB OF WEST BLOOMFIELD AND OPTIMIST INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS FOR VARIOUS STUDENTS LIVING IN THE WEST BLOOMFIELD AREA BASED ON ACADEMIC ACHEIVEMENTS, EXEMPLARY COMMUNITY SERVICE UNDER BOTH THE CLUB'S REGULAR SCHOLARSHIP PROGRAM AND THE PRESIDENT'S SCHOLARSHIP PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt02990
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WBLIB.ORG/WBOPT/
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237164897
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc011A
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10OPTIMIST CLUB OF WEST BLOOMFIELD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIP PROGRAM'S. GRANTEE NAME: VARIOUS W. BLOOMFIELD AREA HIGH SCH STUDENTS. GRANTEE ADDRESS: GREATER WEST BLOOMFIELD AREA, MI WEST BLOOMFIELD, MI 48322. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN G LADUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483333680
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE WEST BLOOMFIELD OPTIMIST CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0383604494
ReturnHeader/Filer/PhoneNum02483333680
ReturnHeader/Filer/USAddress/AddressLine10300 EAST LONG LAKE ROAD NO 135
ReturnHeader/Filer/USAddress/City0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0483042376
ReturnHeader/ReturnTs02015-08-17T09:30:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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