Civic Intelligence

Optimist International

990EZ • Fiscal year 2018 • EIN 38-6094507

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 25, 2018

Organization ProfileWWW.MICHIGANOPTIMISTS.ORG
33309 OaklandFarmington, MI 48336

(248) 497-3204

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

32nd percentile

-4.4%

Higher net margin than 32% 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

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$26,586

Down $3,396 (-11%) from 2017

Net Assets

Down

$26,586

Down $3,396 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin32nd percentile

Revenue

Down

$77,250

Down $3,079 (-3.8%) from 2017

Expenses

Up

$80,646

Up $7,049 (+9.6%) from 2017

Net Income

Down

-$3,396

Down $10,128 (-150%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$40K$30K$20K$10K$0Assets 2011: $14,523Liabilities 2011: $02011Assets 2012: $13,541Liabilities 2012: $02012Assets 2013: $14,390Liabilities 2013: $02013Assets 2014: $17,234Liabilities 2014: $02014Assets 2015: $17,516Liabilities 2015: $0Net Assets 2015: $17,5162015Assets 2016: $23,250Liabilities 2016: $0Net Assets 2016: $23,2502016Assets 2017: $29,982Liabilities 2017: $0Net Assets 2017: $29,9822017Assets 2018: $26,586Liabilities 2018: $0Net Assets 2018: $26,5862018Assets 2019: $31,659Liabilities 2019: $0Net Assets 2019: $31,6592019Assets 2020: $24,053Liabilities 2020: $02020Assets 2021: $23,497Liabilities 2021: $0Net Assets 2021: $23,4972021Assets 2022: $23,519Liabilities 2022: $0Net Assets 2022: $23,5192022Assets 2023: $33,398Liabilities 2023: $0Net Assets 2023: $33,3982023Assets 2025: $32,194Net Assets 2025: $32,1942025

Highlighted filing

2018

Assets$26,586
Liabilities$0
Net Assets$26,586
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $92,261Expenses 2011: $96,330Net Income 2011: -$4,0692011Revenue 2012: $103,999Expenses 2012: $104,981Net Income 2012: -$9822012Revenue 2013: $90,879Expenses 2013: $90,030Net Income 2013: $8492013Revenue 2014: $96,972Expenses 2014: $94,128Net Income 2014: $2,8442014Revenue 2015: $97,117Expenses 2015: $96,835Net Income 2015: $2822015Revenue 2016: $87,013Expenses 2016: $81,279Net Income 2016: $5,7342016Revenue 2017: $80,329Expenses 2017: $73,597Net Income 2017: $6,7322017Revenue 2018: $77,250Expenses 2018: $80,646Net Income 2018: -$3,3962018Revenue 2019: $79,643Expenses 2019: $75,596Net Income 2019: $4,0472019Revenue 2020: $59,996Expenses 2020: $67,602Net Income 2020: -$7,6062020Revenue 2021: $48,102Expenses 2021: $48,658Net Income 2021: -$5562021Revenue 2022: $61,180Expenses 2022: $61,158Net Income 2022: $222022Revenue 2023: $73,957Expenses 2023: $64,078Net Income 2023: $9,8792023Revenue 2025: $54,829Expenses 2025: $40,179Net Income 2025: $14,6502025

Highlighted filing

2018

Revenue$77,250
Expenses$80,646
Net Income-$3,396
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 25, 2018
Return Version
2017v2.3
Gross Receipts
$77,250
Mission and Program Overview

Mission

Empowering young people to be their best

Optimist clubs conduct positive service projects in their communities aimed at providing and empowering young people to be the best they can be by providing hope and positive visions. Optimists bring out the best in kids.

Program Services

DescriptionGrantsExpenses
EDUCATION-$45,675
JUNIOR GOLF CHAMPIONSHIP-$5,622
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA JARRATTGovernorPT$0--
DEBRA BERRYTreasurer/SePT$0--
MONETTA FOSTERImed Past GoPT$0--
MARK KATZFinance ChaiPT$0--
Filing and Contact Details

Filer

Filer Name
17 District Michigan Optimist
EIN
38-6094507
Phone
2484973204
Address
33309 OAKLAND, FARMINGTON, MI 48336

Signing Officer

Name
Theresa Jarratt
Title
Governor
Signed
2018-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Custom Bookkeeping Inc
Address
36150 DEQUINDRE STE 810, STERLING HEIGHTS, MI 48310-7142
Preparer
Richard L Petrucha
Phone
5868836146
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 2,000 admin expenses 3,339 governance & training 8,890 office supply 521 website expense 424 conventions & meetings 29,457 junior golf expenses 5,622 badges of office 752 awards 1,091 supplies 1,107 misc 4,440 oratorical contests 736 childhood cancer 1,000 int'l conventions 6,422 total 65,801”

Form 990-ez, Part III

“Optimist clubs conduct positive service projects in their communities aimed at providing and empowering young people to be the best they can be by providing hope and positive visions. Optimists bring out the best in kids.”

Raw XML Appendix108 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/PersonNm0DEBRA BERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum02484670592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033309 OAKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029982
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041275
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3396
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029982
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026586
IRS990EZ/GrossReceiptsAmt077250
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029982
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029982
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA JARRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONETTA FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMED PAST GO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE CHAI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065801
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OPTIMIST CLUBS CONDUCT POSITIVE SERVICE PROJECTS IN THEIR COMMUNITIES AIMED AT PROVIDING AND EMPOWERING YOUNG PEOPLE TO BE THE BEST THEY CAN BE BY PROVIDING HOPE AND POSITIVE VISIONS. OPTIMISTS BRING OUT THE BEST IN KIDS.
IRS990EZ/PrintingPublicationsPostageAmt014320
IRS990EZ/ProgramServiceRevenueAmt035975
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JUNIOR GOLF CHAMPIONSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05622
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145675
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080646
IRS990EZ/TotalProgramServiceExpensesAmt051297
IRS990EZ/TotalRevenueAmt077250
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MICHIGANOPTIMISTS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 2,000 ADMIN EXPENSES 3,339 GOVERNANCE & TRAINING 8,890 OFFICE SUPPLY 521 WEBSITE EXPENSE 424 CONVENTIONS & MEETINGS 29,457 JUNIOR GOLF EXPENSES 5,622 BADGES OF OFFICE 752 AWARDS 1,091 SUPPLIES 1,107 MISC 4,440 ORATORICAL CONTESTS 736 CHILDHOOD CANCER 1,000 INT'L CONVENTIONS 6,422 TOTAL 65,801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPTIMIST CLUBS CONDUCT POSITIVE SERVICE PROJECTS IN THEIR COMMUNITIES AIMED AT PROVIDING AND EMPOWERING YOUNG PEOPLE TO BE THE BEST THEY CAN BE BY PROVIDING HOPE AND POSITIVE VISIONS. OPTIMISTS BRING OUT THE BEST IN KIDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA JARRATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GOVERNOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt017 DISTRICT MICHIGAN OPTIMIST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0386094507
ReturnHeader/Filer/PhoneNum02484973204
ReturnHeader/Filer/USAddress/AddressLine1Txt033309 OAKLAND
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048336
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId011D08EB2F5BE2EC3AE7D51D9233745753A7734C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:29:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383255970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUSTOM BOOKKEEPING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036150 DEQUINDRE STE 810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STERLING HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483107142
ReturnHeader/PreparerPersonGrp/PhoneNum05868836146
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L PETRUCHA
ReturnHeader/ReturnTs02019-07-15T11:29:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,586
Liabilities
$0
Net assets
$26,586
Revenue
$77,250
Expenses
$80,646
Net income
-$3,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.55$0.40$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.74$0.64$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.61$0.61$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.48$0.49$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.60$0.68$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.80$0.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.77$0.81$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.80$0.74$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.87$0.81$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.97$0.97$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.97$0.94$0.03
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.91$0.90$0.01
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$1.04$1.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.92$0.96$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • <$500k nonprofits