Civic Intelligence

Optimist International

990EZ • Fiscal year 2022 • EIN 38-6094507

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 10, 2022

2800 N EuclidBay City, MI 48706

(989) 922-6709

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

27%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$23,519

Up $22 (+0.1%) from 2021

Net Assets

Up

$23,519

Up $22 (+0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$61,180

Up $13,078 (+27%) from 2021

Expenses

Up

$61,158

Up $12,500 (+26%) from 2021

Net Income

Up

$22

Up $578 (+104%) from 2021

Historical Trend

Balance Sheet Trend

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: $02018Assets 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

2022

Assets$23,519
Liabilities$0
Net Assets$23,519

Operations Trend

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

2022

Revenue$61,180
Expenses$61,158
Net Income$22
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$61,427
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 brings out the best in kids.

Program Services

DescriptionGrantsExpenses
CHILDHOOD HEALTH AND WELLNESS$1,676$1,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA BARCHKHOLTZImmediate Past GovernorPT$0--
DAN MILLSGovernorPT$0--
KAREN MONVILLESecretary/TreasurerPT$0--
DEBRA BERRYPast GovernorPT$0--
PAMELA BATCHOGovernor ElectPT$0--
DON MUNTERTreasurer ElectPT$0--
ELAINE LYONSecretary ElectPT$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
38-6094507
Phone
9899226709
Address
2800 N EUCLID, BAY CITY, MI 48706

Signing Officer

Name
Karen Monville
Title
District Secretary-treasurer
Phone
9899226709
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Weinlander Fitzhugh Pc
Address
1600 CENTER AVE, BAY CITY, MI 48708
Preparer
Corinna Scharf CPA
Phone
9898935577
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: governor. Amount: 598. Description: lieutenant governors. Amount: 1,214. Description: secretary treasurer. Amount: 833. Description: governor elect. Amount: 1,238. Description: assistant governor. Amount: 175. Description: secretarial & clerical. Amount: 514. Description: district convention. Amount: 11,576. Description: district meeting expense. Amount: 10,778. Description: oratorical contest expense. Amount: 1,288. Description: joi expense. Amount: 1,572. Description: badges of office. Amount: 134. Description: awards. Amount: 322. Description: junior golf expenses. Amount: 2,473. Description: gifts. Amount: 146. Description: previous admin expense. Amount: 3,275. Description: next admin expense. Amount: 2,220. Description: international convention. Amount: 5,993. Description: committee chairs. Amount: 110. Description: growth committees. Amount: 865. Description: leadership & development. Amount: 263. Description: stationary & office supplies. Amount: 180. Description: website/technology. Amount: 793. Description: ccdhh. Amount: 2,667. Description: essay contest. Amount: 2,617. Description: stripe/paypal fees. Amount: 545. Description: corporate filing fee. Amount: 20. Description: childhood health and wellness. Amount: 1,676. Total to form 990-ez, line 16: 54,085.

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN MONVILLE
IRS990EZ/BooksInCareOfDetail/PhoneNum09899926709
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 N EUCLID
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAY CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048706
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023519
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023519
IRS990EZ/FundraisingGrossIncomeAmt0543
IRS990EZ/GrossReceiptsAmt061427
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt034181
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA BARCHKHOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN MONVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBRA BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA BATCHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON MUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELAINE LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4GOVERNOR ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054085
IRS990EZ/PoliticalCampaignActyInd00
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 BRINGS OUT THE BEST IN KIDS.
IRS990EZ/PrintingPublicationsPostageAmt07073
IRS990EZ/ProgramServiceRevenueAmt026703
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILDHOOD HEALTH AND WELLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01676
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0247
IRS990EZ/SpecialEventsNetIncomeLossAmt0296
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061158
IRS990EZ/TotalProgramServiceExpensesAmt01676
IRS990EZ/TotalRevenueAmt061180
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GOVERNOR. AMOUNT: 598. DESCRIPTION: LIEUTENANT GOVERNORS. AMOUNT: 1,214. DESCRIPTION: SECRETARY TREASURER. AMOUNT: 833. DESCRIPTION: GOVERNOR ELECT. AMOUNT: 1,238. DESCRIPTION: ASSISTANT GOVERNOR. AMOUNT: 175. DESCRIPTION: SECRETARIAL & CLERICAL. AMOUNT: 514. DESCRIPTION: DISTRICT CONVENTION. AMOUNT: 11,576. DESCRIPTION: DISTRICT MEETING EXPENSE. AMOUNT: 10,778. DESCRIPTION: ORATORICAL CONTEST EXPENSE. AMOUNT: 1,288. DESCRIPTION: JOI EXPENSE. AMOUNT: 1,572. DESCRIPTION: BADGES OF OFFICE. AMOUNT: 134. DESCRIPTION: AWARDS. AMOUNT: 322. DESCRIPTION: JUNIOR GOLF EXPENSES. AMOUNT: 2,473. DESCRIPTION: GIFTS. AMOUNT: 146. DESCRIPTION: PREVIOUS ADMIN EXPENSE. AMOUNT: 3,275. DESCRIPTION: NEXT ADMIN EXPENSE. AMOUNT: 2,220. DESCRIPTION: INTERNATIONAL CONVENTION. AMOUNT: 5,993. DESCRIPTION: COMMITTEE CHAIRS. AMOUNT: 110. DESCRIPTION: GROWTH COMMITTEES. AMOUNT: 865. DESCRIPTION: LEADERSHIP & DEVELOPMENT. AMOUNT: 263. DESCRIPTION: STATIONARY & OFFICE SUPPLIES. AMOUNT: 180. DESCRIPTION: WEBSITE/TECHNOLOGY. AMOUNT: 793. DESCRIPTION: CCDHH. AMOUNT: 2,667. DESCRIPTION: ESSAY CONTEST. AMOUNT: 2,617. DESCRIPTION: STRIPE/PAYPAL FEES. AMOUNT: 545. DESCRIPTION: CORPORATE FILING FEE. AMOUNT: 20. DESCRIPTION: CHILDHOOD HEALTH AND WELLNESS. AMOUNT: 1,676. TOTAL TO FORM 990-EZ, LINE 16: 54,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MONVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DISTRICT SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09899226709
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0386094507
ReturnHeader/Filer/PhoneNum09899226709
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 N EUCLID
ReturnHeader/Filer/USAddress/CityNm0BAY CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048706
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382272300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINLANDER FITZHUGH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 CENTER AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAY CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048708
ReturnHeader/PreparerPersonGrp/PhoneNum09898935577
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORINNA SCHARF CPA
ReturnHeader/ReturnTs02022-11-14T14:41:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONVILLE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$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. 2022 filings • 501(c)4 • <$500k nonprofits