Civic Intelligence

Optimist International 17360 Shelby MI

990EZ • Fiscal year 2021 • EIN 38-6157893

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 17, 2022

Organization ProfileN/A
PO Box 270Shelby, MI 49455

(231) 861-2146

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.11x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

80th percentile

33%

Higher net margin than 80% 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

27th percentile

-7.1%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-28%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$117,017

Down $8,913 (-7.1%) from 2020

Net Assets

$110,360

No earlier filing loaded for comparison.

Liabilities

Down

$6,657

Down $28,806 (-81%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin80th percentile

Revenue

Down

$61,025

Down $23,787 (-28%) from 2020

Expenses

Up

$41,132

Up $18,561 (+82%) from 2020

Net Income

Down

$19,893

Down $42,348 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $42,162Liabilities 2011: $02011Assets 2012: $50,489Liabilities 2012: $02012Assets 2013: $54,089Liabilities 2013: $02013Assets 2014: $58,224Liabilities 2014: $02014Assets 2015: $49,474Liabilities 2015: $02015Assets 2016: $54,084Liabilities 2016: $02016Assets 2017: $17,396Liabilities 2017: $02017Assets 2018: $62,982Liabilities 2018: $02018Assets 2019: $75,487Liabilities 2019: $02019Assets 2020: $125,930Liabilities 2020: $35,4632020Assets 2021: $117,017Liabilities 2021: $6,657Net Assets 2021: $110,3602021Assets 2022: $116,825Liabilities 2022: $0Net Assets 2022: $116,8252022Assets 2023: $126,516Liabilities 2023: $02023Assets 2025: $131,867Liabilities 2025: $0Net Assets 2025: $131,8672025

Highlighted filing

2021

Assets$117,017
Liabilities$6,657
Net Assets$110,360
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $33,875Expenses 2011: $34,806Net Income 2011: -$9312011Revenue 2012: $44,767Expenses 2012: $36,815Net Income 2012: $7,9522012Revenue 2013: $39,883Expenses 2013: $36,533Net Income 2013: $3,3502013Revenue 2014: $45,023Expenses 2014: $38,492Net Income 2014: $6,5312014Revenue 2015: $36,125Expenses 2015: $45,044Net Income 2015: -$8,9192015Revenue 2016: $47,001Expenses 2016: $42,391Net Income 2016: $4,6102016Revenue 2017: $46,660Expenses 2017: $46,335Net Income 2017: $3252017Revenue 2018: $56,209Expenses 2018: $46,204Net Income 2018: $10,0052018Revenue 2019: $110,142Expenses 2019: $36,284Net Income 2019: $73,8582019Revenue 2020: $84,812Expenses 2020: $22,571Net Income 2020: $62,2412020Revenue 2021: $61,025Expenses 2021: $41,132Net Income 2021: $19,8932021Revenue 2022: $58,663Expenses 2022: $52,198Net Income 2022: $6,4652022Revenue 2023: $68,339Expenses 2023: $58,648Net Income 2023: $9,6912023Revenue 2025: $74,451Expenses 2025: $79,124Net Income 2025: -$4,6732025

Highlighted filing

2021

Revenue$61,025
Expenses$41,132
Net Income$19,893
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 17, 2022
Return Version
2021v4.2
Gross Receipts
$69,174
Mission and Program Overview

Mission

Organized not for profit to promote social welfare through community donations

Program Services

DescriptionGrantsExpenses
COMMUNITY AND SCHOOL GRANTS TO IMPROVE SOCIAL WELFARE$9,205-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD WARNERPresident-$0--
TRAVIS MCLOUTHVice President-$0--
CHRIS GRIFFINSecretary-$0--
GREG SIEBERTTreasurer-$0--
DEANNA FOXDirector-$0--
HOLLY SYMONSDirector-$0--
LINDA KOTZIANDirector-$0--
TERRY LEUTZINGERDirector-$0--
FRED INGLISDirector-$0--
AUSTIN GARCIADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shelby Optimist Fundraiser$49,489$49,489$8,149$41,340
Total Events$49,489$49,489$8,149$41,340
Filing and Contact Details

Filer

Filer Name
Optimist International 17360 Shelby Mi
EIN
38-6157893
Phone
2318612146
Address
PO BOX 270, SHELBY, MI 49455

Signing Officer

Name
Greg Siebert
Title
Treasurer
Phone
2318612146
Signed
2022-08-17
Discuss with paid preparer
Yes

Preparer

Firm
H and R Block
Address
3478 W POLK RD, HART, MI 49420
Preparer
Mark Young
Phone
2318734908
Supplemental Narrative

Additional Explanations

Part I Line 8

“Building rental income = $14,733”

Part I Line 10

“Community grants paid = $8,500”

Part I Line 10

“School grants paid = $705”

Part I Line 16

“Refund rent security deposits = $9,000”

Part I Line 16

“Optimist international dues = $4,180”

Part I Line 16

“MISC = $10”

Part I Line 16

“DEPRECIATION = $3,283”

Raw XML Appendix162 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/PersonNm0GREG SIEBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum02318612146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt042 SECOND ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shelby
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01891
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019893
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0125930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117017
IRS990EZ/FundraisingGrossIncomeAmt049489
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09205
IRS990EZ/GrossReceiptsAmt069174
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt095148
IRS990EZ/LandAndBuildingsGrp/EOYAmt091865
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03060
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110360
IRS990EZ/OccupancyRentUtltsAndMaintAmt013459
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHAD WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRAVIS MCLOUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG SIEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEANNA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOLLY SYMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA KOTZIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRY LEUTZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FRED INGLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AUSTIN GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016473
IRS990EZ/OtherRevenueTotalAmt014733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED NOT FOR PROFIT TO PROMOTE SOCIAL WELFARE THROUGH COMMUNITY DONATIONS
IRS990EZ/PrintingPublicationsPostageAmt0595
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY AND SCHOOL GRANTS TO IMPROVE SOCIAL WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08149
IRS990EZ/SpecialEventsNetIncomeLossAmt041340
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035463
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06657
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041132
IRS990EZ/TotalRevenueAmt061025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08149
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHELBY OPTIMIST FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049489
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041340
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08149
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUILDING RENTAL INCOME = $14,733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY GRANTS PAID = $8,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL GRANTS PAID = $705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REFUND RENT SECURITY DEPOSITS = $9,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPTIMIST INTERNATIONAL DUES = $4,180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC = $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DEPRECIATION = $3,283
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART I LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG SIEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02318612146
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL 17360 SHELBY MI
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0386157893
ReturnHeader/Filer/PhoneNum02318612146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 270
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049455
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460578520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 W POLK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049420
ReturnHeader/PreparerPersonGrp/PhoneNum02318734908
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Young
ReturnHeader/ReturnTs02022-09-15T17:23:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEBERT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$117,017
Liabilities
$6,657
Net assets
$110,360
Revenue
$61,025
Expenses
$41,132
Net income
$19,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.74$0.79$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$0.68$0.59$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.59$0.52$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.07$1.10$0.61$0.41$0.20
2020Summary only. Only limited summary data is available for this year.$1.26$0.35$0.85$0.23$0.62
2019Summary only. Only limited summary data is available for this year.$0.75$0.00$1.10$0.36$0.74
2018Summary only. Only limited summary data is available for this year.$0.63$0.00$0.56$0.46$0.10
2017Summary only. Only limited summary data is available for this year.$0.17$0.00$0.47$0.46$0.00
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$0.47$0.42$0.05
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.36$0.45$0.09
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.45$0.38$0.07
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.40$0.37$0.03
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.45$0.37$0.08
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.34$0.35$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits