Civic Intelligence

Optimist International 17360 Shelby MI

990EZ • Fiscal year 2023 • EIN 38-6157893

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 29, 2024

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

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$126,516

Up $9,691 (+8.3%) from 2022

Net Assets

Up

$126,516

Up $9,691 (+8.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$68,339

Up $9,676 (+16%) from 2022

Expenses

Up

$58,648

Up $6,450 (+12%) from 2022

Net Income

Up

$9,691

Up $3,226 (+50%) from 2022

Historical Trend

Balance Sheet Trend

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: $6,6572021Assets 2022: $116,825Liabilities 2022: $0Net Assets 2022: $116,8252022Assets 2023: $126,516Liabilities 2023: $0Net Assets 2023: $126,5162023Assets 2025: $131,867Liabilities 2025: $0Net Assets 2025: $131,8672025

Highlighted filing

2023

Assets$126,516
Liabilities$0
Net Assets$126,516

Operations Trend

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

2023

Revenue$68,339
Expenses$58,648
Net Income$9,691
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 29, 2024
Return Version
2023v4.0
Gross Receipts
$104,055
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$21,110-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD WARNERPresident-$0--
TRAVIS MCLOUTHVice President-$0--
CHRIS GRIFFINSecretary-$0--
GREG SIEBERTTreasurer-$0--
DEANNA FOXDirector-$0--
TIM SIMONDirector-$0--
JEREMY GOWELLDirector-$0--
TERRY LEUTZINGERDirector-$0--
FRED INGLISDirector-$0--
AUSTIN GARCIADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shelby Opt$82,300$82,300$35,716$46,584
Total Events$82,300$82,300$35,716$46,584
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
2024-02-29
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

Part1 Line 8

Building rental income = $15,900

Part1 Line 10

Community grants paid = $16,300

Part1 Line 10

School grants paid = $3,900

Part1 Line 10

SCOUT GRANTS PAID = $910

Part1 Line 16

Refund rent security deposits = $5,500

Part1 Line 16

Optimist international dues = $5,759

Part1 Line 16

MISC = $400

Part1 Line 16

DEPRECIATION = $4,130

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/BOYAmt025769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027589
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01344
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09691
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03825
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0126516
IRS990EZ/FundraisingGrossIncomeAmt082300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021110
IRS990EZ/GrossReceiptsAmt0104055
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt091056
IRS990EZ/LandAndBuildingsGrp/EOYAmt098927
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0126516
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0126516
IRS990EZ/OccupancyRentUtltsAndMaintAmt017924
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/PersonNm5TIM SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEREMY GOWELL
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/OtherExpensesTotalAmt015789
IRS990EZ/OtherRevenueTotalAmt015900
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED NOT FOR PROFIT TO PROMOTE SOCIAL WELFARE THROUGH COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY AND SCHOOL GRANTS TO IMPROVE SOCIAL WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021110
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt035716
IRS990EZ/SpecialEventsNetIncomeLossAmt046584
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058648
IRS990EZ/TotalRevenueAmt068339
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035716
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHELBY OPT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046584
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035716
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUILDING RENTAL INCOME = $15,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY GRANTS PAID = $16,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL GRANTS PAID = $3,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCOUT GRANTS PAID = $910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REFUND RENT SECURITY DEPOSITS = $5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPTIMIST INTERNATIONAL DUES = $5,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC = $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DEPRECIATION = $4,130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG SIEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02318612146
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Young
ReturnHeader/ReturnTs02024-02-29T17:34:38Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEBERT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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.$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.
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.07$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. 2023 filings • 501(c)4 • <$500k nonprofits