Civic Intelligence

Optimist International

990EZ • Fiscal year 2014 • EIN 39-0518715

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 06, 2015

c/o ELAINE MOHL- 4102 ERIE STRacine, WI 53402-3018

(262) 639-1448

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-9.8%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$19,174

Down $2,072 (-9.8%) from 2013

Net Assets

$19,174

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$24,696

Down $3,649 (-13%) from 2013

Expenses

Down

$26,768

Down $4,878 (-15%) from 2013

Net Income

Up

-$2,072

Up $1,229 (+37%) from 2013

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: $20,496Liabilities 2011: $02011Assets 2012: $24,547Liabilities 2012: $02012Assets 2013: $21,246Liabilities 2013: $02013Assets 2014: $19,174Liabilities 2014: $0Net Assets 2014: $19,1742014Assets 2015: $23,069Liabilities 2015: $02015Assets 2016: $27,146Liabilities 2016: $0Net Assets 2016: $27,1462016Assets 2017: $26,180Liabilities 2017: $02017Assets 2018: $25,988Liabilities 2018: $0Net Assets 2018: $25,9882018Assets 2019: $29,094Liabilities 2019: $02019Assets 2020: $30,301Liabilities 2020: $0Net Assets 2020: $30,3012020Assets 2021: $33,327Liabilities 2021: $02021Assets 2022: $35,585Liabilities 2022: $0Net Assets 2022: $35,5852022Assets 2023: $32,240Liabilities 2023: $02023

Highlighted filing

2014

Assets$19,174
Liabilities$0
Net Assets$19,174

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $27,086Expenses 2011: $25,708Net Income 2011: $1,3782011Revenue 2012: $24,086Expenses 2012: $20,035Net Income 2012: $4,0512012Revenue 2013: $28,345Expenses 2013: $31,646Net Income 2013: -$3,3012013Revenue 2014: $24,696Expenses 2014: $26,768Net Income 2014: -$2,0722014Revenue 2015: $20,317Expenses 2015: $16,422Net Income 2015: $3,8952015Revenue 2016: $22,372Expenses 2016: $18,295Net Income 2016: $4,0772016Revenue 2017: $17,749Expenses 2017: $18,715Net Income 2017: -$9662017Revenue 2018: $13,110Expenses 2018: $13,302Net Income 2018: -$1922018Revenue 2019: $12,861Expenses 2019: $9,755Net Income 2019: $3,1062019Revenue 2020: $2,507Expenses 2020: $1,300Net Income 2020: $1,2072020Revenue 2021: $14,531Expenses 2021: $5,401Net Income 2021: $9,1302021Revenue 2022: $16,561Expenses 2022: $14,293Net Income 2022: $2,2682022Revenue 2023: $21,818Expenses 2023: $25,163Net Income 2023: -$3,3452023

Highlighted filing

2014

Revenue$24,696
Expenses$26,768
Net Income-$2,072
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 6, 2015
Return Version
2013v4.0
Gross Receipts
$31,643
Mission and Program Overview

Mission

Service club focusing on youth

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AND BANQUET FOR RECIPIENTS & THEIR FAMILIES$3,850$11,976
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY CONACHENPast President-$0--
FRAN RASMUSSENPresidentPT$0--
ELAINE MOHLTreasurerPT$0--
DEB PITCHSecretary-$0--
VAL ZAMECNIKSpeaker Coordinator-$0--
JANET MATALASDirector-$0--
ELLIE PETERSENDirector-$0--
ED HAIGHDirector-$0--
BOB BALOWDirector-$0--
LEE HOLMDirector-$0--
KATHY VESCOVAVice President-$0--
SANDRA SMITHCo Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,221$11,221-$11,221
Total Events$20,030$20,030$6,947$13,083
Filing and Contact Details

Filer

EIN
39-0518715
Phone
2626391448

Signing Officer

Name
Elaine K Mohl
Title
Elaine K. Mohl
Phone
2626391448
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
W Patrick Fogarty CPA
Phone
2625988776
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

CLUB DINNERS,ETC. 2975.

Form 990EZ, Part I, Line 10

Donation youth program trinity lutheran youth assistance 1000. Donation youth program bartlett youth center none 1500. Donation youth services safe haven none 500. Donation youth fitness ymca none 200. Donation youth training peace learning circles none 200. Donation food bank racine co. Food bank none 500. Donation youth program koos for kids none 200. Donation services wils none 200. Donation homeless shelter halo none 400. Donation nature center river bend nature center none 400. Donation sch

Form 990EZ, Part I, Line 16

Oratorical contest 459. Scholarship expense 648. Storage unit cost 120. Insurance 196. Check fee 12. Optimist intl dues 2638. Swis district dues 570. New member fees 60. Office supplies 233. Meals 458. Postage 197. Advertising 372. Recognition/awards 47. Bus membership dues 47. Taxes 64. Swis district conference 246. Officer training 204. Banquet- installation 676. Banquet- scholarship 1728. Banquet- 90th anniversary 860. Club t-shirts 333.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELAINE MOHL
IRS990EZ/BooksInCareOfDetail/PhoneNum02626391448
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104102 ERIE ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0RACINE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016378
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03850
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2072
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021246
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019174
IRS990EZ/FundraisingGrossIncomeAmt020030
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016600
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt031643
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04767
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021246
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021246
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019174
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY CONACHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRAN RASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELAINE MOHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEB PITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VAL ZAMECNIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANET MATALAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELLIE PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ED HAIGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BOB BALOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LEE HOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHY VESCOVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SANDRA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SPEAKER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CO SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04868
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04868
IRS990EZ/OtherExpensesTotalAmt010168
IRS990EZ/OtherRevenueTotalAmt02975
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB FOCUSING ON YOUTH
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AND BANQUET FOR RECIPIENTS & THEIR FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011976
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt06947
IRS990EZ/SpecialEventsNetIncomeLossAmt013083
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026768
IRS990EZ/TotalProgramServiceExpensesAmt011976
IRS990EZ/TotalRevenueAmt024696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06947
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04752
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01134
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020030
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RACINE CO. FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPAGHETTI DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01061
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLUB DINNERS,ETC. 2975.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION YOUTH PROGRAM TRINITY LUTHERAN YOUTH ASSISTANCE 1000. DONATION YOUTH PROGRAM BARTLETT YOUTH CENTER NONE 1500. DONATION YOUTH SERVICES SAFE HAVEN NONE 500. DONATION YOUTH FITNESS YMCA NONE 200. DONATION YOUTH TRAINING PEACE LEARNING CIRCLES NONE 200. DONATION FOOD BANK RACINE CO. FOOD BANK NONE 500. DONATION YOUTH PROGRAM KOOS FOR KIDS NONE 200. DONATION SERVICES WILS NONE 200. DONATION HOMELESS SHELTER HALO NONE 400. DONATION NATURE CENTER RIVER BEND NATURE CENTER NONE 400. DONATION SCH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORATORICAL CONTEST 459. SCHOLARSHIP EXPENSE 648. STORAGE UNIT COST 120. INSURANCE 196. CHECK FEE 12. OPTIMIST INTL DUES 2638. SWIS DISTRICT DUES 570. NEW MEMBER FEES 60. OFFICE SUPPLIES 233. MEALS 458. POSTAGE 197. ADVERTISING 372. RECOGNITION/AWARDS 47. BUS MEMBERSHIP DUES 47. TAXES 64. SWIS DISTRICT CONFERENCE 246. OFFICER TRAINING 204. BANQUET- INSTALLATION 676. BANQUET- SCHOLARSHIP 1728. BANQUET- 90TH ANNIVERSARY 860. CLUB T-SHIRTS 333.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE K MOHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ELAINE K. MOHL
ReturnHeader/BusinessOfficerGrp/PhoneNum02626391448
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPTIMIST INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0390518715
ReturnHeader/Filer/PhoneNum02626391448
ReturnHeader/Filer/USAddress/AddressLine10c/o ELAINE MOHL- 4102 ERIE ST
ReturnHeader/Filer/USAddress/City0RACINE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0534023018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fogarty and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106011 DURAND AVE STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RACINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053406
ReturnHeader/PreparerPersonGrp/PhoneNum02625988776
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W PATRICK FOGARTY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-07T08:10:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$0.00$21.8$25.2$3.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$0.00$35.6$16.6$14.3$2.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.00$14.5$5.40$9.13
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$2.51$1.30$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$12.9$9.76$3.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.00$26.0$13.1$13.3$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.00$17.7$18.7$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$22.4$18.3$4.08
2015Summary only. Only limited summary data is available for this year.$23.1$0.00$20.3$16.4$3.90
2014Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$24.7$26.8$2.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$28.3$31.6$3.30
2012Summary only. Only limited summary data is available for this year.$24.5$0.00$24.1$20.0$4.05
2011Summary only. Only limited summary data is available for this year.$20.5$0.00$27.1$25.7$1.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits