Civic Intelligence

Optimist International

990EZ • Fiscal year 2023 • EIN 39-0518715

Oct 01, 2022 to Sep 30, 2023 • Filed on Sep 05, 2024

Organization ProfileN/A
1009 Saxony DriveRacine, WI 53402

(262) 939-6172

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

22nd percentile

-15%

Higher net margin than 22% 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

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$32,240

Down $3,345 (-9.4%) from 2022

Net Assets

Down

$32,240

Down $3,345 (-9.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Up

$21,818

Up $5,257 (+32%) from 2022

Expenses

Up

$25,163

Up $10,870 (+76%) from 2022

Net Income

Down

-$3,345

Down $5,613 (-247%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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: $0Net Assets 2023: $32,2402023

Highlighted filing

2023

Assets$32,240
Liabilities$0
Net Assets$32,240
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

2023

Revenue$21,818
Expenses$25,163
Net Income-$3,345
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Sep 5, 2024
Return Version
2022v5.0
Gross Receipts
$21,818
Mission and Program Overview

Mission

Service club focusing on youth.

Service club focusing on youth

Program Services

DescriptionGrantsExpenses
Scholarship and banquet for recipients & their families--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan LiedelTreasurerPT$0--
Valerie ZamecvikPresidentPT$0--
Jeremy LaffinSecretary-$0--
Andy Von DiesenDirector-$0--
Maria BarnesDirector-$0--
Daniel EtesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
39-0518715
Address
1009 Saxony Drive, Racine, WI 53402

Signing Officer

Name
Susan Liedel
Title
Treasurer
Phone
2629396172
Signed
2024-09-05
Discuss with paid preparer
No

Preparer

Firm
Magnolia Tax Services LLC
Address
1433 N Water Street Suite 400, Milwaukee, WI 53202
Preparer
Eugene Marshall EA
Phone
4142852446
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarship Amount 6,000”

Description of other expenses Part I line 16

“Description AmountWisconsin Leadership Seminar 400Charitable Contributions 6,000Spagetti Dinner 883Salvation Army 541Safe Storage Insurance 15Cupcakes 20County Fair 7,344Analysis Charge 19”

Raw XML Appendix127 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Liedel
IRS990EZ/BooksInCareOfDetail/PhoneNum02629396172
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01009 Saxony Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Racine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03010
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3345
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02458
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035585
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032240
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt021818
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035585
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032240
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035585
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032240
IRS990EZ/OccupancyRentUtltsAndMaintAmt01456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Liedel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valerie Zamecvik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeremy Laffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andy Von Diesen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maria Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Daniel Etes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015222
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Service club focusing on youth
IRS990EZ/PrintingPublicationsPostageAmt027
IRS990EZ/ProgramServiceRevenueAmt018808
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship and banquet for recipients & their families
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025163
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021818
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarship Amount 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWisconsin Leadership Seminar 400Charitable Contributions 6,000Spagetti Dinner 883Salvation Army 541Safe Storage Insurance 15Cupcakes 20County Fair 7,344Analysis Charge 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Liedel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02629396172
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Optimist International
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0390518715
ReturnHeader/Filer/USAddress/AddressLine1Txt01009 Saxony Drive
ReturnHeader/Filer/USAddress/CityNm0Racine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884237804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Magnolia Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01433 N Water Street Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142852446
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene Marshall EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-16T11:56:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,240
Liabilities
$0
Net assets
$32,240
Revenue
$21,818
Expenses
$25,163
Net income
-$3,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2023 filings • 501(c)4 • <$500k nonprofits