Civic Intelligence

Optimist Club of Merrill Wisconsin Inc

990EZ • Fiscal year 2020 • EIN 39-6126962

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 19, 2021

PO Box 881Merrill, WI 54452

(414) 539-0182

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-233%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-9.0%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-90%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$97,359

Down $9,626 (-9.0%) from 2019

Net Assets

$97,359

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$4,130

Down $36,980 (-90%) from 2019

Expenses

Down

$13,756

Down $23,524 (-63%) from 2019

Net Income

Down

-$9,626

Down $13,456 (-351%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $63,674Liabilities 2011: $02011Assets 2012: $51,338Liabilities 2012: $02012Assets 2013: $53,669Liabilities 2013: $02013Assets 2014: $61,004Liabilities 2014: $02014Assets 2015: $58,136Liabilities 2015: $02015Assets 2016: $74,040Liabilities 2016: $02016Assets 2017: $94,450Liabilities 2017: $02017Assets 2018: $103,155Liabilities 2018: $02018Assets 2019: $106,985Liabilities 2019: $02019Assets 2020: $97,359Liabilities 2020: $0Net Assets 2020: $97,3592020Assets 2021: $121,693Liabilities 2021: $0Net Assets 2021: $121,6932021Assets 2022: $137,332Liabilities 2022: $0Net Assets 2022: $137,3322022Assets 2023: $129,338Liabilities 2023: $0Net Assets 2023: $129,3382023Assets 2024: $133,573Net Assets 2024: $133,5732024Assets 2025: $66,162Net Assets 2025: $66,1622025

Highlighted filing

2020

Assets$97,359
Liabilities$0
Net Assets$97,359

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $26,601Expenses 2011: $32,027Net Income 2011: -$5,4262011Revenue 2012: $25,790Expenses 2012: $38,126Net Income 2012: -$12,3362012Revenue 2013: $31,853Expenses 2013: $29,522Net Income 2013: $2,3312013Revenue 2014: $32,369Expenses 2014: $25,033Net Income 2014: $7,3362014Revenue 2015: $24,202Expenses 2015: $27,070Net Income 2015: -$2,8682015Revenue 2016: $42,751Expenses 2016: $26,848Net Income 2016: $15,9032016Revenue 2017: $63,608Expenses 2017: $43,198Net Income 2017: $20,4102017Revenue 2018: $61,824Expenses 2018: $53,119Net Income 2018: $8,7052018Revenue 2019: $41,110Expenses 2019: $37,280Net Income 2019: $3,8302019Revenue 2020: $4,130Expenses 2020: $13,756Net Income 2020: -$9,6262020Revenue 2021: $39,958Expenses 2021: $15,624Net Income 2021: $24,3342021Revenue 2022: $38,295Expenses 2022: $22,656Net Income 2022: $15,6392022Revenue 2023: $38,360Expenses 2023: $46,354Net Income 2023: -$7,9942023Revenue 2024: $39,871Expenses 2024: $35,636Net Income 2024: $4,2352024Revenue 2025: $35,728Expenses 2025: $37,066Net Income 2025: -$1,3382025

Highlighted filing

2020

Revenue$4,130
Expenses$13,756
Net Income-$9,626
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 19, 2021
Return Version
2019v5.0
Gross Receipts
$8,726
Mission and Program Overview

Mission

To support youth and community need in merrill wi

Program Services

DescriptionGrantsExpenses
VARIOUS YOUTH EVENTS FOR THE MERRILL COMMUNITY INCLUDING SUMMER PROGRAMS, LUMCHES AND MOVIE NIGHTS.$13,961-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARI KENNEDYPresident-$0--
KURT RUSTVice President-$0--
SARAH STURM2nd Vice Pres-$0--
CARRIE CORDOVASecretary-$0--
STACY STEVENSTreasurer-$0--
VANESSA RUETHDirector-$0--
RANDY WIXSONDirector-$0--
JENI HINZDirector-$0--
SCOTT DOERRDirector-$0--
BECKY ROBERTSDirector-$0--
JOE VON HIRSCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Optimist Club of Merrill Wisconsin Inc
EIN
39-6126962
Phone
4145390182
Address
PO BOX 881, MERRILL, WI 54452

Signing Officer

Name
Cari Kennedy
Title
President
Signed
2021-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Richard A Mamer CPA SC
Address
1027 1/2 E Main Street, Merrill, WI 54452
Preparer
Brian L Richards
Phone
7155368328
Supplemental Narrative

Additional Explanations

Other Revenue.1

IROW $1381

Other Expenses.1001

Advertising and Promotion $105

Other Expenses.1

DUES $4723

Other Expenses.2

MISC $1387

Other Expenses.3

LICENSES/TRAINING $112

Raw XML Appendix144 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0STACY STEVENS
IRS990EZ/BooksInCareOfDetail/PhoneNum07155367191
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 W 1ST ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MERRILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106985
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9626
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IRS990EZ/GrossReceiptsAmt08726
IRS990EZ/GrossSalesOfInventoryAmt02450
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0136
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01712
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106985
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106985
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARI KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KURT RUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH STURM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARRIE CORDOVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VANESSA RUETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RANDY WIXSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENI HINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT DOERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BECKY ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOE VON HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06327
IRS990EZ/OtherRevenueTotalAmt01381
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT YOUTH AND COMMUNITY NEED IN MERRILL WI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS YOUTH EVENTS FOR THE MERRILL COMMUNITY INCLUDING SUMMER PROGRAMS, LUMCHES AND MOVIE NIGHTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013961
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02640
IRS990EZ/SpecialEventsNetIncomeLossAmt0407
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013756
IRS990EZ/TotalProgramServiceExpensesAmt013961
IRS990EZ/TotalRevenueAmt04130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IROW $1381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $4723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES/TRAINING $112
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CARI KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST CLUB OF MERRILL WISCONSIN INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0396126962
ReturnHeader/Filer/PhoneNum04145390182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 881
ReturnHeader/Filer/USAddress/CityNm0MERRILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054452
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391731109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard A Mamer CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01027 1/2 E Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Merrill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054452
ReturnHeader/PreparerPersonGrp/PhoneNum07155368328
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN L RICHARDS
ReturnHeader/ReturnTs02021-02-19T12:26:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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.$0.66$0.66$0.36$0.37$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.40$0.36$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.38$0.46$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.38$0.23$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.40$0.16$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.14$0.10
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.41$0.37$0.04
2018Summary only. Only limited summary data is available for this year.$1.03$0.00$0.62$0.53$0.09
2017Summary only. Only limited summary data is available for this year.$0.94$0.00$0.64$0.43$0.20
2016Summary only. Only limited summary data is available for this year.$0.74$0.00$0.43$0.27$0.16
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.24$0.27$0.03
2014Summary only. Only limited summary data is available for this year.$0.61$0.00$0.32$0.25$0.07
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.32$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.26$0.38$0.12
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.27$0.32$0.05