Civic Intelligence

Prior Lake Optimists Fund

EIN 41-1954467 • 501(c)3 • Prior Lake, MN

Profile

To nurture and support youth in our community through active involvement with and financial support for schools, established youth organizations, and other youth programs to bring out the best in kids.

16186 Main Avenue SEPrior Lake, MN 55372

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

3.0%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

258%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990EZ data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$249,689

Down $7,122 (-2.8%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$5,776

Down $2,416 (-29%) from 2022

Expenses

Up

$24,093

Up $7,221 (+43%) from 2022

Net Income

Down

-$18,317

Down $9,637 (-111%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $259,604Liabilities 2011: $02011Assets 2012: $264,032Liabilities 2012: $02012Assets 2013: $264,868Liabilities 2013: $02013Assets 2014: $285,214Liabilities 2014: $02014Assets 2015: $289,568Net Assets 2015: $289,5682015Assets 2016: $265,579Net Assets 2016: $265,5792016Assets 2017: $280,171Net Assets 2017: $280,1712017Assets 2018: $333,521Net Assets 2018: $333,5212018Assets 2019: $325,783Net Assets 2019: $325,7832019Assets 2020: $293,090Liabilities 2020: $02020Assets 2021: $336,796Liabilities 2021: $0Net Assets 2021: $336,7962021Assets 2022: $256,811Net Assets 2022: $256,8112022Assets 2023: $249,689Liabilities 2023: $02023

Latest loaded filing

2023

Assets$249,689
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2011: $43,614Expenses 2011: $19,107Net Income 2011: $24,5072011Revenue 2012: $16,976Expenses 2012: $12,548Net Income 2012: $4,4282012Revenue 2013: $14,449Expenses 2013: $13,613Net Income 2013: $8362013Revenue 2014: $35,975Expenses 2014: $15,629Net Income 2014: $20,3462014Revenue 2015: $23,990Expenses 2015: $2,504Net Income 2015: $21,4862015Revenue 2016: $15,202Expenses 2016: $12,988Net Income 2016: $2,2142016Revenue 2017: $24,178Expenses 2017: $5,099Net Income 2017: $19,0792017Revenue 2018: $18,662Expenses 2018: $10,910Net Income 2018: $7,7522018Revenue 2019: $18,858Expenses 2019: $14,002Net Income 2019: $4,8562019Revenue 2020: $15,176Expenses 2020: $16,948Net Income 2020: -$1,7722020Revenue 2021: -$39,680Expenses 2021: $325Net Income 2021: -$40,0052021Revenue 2022: $8,192Expenses 2022: $16,872Net Income 2022: -$8,6802022Revenue 2023: $5,776Expenses 2023: $24,093Net Income 2023: -$18,3172023

Latest loaded filing

2023

Revenue$5,776
Expenses$24,093
Net Income-$18,317

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Summary only. Only limited summary data is available for this year.$2.50$0.00$0.06$0.24$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.57$2.57$0.08$0.17$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.40$0.00$0.40
2020Summary only. Only limited summary data is available for this year.$2.93$0.00$0.15$0.17$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$3.26$0.19$0.14$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$3.34$0.19$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.80$2.80$0.24$0.05$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.66$2.66$0.15$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.24$0.03$0.21
2014Summary only. Only limited summary data is available for this year.$2.85$0.00$0.36$0.16$0.20
2013Summary only. Only limited summary data is available for this year.$2.65$0.00$0.14$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$2.64$0.00$0.17$0.13$0.04
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$0.44$0.19$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$8,192
Mission and Program Overview

Mission

To nurture and support youth in our community through active involvement with and financial support for schools, established youth organizations, and other youth programs to bring out the best in kids.

Program Services

DescriptionGrantsExpenses
To nurture and support youth in our community through active involvement with and financial support for schools, established organizations, and other youth programs to bring out the best in kids.-$16,447
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE SONNABENDChairman-$0--
SCOTT D CARLSONPresident-$0--
LINDA RINGSTADSecretary-$0--
STEVE SCHMIDChairman-$0--
JAMES SPEIKER IIChairman-$0--
Filing and Contact Details

Filer

Filer Name
Prior Lake Optimists Fund
EIN
41-1954467
Phone
9524406500
Address
16186 MAIN AVENUE SE, PRIOR LAKE, MN 55372

Signing Officer

Name
Steve Schmid
Title
Chairman
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Speiker & Company LTD
Address
PO BOX 130, Prior Lake, MN 55372
Preparer
James J Speiker Ii
Phone
9524406500
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.11

Class of Activity: YOUTH | Donee's Name: JR OPTIMIST BAKE SALE -UKRAINE | Relationship of Donee: NONE | Cash Amount Given: $12697

Raw XML Appendix146 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/PersonNm0SPEIKER CO LTD
IRS990EZ/BooksInCareOfDetail/PhoneNum09524406500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016186 MAIN AVENUE SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRIOR LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055372
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0336796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0256811
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08192
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8680
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0336796
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0256811
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016447
IRS990EZ/GrossReceiptsAmt08192
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0336796
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0256811
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0336796
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0256811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE SONNABEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT D CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA RINGSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE SCHMID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES SPEIKER II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-71305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To nurture and support youth in our community through active involvement with and financial support for schools, established youth organizations, and other youth programs to bring out the best in kids.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To nurture and support youth in our community through active involvement with and financial support for schools, established organizations, and other youth programs to bring out the best in kids.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016447
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016872
IRS990EZ/TotalProgramServiceExpensesAmt016447
IRS990EZ/TotalRevenueAmt08192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020423
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013336
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052818
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27880
IRS990ScheduleA/PublicSupportPY170Pct00.31860
IRS990ScheduleA/PublicSupportTotal170Amt020423
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020423
IRS990ScheduleA/TotalSupportAmt073241
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: YOUTH | Donee's Name: JR OPTIMIST BAKE SALE -UKRAINE | Relationship of Donee: NONE | Cash Amount Given: $12697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.11
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SCHMID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIOR LAKE OPTIMISTS FUND
ReturnHeader/Filer/BusinessNameControlTxt0PRIO
ReturnHeader/Filer/EIN0411954467
ReturnHeader/Filer/PhoneNum09524406500
ReturnHeader/Filer/USAddress/AddressLine1Txt016186 MAIN AVENUE SE
ReturnHeader/Filer/USAddress/CityNm0PRIOR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055372
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411571811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Speiker & Company LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prior Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055372
ReturnHeader/PreparerPersonGrp/PhoneNum09524406500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J SPEIKER II
ReturnHeader/ReturnTs02023-05-15T16:18:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMID
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits