Civic Intelligence

Prior Lake Optimists Fund

990EZ • Fiscal year 2019 • EIN 41-1954467

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

16186 Main Avenue SEPrior Lake, MN 55372

(952) 440-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$325,783

Down $7,738 (-2.3%) from 2018

Net Assets

Down

$325,783

Down $7,738 (-2.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$18,858

Up $196 (+1.1%) from 2018

Expenses

Up

$14,002

Up $3,092 (+28%) from 2018

Net Income

Down

$4,856

Down $2,896 (-37%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

Highlighted filing

2019

Assets$325,783
Liabilities-
Net Assets$325,783

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2019

Revenue$18,858
Expenses$14,002
Net Income$4,856
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$18,858
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.$10,172-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE SONNABENDChairman-$0--
SCOTT D CARLSONPresident-$0--
LINDA RINGSTADSecretary-$0--
STEVE SCHMIDChairman-$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
2019-11-14
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 $5,000.6

Class of Activity: BOOKMOBILE | Donee's Name: SCOTT COUNTY LIBRARY | Donee's Address: 1615 WESTON CT SHAKOPEE MN 55379 | Relationship of Donee: NONE | Cash Amount Given: $6432

Other Expenses.1

SOUP BOWLS $912

Other Expenses.2

PLANTS $25

Other Expenses.3

BANK CHARGES $19

Raw XML Appendix154 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/BOYAmt0333521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0325783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01395
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04856
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02874
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0333521
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0325783
IRS990EZ/FundraisingGrossIncomeAmt01800
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010172
IRS990EZ/GrossReceiptsAmt018858
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015663
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0333521
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0325783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0333521
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0325783
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE SONNABEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT D CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA RINGSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE SCHMID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-12594
IRS990EZ/OtherExpensesTotalAmt0956
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/GrantsAndAllocationsAmt010172
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01800
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014002
IRS990EZ/TotalProgramServiceExpensesAmt010172
IRS990EZ/TotalRevenueAmt018858
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt039445
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015120
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063205
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38430
IRS990ScheduleA/PublicSupportPY170Pct00.33100
IRS990ScheduleA/PublicSupportTotal170Amt039445
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08870
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt039445
IRS990ScheduleA/TotalSupportAmt0102650
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: BOOKMOBILE | Donee's Name: SCOTT COUNTY LIBRARY | Donee's Address: 1615 WESTON CT SHAKOPEE MN 55379 | Relationship of Donee: NONE | Cash Amount Given: $6432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUP BOWLS $912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLANTS $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SCHMID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/ReturnTs02019-11-14T06:01:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2019Detailed filing. Detailed filing data is available for this year.$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