The Talbot Optimist Club

EIN 52-2095971 • 501(c)4 • Easton, MD

Profile

The optimist club's main purpose and focus is to aid and encourage the development of youth in talbot county. The club promotes active interest in good government and civic affairs among local students and youth and inspires respect for the laws.

8603 Commerce Drive Suite 6Easton, MD 21601

n/A

Siviq Scores

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

No value available

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

Source year 2019

No value available

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

Source year 2019

0.2%

Higher net margin than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2019

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2017

-0.7%

Faster asset growth than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

-15%

Faster revenue growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$44,873

Down $320 (-0.7%) from 2018

Liabilities

No earlier filing loaded for comparison.

Net Assets

Down

$44,873

Down $320 (-0.7%) from 2018

Operations

Liabilities / RevenueScore unavailable Net Margin47th percentile

Revenue

Down

$20,730

Down $3,558 (-15%) from 2018

Expenses

$20,684

Up $872 (+4.4%) from 2018

Net Income

Down

$46

Down $4,430 (-99%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2019

Assets$44,873

Liabilities-

Net Assets$44,873

Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

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

Highlighted filing

2019

Revenue$20,730

Expenses$20,684

Net Income$46

Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $44,873
Liabilities: -
Net assets: $44,873
Revenue: $20,730
Expenses: $20,684
Net income: $46

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$44.9		$44.9	$20.7	$20.7	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$45.2		$45.2	$24.3	$19.8	$4.48
2017Detailed filing. Detailed filing data is available for this year.	$40.6		$40.6	$15.4	$17.2	$1.79
2016Detailed filing. Detailed filing data is available for this year.	$40.8		$40.8	$22.5	$18.8	$3.63
2015Detailed filing. Detailed filing data is available for this year.	$35.2		$35.2	$20.4	$20.4	$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$31.0		$31.0	$19.3	$16.1	$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$27.3	$0.99	$26.3	$18.4	$19.7	$1.37
2011Summary only. Only limited summary data is available for this year.	$25.1	$0.00		$21.2	$17.2	$4.03

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Oct 1, 2018 to Sep 30, 2019
Signed: Feb 14, 2020
Return Version: 2018v3.2
Gross Receipts: $37,490

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
THE CLUB DISTRIBUTED ITS FUNDRAISING PROFITS TO ORGANIZATIONS THAT BENEFIT YOUTH AND PROVIDE SERVICES AND MENTORS FOR YOUTH.	$11,700	$18,749

Compensation and Service Providers

Top Officer Pay91st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SUSAN BOHAKER	President	-	$0	-	-
GEOFF BERNSTEIN	Treasurer	-	$0	-	-
ANNIE RAYMOND	Vice Preside	-	$0	-	-
AMY WALSTRUM	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Christmas Tree	$29,565	$29,565	$16,675	$12,890
Total Events	$29,565	$29,565	$16,675	$12,890

Filing and Contact Details

Filer

Filer Name: The Talbot Optimist Club
EIN: 52-2095971
Phone: 4103105111
Address: 8603 COMMERCE DRIVE SUITE 6, EASTON, MD 21601

Signing Officer

Name: Geoff Bernstein
Title: Treasurer
Phone: 4103105111
Signed: 2020-02-14
Discuss with paid preparer: Yes

Preparer

Firm: Sump & Associates Pc
Address: 8603 COMMERCE DRIVE STE 6, EASTON, MD 21601-4207
Preparer: Darian L Sump CPA
Phone: 4107705151

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses quickbooks expense 645 office expense 155 annual banquet 390 bank service charges 77 dues - national & dist 1,295 junior golf tournament 1,238 meeting and dinners 875 oratorical contest exp 150 shop with a cop 2,215 trailer expenses 708 non-investment depreciation 899 total 8,647”

Form 990-ez, Part I, Line 20

“UNREALIZED GAIN -365”

Form 990-ez, Part II, Line 24

“4,494 4,494 less accumulated depreciation 674 1,573 investment - mscf 28,126 22,682 total 31,946 25,603”

Form 990-ez, Part III

“The optimist club's main purpose and focus is to aid and encourage the development of youth in talbot county. The club promotes active interest in good government and civic affairs among local students and youth and inspires respect for the laws.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-85
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
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IRS990EZ/OtherExpensesTotalAmt	0	8647
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE OPTIMIST CLUB'S MAIN PURPOSE AND FOCUS IS TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH IN TALBOT COUNTY. THE CLUB PROMOTES ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS AMONG LOCAL STUDENTS AND YOUTH AND INSPIRES RESPECT FOR THE LAWS.
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IRS990EZ/ProhibitedTaxShelterTransInd	0	false
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IRS990EZ/ScheduleBNotRequiredInd	0	X
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IRS990EZ/SubjectToProxyTaxInd	0	false
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IRS990EZ/TotalExpensesAmt	0	20684
IRS990EZ/TotalProgramServiceExpensesAmt	0	18749
IRS990EZ/TotalRevenueAmt	0	20730
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	16675
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	29565
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES QUICKBOOKS EXPENSE 645 OFFICE EXPENSE 155 ANNUAL BANQUET 390 BANK SERVICE CHARGES 77 DUES - NATIONAL & DIST 1,295 JUNIOR GOLF TOURNAMENT 1,238 MEETING AND DINNERS 875 ORATORICAL CONTEST EXP 150 SHOP WITH A COP 2,215 TRAILER EXPENSES 708 NON-INVESTMENT DEPRECIATION 899 TOTAL 8,647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	UNREALIZED GAIN -365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	4,494 4,494 LESS ACCUMULATED DEPRECIATION 674 1,573 INVESTMENT - MSCF 28,126 22,682 TOTAL 31,946 25,603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE OPTIMIST CLUB'S MAIN PURPOSE AND FOCUS IS TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH IN TALBOT COUNTY. THE CLUB PROMOTES ACTIVE INTEREST IN GOOD GOVERNMENT AND CIVIC AFFAIRS AMONG LOCAL STUDENTS AND YOUTH AND INSPIRES RESPECT FOR THE LAWS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BuildTS	0	2020-09-23 17:36:50Z
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ReturnHeader/TaxYr	0	2018