Civic Intelligence

Nc West District #44 Optimist International

EIN 56-1391260 • 501(c)4 • Charlotte, NC

Profile

Promoting positive youth development

4801 Montibello DriveCharlotte, NC 28269

www.ncwoptimist.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-22%

Faster asset growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$38,185

Down $10,744 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$38,185

Down $10,744 (-22%) from 2015

Revenue

Up

$62,624

Up $18,410 (+42%) from 2015

Expenses

Up

$73,368

Up $27,993 (+62%) from 2015

Net Income

Down

-$10,744

Down $9,583 (-825%) from 2015

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $36,160Liabilities 2013: $02013Assets 2014: $50,090Liabilities 2014: $0Net Assets 2014: $50,0902014Assets 2015: $48,929Liabilities 2015: $0Net Assets 2015: $48,9292015Assets 2016: $38,185Liabilities 2016: $0Net Assets 2016: $38,1852016

Highlighted filing

2016

Assets$38,185
Liabilities$0
Net Assets$38,185

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $55,954Expenses 2013: $55,963Net Income 2013: -$92013Revenue 2014: $49,251Expenses 2014: $35,321Net Income 2014: $13,9302014Revenue 2015: $44,214Expenses 2015: $45,375Net Income 2015: -$1,1612015Revenue 2016: $62,624Expenses 2016: $73,368Net Income 2016: -$10,7442016

Highlighted filing

2016

Revenue$62,624
Expenses$73,368
Net Income-$10,744

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 16, 2016
Return Version
2015v2.1
Gross Receipts
$62,624
Mission and Program Overview

Mission

Promoting positive youth development

Program Services

DescriptionGrantsExpenses
PROGRAMS AND SERVICE PROJECTS THAT PROMOTE REPSONSIBLE YOUTH THRU SPORTS ESSAY CONTESTGOLF AND OTHER PROJECTS-$73,369
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE S MALLARDGovernorPT$0--
JOHN LAURENTSGovernor - ElectPT$0--
GENE SWIFTAssistant GovernorPT$0--
GINNY FOWLERSecretary TreasurerPT$0--
GERENDA DAVISImmediate Past GovenorPT$0--
SANDY MIDDLETONPast GovernorPT$0--
DAVID MCAFOOSLt Governor Zone 1PT$0--
JAMES H JORDANLt Governor Zone 2PT$0--
MIKE SKIDMORE SRLt Governor Zone 7PT$0--
CAROL AND GLENN SMALLLt Governor Zone 8PT$0--
WILMA MEANSLt Governor Zone 9PT$0--
JOHN JOHNSONLt Governor Zone 11PT$0--
GENE SWIFTLt Governor Zone 3PT$0--
DANIEL MALLARDLt Governor Zone 4PT$0--
AMY MAJORLt Governor Zone 5PT$0--
BOB CINQ-MARSLt Governor Zone 6PT$0--
RON JONESLt Governor Zone 10PT$0--
Filing and Contact Details

Filer

Filer Name
NC WEST DISTRICT #44 OPTIMIST INTERNATIONAL
EIN
56-1391260
Address
4801 MONTIBELLO DRIVE, CHARLOTTE, NC 28269

Signing Officer

Name
Ginny Fowler
Title
Secrearytreasu
Phone
7043410521
Signed
2016-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Swift Tax Inc
Address
529 WEST SUGAR CREEK ROAD, CHARLOTTE, NC 28213
Preparer
Linda Robinson Barbee
Phone
7049211201
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountgovernor expenses 2,900liuetenant governor expenses 7,124past governor expenses 1,016ccdhh chair 728childhood cancer 567finance chair 562friday night social 1,000membership - growth chair 207new club bldg 515optimist supply chair 583marketing chair 478district secretary treasurer 900governor elect 1,800district secretary treasurer elect 800saturday luncheons 4,850breaks condiments 800awards luncheon 1,265l and d chair 800vip represent expense 500chaplain 482oratorical chair 495music and entertainment 600retention chair 211new club building chair elect 2,800leadership and development chair el 800gifts 700training expense 200district hospitality room and conve 500review bond and bank fees 1,285officers badges of office lapel pin 3,200house of optimism 2,000contest for the deaf 250saturday installation banquet 2,500essay chair 480oif representative 752lt governors elect 9,300district schlorship and girls conte 2,500miscellaneous 993secretary clerical treasurer 1,250district news letter 50old timers breakfast 500memorial service expense 25supplies audio visual 275international tournament 5,000new community growth promotion 3,000

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGOVERNOR EXPENSES 2,900LIUETENANT GOVERNOR EXPENSES 7,124PAST GOVERNOR EXPENSES 1,016CCDHH CHAIR 728CHILDHOOD CANCER 567FINANCE CHAIR 562FRIDAY NIGHT SOCIAL 1,000MEMBERSHIP - GROWTH CHAIR 207NEW CLUB BLDG 515OPTIMIST SUPPLY CHAIR 583MARKETING CHAIR 478DISTRICT SECRETARY TREASURER 900GOVERNOR ELECT 1,800DISTRICT SECRETARY TREASURER ELECT 800SATURDAY LUNCHEONS 4,850BREAKS CONDIMENTS 800AWARDS LUNCHEON 1,265L AND D CHAIR 800VIP REPRESENT EXPENSE 500CHAPLAIN 482ORATORICAL CHAIR 495MUSIC AND ENTERTAINMENT 600RETENTION CHAIR 211NEW CLUB BUILDING CHAIR ELECT 2,800LEADERSHIP AND DEVELOPMENT CHAIR EL 800GIFTS 700TRAINING EXPENSE 200DISTRICT HOSPITALITY ROOM AND CONVE 500REVIEW BOND AND BANK FEES 1,285OFFICERS BADGES OF OFFICE LAPEL PIN 3,200HOUSE OF OPTIMISM 2,000CONTEST FOR THE DEAF 250SATURDAY INSTALLATION BANQUET 2,500ESSAY CHAIR 480OIF REPRESENTATIVE 752LT GOVERNORS ELECT 9,300DISTRICT SCHLORSHIP AND GIRLS CONTE 2,500MISCELLANEOUS 993SECRETARY CLERICAL TREASURER 1,250DISTRICT NEWS LETTER 50OLD TIMERS BREAKFAST 500MEMORIAL SERVICE EXPENSE 25SUPPLIES AUDIO VISUAL 275INTERNATIONAL TOURNAMENT 5,000NEW COMMUNITY GROWTH PROMOTION 3,000
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ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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