Civic Intelligence

Optimist Club of Winston Salem

EIN 56-6061282 • 501(c)4 • Winston Salem, NC

Profile

serve youth through sports and educ prog

3051 B Trenwest DriveWinston Salem, NC 27103

www.wsoptimist.com

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 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

18th percentile

-42%

Faster asset growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$20,740

Down $15,201 (-42%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$20,740

Down $15,201 (-42%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Down

$35,335

Down $5,975 (-14%) from 2017

Expenses

Up

$50,452

Up $2,875 (+6.0%) from 2017

Net Income

Down

-$15,117

Down $8,850 (-141%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$100K$50K$0Assets 2010: $97,739Liabilities 2010: $1,264Net Assets 2010: $96,4752010Assets 2011: $90,714Liabilities 2011: $0Net Assets 2011: $90,7142011Assets 2012: $66,729Liabilities 2012: $0Net Assets 2012: $66,7292012Assets 2013: $55,822Liabilities 2013: $0Net Assets 2013: $55,8222013Assets 2014: $45,537Liabilities 2014: $0Net Assets 2014: $45,5372014Assets 2015: $43,832Liabilities 2015: $0Net Assets 2015: $43,8322015Assets 2016: $42,208Liabilities 2016: $0Net Assets 2016: $42,2082016Assets 2017: $35,941Liabilities 2017: $0Net Assets 2017: $35,9412017Assets 2018: $20,740Liabilities 2018: $0Net Assets 2018: $20,7402018

Highlighted filing

2018

Assets$20,740
Liabilities$0
Net Assets$20,740
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $198,362Expenses 2010: $234,961Net Income 2010: -$36,5992010Revenue 2011: $193,460Expenses 2011: $199,221Net Income 2011: -$5,7612011Revenue 2012: $150,041Expenses 2012: $174,026Net Income 2012: -$23,9852012Revenue 2013: $129,683Expenses 2013: $140,590Net Income 2013: -$10,9072013Revenue 2014: $98,699Expenses 2014: $108,984Net Income 2014: -$10,2852014Revenue 2015: $101,279Expenses 2015: $102,984Net Income 2015: -$1,7052015Revenue 2016: $87,942Expenses 2016: $90,991Net Income 2016: -$3,0492016Revenue 2017: $41,310Expenses 2017: $47,577Net Income 2017: -$6,2672017Revenue 2018: $35,335Expenses 2018: $50,452Net Income 2018: -$15,1172018

Highlighted filing

2018

Revenue$35,335
Expenses$50,452
Net Income-$15,117
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,740
Liabilities
$0
Net assets
$20,740
Revenue
$35,335
Expenses
$50,452
Net income
-$15,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.35$0.50$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.41$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.88$0.91$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.01$1.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.99$1.09$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$1.30$1.41$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$1.50$1.74$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$1.93$1.99$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.01$0.96$1.98$2.35$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$35,335
Mission and Program Overview

Mission

serve youth through sports and educ prog

Program Services

DescriptionGrantsExpenses
TO SERVE YOUTH THROUGH SPORTS EDUCATIONAL PROGRAMS AND CHARITABLE GIVING-$40,640
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ANNASPresident-$0--
THOMAS COXSecretary-$0--
DEAN BROWDERVice President-$0--
EDWARD STRAITVice President-$0--
ROBERT CRENSHAWTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Optimist Club of Winston Salem
EIN
56-6061282
Address
3051 B TRENWEST DRIVE, WINSTON SALEM, NC 27103

Signing Officer

Name
Thomas Cox
Title
Secretary
Phone
3365770406
Signed
2018-11-08
Discuss with paid preparer
No

Preparer

Firm
A Quarles CPA PLLC
Address
3309 Healy Dr Unit C, Winston Salem, NC 27103
Preparer
Andrew Esses
Phone
3367749860
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amounttelephone 1,010bank service charges 15conferences and meetings 245dues and subscriptions 1,425miscellaneous 130uniforms 4,502other (41)athletic fields 2,740computer repairs 530refunds 45program expenses 2,546player fees 4,110”

Other changes in net assets or fund balances Part I line 20

“Description amountppa (84)prior period adjustment”

Description of other assets Part II line 24

“Category beginning of year end of yeareleos-mva fixed annuity 12,016 11,829”

Raw XML Appendix130 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/PersonNm0THOMAS COX
IRS990EZ/BooksInCareOfDetail/PhoneNum03365770406
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03051 B TRENWEST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08911
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015135
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15117
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035941
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020740
IRS990EZ/GrossReceiptsAmt035335
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0737
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020740
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020740
IRS990EZ/OccupancyRentUtltsAndMaintAmt01750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES ANNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEAN BROWDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDWARD STRAIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT CRENSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012016
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011829
IRS990EZ/OtherChangesInNetAssetsAmt0-84
IRS990EZ/OtherExpensesTotalAmt017257
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVE YOUTH THROUGH SPORTS AND EDUC PROG
IRS990EZ/PrintingPublicationsPostageAmt0202
IRS990EZ/ProgramServiceRevenueAmt019463
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SERVE YOUTH THROUGH SPORTS EDUCATIONAL PROGRAMS AND CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050452
IRS990EZ/TotalProgramServiceExpensesAmt040640
IRS990EZ/TotalRevenueAmt035335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WSOPTIMIST.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTELEPHONE 1,010BANK SERVICE CHARGES 15CONFERENCES AND MEETINGS 245DUES AND SUBSCRIPTIONS 1,425MISCELLANEOUS 130UNIFORMS 4,502OTHER (41)ATHLETIC FIELDS 2,740COMPUTER REPAIRS 530REFUNDS 45PROGRAM EXPENSES 2,546PLAYER FEES 4,110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPPA (84)PRIOR PERIOD ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARELEOS-MVA FIXED ANNUITY 12,016 11,829
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03365770406
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST CLUB OF WINSTON SALEM
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0566061282
ReturnHeader/Filer/USAddress/AddressLine1Txt03051 B TRENWEST DRIVE
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053D97F89C90DE287488F0028D7C918A9B6B4DC64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053D97F89C90DE287488F0028D7C918A9B6B4DC64
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06989012018328of02qnf
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.101.224.182
ReturnHeader/FilingSecurityInformation/IPDt02018-11-24
ReturnHeader/FilingSecurityInformation/IPTm010:34:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815327767
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A Quarles CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03309 Healy Dr Unit C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winston Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367749860
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Esses
ReturnHeader/ReturnTs02018-11-15T11:37:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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