Civic Intelligence

Optimist International 44030 Optimist Club of Boone Nc

990EZ • Fiscal year 2017 • EIN 56-6062615

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
148 Cedarwood HtsBoone, NC 28607

(828) 268-2078

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

89th percentile

34%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

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

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$64,964

Up $10,659 (+20%) from 2016

Net Assets

Up

$64,964

Up $10,659 (+20%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin89th percentile

Revenue

Down

$30,950

Down $7,391 (-19%) from 2016

Expenses

Down

$20,291

Down $20,543 (-50%) from 2016

Net Income

Up

$10,659

Up $13,152 (+528%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $38,621Liabilities 2011: $02011Assets 2012: $24,615Liabilities 2012: $02012Assets 2013: $27,178Net Assets 2013: $27,1782013Assets 2014: $43,458Net Assets 2014: $43,4582014Assets 2015: $56,798Net Assets 2015: $56,7982015Assets 2016: $54,305Net Assets 2016: $54,3052016Assets 2017: $64,964Liabilities 2017: $0Net Assets 2017: $64,9642017Assets 2018: $20,791Liabilities 2018: $0Net Assets 2018: $20,7912018Assets 2019: $31,840Liabilities 2019: $0Net Assets 2019: $31,8402019Assets 2020: $46,961Liabilities 2020: $02020Assets 2021: $44,196Net Assets 2021: $44,1962021Assets 2022: $55,268Net Assets 2022: $55,2682022Assets 2023: $69,718Net Assets 2023: $69,7182023

Highlighted filing

2017

Assets$64,964
Liabilities$0
Net Assets$64,964
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $42,014Expenses 2011: $55,202Net Income 2011: -$13,1882011Revenue 2012: $41,266Expenses 2012: $55,272Net Income 2012: -$14,0062012Revenue 2013: $38,249Expenses 2013: $35,686Net Income 2013: $2,5632013Revenue 2014: $38,039Expenses 2014: $21,759Net Income 2014: $16,2802014Revenue 2015: $36,997Expenses 2015: $23,657Net Income 2015: $13,3402015Revenue 2016: $38,341Expenses 2016: $40,834Net Income 2016: -$2,4932016Revenue 2017: $30,950Expenses 2017: $20,291Net Income 2017: $10,6592017Revenue 2018: $26,606Expenses 2018: $70,779Net Income 2018: -$44,1732018Revenue 2019: $24,609Expenses 2019: $13,560Net Income 2019: $11,0492019Revenue 2020: $26,486Expenses 2020: $11,365Net Income 2020: $15,1212020Revenue 2021: $18,406Expenses 2021: $21,171Net Income 2021: -$2,7652021Revenue 2022: $21,742Expenses 2022: $10,670Net Income 2022: $11,0722022Revenue 2023: $22,550Expenses 2023: $8,100Net Income 2023: $14,4502023

Highlighted filing

2017

Revenue$30,950
Expenses$20,291
Net Income$10,659
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$30,950
Mission and Program Overview

Mission

To develop optimism as a philosophy in life.

Develop optimism as a philosophy in life

Program Services

DescriptionGrantsExpenses
TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH THROUGHOUT THE COMMUNITY-$20,291
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL SHUFORDTreasurer-$0--
JOEY LUCASPresident-$0--
NANCY FOSTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Optimist International 44030
EIN
56-6062615
Address
148 CEDARWOOD HTS, BOONE, NC 28607

Signing Officer

Name
Gail Shuford
Title
Treasurer
Phone
8282682037
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Bryce Holder CPA PA
Address
PO Box 1908, Boone, NC 28607
Preparer
Bryce Holder
Phone
8282643595
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountadvertising 3,500”

Description of other expenses Part I line 16

“Description amountdues 2,301meals 2,560donations 6,750insurance 1,802meetings 446awards 2,008supplies 4,424”

Raw XML Appendix113 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0GAIL SHUFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08282682078
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0148 CEDARWOOD HTS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOONE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064964
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022671
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010659
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064964
IRS990EZ/GrossReceiptsAmt030950
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04722
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064964
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064964
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GAIL SHUFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOEY LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020291
IRS990EZ/OtherRevenueTotalAmt03500
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP OPTIMISM AS A PHILOSOPHY IN LIFE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AID AND ENCOURAGE THE DEVELOPMENT OF YOUTH THROUGHOUT THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020291
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020291
IRS990EZ/TotalProgramServiceExpensesAmt020291
IRS990EZ/TotalRevenueAmt030950
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDUES 2,301MEALS 2,560DONATIONS 6,750INSURANCE 1,802MEETINGS 446AWARDS 2,008SUPPLIES 4,424
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL SHUFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08282682037
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL 44030
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0566062615
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 CEDARWOOD HTS
ReturnHeader/Filer/USAddress/CityNm0BOONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2BDDB264681F30FB5EBBE739E1E4962FD1ED5F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2BDDB264681F30FB5EBBE739E1E4962FD1ED5F6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05680942018319mm01dpl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.112.63.17
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm014:58:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561433465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bryce Holder CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1908
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028607
ReturnHeader/PreparerPersonGrp/PhoneNum08282643595
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryce Holder
ReturnHeader/ReturnTs02018-11-13T13:28:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,964
Liabilities
$0
Net assets
$64,964
Revenue
$30,950
Expenses
$20,291
Net income
$10,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$69.7$69.7$22.6$8.10$14.5
2022Detailed filing. Detailed filing data is available for this year.$55.3$55.3$21.7$10.7$11.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$44.2$18.4$21.2$2.77
2020Summary only. Only limited summary data is available for this year.$47.0$0.00$26.5$11.4$15.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$24.6$13.6$11.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$26.6$70.8$44.2
2017Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$31.0$20.3$10.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$54.3$38.3$40.8$2.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$56.8$37.0$23.7$13.3
2014Detailed filing. Detailed filing data is available for this year.$43.5$43.5$38.0$21.8$16.3
2013Detailed filing. Detailed filing data is available for this year.$27.2$27.2$38.2$35.7$2.56
2012Summary only. Only limited summary data is available for this year.$24.6$0.00$41.3$55.3$14.0
2011Summary only. Only limited summary data is available for this year.$38.6$0.00$42.0$55.2$13.2