Civic Intelligence

Optimist Foundation of the Beaches Inc

EIN 59-3452094 • 501(c)3 • Panama City Beach, FL

Profile

To provide the youth of panama city beach florida with college scholarship opportunities and other programs that enhance educational, emotional and cultural growth of youth

P O Box 9259Panama City Beach, FL 32417

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-8.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$91,026

Down $8,435 (-8.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$91,026

Down $8,435 (-8.5%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin28th percentile

Revenue

Up

$66,826

Up $7,745 (+13%) from 2017

Expenses

Up

$75,261

Up $35,261 (+88%) from 2017

Net Income

Down

-$8,435

Down $27,516 (-144%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$100K$50K$0Assets 2011: $90,925Liabilities 2011: $02011Assets 2012: $61,846Liabilities 2012: $02012Assets 2013: $72,922Liabilities 2013: $0Net Assets 2013: $72,9222013Assets 2014: $70,307Liabilities 2014: $0Net Assets 2014: $70,3072014Assets 2015: $58,564Liabilities 2015: $0Net Assets 2015: $58,5642015Assets 2016: $80,380Liabilities 2016: $0Net Assets 2016: $80,3802016Assets 2017: $99,461Liabilities 2017: $0Net Assets 2017: $99,4612017Assets 2018: $91,026Liabilities 2018: $0Net Assets 2018: $91,0262018

Highlighted filing

2018

Assets$91,026
Liabilities$0
Net Assets$91,026
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2011: $46,816Expenses 2011: $33,033Net Income 2011: $13,7832011Revenue 2012: $43,239Expenses 2012: $72,318Net Income 2012: -$29,0792012Revenue 2013: $41,226Expenses 2013: $30,150Net Income 2013: $11,0762013Revenue 2014: $37,385Expenses 2014: $40,000Net Income 2014: -$2,6152014Revenue 2015: $19,497Expenses 2015: $31,240Net Income 2015: -$11,7432015Revenue 2016: $53,871Expenses 2016: $32,055Net Income 2016: $21,8162016Revenue 2017: $59,081Expenses 2017: $40,000Net Income 2017: $19,0812017Revenue 2018: $66,826Expenses 2018: $75,261Net Income 2018: -$8,4352018

Highlighted filing

2018

Revenue$66,826
Expenses$75,261
Net Income-$8,435
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$91,026
Liabilities
$0
Net assets
$91,026
Revenue
$66,826
Expenses
$75,261
Net income
-$8,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$91.0$0.00$91.0$66.8$75.3$8.44
2017Detailed filing. Detailed filing data is available for this year.$99.5$0.00$99.5$59.1$40.0$19.1
2016Detailed filing. Detailed filing data is available for this year.$80.4$0.00$80.4$53.9$32.1$21.8
2015Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$19.5$31.2$11.7
2014Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$37.4$40.0$2.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.9$0.00$72.9$41.2$30.2$11.1
2012Summary only. Only limited summary data is available for this year.$61.8$0.00$43.2$72.3$29.1
2011Summary only. Only limited summary data is available for this year.$90.9$0.00$46.8$33.0$13.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.2
Gross Receipts
$69,418
Mission and Program Overview

Mission

To provide the youth of panama city beach florida with college scholarship opportunities and other programs that enhance educational, emotional and cultural growth of youth

Program Services

DescriptionGrantsExpenses
TO PROVIDE COLLEGE SCHOLARSHIPS TO YOUTH$50,000-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH PHILLIPSPresident-$0--
JIM BLANCHARDDirector-$0--
BILLY HENDERSONSecretary/Treas-$0--
ROBERT DRAPERBoard Member-$0--
BERNIE SCHMERTMANNDirector-$0--
OTIS ELLISBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,117$25,117-$25,117
Total Events$25,117$25,117$2,592$22,525
Filing and Contact Details

Filer

Filer Name
Optimist Foundation of the Beaches Inc
EIN
59-3452094
Phone
8509608560
Address
P O BOX 9259, PANAMA CITY BEACH, FL 32417

Signing Officer

Name
Billy Henderson
Title
Director
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Segers Sowell Stewart Johnson & Brill Pa
Address
120 N RICHARD JACKSON BLVD SUITE 20, PANAMA CITY BEACH, FL 32407
Preparer
John D Johnson
Phone
8507692371
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: YOUTH ACTIVITY SUPPORT | Donee's Name: OPTIMIST CLUB OF THE BEACHES | Donee's Address: P O BOX 9259 PANAMA CITY FL 32407 | Cash Amount Given: $50000”

Grants and Similar Amounts Paid In Excess of $5,000.6

“Class of Activity: ACTIVITY SUPPORT | Donee's Name: FLORIDA STATE UNIVERSITY FOUNDATION | Donee's Address: 325 W COLLEGE AVE. TALLAHASSEE FL 32301 | Cash Amount Given: $25000”

Other Expenses.1

“OFFICE $187”

Other Expenses.2

“BANK CHARGES $74”

Raw XML Appendix164 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/PersonNm0JACK SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08509608560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 9259
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PANAMA CITY BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032417
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044110
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091026
IRS990EZ/FundraisingGrossIncomeAmt025117
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075000
IRS990EZ/GrossReceiptsAmt069418
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0191
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDOLPH PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM BLANCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILLY HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT DRAPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BERNIE SCHMERTMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5OTIS ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0261
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE THE YOUTH OF PANAMA CITY BEACH FLORIDA WITH COLLEGE SCHOLARSHIP OPPORTUNITIES AND OTHER PROGRAMS THAT ENHANCE EDUCATIONAL, EMOTIONAL AND CULTURAL GROWTH OF YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE COLLEGE SCHOLARSHIPS TO YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02592
IRS990EZ/SpecialEventsNetIncomeLossAmt022525
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075261
IRS990EZ/TotalProgramServiceExpensesAmt050000
IRS990EZ/TotalRevenueAmt066826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0163436
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0589
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025117
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023407
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018335
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016480
IRS990ScheduleA/OtherIncome170Grp/TotalAmt083339
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66070
IRS990ScheduleA/PublicSupportPY170Pct00.68960
IRS990ScheduleA/PublicSupportTotal170Amt0163436
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0163436
IRS990ScheduleA/TotalSupportAmt0247364
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02592
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025117
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022525
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02592
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: YOUTH ACTIVITY SUPPORT | Donee's Name: OPTIMIST CLUB OF THE BEACHES | Donee's Address: P O BOX 9259 PANAMA CITY FL 32407 | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: ACTIVITY SUPPORT | Donee's Name: FLORIDA STATE UNIVERSITY FOUNDATION | Donee's Address: 325 W COLLEGE AVE. TALLAHASSEE FL 32301 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $74
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLY HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST FOUNDATION OF THE BEACHES INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0593452094
ReturnHeader/Filer/PhoneNum08509608560
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9259
ReturnHeader/Filer/USAddress/CityNm0PANAMA CITY BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032417
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592500568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEGERS SOWELL STEWART JOHNSON & BRILL PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 N RICHARD JACKSON BLVD SUITE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PANAMA CITY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032407
ReturnHeader/PreparerPersonGrp/PhoneNum08507692371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Johnson
ReturnHeader/ReturnTs02019-08-15T11:54:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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