Civic Intelligence

Optimist International

990EZ • Fiscal year 2020 • EIN 59-6168848

Oct 01, 2019 to Sep 30, 2020 • Filed on Oct 11, 2020

11532 Clear Creek DrivePensacola, FL 32514

(850) 968-6094

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-7.8%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$25,085

Up $6,022 (+32%) from 2019

Net Assets

Up

$25,085

Up $6,022 (+32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$27,813

Down $2,364 (-7.8%) from 2019

Expenses

Down

$21,791

Down $6,753 (-24%) from 2019

Net Income

Up

$6,022

Up $4,389 (+269%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $22,305Liabilities 2015: $0Net Assets 2015: $22,3052015Assets 2016: $21,447Liabilities 2016: $0Net Assets 2016: $21,4472016Assets 2017: $22,049Liabilities 2017: $0Net Assets 2017: $22,0492017Assets 2018: $17,430Liabilities 2018: $0Net Assets 2018: $17,4302018Assets 2019: $19,063Liabilities 2019: $0Net Assets 2019: $19,0632019Assets 2020: $25,085Liabilities 2020: $0Net Assets 2020: $25,0852020Assets 2023: $23,322Liabilities 2023: $0Net Assets 2023: $23,3222023Assets 2025: $17,826Liabilities 2025: $0Net Assets 2025: $17,8262025

Highlighted filing

2020

Assets$25,085
Liabilities$0
Net Assets$25,085

Operations Trend

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

$40K$20K$0-$20KRevenue 2015: $30,639Expenses 2015: $26,949Net Income 2015: $3,6902015Revenue 2016: $30,119Expenses 2016: $30,977Net Income 2016: -$8582016Revenue 2017: $34,412Expenses 2017: $33,810Net Income 2017: $6022017Revenue 2018: $30,251Expenses 2018: $34,870Net Income 2018: -$4,6192018Revenue 2019: $30,177Expenses 2019: $28,544Net Income 2019: $1,6332019Revenue 2020: $27,813Expenses 2020: $21,791Net Income 2020: $6,0222020Revenue 2023: $37,716Expenses 2023: $28,823Net Income 2023: $8,8932023Revenue 2025: $30,034Expenses 2025: $30,286Net Income 2025: -$2522025

Highlighted filing

2020

Revenue$27,813
Expenses$21,791
Net Income$6,022
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Oct 11, 2020
Return Version
2019v5.1
Gross Receipts
$49,058
Mission and Program Overview

Mission

Service to community youth

Program Services

DescriptionGrantsExpenses
Other program services-$5,386
TAKE STOCK IN CHILDREN: PROVIDES COLLEGE SCHOLARSHIPS TO CHILDREN WHO COULD NOTH OTHERWISE AFFORD IT-$4,400
WEST FLORIDA HIGH SCHOOL FOOTBALL AND GIRLS SOFTBALL, A MUTUAL SUPPORT PARTNERSHIP IN WHICH WE WORK CLOSELY WITH THESE YOUTH-$3,000
CAMP HAPPY SANDS, WHICH OFFERS A DAY CAMP EXPERIENCE TO INNER CITY KIDS WHO COULD NOT OTHERWISE AFFORD TO ATTEND-$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY T BUCKLEY IIIDirector-$0--
JOE SIMPSONDirector-$0--
LARRY WARRENFELTZSecretaryPT$0--
LARRY GARRETTTreasurerPT$0--
CALVIN V LINDLEYVice President-$0--
DAVID WERDUNGDirector-$0--
GARY CARTERPresidentPT$0--
PAUL GUIDONEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tr$39,544$39,544$21,245$18,299
Total Events$39,544$39,544$21,245$18,299
Filing and Contact Details

Filer

Filer Name
Optimist Internatl Pensacola 60340
EIN
59-6168848
Address
11532 CLEAR CREEK DRIVE, Pensacola, FL 32514

Signing Officer

Name
Larry T Garrett
Title
Treasurer
Phone
8509686094
Signed
2020-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Garrett Tax Service LLC
Address
11532 Clear Creek Dr, Pensacola, FL 32514
Preparer
Larry Garrett
Phone
8502618110
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee BILL BOND BASEBALL Amount 1,100Grantee BSA TROOP 409 Amount 1,500Activity BILL OF RIGHTS Amount 236Grantee CAMP HAPPY SANDS Amount 1,500Activity ESSAY CONTEST Grantee GULL POINT DANCERS Grantee LIPSCOMB E S SINGERS Amount 250Grantee OI FOUNDATION Amount 500Activity PINE FOREST H S CULINARY ARTS Grantee TAKE STOCK IN CHILDREN Amount 4,400Grantee WASHINGTON H S BAND Amount 500Activity JUST SAY NO Amount 200Grantee WFHS FOOTBALL BOOSTERS Amount 1,500Grantee WFHS GIRLS SOFTBALL BOOSTERS Amount 1,500Grantee ESCAMBIA WESTGATE CENTER Amount 1,100

Description of other expenses Part I line 16

Description AmountTRAINING 753MEETINGS 3,442DUES 2,081STATE FEES 136BANK FEES 9INTERNET 164SQUARE FEES 629AWARDS 139MISCELLANEOUS 137

Other program services Part III line 31

Other youth activities supported

Raw XML Appendix167 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/PersonNm0LARRY GARRETT
IRS990EZ/BooksInCareOfDetail/PhoneNum08509686094
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011532 CLEAR CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pensacola
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02299
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06022
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025085
IRS990EZ/FundraisingGrossIncomeAmt039544
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014286
IRS990EZ/GrossReceiptsAmt049058
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07215
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HENRY T BUCKLEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY WARRENFELTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CALVIN V LINDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID WERDUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL GUIDONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07490
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE TO COMMUNITY YOUTH
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TAKE STOCK IN CHILDREN: PROVIDES COLLEGE SCHOLARSHIPS TO CHILDREN WHO COULD NOTH OTHERWISE AFFORD IT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEST FLORIDA HIGH SCHOOL FOOTBALL AND GIRLS SOFTBALL, A MUTUAL SUPPORT PARTNERSHIP IN WHICH WE WORK CLOSELY WITH THESE YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CAMP HAPPY SANDS, WHICH OFFERS A DAY CAMP EXPERIENCE TO INNER CITY KIDS WHO COULD NOT OTHERWISE AFFORD TO ATTEND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35386
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt021245
IRS990EZ/SpecialEventsNetIncomeLossAmt018299
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021791
IRS990EZ/TotalProgramServiceExpensesAmt014286
IRS990EZ/TotalRevenueAmt027813
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021245
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039544
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018299
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021245
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021245
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee BILL BOND BASEBALL Amount 1,100Grantee BSA TROOP 409 Amount 1,500Activity BILL OF RIGHTS Amount 236Grantee CAMP HAPPY SANDS Amount 1,500Activity ESSAY CONTEST Grantee GULL POINT DANCERS Grantee LIPSCOMB E S SINGERS Amount 250Grantee OI FOUNDATION Amount 500Activity PINE FOREST H S CULINARY ARTS Grantee TAKE STOCK IN CHILDREN Amount 4,400Grantee WASHINGTON H S BAND Amount 500Activity JUST SAY NO Amount 200Grantee WFHS FOOTBALL BOOSTERS Amount 1,500Grantee WFHS GIRLS SOFTBALL BOOSTERS Amount 1,500Grantee ESCAMBIA WESTGATE CENTER Amount 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTRAINING 753MEETINGS 3,442DUES 2,081STATE FEES 136BANK FEES 9INTERNET 164SQUARE FEES 629AWARDS 139MISCELLANEOUS 137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER YOUTH ACTIVITIES SUPPORTED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY T GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509686094
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATL PENSACOLA 60340
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0596168848
ReturnHeader/Filer/USAddress/AddressLine1Txt011532 CLEAR CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0Pensacola
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032514
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E66541403BFE05ACD1CA2601F46CC34D50FEB4F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E66541403BFE05ACD1CA2601F46CC34D50FEB4F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05043862020285rptarhx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.194.232.231
ReturnHeader/FilingSecurityInformation/IPDt02020-10-11
ReturnHeader/FilingSecurityInformation/IPTm020:12:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Garrett Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011532 Clear Creek Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pensacola
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032514
ReturnHeader/PreparerPersonGrp/PhoneNum08502618110
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Garrett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-11T20:05:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits