Civic Intelligence

Optimist International

990EZ • Fiscal year 2023 • EIN 59-6168848

Oct 01, 2022 to Sep 30, 2023 • Filed on Oct 31, 2023

Organization Profile
11532 Clear Creek DrPensacola, 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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$23,322

Down $1,763 (-7.0%) from 2020

Net Assets

Down

$23,322

Down $1,763 (-7.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin79th percentile

Revenue

Up

$37,716

Up $9,903 (+36%) from 2020

Expenses

Up

$28,823

Up $7,032 (+32%) from 2020

Net Income

Up

$8,893

Up $2,871 (+48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2023

Assets$23,322
Liabilities$0
Net Assets$23,322
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

2023

Revenue$37,716
Expenses$28,823
Net Income$8,893
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$58,414
Mission and Program Overview

Mission

Service to community youth

Program Services

DescriptionGrantsExpenses
TAKE STOCK IN CHILDREN COLLEGE SCHOLARSHIP PROGRAM-$7,500
WEST FLORIDA HIGH SCHOOL GIRLS SOFTBALL PROGRAM-$2,500
BOY SCOUT TROOP 409, A TROOP FOR THOSE WITH SPECIAL NEEDS-$1,500
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON BROOKSPresidentPT$0--
CALVIN V LINDLEYVice PresidentPT$0--
LARRY WARRENFELTZSecretaryPT$0--
LARRY GARRETTTreasurerPT$0--
GARY CARTERDirector-$0--
NERISSA BATESDirector-$0--
MCCANTS CHUCKDirector-$0--
WERDUNG DAVIDDirector-$0--
BUCKLEY hENRY T IIIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tr$42,460$42,460$18,748$23,712
Total Events$47,482$47,482$20,698$26,784
Filing and Contact Details

Filer

Filer Name
Optimist International Pensacola 60340
EIN
59-6168848
Address
11532 CLEAR CREEK DR, PENSACOLA, FL 32514

Signing Officer

Name
Larry Garrett
Title
Treasurer
Phone
8509686094
Signed
2023-10-31
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

Description of other revenue Part I line 8

“Description AmountDUES RECEIPTS 348PETTY CASH 480FPL REFUND 331”

List of grants and similar amounts paid Part I line 10

“Activity COLLEGE SCHOLARSHIPS Grantee TAKE STOCK IN CHILDREN Street 30 EAST TEXAR DRIVE City, State, Zip PENSACOLA, FL 32514Amount 7,500Activity ALL OTHERS Amount 13,690”

Description of other expenses Part I line 16

“Description AmountTRAINING 291MEETINGS 3,831DUES 2,677STATE FEES 61SQUARE FEES 239AWARDS 383MISCELLANEOUS 139”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LARRY GARRETT
IRS990EZ/BooksInCareOfDetail/PhoneNum08509686094
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011532 CLEAR CREEK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014429
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023322
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03091
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08893
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014429
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023322
IRS990EZ/FundraisingGrossIncomeAmt047482
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021190
IRS990EZ/GrossReceiptsAmt058414
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06682
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014429
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014429
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/CompensationAmt80
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/EmployeeBenefitProgramAmt80
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/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CALVIN V LINDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY WARRENFELTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NERISSA BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MCCANTS CHUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WERDUNG DAVID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BUCKLEY hENRY T III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07621
IRS990EZ/OtherRevenueTotalAmt01159
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE TO COMMUNITY YOUTH
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TAKE STOCK IN CHILDREN COLLEGE SCHOLARSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOY SCOUT TROOP 409, A TROOP FOR THOSE WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WEST FLORIDA HIGH SCHOOL GIRLS SOFTBALL PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt020698
IRS990EZ/SpecialEventsNetIncomeLossAmt026784
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028823
IRS990EZ/TotalProgramServiceExpensesAmt011500
IRS990EZ/TotalRevenueAmt037716
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020698
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS TR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047482
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047482
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020698
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018748
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDUES RECEIPTS 348PETTY CASH 480FPL REFUND 331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity COLLEGE SCHOLARSHIPS Grantee TAKE STOCK IN CHILDREN Street 30 EAST TEXAR DRIVE City, State, Zip PENSACOLA, FL 32514Amount 7,500Activity ALL OTHERS Amount 13,690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountTRAINING 291MEETINGS 3,831DUES 2,677STATE FEES 61SQUARE FEES 239AWARDS 383MISCELLANEOUS 139
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509686094
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST INTERNATIONAL PENSACOLA 60340
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0596168848
ReturnHeader/Filer/USAddress/AddressLine1Txt011532 CLEAR CREEK DR
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032514
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/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Garrett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-01T17:44:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARRETT
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,322
Liabilities
$0
Net assets
$23,322
Revenue
$37,716
Expenses
$28,823
Net income
$8,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$30.0$30.3$0.25
2023Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$37.7$28.8$8.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$27.8$21.8$6.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$30.2$28.5$1.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$30.3$34.9$4.62
2017Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$34.4$33.8$0.60
2016Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$30.1$31.0$0.86
2015Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$30.6$26.9$3.69