Civic Intelligence

Optim-All Services Inc.

990EZ • Fiscal year 2017 • EIN 81-1273771

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 17, 2018

Organization ProfileWWW.OPTIMALSERVICES.ORG
5154 Michael Anthony LnCincinnati, OH 45247

(513) 658-1944

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,779

Up $103,779 from 2016

Net Assets

$103,779

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$164,907

Up $51,479 (+45%) from 2016

Expenses

Up

$117,893

Up $61,230 (+108%) from 2016

Net Income

Down

$47,014

Down $9,751 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2016: $0Liabilities 2016: $02016Assets 2017: $103,779Net Assets 2017: $103,7792017Assets 2018: $62,119Net Assets 2018: $62,1192018Assets 2019: $305,764Liabilities 2019: $0Net Assets 2019: $305,7642019Assets 2020: $354,978Liabilities 2020: $0Net Assets 2020: $354,9782020Assets 2021: $579,783Liabilities 2021: $142,660Net Assets 2021: $437,1232021Assets 2022: $609,545Liabilities 2022: $171,929Net Assets 2022: $437,6162022Assets 2023: $701,485Liabilities 2023: $101,205Net Assets 2023: $600,2802023Assets 2024: $959,410Liabilities 2024: $286,582Net Assets 2024: $672,8282024Assets 2025: $1,273,363Liabilities 2025: $111,008Net Assets 2025: $1,162,3552025

Highlighted filing

2017

Assets$103,779
Liabilities-
Net Assets$103,779
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $113,428Expenses 2016: $56,663Net Income 2016: $56,7652016Revenue 2017: $164,907Expenses 2017: $117,893Net Income 2017: $47,0142017Revenue 2018: $80,129Expenses 2018: $121,789Net Income 2018: -$41,6602018Revenue 2019: $520,078Expenses 2019: $276,433Net Income 2019: $243,6452019Revenue 2020: $638,502Expenses 2020: $589,288Net Income 2020: $49,2142020Revenue 2021: $830,594Expenses 2021: $754,937Net Income 2021: $75,6572021Revenue 2022: $506,913Expenses 2022: $506,420Net Income 2022: $4932022Revenue 2023: $1,399,793Expenses 2023: $1,237,129Net Income 2023: $162,6642023Revenue 2024: $1,835,873Expenses 2024: $1,763,325Net Income 2024: $72,5482024Revenue 2025: $2,792,474Expenses 2025: $2,302,947Net Income 2025: $489,5272025

Highlighted filing

2017

Revenue$164,907
Expenses$117,893
Net Income$47,014
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 17, 2018
Return Version
2017v2.3
Gross Receipts
$164,907
Mission and Program Overview

Mission

EDUCATION CONSULTING

Program Services

DescriptionGrantsExpenses
PROVIDING COACHING TO SCHOOLS AT NO CHARGE, PROVIDING INSERVICE TRYING TO SCHOOL STAFFS. PROVIDING COACHING AND TRAINING TO SCHOOL LEADERS.-$102,947
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH REILLYPresident-$0--
PHIL REILLYVP-$0--
TIM BESLTreasurer-$0--
MANDY OAKESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Optim-all Services Inc
EIN
81-1273771
Phone
5136581944
Address
5154 MICHAEL ANTHONY LN, CINCINNATI, OH 45247

Signing Officer

Name
Beth Reilly
Title
President
Phone
5136581944
Signed
2018-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
C Kevin Armstrong
Phone
5135882830
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 77 programs 31,500 website 25 software 128 conference 320 total 32,050”

Raw XML Appendix118 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/PersonNm0TIM BESL
IRS990EZ/BooksInCareOfDetail/PhoneNum05136581944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02150 LANGDON FARM RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056765
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103779
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0164907
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047014
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt085777
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103779
IRS990EZ/GrossReceiptsAmt0164907
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056765
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056765
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103779
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHIL REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM BESL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANDY OAKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION CONSULTING
IRS990EZ/PrintingPublicationsPostageAmt066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING COACHING TO SCHOOLS AT NO CHARGE, PROVIDING INSERVICE TRYING TO SCHOOL STAFFS. PROVIDING COACHING AND TRAINING TO SCHOOL LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0102947
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117893
IRS990EZ/TotalProgramServiceExpensesAmt0102947
IRS990EZ/TotalRevenueAmt0164907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OPTIMALSERVICES.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0164907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0267757
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0267757
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0164907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0267757
IRS990ScheduleA/TotalSupportAmt0267757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 77 PROGRAMS 31,500 WEBSITE 25 SOFTWARE 128 CONFERENCE 320 TOTAL 32,050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH REILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05136581944
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIM-ALL SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0811273771
ReturnHeader/Filer/PhoneNum05136581944
ReturnHeader/Filer/USAddress/AddressLine1Txt05154 MICHAEL ANTHONY LN
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089CA6AAFACC2D57C1577A673FD5D91879E0589D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D51795C1AF96A5AFCB19896A9CFBB9872EBCF114
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:06:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C KEVIN ARMSTRONG
ReturnHeader/ReturnTs02018-09-17T16:06:31-04:00
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
$103,779
Liabilities
-
Net assets
$103,779
Revenue
$164,907
Expenses
$117,893
Net income
$47,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.11$1.16$2.79$2.30$0.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.29$0.67$1.84$1.76$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.10$0.60$1.40$1.24$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.17$0.44$0.51$0.51$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.14$0.44$0.83$0.75$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.64$0.59$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.52$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.16$0.12$0.05
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.11$0.06$0.06