Civic Intelligence

Optim-All Services Inc.

990 • Fiscal year 2023 • EIN 81-1273771

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization Profilewww.optimallservices.org
809 Bradford CourtCincinnati, OH 45233

(513) 460-0171

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$93,217

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

176%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$701,485

Up $91,940 (+15%) from 2022

Net Assets

Up

$600,280

Up $162,664 (+37%) from 2022

Liabilities

Down

$101,205

Down $70,724 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin64th percentile

Revenue

Up

$1,399,793

Up $892,880 (+176%) from 2022

Expenses

Up

$1,237,129

Up $730,709 (+144%) from 2022

Net Income

Up

$162,664

Up $162,171 (+32895%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2023

Assets$701,485
Liabilities$101,205
Net Assets$600,280
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$1,399,793
Expenses$1,237,129
Net Income$162,664
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$1,399,793
Mission and Program Overview

Mission

EDUCATION CONSULTING

To meet the needs of all students in Catholic and nonpublic schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$609,545$613,816▲ $4,271
Accounts Receivable-$87,669-
Total Assets$609,545$701,485▲ $91,940
Liabilities
Deferred Revenue$155,500$80,000▼ $75,500
Accounts Payable and Accrued Expenses$16,429$21,205▲ $4,776
Total Liabilities$171,929$101,205▼ $70,724
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,616$600,280▲ $162,664
Total Net Assets Fund Balance$437,616$600,280▲ $162,664
Total Liabilities and Net Assets / Fund Balance$609,545$701,485▲ $91,940
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynn EsmailExecutive DirectorFT$93,217$93,217

Board Members and Trustees

NameTitle
Beth RiellyPresident
Brian VeithVice President - left 5/23
Christy NeyerAt Large
Kathy SmithAt Large
Katie JacobsAt Large
Mandy OakesAt Large
Tim BeslTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$300,858
Program Service Revenue
$1,098,471
Investment Income
$464
Other Revenue
$0
All Other Contributions
$214,089
Change in Net Assets
$162,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,157,456
Other Expenses$79,673
Total Fundraising Expense$41,151
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$908,552$27,610$31,829$967,991
Current Officers, Directors, Trustees, and Key Employees$65,252$18,643$9,322$93,217
Payroll Taxes$89,329--$89,329
Fees for Services Other-$18,543-$18,543
Fees for Services Accounting-$17,415-$17,415
Other Employee Benefits$6,919--$6,919
Advertising$6,556--$6,556
Insurance$1,392$1,392-$2,784
Information Technology-$2,531-$2,531
Office Expenses-$1,492-$1,492
Travel$156$591-$747
Other Expenses$67$250-$250
Total Functional Expenses$1,102,689$93,289$41,151$1,237,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“A copy of the 990 was sent to the board treasurer and president prior to filing.”

Form 990, Part VI, Section C, line 19

“Documents can be made availalbe upon request.”

Filing and Contact Details

Filer

Filer Name
Optim-All Services
EIN
81-1273771
Phone
5134600171
Address
809 Bradford Court, Cincinnati, OH 45233

Signing Officer

Name
Beth Rielly
Title
President
Phone
5136581944
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Rielly
Formed
2016
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
49
Volunteers
10

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0609545
IRS990/TotalAssetsEOYAmt0701485
IRS990/TotalAssetsGrp/BOYAmt0609545
IRS990/TotalAssetsGrp/EOYAmt0701485
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0300858
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt041151
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093289
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01102689
IRS990/TotalFunctionalExpensesGrp/TotalAmt01237129
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0171929
IRS990/TotalLiabilitiesEOYAmt0101205
IRS990/TotalLiabilitiesGrp/BOYAmt0171929
IRS990/TotalLiabilitiesGrp/EOYAmt0101205
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0437616
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0600280
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01102689
IRS990/TotalProgramServiceRevenueAmt01098471
IRS990/TotalReportableCompFromOrgAmt093217
IRS990/TotalRevenueGrp/ExclusionAmt0464
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01098471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01399793
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0609545
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0701485
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0591
IRS990/TravelGrp/ProgramServicesAmt0156
IRS990/TravelGrp/TotalAmt0747
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0809 Bradford Ct
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045233
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.optimallservices.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Rielly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05136581944
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Optim-All Services
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0811273771
ReturnHeader/Filer/PhoneNum05134600171
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 Bradford Court
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045233
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311119890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barnes Dennig & Co LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 East Fourth Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132418313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula Hume
ReturnHeader/ReturnTs02023-11-15T09:06:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rielly
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$701,485
Liabilities
$101,205
Net assets
$600,280
Revenue
$1,399,793
Expenses
$1,237,129
Net income
$162,664
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
2023Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits