Civic Intelligence

Optim-All Services Inc.

990 • Fiscal year 2024 • EIN 81-1273771

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization Profilewww.optimallservices.org

View Organization Page

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

75th percentile

0.30x

Higher debt load relative to assets than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.16x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$105,769

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$959,410

Up $257,925 (+37%) from 2023

Net Assets

Up

$672,828

Up $72,548 (+12%) from 2023

Liabilities

Up

$286,582

Up $185,377 (+183%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin49th percentile

Revenue

Up

$1,835,873

Up $436,080 (+31%) from 2023

Expenses

Up

$1,763,325

Up $526,196 (+43%) from 2023

Net Income

Down

$72,548

Down $90,116 (-55%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2024

Assets$959,410
Liabilities$286,582
Net Assets$672,828
Open 2024 Filing

Operations Trend

Revenue Growth75th 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

2024

Revenue$1,835,873
Expenses$1,763,325
Net Income$72,548
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$1,835,873
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$613,816$914,054▲ $300,238
Accounts Receivable$87,669$45,356▼ $42,313
Total Assets$701,485$959,410▲ $257,925
Liabilities
Deferred Revenue$80,000$205,500▲ $125,500
Accounts Payable and Accrued Expenses$21,205$81,082▲ $59,877
Total Liabilities$101,205$286,582▲ $185,377
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$600,280$672,828▲ $72,548
Total Net Assets Fund Balance$600,280$672,828▲ $72,548
Total Liabilities and Net Assets / Fund Balance$701,485$959,410▲ $257,925
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynn EsmailExecutive DirectorFT$105,769$105,769

Board Members and Trustees

NameTitle
Beth RiellyPresident
Christy NeyerVice President
Mandy ClineAt large
Heather RichardAt-large
Katie JacobsSecretary
Tim BeslTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,518
Program Service Revenue
$1,676,915
Investment Income
$12,440
Other Revenue
$0
All Other Contributions
$146,518
Change in Net Assets
$72,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,589,259
Other Expenses$174,066
Total Fundraising Expense$56,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,246,122$59,188$52,659$1,357,969
Payroll Taxes$121,493--$121,493
Current Officers, Directors, Trustees, and Key Employees$97,058$4,610$4,101$105,769
Fees for Services Other-$27,305-$27,305
Fees for Services Accounting-$18,188-$18,188
Occupancy$10,800--$10,800
Advertising$7,493--$7,493
Other Employee Benefits$4,028--$4,028
Information Technology-$3,442-$3,442
Office Expenses-$3,113-$3,113
Insurance$1,142$1,142-$2,284
Other Expenses$37$100-$100
Travel$65--$65
Fees for Services Legal-$55-$55
Total Functional Expenses$1,582,528$124,037$56,760$1,763,325
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 B, line 15

“We receive a report of local, comparable positions”

Form 990, Part VI, Section C, line 19

“Documents can be made available 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
2024-11-07
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
55
Volunteers
10

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Raw XML Appendix374 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the 990 was sent to the board treasurer and president prior to filing.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0701485
IRS990/TotalAssetsEOYAmt0959410
IRS990/TotalAssetsGrp/BOYAmt0701485
IRS990/TotalAssetsGrp/EOYAmt0959410
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0146518
IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt056760
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0124037
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01582528
IRS990/TotalFunctionalExpensesGrp/TotalAmt01763325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0101205
IRS990/TotalLiabilitiesEOYAmt0286582
IRS990/TotalLiabilitiesGrp/BOYAmt0101205
IRS990/TotalLiabilitiesGrp/EOYAmt0286582
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0600280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0672828
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01582528
IRS990/TotalProgramServiceRevenueAmt01676915
IRS990/TotalReportableCompFromOrgAmt0105769
IRS990/TotalRevenueGrp/ExclusionAmt012440
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01676915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01835873
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0701485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0959410
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt065
IRS990/TravelGrp/TotalAmt065
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/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Rielly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05136581944
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula Hume
ReturnHeader/ReturnTs02024-11-12T07:17:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$959,410
Liabilities
$286,582
Net assets
$672,828
Revenue
$1,835,873
Expenses
$1,763,325
Net income
$72,548
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
2024Detailed filing. Detailed filing data is available for this year.$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
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