Civic Intelligence

Optimistic Traveler

990EZ • Fiscal year 2017 • EIN 82-3279855

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.OPTIMISTICTRAVELER.ORG
17065 Camino San Bernardo Suite 100San Diego, CA 92127

(844) 624-2666

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$27,950

No earlier filing loaded for comparison.

Net Assets

$22,897

No earlier filing loaded for comparison.

Liabilities

$5,053

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin97th percentile

Revenue

$28,800

No earlier filing loaded for comparison.

Expenses

$5,903

No earlier filing loaded for comparison.

Net Income

$22,897

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2017: $27,950Liabilities 2017: $5,053Net Assets 2017: $22,8972017Assets 2018: $21,223Liabilities 2018: $1102018Assets 2019: $14,153Liabilities 2019: $2682019Assets 2020: $2,772Liabilities 2020: $0Net Assets 2020: $2,7722020Assets 2021: $2,029Liabilities 2021: $0Net Assets 2021: $2,0292021

Highlighted filing

2017

Assets$27,950
Liabilities$5,053
Net Assets$22,897
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $28,800Expenses 2017: $5,903Net Income 2017: $22,8972017Revenue 2018: $66,271Expenses 2018: $68,055Net Income 2018: -$1,7842018Revenue 2019: $4,616Expenses 2019: $11,844Net Income 2019: -$7,2282019Revenue 2020: $0Expenses 2020: $11,113Net Income 2020: -$11,1132020Revenue 2021: $5,600Expenses 2021: $6,343Net Income 2021: -$7432021

Highlighted filing

2017

Revenue$28,800
Expenses$5,903
Net Income$22,897
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$28,800
Mission and Program Overview

Mission

The organization's mission is to make one million dreams come true over the next decade.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES SERVICES WITH PHYSICAL ASSISTANCE TO PEOPLE FOR VARIOUS NEEDS SUCH AS HOME REPAIRS,BUILDING A CISTERN FOR RUNNING WATER, REPAIRING A BURNED DOWN BOOKSTORE AND POURING A FOUNDATION FOR A HOME.$0$5,903
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B WOODCEO/President-$0--
MUAMMER YILMAZCFO/Vice-PresidentFT$0--
MILAN BIHLMANSecretaryFT$0--
Filing and Contact Details

Filer

Filer Name
Optimistic Traveler
EIN
82-3279855
Phone
8446242666
Address
17065 CAMINO SAN BERNARDO SUITE 100, SAN DIEGO, CA 92127

Signing Officer

Name
James B Wood
Title
President
Phone
8446242666
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sensiba San Filippo Llp
Address
18625 SUTTER BLVD SUITE 600, MORGAN HILL, CA 95037
Preparer
Wonsun Shin Willey
Phone
4087768900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: tax and licenses. Amount: 850.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: account payalbe. Beg. Of year amount: 0. End of year amount: 5,053.”

Raw XML Appendix132 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0XOCHITL QUIRK
IRS990EZ/BooksInCareOfDetail/PhoneNum08446242666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017065 CAMINO SAN BERNARDO SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092127
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027950
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt028800
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt022897
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05053
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027950
IRS990EZ/GrossReceiptsAmt028800
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022897
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022897
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES B WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MUAMMER YILMAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MILAN BIHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO/VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0850
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S MISSION IS TO MAKE ONE MILLION DREAMS COME TRUE OVER THE NEXT DECADE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES SERVICES WITH PHYSICAL ASSISTANCE TO PEOPLE FOR VARIOUS NEEDS SUCH AS HOME REPAIRS,BUILDING A CISTERN FOR RUNNING WATER, REPAIRING A BURNED DOWN BOOKSTORE AND POURING A FOUNDATION FOR A HOME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05903
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05053
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05903
IRS990EZ/TotalProgramServiceExpensesAmt05903
IRS990EZ/TotalRevenueAmt028800
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OPTIMISTICTRAVELER.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt028800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028800
IRS990ScheduleA/TotalSupportAmt028800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAX AND LICENSES. AMOUNT: 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNT PAYALBE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,053.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08446242666
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMISTIC TRAVELER
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0823279855
ReturnHeader/Filer/PhoneNum08446242666
ReturnHeader/Filer/USAddress/AddressLine1Txt017065 CAMINO SAN BERNARDO SUITE 100
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07280CE85CC1BD8A4D22415FE8DAD6AF528CE877D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0218955B53A57C8ACD4616E8BC435C71DEC5906AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.94.92.114
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:27:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA SAN FILIPPO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018625 SUTTER BLVD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGAN HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087768900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WONSUN SHIN WILLEY
ReturnHeader/ReturnTs02018-11-15T12:43:53-06:00
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
$27,950
Liabilities
$5,053
Net assets
$22,897
Revenue
$28,800
Expenses
$5,903
Net income
$22,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$5.60$6.34$0.74
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.00$11.1$11.1
2019Summary only. Only limited summary data is available for this year.$14.2$0.27$4.62$11.8$7.23
2018Summary only. Only limited summary data is available for this year.$21.2$0.11$66.3$68.1$1.78
2017Detailed filing. Detailed filing data is available for this year.$28.0$5.05$22.9$28.8$5.90$22.9