Civic Intelligence

The Optima Foundation

EIN 82-3745515 • 501(c)3 • Naples, FL

Profile

To support the establishment and expansion of superior quality schools of choice. Our mission is to provide the maximum time and resources to the trusted academic professionals who are doing the most important work in education by directly meeting the needs of students.

3369 Pine Ridge Rd 204Naples, FL 34109

optimaed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.31x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.90x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$4,122,188

Up $615,308 (+18%) from 2023

Liabilities

Up

$1,289,193

Up $27,606 (+2.2%) from 2023

Net Assets

Up

$2,832,995

Up $587,702 (+26%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin86th percentile

Revenue

Up

$1,429,852

Up $794,309 (+125%) from 2023

Expenses

Up

$842,151

Up $374,160 (+80%) from 2023

Net Income

Up

$587,701

Up $420,149 (+251%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $529,409Liabilities 2020: $335,205Net Assets 2020: $194,2042020Assets 2021: $1,274,185Liabilities 2021: $530,531Net Assets 2021: $743,6542021Assets 2022: $2,977,209Liabilities 2022: $914,896Net Assets 2022: $2,062,3132022Assets 2023: $3,506,880Liabilities 2023: $1,261,587Net Assets 2023: $2,245,2932023Assets 2024: $4,122,188Liabilities 2024: $1,289,193Net Assets 2024: $2,832,9952024

Highlighted filing

2024

Assets$4,122,188
Liabilities$1,289,193
Net Assets$2,832,995
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2020: $905,605Expenses 2020: $705,177Net Income 2020: $200,4282020Revenue 2021: $1,782,383Expenses 2021: $1,177,828Net Income 2021: $604,5552021Revenue 2022: $4,156,778Expenses 2022: $2,879,295Net Income 2022: $1,277,4832022Revenue 2023: $635,543Expenses 2023: $467,991Net Income 2023: $167,5522023Revenue 2024: $1,429,852Expenses 2024: $842,151Net Income 2024: $587,7012024

Highlighted filing

2024

Revenue$1,429,852
Expenses$842,151
Net Income$587,701
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,122,188
Liabilities
$1,289,193
Net assets
$2,832,995
Revenue
$1,429,852
Expenses
$842,151
Net income
$587,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$1.29$2.83$1.43$0.84$0.59
2023Detailed filing. Detailed filing data is available for this year.$3.51$1.26$2.25$0.64$0.47$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.91$2.06$4.16$2.88$1.28
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.53$0.74$1.78$1.18$0.60
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.34$0.19$0.91$0.71$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,429,852
Mission and Program Overview

Mission

To support the establishment and expansion of superior quality schools of choice. Our mission is to provide the maximum time and resources to the trusted academic professionals who are doing the most important work in education directly meeting the needs of students.

To champion education freedom by empowering families and visionaries through classical and innovative academic solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$199,062$872,628▲ $673,566
Other Notes and Loans Receivable, Net$800,000$800,000→ $0
Cash and Non-Interest-Bearing Accounts$135,310$24,890▼ $110,420
Prepaid Expenses and Deferred Charges$11,894$1,951▼ $9,943
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,506,880$4,122,188▲ $615,308
Other Assets Total$2,360,614$2,422,719▲ $62,105
Liabilities
Unsecured Notes Loans Payable$1,237,127$1,227,966▼ $9,161
Accounts Payable and Accrued Expenses$24,460$61,227▲ $36,767
Total Liabilities$1,261,587$1,289,193▲ $27,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,245,293$2,832,995▲ $587,702
Total Net Assets Fund Balance$2,245,293$2,832,995▲ $587,702
Total Liabilities and Net Assets / Fund Balance$3,506,880$4,122,188▲ $615,308

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$4,706$4,706
Other Assets Org$254,971--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Maddy VigilChief Operating OfficerFT$130,000$130,000

Board Members and Trustees

NameTitle
Erika DonaldsPresident
Carol ManningDirector
Louise PentaDirector
Thomas WalshDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$321,510
Program Service Revenue
$847,063
Investment Income
$258,832
Other Revenue
$2,447
All Other Contributions
$321,510
Change in Net Assets
$587,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$600,838
Salaries, Compensation, and Employee Benefits$241,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$270,128--$270,128
Other Salaries and Wages$209,131--$209,131
Fees for Services Legal$62,041$42,688-$104,729
Interest$60,771--$60,771
Fees for Services Management-$42,000-$42,000
Information Technology$39,545--$39,545
All Other Expenses$17,753$21,100-$38,853
Payroll Taxes$13,208--$13,208
Other Employee Benefits$10,610--$10,610
Insurance$6,024$4,050-$10,074
Pension Plan Contributions$8,364--$8,364
Travel$3,464$2,384-$5,848
Depreciation Depletion$2,788$1,918-$4,706
Fees for Services Accounting$2,370$1,630-$4,000
Other Expenses$1,887$1,298-$3,185
Office Expenses$941$647-$1,588
Fees for Services Other$454$312-$766
Total Functional Expenses$718,155$123,996$0$842,151
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
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
No
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

“Each director of the organization is provided a copy of the draft form 990 to review and ask questions before finalizing and filing.”

Form 990, Part VI, Section B, Line 12C

“Written confirmation on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“Comparable salary data for similar roles and similar organizations are reviewed by directors.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Optima Foundation
EIN
82-3745515
Phone
2394498599
Address
3369 PINE RIDGE RD 204, NAPLES, FL 34109

Signing Officer

Name
Erika Donalds
Title
President
Phone
2392876287
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Donalds
Formed
2017
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Ceiba Cpas and Consultants LLC
Address
28400 BONITA CROSSINGS BLVD SUITE, 100, BONITA SPRINGS, FL 34135
Preparer
Yamirka Suyi CPA
Phone
2396315305
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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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2254971
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOAN RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM CHARTER SCHOOL
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04706
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH DIRECTOR OF THE ORGANIZATION IS PROVIDED A COPY OF THE DRAFT FORM 990 TO REVIEW AND ASK QUESTIONS BEFORE FINALIZING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WRITTEN CONFIRMATION ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPARABLE SALARY DATA FOR SIMILAR ROLES AND SIMILAR ORGANIZATIONS ARE REVIEWED BY DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalProgramServiceRevenueAmt0847063
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA DONALDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02392876287
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OPTIMA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA EDUCATION FREEDOM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0823745515
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ReturnHeader/Filer/USAddress/AddressLine1Txt03369 PINE RIDGE RD 204
ReturnHeader/Filer/USAddress/CityNm0NAPLES
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874399064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CEIBA CPAS AND CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028400 BONITA CROSSINGS BLVD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BONITA SPRINGS
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ReturnHeader/PreparerPersonGrp/PhoneNum02396315305
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YAMIRKA SUYI CPA
ReturnHeader/ReturnTs02025-11-17T14:27:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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