Civic Intelligence

Optima Foundation Inc.

990 • Fiscal year 2020 • EIN 82-3745515

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

Organization ProfileOPTIMAED.ORG
15275 Collier Blvd Suites 201-299Naples, FL 34119

(239) 449-8599

Siviq Scores

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

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.37x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

$529,409

No earlier filing loaded for comparison.

Net Assets

$194,204

No earlier filing loaded for comparison.

Liabilities

$335,205

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

$905,605

No earlier filing loaded for comparison.

Expenses

$705,177

No earlier filing loaded for comparison.

Net Income

$200,428

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.

$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

2020

Assets$529,409
Liabilities$335,205
Net Assets$194,204
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$905,605
Expenses$705,177
Net Income$200,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$905,605
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$203,057-
Cash and Non-Interest-Bearing Accounts$240,235$129,266▼ $110,969
Land, Buildings, and Equipment, Net-$1,419-
Total Assets$277,484$529,409▲ $251,925
Other Assets Total$37,249$195,667▲ $158,418
Liabilities
Other Liabilities$245,422$283,182▲ $37,760
Accounts Payable and Accrued Expenses$38,286$52,023▲ $13,737
Total Liabilities$283,708$335,205▲ $51,497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-6,224$194,204▲ $200,428
Total Net Assets Fund Balance$-6,224$194,204▲ $200,428
Total Liabilities and Net Assets / Fund Balance$277,484$529,409▲ $251,925

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,419$84$1,503
Other Assets Org$4,323--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Bob HardenDirector
Carol ManningDirector
Louise PentaDirector
Erika DonaldsCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$73,002
Program Service Revenue
$819,854
Investment Income
$3,000
Other Revenue
$9,749
All Other Contributions
$73,002
Change in Net Assets
$200,428

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$61,216Cost
Total Noncash Contributions1$61,216-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$705,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$67,167--$67,167
Advertising$38,334--$38,334
Other Expenses$38,038--$38,038
Interest$4,375--$4,375
Depreciation Depletion$84--$84
Total Functional Expenses$705,177$0$0$705,177
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Tcca$152,187
Loan Payable- Robinson$50,000
Due to Tcs$37,348
Due to Pen$22,232
Vff Advances$12,000
Due to Jca$5,929
Due to Gca$3,486
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

“Written confirmation on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Compensation is reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Optima Foundation
EIN
82-3745515
Phone
2394498599
Address
15275 COLLIER BLVD SUITES 201-299, NAPLES, FL 34119

Signing Officer

Name
Erika Donalds
Title
CEO
Phone
2392876287
Signed
2020-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Donalds
Formed
2017
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Grennan Fender Hess Poparad Llp
Address
1000 LEGION PL STE 701, ORLANDO, FL 32801
Preparer
Mike Hess CPA
Phone
4078964931
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH OFFICER OF THE ORGANIZATION IS PROVIDED A COPY OF THE DRAFT FORM 990 TO REVIEW AND ASK QUESTIONS BEFORE FINALIZING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITTEN CONFIRMATION ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
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ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,409
Liabilities
$335,205
Net assets
$194,204
Revenue
$905,605
Expenses
$705,177
Net income
$200,428
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