Civic Intelligence

Optima Foundation Inc.

990 • Fiscal year 2023 • EIN 82-3745515

Jul 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2025

Organization ProfileTHEOPTIMAFOUNDATION.ORG
3369 Pine Ridge Rd 204Naples, FL 34109

(239) 449-8599

Siviq Scores

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

Liabilities / Assets

78th percentile

0.36x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

1.99x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$3,506,880

Up $529,671 (+18%) from 2022

Net Assets

Up

$2,245,293

Up $182,980 (+8.9%) from 2022

Liabilities

Up

$1,261,587

Up $346,691 (+38%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin80th percentile

Revenue

Down

$635,543

Down $3,521,235 (-85%) from 2022

Expenses

Down

$467,991

Down $2,411,304 (-84%) from 2022

Net Income

Down

$167,552

Down $1,109,931 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2023

Assets$3,506,880
Liabilities$1,261,587
Net Assets$2,245,293
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$635,543
Expenses$467,991
Net Income$167,552
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$635,543
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
Other Notes and Loans Receivable, Net$800,000$800,000→ $0
Accounts Receivable$45,779$199,062▲ $153,283
Cash and Non-Interest-Bearing Accounts$256,657$135,310▼ $121,347
Prepaid Expenses and Deferred Charges-$11,894-
Total Assets$3,443,625$3,506,880▲ $63,255
Other Assets Total$2,341,189$2,360,614▲ $19,425
Liabilities
Unsecured Notes Loans Payable$1,355,640$1,237,127▼ $118,513
Accounts Payable and Accrued Expenses$10,244$24,460▲ $14,216
Total Liabilities$1,365,884$1,261,587▼ $104,297
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,077,741$2,245,293▲ $167,552
Total Net Assets Fund Balance$2,077,741$2,245,293▲ $167,552
Total Liabilities and Net Assets / Fund Balance$3,443,625$3,506,880▲ $63,255

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$166,326--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Erika DonaldsPresident
Bob HardenDirector
Carol ManningDirector
Louise PentaDirector
Thomas WalshDirector
Maddy VigilChief Administrative Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,150
Program Service Revenue
$479,181
Investment Income
$142,212
Other Revenue
$0
All Other Contributions
$14,150
Change in Net Assets
$167,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$275,796
Other Expenses$192,195
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,764$61,586-$250,350
Fees for Services Legal$28,201$9,201-$37,402
Advertising$36,655--$36,655
Interest$28,347--$28,347
Information Technology$17,485$5,705-$23,190
Fees for Services Accounting$16,927$5,523-$22,450
Payroll Taxes$13,527$4,413-$17,940
Office Expenses$5,018$1,637-$6,655
Insurance$4,295$1,401-$5,696
Pension Plan Contributions$4,229$1,380-$5,609
Travel$1,458$476-$1,934
Other Employee Benefits$1,430$467-$1,897
Fees for Services Other$1,193$389-$1,582
Other Expenses$1,017$332-$1,349
Total Functional Expenses$368,855$99,136$0$467,991
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
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

“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, Part VI, Section B, Line 12C

“Written confrimation on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the board of 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
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Donalds
Formed
2017
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
2

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WRITTEN CONFRIMATION ON AN ANNUAL BASIS.
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IRS990/TotalContributionsAmt014150
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA DONALDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874399064
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YAMIRKA SUYI CPA
ReturnHeader/ReturnTs02025-04-01T08:06:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,506,880
Liabilities
$1,261,587
Net assets
$2,245,293
Revenue
$635,543
Expenses
$467,991
Net income
$167,552
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