Civic Intelligence

Summit Lake Dillon Optimist Club Fdn

EIN 84-1570437 • 501(c)3 • Dillon, CO

Profile

Support for a 501(c)4 that provides activities for youth at not cost.

PO Box 2414Dillon, CO 80435

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

62nd percentile

5.1%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,462

Up $12,750 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$135,462

Up $12,750 (+10%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$14,900

Up $7,205 (+94%) from 2017

Expenses

Up

$2,150

Up $2,150 from 2017

Net Income

Up

$12,750

Up $5,055 (+66%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2011: $98,284Liabilities 2011: $02011Assets 2012: $100,866Liabilities 2012: $02012Assets 2013: $106,170Liabilities 2013: $02013Assets 2015: $119,211Liabilities 2015: $02015Assets 2016: $108,255Liabilities 2016: $02016Assets 2017: $122,712Liabilities 2017: $0Net Assets 2017: $122,7122017Assets 2019: $135,462Liabilities 2019: $0Net Assets 2019: $135,4622019

Highlighted filing

2019

Assets$135,462
Liabilities$0
Net Assets$135,462
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20K$10K$0-$10KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $2,717Expenses 2012: $130Net Income 2012: $2,5872012Revenue 2013: $5,304Expenses 2013: $0Net Income 2013: $5,3042013Revenue 2015: $8,475Expenses 2015: $0Net Income 2015: $8,4752015Revenue 2016: -$6,271Expenses 2016: $0Net Income 2016: -$6,2712016Revenue 2017: $7,695Expenses 2017: $0Net Income 2017: $7,6952017Revenue 2019: $14,900Expenses 2019: $2,150Net Income 2019: $12,7502019

Highlighted filing

2019

Revenue$14,900
Expenses$2,150
Net Income$12,750
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,462
Liabilities
$0
Net assets
$135,462
Revenue
$14,900
Expenses
$2,150
Net income
$12,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.15$0.02$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.00$0.08
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.00$0.06
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$0.08$0.00$0.08
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.00$0.05
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.00$0.03
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 29, 2019
Return Version
2018v3.1
Gross Receipts
$14,900
Mission and Program Overview

Mission

Support for a 501(c)4 that provides activities for youth at not cost.

Summit lake dillon optimist club initiates or supports programs for children ages 5-15 including basketball,volleyball, chess and oratory. Services are free to participants.

Program Services

DescriptionGrantsExpenses
THE SUMMIT LAKE DILLON OPTIMIST CLUB FOUNDATION SUPPORTSTHE SUMMIT LAKE DILLON OPTIMISTS WHICH PROVIDES PROGRAMSFOR CHILDREN AGES 5-15.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE SPENCERPresident-$0--
RODNEY ROBINSONVice-President-$0--
IAN DONOVANTreasurer-$0--
MARIE ORLINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Summit Lake Dillon Optimist Club Fdn
EIN
84-1570437
Phone
9704850346
Address
PO BOX 2414, DILLON, CO 80435

Signing Officer

Name
Edward J Casias
Title
Board Member
Phone
9704850346
Signed
2019-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Castle Peak Financial Services
Address
PO BOX 2008, EDWARDS, CO 81632
Preparer
Julie Kurtz
Phone
9709262830
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADVISORY FEES 2150.”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EDWARD J CASIAS
IRS990EZ/BooksInCareOfDetail/PhoneNum09704850346
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4063
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DILLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080435
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135462
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122712
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135462
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014900
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010400
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122712
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122712
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RODNEY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IAN DONOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE ORLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUMMIT LAKE DILLON OPTIMIST CLUB INITIATES OR SUPPORTS PROGRAMS FOR CHILDREN AGES 5-15 INCLUDING BASKETBALL,VOLLEYBALL, CHESS AND ORATORY. SERVICES ARE FREE TO PARTICIPANTS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SUMMIT LAKE DILLON OPTIMIST CLUB FOUNDATION SUPPORTSTHE SUMMIT LAKE DILLON OPTIMISTS WHICH PROVIDES PROGRAMSFOR CHILDREN AGES 5-15.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02150
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0summitoptimists.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237236006
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SUMMIT LAKE DILLON OPTIMISTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVISORY FEES 2150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD J CASIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09704850346
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT LAKE DILLON OPTIMIST CLUB FDN
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0841570437
ReturnHeader/Filer/PhoneNum09704850346
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2414
ReturnHeader/Filer/USAddress/CityNm0DILLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080435
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E5DE825FF72B0B28D237C22D974507AB74905554
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5DE825FF72B0B28D237C22D974507AB74905554
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.95.175.142
ReturnHeader/FilingSecurityInformation/IPDt02020-01-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:48:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASTLE PEAK FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDWARDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081632
ReturnHeader/PreparerPersonGrp/PhoneNum09709262830
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE KURTZ
ReturnHeader/ReturnTs02020-01-12T10:48:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.