Civic Intelligence

Sobieski Optimists Charitable Trust

990PF • Fiscal year 2022 • EIN 85-1172962

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
PO Box 4057Jackson Hole, WY 83001-4057

(307) 699-1921

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

-0.7%

Higher net margin than 40% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

0.1%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$1,041

Down $271 (-21%) from 2021

Net Assets

Down

$1,041

Down $271 (-21%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin40th percentile

Revenue

Up

$37,231

Up $36 (+0.1%) from 2021

Expenses

Up

$37,502

Up $1,097 (+3.0%) from 2021

Net Income

Down

-$271

Down $1,061 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0K$1.5K$1.0K$500$0Assets 2020: $522Liabilities 2020: $1Net Assets 2020: $5222020Assets 2021: $1,312Liabilities 2021: $1Net Assets 2021: $1,3122021Assets 2022: $1,041Liabilities 2022: $1Net Assets 2022: $1,0412022Assets 2023: $1,677Liabilities 2023: $1Net Assets 2023: $1,6772023Assets 2024: $1,840Liabilities 2024: $0Net Assets 2024: $1,8402024

Highlighted filing

2022

Assets$1,041
Liabilities$1
Net Assets$1,041
Open 2022 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $41,085Expenses 2020: $40,563Net Income 2020: $5222020Revenue 2021: $37,195Expenses 2021: $36,405Net Income 2021: $7902021Revenue 2022: $37,231Expenses 2022: $37,502Net Income 2022: -$2712022Revenue 2023: $29,427Expenses 2023: $28,791Net Income 2023: $6362023Revenue 2024: $30,391Expenses 2024: $30,228Net Income 2024: $1632024

Highlighted filing

2022

Revenue$37,231
Expenses$37,502
Net Income-$271
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L SOBIESKITrusteePT$0--
KATHRYN A SOBIESKI MDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sobieski Optimists Charitable Trust
EIN
85-1172962
Phone
3076991921
Address
PO BOX 4057, JACKSON HOLE, WY 83001-4057

Signing Officer

Name
James L Sobieski
Title
Trustee
Phone
3076991921
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cmms Cpas & Advisors Pllc
Address
801 S FILLMORE STE 600, AMARILLO, TX 79101
Preparer
Gary D Mitchell
Phone
8063736661
Raw XML Appendix323 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.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FEEDING 80 STUDENTS, 5 TEACHERS AND 5 TEACHING ASSISTANTS FROM MARCH 2022 THROUGH FEBRUARY 2023, IN ADDITION TO THE FEEDING THAT OCCURS AT THE TWO CAMPS DESCRIBED BELOW. THE STUDENTS, TEACHERS AND THEIR ASSISTANTS COME FROM 9 SCHOOLS IN CAPE COAST AND ELMINA, GHANA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0EDUCATION EXPENSES INCURRED OUTSIDE OF THE TWO CAMPS DESCRIBED BELOW, TEACHING 75 8TH GRADE STUDENTS ENGLISH, MATH AND SCIENCE FROM MARCH 2022 THROUGH FEBRUARY 2023 AND EDUCATING 38 HIGH SCHOOL AND COLLEGE STUDENTS AT THE SAME TIME.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THREE WEEK ACADEMIC CAMP FROM AUGUST 15 THROUGH SEPTEMBER 2, 2022, TEACHING 75 STUDENTS ENGLISH, MATH AND SCIENCE AND ENTREPRENEUR SKILLS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0TWO WEEK BECE CAMP FROM OCTOBER 8 THROUGH OCTOBER 21, 2022, FOR 75 8TH GRADE STUDENTS WHILE THEY PREPARE FOR AND TAKE THE BASIC CERTIFICATE EXAM, INCLUDING FEEDING AND TEACHING THEM ENGLISH, MATH AND SCIENCE, AND TAKING THEM TO AND FROM THE EXAM DAILY IN A BUS. PASSING THIS NATIONWIDE EXAM IS REQUIRED TO GO TO HIGH SCHOOL.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAMES & KATHRYN SOBIESKI
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MONA P SOBIESKI
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 4057
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 4057
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSON HOLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1JACKSON HOLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0830014057
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1830014057
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018615
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt118615
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STUDENT TEACHER MEAL COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STUDENT TEACHER TRANSPORTATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TEACHING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3HEALTHCARE SELF-INSURED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018352
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14746
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt211205
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4324
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt689
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3336
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt689
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES KATHRYN SOBIESKI
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MONA P SOBIESKI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 4057
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 4057
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0JACKSON HOLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1JACKSON HOLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1WY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0830014057
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd1830014057
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L SOBIESKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03076991921
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOBIESKI OPTIMISTS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOBI
ReturnHeader/Filer/EIN0851172962
ReturnHeader/Filer/PhoneNum03076991921
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4057
ReturnHeader/Filer/USAddress/CityNm0JACKSON HOLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd0830014057
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853890541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CMMS CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 S FILLMORE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMARILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079101
ReturnHeader/PreparerPersonGrp/PhoneNum08063736661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D MITCHELL
ReturnHeader/ReturnTs02023-11-15T15:54:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOBIESKI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,041
Liabilities
$1
Net assets
$1,041
Revenue
$37,231
Expenses
$37,502
Net income
-$271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$30.4$30.2$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$29.4$28.8$0.64
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$37.2$37.5$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$37.2$36.4$0.79
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$41.1$40.6$0.52