Civic Intelligence

Optimism Foundation

EIN 87-2317592 • Milpitas, CA

1090 S Milpitas Blvd Unit 202Milpitas, CA 95035
Siviq Scores

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

Liabilities / Assets

77th percentile

0.05x

Higher debt load relative to assets than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

2.34x

Higher debt load relative to revenue than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1790%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-81%

Faster asset growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$168,256

Down $723,624 (-81%) from 2023

Liabilities

Down

$7,876

Down $88,433 (-92%) from 2023

Net Assets

Down

$160,380

Down $635,191 (-80%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$3,363

Down $6,510 (-66%) from 2023

Expenses

Up

$63,547

Up $15,692 (+33%) from 2023

Net Income

Down

-$60,184

Down $22,202 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2022: $942,304Liabilities 2022: $4,700Net Assets 2022: $937,6042022Assets 2023: $891,880Liabilities 2023: $96,309Net Assets 2023: $795,5712023Assets 2024: $168,256Liabilities 2024: $7,876Net Assets 2024: $160,3802024

Highlighted filing

2024

Assets$168,256
Liabilities$7,876
Net Assets$160,380
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,002,748Expenses 2022: $67,144Net Income 2022: $935,6042022Revenue 2023: $9,873Expenses 2023: $47,855Net Income 2023: -$37,9822023Revenue 2024: $3,363Expenses 2024: $63,547Net Income 2024: -$60,1842024

Highlighted filing

2024

Revenue$3,363
Expenses$63,547
Net Income-$60,184
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,256
Liabilities
$7,876
Net assets
$160,380
Revenue
$3,363
Expenses
$63,547
Net income
-$60,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.00$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.10$0.80$0.01$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.00$0.07$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROLAND SUNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Optimism Foundation
EIN
87-2317592
In Care Of
% ROLAND SUN
Address
1090 S MILPITAS BLVD UNIT 202, MILPITAS, CA 95035

Signing Officer

Name
Roland Sun
Title
CEO
Phone
6509655918
Signed
2025-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Cl Tax & Accounting Service in
Address
909 CORPORATE WAY, FREMONT, CA 94539
Preparer
Xi Li
Phone
5105169968
Raw XML Appendix300 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04458
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2171
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41844
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SCHEDULE K1 ORDINARY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SCHEDULE K1 NET RENTAL LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-292
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-11703
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0884
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0OTHER SALES
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt0128
SalesOfInventoryList/InventorySaleGrp/NetAmt0128
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROLAND SUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06509655918
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMISM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0872317592
ReturnHeader/Filer/InCareOfNm0% ROLAND SUN
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 S MILPITAS BLVD UNIT 202
ReturnHeader/Filer/USAddress/CityNm0MILPITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811554111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CL TAX & ACCOUNTING SERVICE IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 CORPORATE WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094539
ReturnHeader/PreparerPersonGrp/PhoneNum05105169968
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0XI LI
ReturnHeader/ReturnTs02025-06-11T02:59:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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