Civic Intelligence

Optima Cares Foundation

EIN 87-2445692 • Santa Ana, CA

6 Hutton Centre Drive 200Santa Ana, CA 92707
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$2,601

Flat from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Flat

$2,601

Flat from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin72nd percentile

Revenue

Down

$5,602

Down $950 (-14%) from 2023

Expenses

Down

$5,602

Down $950 (-14%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0K$2.0K$1.0K$0-$1.0KAssets 2021: $2,045Liabilities 2021: $2,391Net Assets 2021: -$3462021Assets 2022: $2,601Liabilities 2022: $1Net Assets 2022: $2,6012022Assets 2023: $2,601Liabilities 2023: $1Net Assets 2023: $2,6012023Assets 2024: $2,601Liabilities 2024: $0Net Assets 2024: $2,6012024

Highlighted filing

2024

Assets$2,601
Liabilities$0
Net Assets$2,601
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2021: $8,470Expenses 2021: $8,816Net Income 2021: -$3462021Revenue 2022: $17,096Expenses 2022: $14,149Net Income 2022: $2,9472022Revenue 2023: $6,552Expenses 2023: $6,552Net Income 2023: $02023Revenue 2024: $5,602Expenses 2024: $5,602Net Income 2024: $02024

Highlighted filing

2024

Revenue$5,602
Expenses$5,602
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,601
Liabilities
$0
Net assets
$2,601
Revenue
$5,602
Expenses
$5,602
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$5.60$5.60$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$6.55$6.55$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$17.1$14.1$2.95
2021Detailed filing. Detailed filing data is available for this year.$2.05$2.39$0.35$8.47$8.82$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE E STOCKWELLDirector-$0--
HARRY H LANGENBERG IIIDirector-$0--
DAVID KINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Optima Cares Foundation
EIN
87-2445692
Phone
8005360734
Address
6 HUTTON CENTRE DRIVE 200, SANTA ANA, CA 92707

Signing Officer

Name
Jesse E Stockwell
Title
Director
Phone
8005360734
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092707
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04722 N 24TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02025-04-30T17:00:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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