Civic Intelligence

Optima Cares Foundation

990PF • Fiscal year 2021 • EIN 87-2445692

Jul 28, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
3100 S Harbor Blvd 250Santa Ana, CA 92704

(800) 536-0734

Siviq Scores

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

Liabilities / Assets

96th percentile

1.17x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.28x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

$2,045

No earlier filing loaded for comparison.

Net Assets

-$346

No earlier filing loaded for comparison.

Liabilities

$2,391

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin31st percentile

Revenue

$8,470

No earlier filing loaded for comparison.

Expenses

$8,816

No earlier filing loaded for comparison.

Net Income

-$346

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$2,045
Liabilities$2,391
Net Assets-$346
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$8,470
Expenses$8,816
Net Income-$346
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 28, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
3100 S HARBOR BLVD 250, SANTA ANA, CA 92704

Signing Officer

Name
Jesse E Stockwell
Title
Director
Phone
8005360734
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm 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/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/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02022-11-09T09:15:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOCKWELL
ReturnHeader/TaxPeriodBeginDt02021-07-28
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,045
Liabilities
$2,391
Net assets
-$346
Revenue
$8,470
Expenses
$8,816
Net income
-$346
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