Civic Intelligence

Optima Cares Foundation

990PF • Fiscal year 2023 • EIN 87-2445692

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
6 Hutton Centre Drive 200Santa Ana, CA 92707

(800) 536-0734

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.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

45th percentile

0.0%

Higher net margin than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

0.0%

Faster asset growth than 51% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-62%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$2,601

Flat from 2022

Net Assets

Flat

$2,601

Flat from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

Down

$6,552

Down $10,544 (-62%) from 2022

Expenses

Down

$6,552

Down $7,597 (-54%) from 2022

Net Income

Down

$0

Down $2,947 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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: $0Net Assets 2023: $2,6012023Assets 2024: $2,601Liabilities 2024: $0Net Assets 2024: $2,6012024

Highlighted filing

2023

Assets$2,601
Liabilities$0
Net Assets$2,601
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

2023

Revenue$6,552
Expenses$6,552
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-14
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
Raw XML Appendix266 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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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM 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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02024-05-15T14:48:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOCKWELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,601
Liabilities
$0
Net assets
$2,601
Revenue
$6,552
Expenses
$6,552
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