Civic Intelligence

Optimist International

990EZ • Fiscal year 2016 • EIN 90-0607091

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 11, 2017

Organization ProfileN/A
24823 Shinnecock TrailSan Antonio, TX 78260

(210) 837-2763

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-8.5%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$59,847

Up $15,228 (+34%) from 2015

Net Assets

Up

$59,847

Up $16,630 (+38%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$89,715

Down $8,311 (-8.5%) from 2015

Expenses

Down

$73,085

Down $27,676 (-27%) from 2015

Net Income

Up

$16,630

Up $19,365 (+708%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60K$40K$20K$0Assets 2015: $44,619Liabilities 2015: $1,402Net Assets 2015: $43,2172015Assets 2016: $59,847Net Assets 2016: $59,8472016

Highlighted filing

2016

Assets$59,847
Liabilities-
Net Assets$59,847
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $98,026Expenses 2015: $100,761Net Income 2015: -$2,7352015Revenue 2016: $89,715Expenses 2016: $73,085Net Income 2016: $16,6302016

Highlighted filing

2016

Revenue$89,715
Expenses$73,085
Net Income$16,630
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 11, 2017
Return Version
2015v3.0
Gross Receipts
$89,715
Mission and Program Overview

Mission

see schedule O

Program Services

DescriptionGrantsExpenses
Winterfest Helotes - to allow and encourage children to share their talents and experience successes in front of their peers and the community at large-$53,713
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINA BARBERAPresidentPT$0--
ROLANDO BARBERASecrertary/TreasurerPT$0--
GRACE BARBERABoard Member-$0--
SOPHIA ALANIZBoard Member-$0--
MIKE BARBERABoard Member-$0--
MIKE CLIFTONBoard Member-$0--
YOLANDA CLIFTONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
90-0607091
Phone
2108372763
Address
24823 Shinnecock Trail, San Antonio, TX 78260

Signing Officer

Name
Rolando Barbera
Title
Secretary/treasurer
Phone
2108372763
Signed
2017-08-11

Preparer

Firm
Ray CPA Tax and Accounting LLC
Address
20079 Stone Oak Pkwy STE 1290, San Antonio, TX 78258
Preparer
Mark Galbreath
Phone
2102880824
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Primary Exempt Purpose. To strengthen and unite a community through supporting youth; allowing them the opportunity to take the spotlight, and expressing their talentand passions through the art of performance during a day filled with holiday cheer at Winterfest Helotes. Supporting our youth by recognizing them for their hard work and leadership skills with our recognition done during the school morning announcements”

Form 990EZ, Part I, Line 16

“Merchant Account Fees 1430.”

Form 990EZ, Part I, Line 16

“Dues & Subscriptions 601.”

Form 990EZ, Part I, Line 16

“Bank Service Charges 74.”

Form 990EZ, Part I, Line 16

“Postage & Delivery 104.”

Form 990EZ, Part I, Line 16

“Insurance expense 175.”

Form 990EZ, Part I, Line 16

“Repairs & Maintenance 135.”

Form 990EZ, Part I, Line 16

“Advertising & Promotion 6740.”

Form 990EZ, Part I, Line 16

“Office Supplies 2693.”

Form 990EZ, Part I, Line 16

“Computer & Internet 2096.”

Form 990EZ, Part I, Line 16

“Equipment Rental 26931.”

Form 990EZ, Part I, Line 16

“Liability expenses 12902.”

Form 990EZ, Part I, Line 16

“Other Expenses 517.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 6780. 0.”

Form 990EZ, Part II, Line 24

“Equipment (net) 2897. 7813.”

Form 990EZ, Part II, Line 26

“Credit Card 1402.”

Raw XML Appendix151 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROLANDO BARBERA
IRS990EZ/BooksInCareOfDetail/PhoneNum02108372763
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024823 Shinnecock Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052034
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt089715
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016630
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010392
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059847
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt089715
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043217
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059847
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043217
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059847
IRS990EZ/OccupancyRentUtltsAndMaintAmt07140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GINA BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROLANDO BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRACE BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SOPHIA ALANIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE CLIFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6YOLANDA CLIFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secrertary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09677
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07813
IRS990EZ/OtherExpensesTotalAmt054398
IRS990EZ/PrimaryExemptPurposeTxt0see schedule O
IRS990EZ/PrintingPublicationsPostageAmt01155
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Winterfest Helotes - to allow and encourage children to share their talents and experience successes in front of their peers and the community at large
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053713
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01402
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073085
IRS990EZ/TotalProgramServiceExpensesAmt053713
IRS990EZ/TotalRevenueAmt089715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Primary Exempt Purpose. To strengthen and unite a community through supporting youth; allowing them the opportunity to take the spotlight, and expressing their talentand passions through the art of performance during a day filled with holiday cheer at Winterfest Helotes. Supporting our youth by recognizing them for their hard work and leadership skills with our recognition done during the school morning announcements
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Merchant Account Fees 1430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues & Subscriptions 601.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Charges 74.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage & Delivery 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance expense 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs & Maintenance 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Advertising & Promotion 6740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office Supplies 2693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Computer & Internet 2096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Equipment Rental 26931.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Liability expenses 12902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Expenses 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable 6780. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Equipment (net) 2897. 7813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Credit Card 1402.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROLANDO BARBERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02108372763
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Optimist International
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0900607091
ReturnHeader/Filer/PhoneNum02108372763
ReturnHeader/Filer/USAddress/AddressLine1Txt024823 Shinnecock Trail
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ray CPA Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020079 Stone Oak Pkwy STE 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078258
ReturnHeader/PreparerPersonGrp/PhoneNum02102880824
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK GALBREATH
ReturnHeader/ReturnTs02017-08-11T09:30:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,847
Liabilities
-
Net assets
$59,847
Revenue
$89,715
Expenses
$73,085
Net income
$16,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.90$0.73$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.43$0.98$1.01$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits