Civic Intelligence

Optimist International

EIN 94-6102916 • 501(c)4 • San Carlos, CA

Profile

By providing hope and positive vision, Optimists bring out the best in youth, our communities and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.

1180 San Carlos Ave 304San Carlos, CA 94070

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

61st percentile

7.8%

Higher net margin than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.7%

Faster asset growth than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

2.6%

Faster revenue growth than 57% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,051

Up $4,839 (+3.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$135,051

Up $4,839 (+3.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$60,076

Up $1,500 (+2.6%) from 2023

Expenses

Up

$55,405

Up $12,357 (+29%) from 2023

Net Income

Down

$4,671

Down $10,857 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2021: $100,132Net Assets 2021: $100,1322021Assets 2022: $114,684Net Assets 2022: $114,6842022Assets 2023: $130,212Net Assets 2023: $130,2122023Assets 2024: $135,051Net Assets 2024: $135,0512024

Highlighted filing

2024

Assets$135,051
Liabilities-
Net Assets$135,051
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$80K$60K$40K$20K$0Revenue 2021: $53,555Expenses 2021: $42,605Net Income 2021: $10,9502021Revenue 2022: $58,585Expenses 2022: $44,033Net Income 2022: $14,5522022Revenue 2023: $58,576Expenses 2023: $43,048Net Income 2023: $15,5282023Revenue 2024: $60,076Expenses 2024: $55,405Net Income 2024: $4,6712024

Highlighted filing

2024

Revenue$60,076
Expenses$55,405
Net Income$4,671
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$135,051
Liabilities
-
Net assets
$135,051
Revenue
$60,076
Expenses
$55,405
Net income
$4,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.60$0.55$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.59$0.43$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.59$0.44$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.54$0.43$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 24, 2025
Return Version
2023v6.0
Gross Receipts
$60,076
Mission and Program Overview

Mission

By providing hope and positive vision, Optimists bring out the best in youth, our communities and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.

By providing hope and positive vision, optimists bring out the best in youth, our communities, and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.

Program Services

DescriptionGrantsExpenses
By providing hope and positive vision, optimists bring out the best in youth, our communities, and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.$11,611$32,092
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina UmhoferTreasurerPT$0--
Tina DressPresidentPT$0--
Virginia VictorySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Optimist International
EIN
94-6102916
Phone
6508882975
Address
1180 San Carlos Ave 304, San Carlos, CA 94070

Signing Officer

Name
Christina Umhofer
Title
Treasurer
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
David Pex
Address
3636 NE 63rd Ave, Portland, OR 97213
Preparer
David Pex
Phone
5033675198
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2946”

Other Expenses.1012

“Insurance $1939”

Other Expenses.1

“Program Costs $21737”

Other Expenses.2

“Club Meals $9936”

Other Expenses.3

“Property tax $2318”

Other Expenses.4

“Building Expense $1355”

Other Expenses.5

“Post Office Box $624”

Other Expenses.6

“Conferences $419”

Raw XML Appendix119 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/PersonNm0Christina Umhofer
IRS990EZ/BooksInCareOfDetail/PhoneNum06508882975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01180 San Carlos Ave 304
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Carlos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02320
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04671
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02520
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135051
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011611
IRS990EZ/GrossReceiptsAmt060076
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt057756
IRS990EZ/LandAndBuildingsGrp/BOYAmt025000
IRS990EZ/LandAndBuildingsGrp/EOYAmt025000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135051
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135051
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christina Umhofer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Dress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Virginia Victory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0By providing hope and positive vision, optimists bring out the best in youth, our communities, and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0By providing hope and positive vision, optimists bring out the best in youth, our communities, and ourselves. Vision: Optimist International will be recognized worldwide as the premier volunteer organization that values all children and helps them develop to their full potential.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055405
IRS990EZ/TotalProgramServiceExpensesAmt032092
IRS990EZ/TotalRevenueAmt060076
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Costs $21737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Club Meals $9936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Property tax $2318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Building Expense $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Post Office Box $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conferences $419
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Umhofer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Optimist International
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0946102916
ReturnHeader/Filer/PhoneNum06508882975
ReturnHeader/Filer/USAddress/AddressLine1Txt01180 San Carlos Ave 304
ReturnHeader/Filer/USAddress/CityNm0San Carlos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Pex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03636 NE 63rd Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097213
ReturnHeader/PreparerPersonGrp/PhoneNum05033675198
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Pex
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-24T11:14:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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