Civic Intelligence

Optimist International

EIN 95-6130961 • 501(c)4 • Carlsbad, CA

Profile

Established in 1956, the optimist club of carlsbad is a non-profit community service organization dedicated to serving children and teenagers in carlsbad and surrounding communities.

PO Box 669Carlsbad, CA 92018

optimistclubofcarlsbad.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

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

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 2014

Asset Growth

30th percentile

-17%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$7,653

Down $1,546 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin31st percentile

Revenue

Up

$17,060

Up $1,935 (+13%) from 2015

Expenses

Down

$18,606

Down $6,347 (-25%) from 2015

Net Income

Up

-$1,546

Up $8,282 (+84%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $11,247Liabilities 2011: $02011Assets 2012: $9,494Liabilities 2012: $02012Assets 2013: $16,574Liabilities 2013: $02013Assets 2014: $19,027Liabilities 2014: $0Net Assets 2014: $19,0272014Assets 2015: $9,199Liabilities 2015: $02015Assets 2016: $7,653Liabilities 2016: $02016

Highlighted filing

2016

Assets$7,653
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $10,083Expenses 2011: $14,301Net Income 2011: -$4,2182011Revenue 2012: $10,463Expenses 2012: $12,110Net Income 2012: -$1,6472012Revenue 2013: $23,295Expenses 2013: $16,215Net Income 2013: $7,0802013Revenue 2014: $21,471Expenses 2014: $19,018Net Income 2014: $2,4532014Revenue 2015: $15,125Expenses 2015: $24,953Net Income 2015: -$9,8282015Revenue 2016: $17,060Expenses 2016: $18,606Net Income 2016: -$1,5462016

Highlighted filing

2016

Revenue$17,060
Expenses$18,606
Net Income-$1,546
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$7,653
Liabilities
$0
Net assets
-
Revenue
$17,060
Expenses
$18,606
Net income
-$1,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$7.65$0.00$17.1$18.6$1.55
2015Summary only. Only limited summary data is available for this year.$9.20$0.00$15.1$25.0$9.83
2014Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$21.5$19.0$2.45
2013Summary only. Only limited summary data is available for this year.$16.6$0.00$23.3$16.2$7.08
2012Summary only. Only limited summary data is available for this year.$9.49$0.00$10.5$12.1$1.65
2011Summary only. Only limited summary data is available for this year.$11.2$0.00$10.1$14.3$4.22
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 15, 2015
Return Version
2013v4.0
Gross Receipts
$35,587
Mission and Program Overview

Mission

Established in 1956, the optimist club of carlsbad is a non-profit community service organization dedicated to serving children and teenagers in carlsbad and surrounding communities.

Program Services

DescriptionGrantsExpenses
MEMBERS OF THE OPTIMIST CLUB OF CARLSBAD PARTICIPATE IN NUMEROUS COMMUNITY SERVICE PROJECTS THROUGHOUT THE YEAR. THE CLUB ALSO PROVIDES FINANCIAL SUPPORT FOR STUDENTS, SCHOOL GROUPS, AND OTHER NON-PROFIT ORGANIZATIONS THAT ARE DEDICATED TO SERVING AREA YOUTH.$10,000$10,000
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DAFTARYPresidentPT$0--
KEVIN RADCLIFFEVice President-$0--
NICOLE PAPPASSecretary-$0--
JULIE TILLINGHASTTreasurer-$0--
CARL TILLINGHASTImmediate Past President-$0--
E RICHARD BUSBYDirector-$0--
DONALD ELLINGDirector-$0--
IRENE CHOW-PONGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$26,842$26,842$11,783$15,059
Event 2$2,820$2,820$2,333$487
Total Events$29,662$29,662$14,116$15,546
Filing and Contact Details

Filer

EIN
95-6130961
Phone
7607209800

Signing Officer

Name
Irene Chow-pong
Title
President
Phone
7607209800
Signed
2015-07-15
Discuss with paid preparer
Yes

Preparer

Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grantmaking. Grantee name: optimist club of carlsbad foundation. Grantee address: po 669 carlsbad, ca 92018. Grantee relationship: related foundation. Amount given: 10,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: taxes & fees. Amount: 86. Description: credit card fees. Amount: 631. Description: membership dues. Amount: 1,957. Description: other expenses. Amount: 555. Description: club meetings. Amount: 3,212. Total to form 990-ez, line 16: 6,441.”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07607209800
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IRS990EZ/BooksInCareOfDetail/USAddress/City0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092018
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016574
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DAFTARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN RADCLIFFE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE TILLINGHAST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5E RICHARD BUSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONALD ELLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7IRENE CHOW-PONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06441
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ESTABLISHED IN 1956, THE OPTIMIST CLUB OF CARLSBAD IS A NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED TO SERVING CHILDREN AND TEENAGERS IN CARLSBAD AND SURROUNDING COMMUNITIES.
IRS990EZ/PrintingPublicationsPostageAmt0810
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS OF THE OPTIMIST CLUB OF CARLSBAD PARTICIPATE IN NUMEROUS COMMUNITY SERVICE PROJECTS THROUGHOUT THE YEAR. THE CLUB ALSO PROVIDES FINANCIAL SUPPORT FOR STUDENTS, SCHOOL GROUPS, AND OTHER NON-PROFIT ORGANIZATIONS THAT ARE DEDICATED TO SERVING AREA YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://OPTIMISTCLUBOFCARLSBAD.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029662
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOWL A THON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015546
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTMAKING. GRANTEE NAME: OPTIMIST CLUB OF CARLSBAD FOUNDATION. GRANTEE ADDRESS: PO 669 CARLSBAD, CA 92018. GRANTEE RELATIONSHIP: RELATED FOUNDATION. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TAXES & FEES. AMOUNT: 86. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 631. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,957. DESCRIPTION: OTHER EXPENSES. AMOUNT: 555. DESCRIPTION: CLUB MEETINGS. AMOUNT: 3,212. TOTAL TO FORM 990-EZ, LINE 16: 6,441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE CHOW-PONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07607209800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPTIMIST CLUB OF CARLSBAD INC
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0956130961
ReturnHeader/Filer/PhoneNum07607209800
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 669
ReturnHeader/Filer/USAddress/City0CARLSBAD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10AKT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107676 HAZARD CENTER DRIVE STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198104940
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELSA A ROMERO
ReturnHeader/ReturnTs02015-07-27T13:15:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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