Civic Intelligence

Optimist International

990EZ • Fiscal year 2014 • EIN 95-6130961

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 15, 2015

Organization ProfileOPTIMISTCLUBOFCARLSBAD.ORG
PO Box 669Carlsbad, CA 92018

(760) 720-9800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-7.8%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,027

Up $2,453 (+15%) from 2013

Net Assets

$19,027

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Down

$21,471

Down $1,824 (-7.8%) from 2013

Expenses

Up

$19,018

Up $2,803 (+17%) from 2013

Net Income

Down

$2,453

Down $4,627 (-65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$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

2014

Assets$19,027
Liabilities$0
Net Assets$19,027
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

2014

Revenue$21,471
Expenses$19,018
Net Income$2,453
Open 2014 Filing
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 Pay85th 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07607209800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 669
IRS990EZ/BooksInCareOfDetail/USAddress/City0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092018
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03119
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02453
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt019027
IRS990EZ/FundraisingGrossIncomeAmt029662
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt035587
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02806
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016574
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016574
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019027
IRS990EZ/OccupancyRentUtltsAndMaintAmt01767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DAFTARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN RADCLIFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE PAPPAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE TILLINGHAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL TILLINGHAST
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
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014116
IRS990EZ/SpecialEventsNetIncomeLossAmt015546
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019018
IRS990EZ/TotalProgramServiceExpensesAmt010000
IRS990EZ/TotalRevenueAmt021471
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://OPTIMISTCLUBOFCARLSBAD.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029662
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOWL A THON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015546
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011783
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02333
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.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,027
Liabilities
$0
Net assets
$19,027
Revenue
$21,471
Expenses
$19,018
Net income
$2,453
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits