Civic Intelligence

Optimist Club of Ojai

EIN 95-6143965 • 501(c)4 • Ojai, CA

Profile

YOUTH SERVICE

P O Box 1099Ojai, CA 93024

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

24th percentile

-27%

Faster asset growth than 24% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

5.6%

Faster revenue growth than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,914

Down $2,966 (-27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$7,914

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Up

$11,035

Up $589 (+5.6%) from 2021

Expenses

Up

$14,001

Up $1,743 (+14%) from 2021

Net Income

Down

-$2,966

Down $1,154 (-64%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$30K$20K$10K$0Assets 2011: $19,527Liabilities 2011: $02011Assets 2012: $21,914Liabilities 2012: $02012Assets 2013: $20,570Liabilities 2013: $02013Assets 2014: $20,018Liabilities 2014: $02014Assets 2015: $17,648Net Assets 2015: $17,6482015Assets 2016: $16,231Net Assets 2016: $16,2312016Assets 2017: $18,182Net Assets 2017: $18,1822017Assets 2018: $25,672Net Assets 2018: $25,6722018Assets 2019: $17,327Net Assets 2019: $17,3272019Assets 2020: $12,692Liabilities 2020: $02020Assets 2021: $10,880Liabilities 2021: $02021Assets 2022: $7,914Net Assets 2022: $7,9142022

Highlighted filing

2022

Assets$7,914
Liabilities-
Net Assets$7,914
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $23,025Expenses 2011: $24,026Net Income 2011: -$1,0012011Revenue 2012: $22,919Expenses 2012: $20,532Net Income 2012: $2,3872012Revenue 2013: $21,358Expenses 2013: $22,702Net Income 2013: -$1,3442013Revenue 2014: $28,016Expenses 2014: $28,568Net Income 2014: -$5522014Revenue 2015: $26,472Expenses 2015: $28,842Net Income 2015: -$2,3702015Revenue 2016: $21,218Expenses 2016: $22,635Net Income 2016: -$1,4172016Revenue 2017: $22,187Expenses 2017: $20,236Net Income 2017: $1,9512017Revenue 2018: $24,326Expenses 2018: $16,836Net Income 2018: $7,4902018Revenue 2019: $13,422Expenses 2019: $21,767Net Income 2019: -$8,3452019Revenue 2020: $8,512Expenses 2020: $13,147Net Income 2020: -$4,6352020Revenue 2021: $10,446Expenses 2021: $12,258Net Income 2021: -$1,8122021Revenue 2022: $11,035Expenses 2022: $14,001Net Income 2022: -$2,9662022

Highlighted filing

2022

Revenue$11,035
Expenses$14,001
Net Income-$2,966
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,914
Liabilities
-
Net assets
$7,914
Revenue
$11,035
Expenses
$14,001
Net income
-$2,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.91$7.91$11.0$14.0$2.97
2021Summary only. Only limited summary data is available for this year.$10.9$0.00$10.4$12.3$1.81
2020Summary only. Only limited summary data is available for this year.$12.7$0.00$8.51$13.1$4.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$17.3$13.4$21.8$8.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$25.7$24.3$16.8$7.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$18.2$22.2$20.2$1.95
2016Detailed filing. Detailed filing data is available for this year.$16.2$16.2$21.2$22.6$1.42
2015Detailed filing. Detailed filing data is available for this year.$17.6$17.6$26.5$28.8$2.37
2014Summary only. Only limited summary data is available for this year.$20.0$0.00$28.0$28.6$0.55
2013Summary only. Only limited summary data is available for this year.$20.6$0.00$21.4$22.7$1.34
2012Summary only. Only limited summary data is available for this year.$21.9$0.00$22.9$20.5$2.39
2011Summary only. Only limited summary data is available for this year.$19.5$0.00$23.0$24.0$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 10, 2023
Return Version
2021v4.1
Gross Receipts
$22,222
Mission and Program Overview

Mission

YOUTH SERVICE

Program Services

DescriptionGrantsExpenses
DONATED MONEY TO OPTIMIST YOUTH HOMES AND OPTIMIST YOUTH PROGRAMS$4,837$6,209
SOLD SANDWICHES AT HIGH SCHOOL FOOTBALLGAMES TO RAISE FUNDS TO HELP PUBLIC SCHOOL BUY ITEMS THAT OTHERWISE NOT AFFORDED.$5,836$4,978
RAISE MONEY AT MISC FUNDRAISERS TO AWARD SCHOLARSHIPS TO HIGH SCHOOLSENIORS.$1,000-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN CODYPresidentPT$0--
DAWN SHOOKSecretaryPT$0--
ALLEN SHOOKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,591$13,591-$13,591
Tri-tip Sales$8,294$8,294-$8,294
Total Events$21,885$21,885$11,187$10,698
Filing and Contact Details

Filer

Filer Name
Optimist Club of Ojai
EIN
95-6143965
Phone
8056468453
Address
P O BOX 1099, OJAI, CA 93024

Signing Officer

Name
Dawn Shook
Title
Secretary
Signed
2023-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Allstate Tax Service
Address
134 S Imperial Hwy, Anaheim, CA 92807
Preparer
Charles C Morrey Iii
Phone
5628659619
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: NORDHOFF HIGH SCHOOL | Donee's Address: 1407 MARICOPA HWY OJAI CA 93023 | Relationship of Donee: NONE | Cash Amount Given: $6500”

Other Expenses.1007

“Conferences, Conventions, and Meetings $877”

Other Expenses.1

“International & District Dues $1261”

Other Expenses.2

“State Filing Fee $75”

Raw XML Appendix135 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/PersonNm0ALLEN SHOOK
IRS990EZ/BooksInCareOfDetail/PhoneNum08056466031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1099
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OJAI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0930241099
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010880
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2966
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0115
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010880
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07914
IRS990EZ/FundraisingGrossIncomeAmt021885
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011673
IRS990EZ/GrossReceiptsAmt022222
IRS990EZ/GroupExemptionNum01334
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010880
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07914
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010880
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLLEEN CODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN SHOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLEN SHOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0YOUTH SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOLD SANDWICHES AT HIGH SCHOOL FOOTBALLGAMES TO RAISE FUNDS TO HELP PUBLIC SCHOOL BUY ITEMS THAT OTHERWISE NOT AFFORDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISE MONEY AT MISC FUNDRAISERS TO AWARD SCHOLARSHIPS TO HIGH SCHOOLSENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATED MONEY TO OPTIMIST YOUTH HOMES AND OPTIMIST YOUTH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05836
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24837
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04978
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt011187
IRS990EZ/SpecialEventsNetIncomeLossAmt010698
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014001
IRS990EZ/TotalProgramServiceExpensesAmt011187
IRS990EZ/TotalRevenueAmt011035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011187
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TRI-TIP SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04978
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010698
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05459
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NORDHOFF HIGH SCHOOL | Donee's Address: 1407 MARICOPA HWY OJAI CA 93023 | Relationship of Donee: NONE | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2International & District Dues $1261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3State Filing Fee $75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Shook
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTIMIST CLUB OF OJAI
ReturnHeader/Filer/BusinessNameControlTxt0OPTI
ReturnHeader/Filer/EIN0956143965
ReturnHeader/Filer/PhoneNum08056468453
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1099
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952765538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allstate Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 S Imperial Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092807
ReturnHeader/PreparerPersonGrp/PhoneNum05628659619
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES C MORREY III
ReturnHeader/ReturnTs02023-08-10T15:43:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dawn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shook
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.