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Nonprofiteer
← OPTIMIST INTERNATIONAL

Form 990 for tax year 2023

Filed by OPTIMIST INTERNATIONAL.

Totals

Total revenue
$4,119,016
Total expenses
$3,595,943
Contributions and grants received
$22,500
Grants paid
$0
Program service revenue
$3,642,056
Investment income
$97,793
Other revenue
$356,667
Total assets, end of year
$5,696,149
Total liabilities, end of year
$1,012,613
Net assets or fund balances, end of year
$4,683,536
Program services expenses (Part IX)
$2,325,926
Management and general expenses
$1,270,017
Fundraising expenses
$0
Program service expenses (Part III)
$2,325,926

Program services were 64.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TRACY HUXLEY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • JAN OORD GRAVES

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • ROBERT MCFADYEN

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • TERRY GORMAN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • CAROL HAYNES

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • ROD MCKENDRICK

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • PATRICK PRENDERGAST

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • SANDI SCHMIDT

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • RUSS THOMAS

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 1 related
  • CHERYL BRENN

    EXECUTIVE DIRECTOR

    Total calculated
    $170,297
    From this org
    $154,500
    From related orgs
    $0
    Other
    $15,797
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $4,500
    Other
    $0
    Deferred
    $5,116
    Nontaxable benefits
    $10,681
    Filer's total
    $170,297
  • CONSTANCE PELLOCK

    CFO

    Total calculated
    $135,060
    From this org
    $117,300
    From related orgs
    $0
    Other
    $17,760
    Hours/week
    50 + 1 related
  • THOMAS CARVER

    DIRECTOR

    Total calculated
    $144,953
    From this org
    $120,777
    From related orgs
    $0
    Other
    $24,176
    Hours/week
    50 + 1 related
  • STEPHANIE MONSCHEIN

    DIRECTOR

    Total calculated
    $119,653
    From this org
    $102,765
    From related orgs
    $0
    Other
    $16,888
    Hours/week
    50 + 1 related
  • RONDA VAUGHN

    DIRECTOR

    Total calculated
    $124,646
    From this org
    $101,620
    From related orgs
    $0
    Other
    $23,026
    Hours/week
    50 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PAYS FOR SPOUSAL TRAVEL AS FOLLOWS: FOR THE PRESIDENT AND PRESIDENT-ELECT, TO THE ANNUAL CONVENTION, DISTRICT VISITATIONS AND CONVENTIONS, GOVERNORS CONFERENCE, AND TO THE FOLLOWING GOLF TOURNAMENTS: OPTIMIST INTERNATIONAL JUNIOR GOLF CHAMPIONSHIPS AND OPTIMIST INTERNATIONAL TOURNAMENT OF CHAMPIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 July 2025
IRS schema version
2023v6.0
Source object
202531969349303173

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