Totals
- Total revenue
- $4,080,823
- Total expenses
- $3,528,366
- Contributions and grants received
- $22,500
- Grants paid
- $0
- Program service revenue
- $3,659,228
- Investment income
- $60,927
- Other revenue
- $338,168
- Total assets, end of year
- $5,022,321
- Total liabilities, end of year
- $1,219,948
- Net assets or fund balances, end of year
- $3,802,373
- Program services expenses (Part IX)
- $2,249,309
- Management and general expenses
- $1,279,057
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,249,309
Program services were 63.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$22,500
-
2a · Program service revenue: DUES AND ASSESSMENTS
total $3,659,228 · related or exempt $3,659,228
-
3 · Investment income
total $56,164 · excluded $56,164
-
5 · Royalties
total $49,324 · related or exempt $11,555 · excluded $37,769
-
7a · Gross sales of assets other than inventory
other assets $4,763
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $4,763
-
7d · Net gain or loss
total $4,763 · excluded $4,763
-
11a · Other revenue: REIMBURSEMENTS
total $221,921 · related or exempt $221,921
-
11b · Other revenue: CLUB LIABILITY INSURAN
total $54,045 · related or exempt $54,045
-
11c · Other revenue: OTHER REVENUE
total $7,878 · related or exempt $7,878
-
11d · All other revenue
total $5,000 · unrelated business $5,000
-
11e · Other revenue, total
$288,844
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $300,860 · program services $99,340 · management and general $201,520
-
7 · Other salaries and wages
total $1,104,755 · program services $623,468 · management and general $481,287
-
8 · Pension plan contributions
total $56,570 · program services $19,030 · management and general $37,540
-
9 · Other employee benefits
total $187,802 · program services $80,397 · management and general $107,405
-
10 · Payroll taxes
total $101,577 · program services $53,216 · management and general $48,361
-
11b · Fees: legal
total $11,000 · management and general $11,000
-
11c · Fees: accounting
total $43,600 · management and general $43,600
-
11f · Fees: investment management
total $11,447 · management and general $11,447
-
11g · Fees: other
total $833 · management and general $833
-
13 · Office expenses
total $176,353 · program services $129,687 · management and general $46,666
-
14 · Information technology
total $72,200 · program services $37,363 · management and general $34,837
-
16 · Occupancy
total $126,624 · program services $74,328 · management and general $52,296
-
17 · Travel
total $222,510 · program services $164,633 · management and general $57,877
-
19 · Conferences, conventions and meetings
total $264,496 · program services $256,872 · management and general $7,624
-
20 · Interest
total $16,586 · management and general $16,586
-
22 · Depreciation, depletion and amortization
total $20,715 · program services $12,165 · management and general $8,550
-
23 · Insurance
total $667,445 · program services $631,255 · management and general $36,190
-
24a · Other expenses: LOSS ON UNCOLLECTIBLES
total $68,199 · management and general $68,199
-
24b · Other expenses: DUES TO DISTRICTS
total $49,349 · program services $49,349
-
24c · Other expenses: AWARDS
total $22,202 · program services $18,206 · management and general $3,996
-
24d · Other expenses: TAXES
total $3,243 · management and general $3,243
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,554,569 · end of year $690,149
-
2 · Savings and temporary cash investments
beginning of year $80,896 · end of year $81,139
-
4 · Accounts receivable
beginning of year $235,299 · end of year $93,744
-
9 · Prepaid expenses and deferred charges
beginning of year $225,859 · end of year $343,371
-
10a · Land, buildings and equipment: cost or other basis
$3,403,386
-
10b · Land, buildings and equipment: accumulated depreciation
$3,195,733
-
10c · Land, buildings and equipment, net
beginning of year $225,618 · end of year $207,653
-
12 · Investments: other securities
beginning of year $381,387 · end of year $1,905,556
-
15 · Other assets
beginning of year $1,320,537 · end of year $1,700,709
-
17 · Accounts payable and accrued expenses
beginning of year $406,040 · end of year $428,546
-
19 · Deferred revenue
beginning of year -$92 · end of year $3,678
-
25 · Other liabilities
beginning of year $654,004 · end of year $787,724
-
27 · Net assets without donor restrictions
beginning of year $2,964,213 · end of year $3,802,373
Mission and programs · 2022
Mission
BY PROVIDING HOPE AND POSITIVE VISION, OPTIMISTS BRING OUT THE BEST IN YOUTH, OUR COMMUNITIES AND OURSELVES.
-
OPTIMIST INTERNATIONAL IS AN ASSOCIATION WHICH PROVIDES OPERATIONAL SUPPORT TO APPROXIMATELY 2,000 OPTIMIST CLUBS AROUND THE WORLD DEDICATED TO "BRINGING OUT THE BEST IN YOUTH." ADULT VOLUNTEERS JOIN OPTIMIST CLUBS TO CONDUCT POSITIVE SERVICE PROJECTS IN THEIR COMMUNITIES AIMED AT PROVIDING A HELPING HAND TO YOUTH. WITH THEIR UPBEAT ATTITUDE, OPTIMIST CLUB MEMBERS HELP EMPOWER YOUNG PEOPLE TO BE THE BEST THAT THEY CAN BE. EACH OPTIMIST CLUB DETERMINES THE NEEDS OF THE YOUNG PEOPLE IN ITS COMMUNITY AND CONDUCTS PROGRAMS TO MEET THOSE NEEDS. EVERY YEAR, OPTIMISTS CONDUCT ROUGHLY 65,000 SERVICE PROJECTS AND SERVE WELL OVER FIVE MILLION PEOPLE.
Expenses $2,249,309 · Revenue $3,954,627
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cheryl BrennCHERYL BRENN
EXECUTIVE DIRECTOR
- Total calculated
- $162,187
- From this org
- $151,500
- From related orgs
- $0
- Other
- $10,687
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $150,000
- Bonus
- $1,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,687
- Filer's total
- $162,187
-
Thomas CarverTHOMAS CARVER
DIRECTOR
- Total calculated
- $141,983
- From this org
- $117,969
- From related orgs
- $0
- Other
- $24,014
- Hours/week
- 50
-
Constance PellockCONSTANCE PELLOCK
CFO
- Total calculated
- $132,961
- From this org
- $114,572
- From related orgs
- $0
- Other
- $18,389
- Hours/week
- 50
-
Stephanie MonscheinSTEPHANIE MONSCHEIN
DIRECTOR
- Total calculated
- $117,877
- From this org
- $100,375
- From related orgs
- $0
- Other
- $17,502
- Hours/week
- 50
-
Robert McFadyenROBERT MCFADYEN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Tracy HuxleyTRACY HUXLEY
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Patsy GarnerPATSY GARNER
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Robert DoyleROBERT DOYLE
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Terry GormanTERRY GORMAN
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Carol HaynesCAROL HAYNES
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Janet LloydJANET LLOYD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Patrick PrendergastPATRICK PRENDERGAST
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Russ ThomasRUSS THOMAS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 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.
-
OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION
501(C)(3) · YOUTH DEVELOPMENT · MO · controlled entity
Directly controlled by OPTIMIST INTERNATIONAL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402279349302255
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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