Optimist International FY2021 filing

Not tax-deductible

Saint Louis, MO501(c)(4)Since 1919EIN 43-0443279Revenue $4.5M in FY2021

On file with the IRSoptimist.org4494 Lindell Blvd, 63108-2404 · Saint Louis, MOTax-exempt since Jul 1958

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By providing hope and positive vision, optimists bring out the best in youth, our communities and ourselves.

61¢ of each $1 spent went to programs.
$589K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $388K a year · 9% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$589K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.5M
-7% vs prior year
Spent
$4.1M
To programs
61%
Net assets
$3.2M
By yearFY2020–FY2025
Revenue
$4.5M
FY2021▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.9M
FY2021$4.5M
FY2022$3.6M
FY2023$4.1M
FY2024$4.1M
FY2025$3.9M
Expenses
$4.1M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.3M
FY2021$4.1M
FY2022$3.6M
FY2023$3.5M
FY2024$3.6M
FY2025$3.6M
Net assets
$3.2M
FY2021▲ +49%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.2M
FY2021$3.2M
FY2022$3.0M
FY2023$3.8M
FY2024$4.7M
FY2025$5.1M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $2.5M Management & general 39% · $1.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $589K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$267,136Pt VII · Sec A
$119,933Pt VII · Sec A
Director
$104,253Pt VII · Sec A
$97,277Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Benny Ellerbe———$161,207$267,136—
Benny Ellberbe—————$192,133
Cheryl Brenn$153,692$154,500$151,500$60,577——
Thomas Carver$138,749$120,777$117,969$114,044$119,933$112,824
Ronda Vaughn$123,383$101,620——$104,253—
Marcus Sheker$118,823—————
Constance Pellock$114,434$117,300$114,572$110,761$97,277—
Stephanie Monschein$114,119$102,765$100,375———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires youth and communities with hope and positive vision.

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Provided by the organization

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2 programs · $2.5M · in their own filed words · FY2020
01

Optimist international is an association which provides operational support to approximately 2,200 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.

$2.4Mprogram expense
02

Junior optimist international (joi) is a dynamic coalition of youth volunteers. Joi represent the times well by making their communities better - one service project at a time. With more than 15,000 volunteers in more than 500 communities, joi members are constantly working to promote positive change in their communities.

$124Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$30K
Grants paid · 3 grants · $123K · 2020–2021

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.5M
Ln 12
Fees for servicesLn 2g$3.6M
Gifts and grantsLn 1h$490K
Other incomeLn 4–11$400K
Money outPt IX
$4.1M
Ln 25
Programscol B$2.5M
Managementcol C$1.6M
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$663K
Total assetsLn 16$4.4M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
14
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$490K
Government grantsLn 1e$391K
Fees for servicesLn 2g$3.6M
Investment incomeLn 3$6K
Other incomeLn 4–11$400K
Gains on assetsLn 7−$392
Total revenueLn 12$4.5M
Assets in detailPt X, end of year
CashLn 1$582K
SavingsLn 2$81K
Cash and savings togetherLn 1–2$663K
InvestmentsLn 11–13$1.4M
Land, buildings, equipmentLn 10c$241K
Other assetsLn 15$1.8M
Total assetsLn 16$4.4M
LiabilitiesLn 26$1.1M
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 535
VolunteersI 61,055
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$742K$663K
InvestmentsLn 11–13$1.0M$1.4M
Land, buildings, equipmentLn 10c$253K$241K
Total assetsLn 16$3.5M$4.4M
LiabilitiesLn 26$1.3M$1.1M
Net assetsLn 32$2.2M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$83K$83K
Pay of current officers, directors and key staffLn 5$379K$153K$226K
Other salaries and wagesLn 7$1.3M$760K$584K
Pension plan contributionsLn 8$66K$22K$44K
Other employee benefitsLn 9$204K$102K$103K
Payroll taxesLn 10$118K$55K$63K
Legal feesLn 11b$27K$27K
Accounting feesLn 11c$37K$37K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$56K$56K
Office expensesLn 13$296K$214K$83K
Information technologyLn 14$81K$16K$65K
OccupancyLn 16$152K$90K$62K
TravelLn 17$172K$132K$40K
Conferences, conventions and meetingsLn 19$255K$249K$6K
InterestLn 20$21K$21K
Depreciation, depletion and amortizationLn 22$25K$15K$10K
InsuranceLn 23$580K$547K$34K
Other expenses (24a–d)Ln 24$229K$105K$125K
Total functional expensesLn 25$4.1M$2.5M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.9M$3.6M$263K$5.1M 990 PDF
FY2024 $4.1M$3.6M$523K$4.7M 990 PDF
FY2023 $4.1M$3.5M$552K$3.8M 990 PDF
FY2022 $3.6M$3.6M$20K$3.0M 990 PDF
FY2021 Viewing $4.5M$4.1M$395K$3.2M 990 PDF
FY2020 $4.9M$4.3M$572K$2.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,531,047 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $96,094$490,224
I-9 Program service revenuePrior year $3,712,412$3,635,630
I-10 Investment incomePrior year $13,179$5,532
I-11 Other revenuePrior year $1,028,545$399,661
I-12 Total revenuePrior year $4,850,230$4,531,047
I-13 Grants and similar amounts paidPrior year $0$82,872
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,166,244$2,111,141
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,112,439$1,941,873
I-18 Total expensesPrior year $4,278,683$4,135,886
I-19 Revenue less expensesPrior year $571,547$395,161
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,531,047 across 9 lines filed
Lines not itemized here account for $7,292 of total revenue; see the IRS return.
VIII-1e Government grants$391,095
VIII-1f All other contributions, gifts and grants$99,129
VIII-1h Total contributions, gifts and grants$490,224
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,635,630$3,635,630
VIII-3 Investment incomeExcluded from tax $5,924$5,924
VIII-5 RoyaltiesRelated to mission $12,083 · Excluded from tax $61,856$73,939
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$392−$392
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $100,170 · Unrelated business $7,500 · Excluded from tax $210,760$318,430
VIII-12 Total revenueRelated to mission $3,755,175 · Unrelated business $7,500 · Excluded from tax $278,148$4,531,047
Part IX · Statement of functional expenses $4,135,886 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $82,872$82,872
IX-5 Pay of current officers, directors and key staffPrograms $152,679 · Management $225,909$378,588
IX-7 Other salaries and wagesPrograms $760,407 · Management $583,562$1,343,969
IX-8 Pension plan contributionsPrograms $21,910 · Management $44,484$66,394
IX-9 Other employee benefitsPrograms $101,548 · Management $102,704$204,252
IX-10 Payroll taxesPrograms $54,850 · Management $63,088$117,938
IX-11b Legal feesManagement $26,740$26,740
IX-11c Accounting feesManagement $36,750$36,750
IX-11f Investment management feesManagement $10,325$10,325
IX-11g Other fees for servicesManagement $55,738$55,738
IX-13 Office expensesPrograms $213,833 · Management $82,612$296,445
IX-14 Information technologyPrograms $15,657 · Management $65,271$80,928
IX-16 OccupancyPrograms $89,793 · Management $62,398$152,191
IX-17 TravelPrograms $132,168 · Management $39,818$171,986
IX-19 Conferences, conventions and meetingsPrograms $248,757 · Management $6,125$254,882
IX-20 InterestManagement $21,326$21,326
IX-22 Depreciation, depletion and amortizationPrograms $14,822 · Management $10,300$25,122
IX-23 InsurancePrograms $546,553 · Management $33,629$580,182
IX-24 Other expenses (24a–d)Programs $104,537 · Management $124,721$229,258
IX-25 Total functional expensesPrograms $2,540,386 · Management $1,595,500 · Fundraising $0$4,135,886
Part X · Balance sheet $4,353,135 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $661,794$582,260
X-2 Savings and temporary cash investmentsStart of year $80,064$80,613
X-4 Accounts receivableStart of year $137,832$99,004
X-9 Prepaid expenses and deferred chargesStart of year $236,012$213,923
X-10c Land, buildings and equipment, netStart of year $253,463$240,829
X-12 Other securitiesStart of year $1,005,597$1,356,299
X-15 Other assetsStart of year $1,133,805$1,780,207
X-16 Total assetsStart of year $3,509,014$4,353,135
X-17 Accounts payable and accrued expensesStart of year $366,860$440,924
X-25 Other liabilitiesStart of year $929,613$686,783
X-26 Total liabilitiesStart of year $1,348,382$1,127,707
X-27 Net assets without donor restrictionsStart of year $2,160,632$3,225,428
X-32 Total net assets or fund balancesStart of year $2,160,632$3,225,428
X-33 Total liabilities and net assetsStart of year $3,509,014$4,353,135
Part XI · Reconciliation of net assets $3,225,428 net assets at year end
XI-1 Total revenue$4,531,047
XI-2 Total expenses$4,135,886
XI-3 Revenue less expenses$395,161
XI-4 Net assets at start of year$2,160,632
XI-9 Other changes in net assets$669,635
XI-10 Net assets at end of year$3,225,428

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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