Caldwell Optimist Limited

Nonprofit profile at a glance

EIN
820359298
IRS 990-EZ coverage
2009–2014
Forms available
Form 990-EZ 2014
Location
Caldwell, ID, USA
Phone
2082505811
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Youth Community Service Clubs

Reported finances

Revenue
$154,563
Expenses
$123,083
Assets
$87,378

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • DIANE CROOKHAM (PRESIDENT)

People named in this filing

  • ROBERT F KAFKA JR (SECRETARY)
  • BILL L MOORE (DIRECTOR)
  • CONNIE HOLT (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide programs designed to encourage the youth of the caldwell, Idaho community to become well rounded citizens.

What it reported doing in 2014

Provide opportunities for the youth of caldwell, Idaho through an academic scholarship, and the operation of a youth soccer league.

Operating model

Revenue model
Earned-program. 89% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 82
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 47.2%; rating input score 47
  • Program expense ratio: 59.3%; rating input score 59

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 20.4%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 16.3% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: 15.6% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 23.9% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 47.2% of revenue deployed · 59.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $73K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2009 to 2014
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
  • Review — Financial Efficiency: Program expense ratio scored 59/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.