Optimist Club of Baytown

Nonprofit profile at a glance

EIN
746062569
IRS 990-EZ coverage
2009–2023
Forms available
Form 990-EZ 2023
Location
Baytown, TX, USA
Phone
2816286829
Rating
36
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$15,597
Expenses
$17,620
Assets
$12,225

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • JOSE PENA (PRESIDENT)

People named in this filing

  • JOSE PENA (PRESIDENT)
  • STAN WHITE (TREASURER)
  • KATHY ANDERSON (BOARD MEMBER)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To further youth extracurricular activities

What it reported doing in 2023

Community service - welcome stranger - a family passing through the community is stopped and given a meal and gifts.

Operating model

Revenue model
Other-operating. 61% of the money available for current operations came from other operating 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

REVIEW - The filed numbers largely add up. 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: 4
  • Transparency & Controls: 82
  • Sustainability: 31
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 4.4%; rating input score 4
  • Program expense ratio: 3.9%; rating input score 4

Transparency & Controls

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

Sustainability

  • Operating margin: -13%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 0.69; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -8% per year; rating input score 0; 31st percentile among comparable filings
  • Revenue growth: -15.8% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: -7.9% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 4.4% of revenue deployed · 3.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $681 in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2009 to 2023
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 4/100.
  • High — Financial Efficiency: Program expense ratio scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.