Optimist Club of Green Bay Inc

Nonprofit profile at a glance

EIN
396079687
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024, Form 990-N 2014
Location
Green Bay, WI, USA
Phone
9204651100
Rating
38
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$14,250
Expenses
$18,423
Assets
$19,478
Liabilities
$7,250

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • RONALD METZLER (PRESIDENT)
  • BEN SORENSEN (VICE PRESIDENT)

People named in this filing

  • RONALD METZLER (PRESIDENT)
  • BEN SORENSEN (VICE PRESIDENT)
  • SHANNON SORENSEN (SECRETARY)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Develop optimism as a philosophy of life

What it reported doing in 2024

Miscellaneous contribtuions 208

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 4%; rating input score 4
  • Program expense ratio: 3.1%; rating input score 3

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -29.3%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 1.06; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -12.5% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: 6.9% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: -10.9% per year; rating input score 0; 16th percentile among comparable filings

Details

  • Where the money goes: 4% of revenue deployed · 3.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $576 in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2019 to 2024
  • 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 3/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 19/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.