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Nonprofit · EIN 23-7273007

OPTIMIST INTERNATIONAL

Also known as 40096 OC OF NORTH LIBERTY IA

Tax-exempt · NORTH LIBERTY, IA 52317

Financials

$50K$60K2023$48K$70K2024
Revenue Expenses · by fiscal year end
Financials of OPTIMIST INTERNATIONAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-EZ$47,504$69,610-$22,106$102,290$0$102,290
September 30, 2024990-EZ$50,311$59,506-$9,195$121,728$0$121,728
Financial details: 990-EZ for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$3,023
Membership dues
$5,227
Program service revenue
$0
Investment income
$1,797
Net income from fundraising events
$35,958
Other revenue
$1,499

Expenses

Grants and similar amounts paid
$61,388
Benefits paid to members
$6,563
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Other expenses
$1,659
Program services (functional)
$28,712

Balance sheet and other

Total assets, start of year
$121,728
Total assets, end of year
$102,290
Total liabilities, end of year
$0
Net assets, end of year
$102,290
Cash, savings and investments
$81,290
Gross receipts
$76,216

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kristy BallardPresident5$0
Barb L DixonSecretary2$0
Dave RobertsTreasurer2$0
Bob DunkinFoundation Representative0$0
990-EZ for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
Darlene SmithPresident10$0
Barb L DixonSecretary2$0
Dave RobertsTreasurer8$0
Bob DunkinFoundation Representative2$0

Address and contacts

Address (IRS master file)
PO BOX 106, NORTH LIBERTY, IA 52317-0106
In care of
% BARB L DIXON
Mailing address (990-N for 2020)
PO Box 106, North Liberty IA 52317
Principal officer (990-N for 2020)
Dave J Roberts, PO Box 106, North Liberty IA 52317
Signed the 990-EZ
David Roberts, Treasurer
Phone
(319) 626-2949

Mission

Support youth in our area thru grants and events

990-EZ for the year ended September 30, 2025

Program accomplishments

  • Avenue of Flags distribute 1300 flags on each of 5 Flag Holidays in the North Liberty Area in the morning and pick them up in the evening. From this we raise funds for numerous projects and distribute $24,734 in grants to youth groups that work with us to distribute and pick them up/the flags
    Expenses $24,734 · grants $51,272
  • Pancake Day we serve approximately 1,000 people, we use the profits for our small projects likke Essay and Oratorical Contests, Cancer Camp for Kids, 4-H Youth, and local Community Pantry
    Expenses $2,840 · grants $12,121
  • Junior Optimists Hygiene kits to give out
    Expenses $1,138 · grants $985

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-EZ on file
2023September 30, 2024February 17, 2025990-EZ on file

IRS record

EIN
23-7273007
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1958
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$102,290
Income (IRS master file)
$76,216

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZSeptember 2025$47,504$69,610$102,290IRS
990-EZSeptember 2024$50,311$59,506$121,728XML
990-EZSeptember 2023–––IRS
990-EZSeptember 2022–––IRS
990-N for 2020
Officer: Dave J Roberts
September 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: David J Roberts-Treasurer
September 30, 2020≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7273007).

Questions about OPTIMIST INTERNATIONAL

What is the EIN of OPTIMIST INTERNATIONAL?
The employer identification number (EIN) of OPTIMIST INTERNATIONAL is 23-7273007.
Is OPTIMIST INTERNATIONAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1958.
Are donations to OPTIMIST INTERNATIONAL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OPTIMIST INTERNATIONAL file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OPTIMIST INTERNATIONAL due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPTIMIST INTERNATIONAL last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
Who is the principal officer of OPTIMIST INTERNATIONAL?
The 990-N for 2020 names Dave J Roberts.
Who are the officers and directors of OPTIMIST INTERNATIONAL?
The 990-EZ for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does OPTIMIST INTERNATIONAL have?
On its 990-EZ for the year ended September 30, 2025 it reported revenue of $47,504, expenses of $69,610 and total assets of $102,290 at year end.

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