Optima Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 905,605 | 705,177 | 200,428 | 3.3 | 0% |
| 2021 | 1,782,383 | 1,177,828 | 604,555 | 7.6 | 69% |
| 2022 | 4,156,778 | 2,879,295 | 1,277,483 | 8.6 | 66% |
| 2023 | 3,488,835 | 3,473,407 | 15,428 | 7.2 | 46% |
In its most recent public year (2023), this organization brought in $15,428 more than it spent. Its reserves stood at about 7.2 months of spending, up from 3.3 in 2020. Staff pay was 46% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Optima Foundation Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works