2025-07-15T20:16:51-05:00 2024-09-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2023-10-01 430443279 OPTIMIST INTERNATIONAL OPTI 3143716000 4494 LINDELL BOULEVARD SAINT LOUIS MO 63108 CHERYL BRENN EXECUTIVE DIRECTOR 3143716000 2025-07-14 1 1 KIMBERLY A RYAN P00829977 3142903300 2023 2025-03-06 01:10:19Z CHERYL BRENN 4494 LINDELL BOULEVARD SAINT LOUIS MO 63108 4119016 0 1334 X WWW.OPTIMIST.ORG X 1919 MO BY PROVIDING HOPE AND POSITIVE VISION, OPTIMISTS BRING OUT THE BEST IN YOUTH, OUR COMMUNITIES AND OURSELVES. 9 9 34 1100 5000 0 22500 22500 3659228 3642056 60927 97793 338168 356667 4080823 4119016 0 0 0 0 1751564 1881017 0 0 0 1776802 1714926 3528366 3595943 552457 523073 5022321 5696149 1219948 1012613 3802373 4683536 BY PROVIDING HOPE AND POSITIVE VISION, OPTIMISTS BRING OUT THE BEST IN YOUTH, OUR COMMUNITIES AND OURSELVES. 0 0 2325926 3966481 OPTIMIST INTERNATIONAL IS AN ASSOCIATION WHICH PROVIDES OPERATIONAL SUPPORT TO APPROXIMATELY 2,000 OPTIMIST CLUBS AROUND THE WORLD DEDICATED TO "BRINGING OUT THE BEST IN YOUTH." ADULT VOLUNTEERS JOIN OPTIMIST CLUBS TO CONDUCT POSITIVE SERVICE PROJECTS IN THEIR COMMUNITIES AIMED AT PROVIDING A HELPING HAND TO YOUTH. WITH THEIR UPBEAT ATTITUDE, OPTIMIST CLUB MEMBERS HELP EMPOWER YOUNG PEOPLE TO BE THE BEST THAT THEY CAN BE. EACH OPTIMIST CLUB DETERMINES THE NEEDS OF THE YOUNG PEOPLE IN ITS COMMUNITY AND CONDUCTS PROGRAMS TO MEET THOSE NEEDS. EVERY YEAR, OPTIMISTS CONDUCT ROUGHLY 65,000 SERVICE PROJECTS AND SERVE WELL OVER FIVE MILLION PEOPLE. 2325926 0 0 0 1 0 0 0 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 15 0 34 1 1 1 1 CA 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X CONSTANCE PELLOCK 3143716000 4494 LINDELL BOULEVARD SAINT LOUIS MO 63108 TRACY HUXLEY PRESIDENT 5.00 1.00 X X 0 0 0 JAN OORD GRAVES PRESIDENT-ELECT 5.00 1.00 X X 0 0 0 ROBERT MCFADYEN IMMEDIATE PAST PRESIDENT 5.00 1.00 X X 0 0 0 TERRY GORMAN BOARD DIRECTOR 5.00 1.00 X 0 0 0 CAROL HAYNES BOARD DIRECTOR 5.00 1.00 X 0 0 0 ROD MCKENDRICK BOARD DIRECTOR 5.00 1.00 X 0 0 0 PATRICK PRENDERGAST BOARD DIRECTOR 5.00 1.00 X 0 0 0 SANDI SCHMIDT BOARD DIRECTOR 5.00 1.00 X 0 0 0 RUSS THOMAS BOARD DIRECTOR 5.00 1.00 X 0 0 0 CHERYL BRENN EXECUTIVE DIRECTOR 50.00 1.00 X 154500 0 15797 CONSTANCE PELLOCK CFO 50.00 1.00 X 117300 0 17760 THOMAS CARVER DIRECTOR 50.00 1.00 X 120777 0 24176 STEPHANIE MONSCHEIN DIRECTOR 50.00 1.00 X 102765 0 16888 RONDA VAUGHN DIRECTOR 50.00 1.00 X 101620 0 23026 596962 0 97647 5 0 1 0 0 22500 22500 DUES AND ASSESSMENTS 711300 3642056 3642056 3642056 97793 97793 35836 8594 27242 REIMBURSEMENTS 541200 229136 229136 CLUB LIABILITY INSURAN 711300 59768 59768 OTHER REVENUE 711300 26927 26927 5000 5000 320831 4119016 3966481 5000 125035 307637 103846 203791 1203541 663415 540126 63018 22538 40480 186341 85896 100445 120480 61761 58719 8859 8859 2400 2400 12577 12577 379 379 172614 138943 33671 76574 34966 41608 125538 73063 52475 228573 176587 51986 177168 175032 2136 14696 14696 23950 13944 10006 739263 702608 36655 LOSS ON UNCOLLECTIBLES 55873 55873 DUES TO DISTRICTS 54695 54695 TAXES 11497 10211 1286 AWARDS 10270 8421 1849 3595943 2325926 1270017 0 690149 917427 81139 82129 93744 86810 343371 275985 3414018 3202365 207653 211653 1905556 1942593 1700709 2179552 5022321 5696149 428546 206858 3678 360 787724 805395 1219948 1012613 X 3802373 4683536 3802373 4683536 5022321 5696149 X 523073 -100782 458872 X X 0 1 X 1 0 1 1 0 PART III-A, LINE 2: OPTIMIST INTERNATIONAL DOES NOT ENGAGE IN ANY LOBBYING ACTIVITIES. 142771 3926 5525 152222 140499 2272 142771 132109 3860 4530 140499 118563 9274 4272 132109 113705 675 4183 118563 1.00000 0 1 1 158417 158417 2226350 2187011 39339 1029251 1015354 13897 211653 GUARANTEED INVESTMENT CONTRACT 1942593 F 1942593 MINERAL RIGHT ASSET 47531 NET PENSION ASSET 1935194 ASSETS RESTRICTED FOR BOARD-DESIGNATED ENDOWMENT 152222 RIGHT-OF-USE ASSET 44605 2179552 DUE TO DISTRICTS 55061 NOTE PAYABLE OPTIMIST INTERNATIONAL FOUNDATION 229124 DUE TO FOUNDATIONS 475963 LONG-TERM PORTION OF FINANCE LEASE LIABILITY 45247 805395 6099795 2154415 2154415 3945380 173636 173636 4119016 5078497 1482554 1482554 3595943 0 3595943 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR FUTURE OPERATIONS THAT ASSIST YOUTH THROUGH OPTIMIST'S CHARITABLE PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY OF OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION 1,695,543. PENSION PLAN CHANGES OTHER THAN NET PERIODIC BENEFIT COST 394,096. OTHER COMPONENTS OF NET PERIODIC COST 61,078. GAIN ON FOREIGN CURRENCY TRANSLATION 3,698. PART XI, LINE 4B - OTHER ADJUSTMENTS: OI SEPARATE ENTITY FINANCIAL STATEMENT ADJUSTMENT ENTRY 173,636. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTIVITY OF OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION 1,482,554. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES ASSIST CLUBS 8419 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENT 1942593 0 0 0 0 0 0 1951012 0 1951012 0 0 0 0 0 0 PART I, LINE 2: OPTIMIST INTERNATIONAL'S BOARD OF DIRECTORS READS AND APPROVES THE GRANT APPLICATION, AND ALSO REQUIRES AND REVIEWS REPORTS ON THE OUTCOME OF THE GRANT. X 1 1 X 0 0 0 0 0 0 0 0 0 CHERYL BRENN EXECUTIVE DIRECTOR 150000 0 4500 0 0 0 5116 0 10681 0 170297 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR SPOUSAL TRAVEL AS FOLLOWS: FOR THE PRESIDENT AND PRESIDENT-ELECT, TO THE ANNUAL CONVENTION, DISTRICT VISITATIONS AND CONVENTIONS, GOVERNORS CONFERENCE, AND TO THE FOLLOWING GOLF TOURNAMENTS: OPTIMIST INTERNATIONAL JUNIOR GOLF CHAMPIONSHIPS AND OPTIMIST INTERNATIONAL TOURNAMENT OF CHAMPIONS. FORM 990, PART V, LINE 2, NUMBER OF EMPLOYEES: PER THE INSTRUCTIONS TO THE FORM, THE NUMBER OF EMPLOYEES EXCLUDES FOREIGN NATIONALS EMPLOYED IN CANADA WHO DO NOT RECEIVE AN IRS FORM W-2. ALSO, IT DOES NOT INCLUDE FORMS ISSUED TO RETIRED EMPLOYEES WHO PERFORMED NO SERVICES IN THE CURRENT YEAR OR EMPLOYEES OF THE FOUNDATION. OPTIMIST INTERNATIONAL DID NOT HAVE ANY EMPLOYEES IN CANADA DURING FISCAL YEAR 2023-2024. FORM 990, PART VI, SECTION A, LINE 6 OPTIMIST INTERNATIONAL HAS 1,965 CLUBS AS MEMBERS AS OF SEPTEMBER 30, 2024. FORM 990, PART VI, SECTION A, LINE 7A THE CLUBS WHICH MAKE UP OPTIMIST INTERNATIONAL ELECT THE BOARD OF DIRECTORS AND OFFICERS BY ELECTRONIC ONLINE VOTING SYSTEM BEGINNING IN MAY AND CONCLUDING IN JUNE. FORM 990, PART VI, SECTION A, LINE 7B MODIFICATIONS TO THE BYLAWS AND OTHER SIGNIFICANT DECISIONS OF OPTIMIST INTERNATIONAL ARE SUBJECT TO A MEMBERSHIP VOTE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE, THEN BY THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT AND FINANCE COMMITTEE REVIEWS ALL VENDORS WITH ACTIVITY GREATER THAN $5,000 FOR THE YEAR IN ORDER TO DETERMINE POTENTIAL CONFLICTS. IN ADDITION, ALL DIRECTORS AND COMMITTEE MEMBERS COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH FISCAL YEAR, AND ARE REQUIRED TO INFORM THE EXECUTIVE DIRECTOR OF ANY CONFLICTS THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S SALARY EACH YEAR. PERIODICALLY, THE BOARD OBTAINS THE RESULTS OF A STUDY OF COMPENSATION PAID TO EXECUTIVES AT SIMILAR ORGANIZATIONS, AND USES IT TO BENCHMARK THE EXECUTIVE DIRECTOR'S SALARY. THE EXECUTIVE DIRECTOR DETERMINES THE SALARY OF OTHER KEY EMPLOYEES IN CONSULTATION WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OPTIMIST INTERNATIONAL MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: PENSION PLAN CHANGES OTHER THAN NET PERIODIC BENEFIT COST 394,096. GAIN ON FOREIGN CURRENCY TRANSLATION 3,698. OTHER COMPONENTS OF NET PERIODIC COST 61,078. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE: THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR THE PROCESS FOR SELECTING COMMITTEE MEMBERS. OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION 4494 LINDELL BOULEVARD SAINT LOUIS MO 63108 431733736 YOUTH DEVELOPMENT MO 501(C)(3) LINE 10 OPTIMIST INTERNATIONAL 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION INC E 539926 COST OPTIMIST INTERNATIONAL YOUTH PROGRAMS FOUNDATION INC Q 274548 COST