TPhilanthropy, Voluntarism & GrantmakingEIN: 260011296· Ruling Year: 2002

Optivest Foundation

Dana Point, California

B+Health Score
65B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.25×
Peer Median18.82×
💰
$1.4M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$337K
Net Assets
📋
$6K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-19.4%
Year-over-year change (2022 → 2023)
Net Margin
+3.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.25
Net assets divided by total expenses
Liabilities-to-Assets
1.6%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$1,411,67019%$1,359,37026%$342,7644%
2022$1,751,46043%$1,832,52763%$329,63113%
2021$1,222,27136%$1,127,26138%$380,42533%
2020$900,1402%$817,6483%$285,09251%
2019$914,07348%$845,56147%$188,405193%
2015$617,28113%$574,3488%$64,287301%
2014$547,46617%$627,07261%$16,01382%
2013$467,55577%$389,90641%$87,370799%
2012$264,34223%$276,94442%$9,72156%
2011$215,1992%$194,92710%$22,323988%
2010$210,166$217,277$2,051

Frequently Asked Questions

What does Optivest Foundation do?

Optivest Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Optivest Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Optivest Foundation.

How much revenue does Optivest Foundation generate?

Revenue data for Optivest Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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