Optivest Foundation
Dana Point, California
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
11 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $1,411,670↓19% | $1,359,370↓26% | $342,764↑4% | — |
| 2022 | $1,751,460↑43% | $1,832,527↑63% | $329,631↓13% | — |
| 2021 | $1,222,271↑36% | $1,127,261↑38% | $380,425↑33% | — |
| 2020 | $900,140↓2% | $817,648↓3% | $285,092↑51% | — |
| 2019 | $914,073↑48% | $845,561↑47% | $188,405↑193% | — |
| 2015 | $617,281↑13% | $574,348↓8% | $64,287↑301% | — |
| 2014 | $547,466↑17% | $627,072↑61% | $16,013↓82% | — |
| 2013 | $467,555↑77% | $389,906↑41% | $87,370↑799% | — |
| 2012 | $264,342↑23% | $276,944↑42% | $9,721↓56% | — |
| 2011 | $215,199↑2% | $194,927↓10% | $22,323↑988% | — |
| 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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