PeerBasis.org
Philanthropy & Grantmaking · GA

Optima Giving Foundation

Optima Giving Foundation's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $46,456 for Jeff Wallace, Trustee (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $47,678. It is higher than the D + F figure for 23 of 56 peer organizations selected under the disclosed tier Same NTEE sector (T31), nationwide + size band 0.67–1.5× revenue (approximately 41%; median $54,540). This is descriptive, not a reasonableness conclusion.

$450,748Total revenue (FY 2024)
$46,456Reported Part VII D + F figure
23 / 56Selected peers with a strictly lower 2025-dollar figure (approximately 41%)

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Review the selected comparables for Optima Giving Foundation, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE sector (T31), nationwide + size band 0.67–1.5× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
The Ben Hogan Foundation TX$438,538 $125,299
Hero's Cup Hockey Inc MA$437,840 $12,822
Rio Grande Valley Philanthropic TX$437,822 $97,714
Greater Polson Community Foundation Inc MT$465,365 $45,545
Elkin Academic Enrichment NC$433,077 $10,828
Tri-county Community Foundation SC$470,574 $12,333
The Edgar County Community IL$430,797 $29,650
Community Health Alliance MT$428,500 $52,326

View the organization record and available filings on ProPublica