The following items are required for a District to receive its November and May allotment of fifty cents per member from the General Fund as determined by the International Bylaws:
Minutes of Board and Executive Committee Meetings Budget
Financial Statement Review and Form 990 (for U.S. Clubs) 1st, 2nd, 3rd, and 4th Quarter Financial Reports
District Policies (as approved by the current year Board of Directors)
Effective 10/1/13, should the Board of Directors deem the District’s Policies as not in compliance with Optimist International Bylaws, the District will be notified and given the opportunity to revise the policies. The allotment will be withheld until approved policies have been submitted.
Districts must comply with Optimist International Branding Guidelines (effective 10/1/23).
Any District found in violation of policies related to merchandise will forfeit any allotment.
Districts have one year to submit all requirements in order to receive a District allotment for that period, after which time the allotment will be forfeited.
The documentation required for the November allotment must be submitted within one year from the end of that period or the allotment will be forfeited.
The documentation required for the May allotment must be submitted within one year from the end of that period or the allotment will be forfeited.