Civic Intelligence

Ohio Optometric Foundation Inc.

990 • Fiscal year 2014 • EIN 03-0504175

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 09, 2015

Organization ProfileOHIO.AOA.ORG/XP422.XML
250 East Wilson Bridge RoadRoom/Suite 240Worthington, OH 43085

(800) 874-9111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$186,044

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 298.5% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$269,118

Up $15,059 (+5.9%) from 2013

Net Assets

Up

$267,618

Up $14,874 (+5.9%) from 2013

Liabilities

Up

$1,500

Up $185 (+14%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin80th percentile

Revenue

Up

$62,329

Up $7,291 (+13%) from 2013

Expenses

Up

$47,455

Up $469 (+1.0%) from 2013

Net Income

Up

$14,874

Up $6,822 (+85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $216,743Liabilities 2010: $2,746Net Assets 2010: $213,9972010Assets 2011: $236,290Liabilities 2011: $0Net Assets 2011: $236,2902011Assets 2012: $244,992Liabilities 2012: $300Net Assets 2012: $244,6922012Assets 2013: $254,059Liabilities 2013: $1,315Net Assets 2013: $252,7442013Assets 2014: $269,118Liabilities 2014: $1,500Net Assets 2014: $267,6182014Assets 2015: $232,229Liabilities 2015: $1,775Net Assets 2015: $230,4542015Assets 2016: $240,734Liabilities 2016: $0Net Assets 2016: $240,7342016Assets 2017: $276,605Liabilities 2017: $0Net Assets 2017: $276,6052017Assets 2018: $306,804Liabilities 2018: $0Net Assets 2018: $306,8042018Assets 2019: $321,189Liabilities 2019: $2,419Net Assets 2019: $318,7702019Assets 2020: $304,252Liabilities 2020: $0Net Assets 2020: $304,2522020Assets 2021: $307,433Liabilities 2021: $18,509Net Assets 2021: $288,9242021Assets 2022: $386,638Liabilities 2022: $75Net Assets 2022: $386,5632022Assets 2023: $268,826Liabilities 2023: $0Net Assets 2023: $268,8262023Assets 2024: $2,196,065Liabilities 2024: $56,287Net Assets 2024: $2,139,7782024

Highlighted filing

2014

Assets$269,118
Liabilities$1,500
Net Assets$267,618
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $38,7482010Revenue 2011: $61,060Expenses 2011: $38,767Net Income 2011: $22,2932011Revenue 2012: $54,804Expenses 2012: $46,402Net Income 2012: $8,4022012Revenue 2013: $55,038Expenses 2013: $46,986Net Income 2013: $8,0522013Revenue 2014: $62,329Expenses 2014: $47,455Net Income 2014: $14,8742014Revenue 2015: $61,654Expenses 2015: $98,818Net Income 2015: -$37,1642015Revenue 2016: $114,998Expenses 2016: $104,718Net Income 2016: $10,2802016Revenue 2017: $62,359Expenses 2017: $26,488Net Income 2017: $35,8712017Revenue 2018: $57,210Expenses 2018: $27,011Net Income 2018: $30,1992018Revenue 2019: $49,437Expenses 2019: $37,471Net Income 2019: $11,9662019Revenue 2020: $11,144Expenses 2020: $25,662Net Income 2020: -$14,5182020Revenue 2021: $71,927Expenses 2021: $87,255Net Income 2021: -$15,3282021Revenue 2022: $204,918Expenses 2022: $113,603Net Income 2022: $91,3152022Revenue 2023: $45,848Expenses 2023: $166,986Net Income 2023: -$121,1382023Revenue 2024: $2,638,750Expenses 2024: $767,798Net Income 2024: $1,870,9522024

Highlighted filing

2014

Revenue$62,329
Expenses$47,455
Net Income$14,874
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 9, 2015
Return Version
2014v5.0
Gross Receipts
$76,802
Mission and Program Overview

Mission

To promote public awareness of the importance of a lifetime of comprehensive eye care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$188,782$190,576▲ $1,794
Cash and Non-Interest-Bearing Accounts$41,389$54,601▲ $13,212
Inventories for Sale or Use$2,353$1,570▼ $783
Accounts Receivable$155--
Total Assets$254,059$269,118▲ $15,059
Other Assets Total$21,380$22,371▲ $991
Liabilities
Accounts Payable and Accrued Expenses$1,315$1,500▲ $185
Total Liabilities$1,315$1,500▲ $185
Net Assets / Fund Balance
Unrestricted Net Assets$251,104$267,618▲ $16,514
Temporarily Rstr Net Assets$1,640--
Total Net Assets Fund Balance$252,744$267,618▲ $14,874
Total Liabilities and Net Assets / Fund Balance$254,059$269,118▲ $15,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$22,371--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Mr Richard CornettSecretary-tr$186,044$186,044

Board Members and Trustees

NameTitle
Dr Tracey G NeedhamPresident
Dr Cheryl ArcherDirector
Dr Donald AntrimDirector
Dr Donald MurphyDirector
Dr Greg HicksDirector
Dr John ArtDirector
Dr Rachel BostlemanDirector
Mr Phil PhillipsDirector
Mr Richard CornettSecretary-treasurer
Dr Dennis RoarkVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$59,504
Program Service Revenue
$0
Investment Income
$2,796
Other Revenue
$29
All Other Contributions
$10,421
Change in Net Assets
$14,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,329
Revenue Not Reported on Form 990
$14,473
Total Revenue per Audited Statements
$76,802
Total Revenue per Form 990
$62,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,455
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$15,000-$15,000
Grants to Domestic Individuals$12,000--$12,000
Fees for Services Accounting-$3,000-$3,000
Insurance-$1,775-$1,775
Other Expenses$2,035$658-$658
Office Expenses-$611-$611
Fees for Services Legal-$113-$113
Total Functional Expenses$25,090$22,365$0$47,455

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$61,928
Expenses per Audited Statements$47,455
Total Expenses per Form 990$47,455
Expenses Not Reported on Form 990$14,473
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,689
Fundraising Gross Income$13,689
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing and$62,772$13,689$13,689$0
Total Events$62,772$13,689$13,689-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The board of directors vote for new or continuing directors whose terms have expired.”

Form 990, Page 6, Part VI, Line 11B

“Rick george, finance officer and keith kerns, executive director review the 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Officers, directors, and trustees are requested to review disclosure statements no less than annually. In the event of a conflict of interest, the officer, director, or trustee is requested to relinquish ownership/position/trancactions which create conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“The organization provides copies of policies and governing documents upon written request.”

Filing and Contact Details

Filer

Filer Name
Ohio Optometric Foundation Inc
EIN
03-0504175
Phone
8008749111
Address
250 EAST WILSON BRIDGE ROAD, ROOM/SUITE 240, WORTHINGTON, OH 43085

Signing Officer

Name
Keith R Kerns
Title
Executive Director
Phone
8008749111
Signed
2015-09-09

Organization Details

Principal Officer
Dr Tracey G Needham
Formed
2003
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Mccurdy & Associates Inc
Address
4800 ROBERTS RD, COLUMBUS, OH 43228
Preparer
Robert D Mccurdy CPA
Phone
6149512298
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Special events 13,689 cost of goods sold 784 special events -13,689 cost of goods sold -784”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Special events 13,689 cost of goods sold 784”

Schedule D, Page 4, Part XII, Line 2D

“Special events 13,689 cost of goods sold 784”

Raw XML AppendixShowing 400 of 440 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE - CSV
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS 13,689 COST OF GOODS SOLD 784
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS 13,689 COST OF GOODS SOLD 784
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO OPTOMETRY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE SUBMITTED TO SCHOOL ON BEHLAF OF STUDENTS TO BE APPLIED TO TUITION. A WRITTEN REPORT IS REQUIRED FROM GRANT RECEIPIENTS WITHIN 12 MONTHS OF RECEIPT OF GRANT. A COMMITTEE GRADES AND RANKS THE RECEPIENTS. THE HIGHEST RANKS THEN ARE AWARDED THE SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR RICHARD CORNETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY-TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186044
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BENEFITS PROVIDED TO OFFICERS AND KEY EMPLOYEES PART I, LINE 1A: THE ASSOCIATION PAID OHIO OPTOMETRIC DUES ON BEHALF OF THE OFFICERS. THE ASSOCIATION ALSO PAID CLUB MEMBERSHIP DUES AND BUSINESS EXPENSES ON BEHALF OF THE EXECUTIVE DIRECTOR. THE DIRECTOR UTILIZES THE MEMBERSHIP FOR BUSINESS PURPOSES A MAJORITY OF TIME, BUT IT IS AVAILABLE FOR PERSONAL USE AS WELL. NO TAXABLE INCOME WAS REPORTED FOR THESE BENEFITS. ADDITIONAL INFORMATION ABOUT COMPENSATION FOR EXECUTIVE DIRECTOR: PART II: THE COMPENSATION FOR THE EXECUTIVE DIRECTOR FOR CALENDER YEAR 2014 IS COMPRISED OF THE FOLLOWING: COLUMN B(I): DIRECTOR RECEIVES BASE COMPENSATION OF 140,754 AND RETIREMENT DEFERRALS OF 23,000 FOR A TOTAL COMPENSATION OF 163,754. COLUMN D: AS DESCRIBED IN PART 1, LINE 1A, THE ASSOCIATION PAYS FOR CLUB MEMBERSHIP AND BUSINESS EXPENSES FOR THE DIRECTOR. IN 2014, THE TOTAL MEMBERSHIP EXPENSES WERE 8,470 WHICH WERE PAID BY THE ASSOCIATION. THE DIRECTOR'S BASE COMPENSATION, RETIREMENT BENEFITS, AND OTHER NONTAXABLE BENEFITS HAVE BEEN APPROVED BY MEMBERS OF THE BOARD WHO ARE INDEPENDENT OF THE DIRECTOR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS VOTE FOR NEW OR CONTINUING DIRECTORS WHOSE TERMS HAVE EXPIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RICK GEORGE, FINANCE OFFICER AND KEITH KERNS, EXECUTIVE DIRECTOR REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUESTED TO REVIEW DISCLOSURE STATEMENTS NO LESS THAN ANNUALLY. IN THE EVENT OF A CONFLICT OF INTEREST, THE OFFICER, DIRECTOR, OR TRUSTEE IS REQUESTED TO RELINQUISH OWNERSHIP/POSITION/TRANCACTIONS WHICH CREATE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES COPIES OF POLICIES AND GOVERNING DOCUMENTS UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL EVENTS 13,689 COST OF GOODS SOLD 784 SPECIAL EVENTS -13,689 COST OF GOODS SOLD -784
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OHIO OPTOMETRIC ASSOCIATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantChangeInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,118
Liabilities
$1,500
Net assets
$267,618
Revenue
$62,329
Expenses
$47,455
Net income
$14,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.06$2.14$2.64$0.77$1.87
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.20$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.06$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.06$0.04$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.21$0.04