Civic Intelligence

Ohio Optometric Foundation Inc.

990 • Fiscal year 2016 • EIN 03-0504175

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 01, 2017

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

(800) 874-9111

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$201,678

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 175.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

87%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$240,734

Up $8,505 (+3.7%) from 2015

Net Assets

Up

$240,734

Up $10,280 (+4.5%) from 2015

Liabilities

Down

$0

Down $1,775 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin62nd percentile

Revenue

Up

$114,998

Up $53,344 (+87%) from 2015

Expenses

Up

$104,718

Up $5,900 (+6.0%) from 2015

Net Income

Up

$10,280

Up $47,444 (+128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2016

Assets$240,734
Liabilities$0
Net Assets$240,734
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$114,998
Expenses$104,718
Net Income$10,280
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 1, 2017
Return Version
2016v3.0
Gross Receipts
$127,729
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,811$128,923▲ $115,112
Savings and Temporary Cash Investments$192,346$85,231▼ $107,115
Inventories for Sale or Use$1,773$1,386▼ $387
Prepaid Expenses and Deferred Charges$973$973→ $0
Total Assets$232,229$240,734▲ $8,505
Other Assets Total$23,326$24,221▲ $895
Liabilities
Accounts Payable and Accrued Expenses$1,775--
Total Liabilities$1,775$0▼ $1,775
Net Assets / Fund Balance
Unrestricted Net Assets$230,454$240,734▲ $10,280
Total Net Assets Fund Balance$230,454$240,734▲ $10,280
Total Liabilities and Net Assets / Fund Balance$232,229$240,734▲ $8,505

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$24,221--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Mr Keith KernsSecretary-tr$201,678$201,678

Board Members and Trustees

NameTitle
Dr Tracey G NeedhamPresident
Dr Cheryl ArcherDirector
Dr Donald MurphyDirector
Dr Greg HicksDirector
Dr John ArtDirector
Dr Robert HillDirector
Ms Stacey BorowiczDirector
Mr Keith KernsSecretary-treasurer
Dr Dennis RoarkVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$64,880
Program Service Revenue
$0
Investment Income
$1,561
Other Revenue
$48,557
All Other Contributions
$64,880
Change in Net Assets
$10,280

Audited Revenue Reconciliation

Revenue per Audited Statements
$114,998
Revenue Not Reported on Form 990
$12,731
Total Revenue per Audited Statements
$127,729
Total Revenue per Form 990
$114,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,000
Other Expenses$34,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,000--$70,000
Fees for Services Management-$15,000-$15,000
Fees for Services Accounting-$3,300-$3,300
Insurance-$1,775-$1,775
Office Expenses-$1,121-$1,121
Fees for Services Legal-$1,050-$1,050
Other Expenses$10,067$100-$100
Total Functional Expenses$80,067$24,651$0$104,718

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$117,449
Expenses per Audited Statements$104,718
Total Expenses per Form 990$104,718
Expenses Not Reported on Form 990$12,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,850
Fundraising Direct Expenses$12,344
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing and$60,850$60,850$12,344$48,506
Total Events$60,850$60,850$12,344$48,506
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
Yes
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 RM 240, WORTHINGTON, OH 43085

Signing Officer

Name
Mr Keith Kerns
Title
Secretary-treasurer
Phone
8008749111
Signed
2017-08-01

Organization Details

Principal Officer
Mr Keith Kerns
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 12,344 cost of goods sold 387 special events -12,344 cost of goods sold -387”

Financial Statement Notes

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

“Special events 12,344 cost of goods sold 387”

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

“Special events 12,344 cost of goods sold 387”

Raw XML AppendixShowing 400 of 428 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 12,344 COST OF GOODS SOLD 387
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS 12,344 COST OF GOODS SOLD 387
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0OSU ENDOWED SCHOLARSHIP
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ANNUAL DISTRIBUTION FROM THIS FUND SHALL BE USED TO PROVIDE SCHOLARSHIPS. FIRST-TIME RECIPIENTS MUST BE ENTERING THEIR FOURTH YEAR OF STUDY IN THE COLLEGE OF OPTOMETRY, DEMONSTRATE FINANCIAL NEED, BE STUDENT MEMBERS IN GOOD STANDING OF THE STUDENT OPTOMETRIC ASSOCIATION AND EXHIBIT LEADSHERIP ABILITIES. TO QUALIFY, CANDIDATES MUST HAVE DEMONSTRATED PAST ACHIEVEMENT AND SHOW FUTURE POTENTIAL. SCHOLARSHIP RECIPIENTS SHALL BE SELECTED BY THE COLLEGE'S SCHOLARSHIP COMMITTEE, IN CONSULTATION WITH STUDENT FINANCIAL AID. SCHOLARSHIPS ARE PORTABLE IF THE RECIPIENTS CHANGE CAMPUSES; TRANSFERABLE IF THEY CHANGE MAJOR; AND RENEWABLE FOR UP TO EIGHT SEMESTERS, EVEN IF THE SEMESTERS ARE NON-CONSECUTIVE, AS LONG AS THE STUDENT REMAINS IN GOOD STANDING WITH THE UNIVERSITY. THE ENDOWMENT SCHOLARSHIP FUND IS A COMMITTMENT (OF WHICH 50,000 WAS PAID IN 2015 AND 70,000 WAS PAID IN 2016) OF 120,000 TO THE OHIO STATE UNIVERSITY THAT THE FOUNDATION WILL PAY BEFORE DECEMBER 31, 2019. ONCE THE 120,000 COMMITMENT HAS BEEN SATISFIED, THE OHIO STATE UNIVERSITY WILL MATCH ANY SCHOLARSHIP PAYOUTS IN PERPETUITY.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR KEITH KERNS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY-TREASURER
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART 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 INFOMRATION ABOUT COMPENSATION FOR EXECUTIVE DIRECTOR: PART II: THE COMPENSATION FOR THE EXECUTIVE DIRECTOR FOR CALENDAR YEAR 2016 IS COMPRISED OF THE FOLLOWING: COLUMN B(I): EXECUTIVE DIRECTOR KERNS RECEIVES BASE COMPENSATION OF 165,038, RETIREMENT DEFERRALS OF 9,000 AND A 2,000 CAR ALLOWANCE FOR TOTAL COMPENSATION OF 176,038. COLUMN D: AS DESCRIBED IN PART 1, LINE 1A, THE ASSOCIATION PAYS FOR CLUB MEMBERSHIP AND BUSINESS EXPENSES FOR THE DIRECTOR. IN 2016, THE TOTAL MEMEBERSHIP EXPENSES PAID BY THE ASSOCIATION FOR MR. KERNS WERE 4,984. 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
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IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
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 12,344 COST OF GOODS SOLD 387 SPECIAL EVENTS -12,344 COST OF GOODS SOLD -387
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OHIO OPTOMETRIC ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314442955
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0250 EAST WILSON BRIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0SUITE 240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WORTHINGTON
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080067
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt025640
IRS990/TotalProgramServiceExpensesAmt080067
IRS990/TotalRevenueGrp/ExclusionAmt050118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114998
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240734
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0230454
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0240734
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01020 NORTH HIGH STREET
IRS990/USAddress/AddressLine2Txt0SUITE 315
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043201
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://OHIO.AOA.ORG/XP422.XML
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,734
Liabilities
$0
Net assets
$240,734
Revenue
$114,998
Expenses
$104,718
Net income
$10,280
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