Civic Intelligence

Ohio Optometric Foundation Inc.

990EZ • Fiscal year 2021 • EIN 03-0504175

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2022

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

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.26x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$224,576

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 312.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

545%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$307,433

Up $3,181 (+1.0%) from 2020

Net Assets

Down

$288,924

Down $15,328 (-5.0%) from 2020

Liabilities

Up

$18,509

Up $18,509 from 2020

Revenue

Up

$71,927

Up $60,783 (+545%) from 2020

Expenses

Up

$87,255

Up $61,593 (+240%) from 2020

Net Income

Down

-$15,328

Down $810 (-5.6%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$307,433
Liabilities$18,509
Net Assets$288,924

Operations Trend

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

2021

Revenue$71,927
Expenses$87,255
Net Income-$15,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2022
Return Version
2021v4.0
Gross Receipts
$78,103
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE I-SEE PROGRAM IS A VOLUNTEER PROGRAM ORGANIZED BY THE OHIO OPTOMETRIC FOUNDATION (OOF) AS AN IN-SCHOOL EYE EXAM PROGRAM. I-SEE SERVES GRADE SCHOOL STUDENTS BY PROVIDING FREE EXAMS AND EYE GLASSES FOR THOSE IN NEED. OOF HAS COMMITTED TO CONTRIBUTE 209,500 OVER A THREE YEAR PERIOD TOWARD THE ISEE WITH VISION TO LEARN PROGRAM. VISION TO LEARN PROVIDES FREE EYE CARE FOR SCHOOL AGE CHILDREN THAT ARE UNABLE TO AFFORD OPTOMETRY CARE. IN 2021, OOF CONTRIBUTED 50,000 TO THE PROGRAM.$50,000$72,465
THE OPTOMETRY GIVING SIGHT GRANT AIMS TO PERMANENTLY SOLVE THE PROBLEM OF PREVENTABLE BLINDNESS AND VISION IMPAIRMENT BY TRAINING, ESTABLISH, AND DELIVERING SUSTAINABLE SOLUTIONS IN UNDERSERVED COMMUNITIES WORLDWIDE. OPTOMETRY GIVING SIGHT OFFERS GRANTS TO ORGANIZATIONS THAT ARE INVOLVED IN OPTOMOETRY, SUPPORT OPTOMETRY, DELIVER EYE EXAMS AND LOW COST GLASSES TO THE UNDERPRIVILEGED AND PROVIDERS OF OPTOMETRY AND EDUCATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR KEITH KERNSDirector-$193,935$30,641$224,576
DR SHANE FOSTERPresident-$0--
DR KATHERINE FISHERVice-Preside-$0--
MR GREG TAPOCSISecretary-Tr-$0--
DR JOHN ARCHERDirector-$0--
DR BECKIE BROWNDirector-$0--
MS ANGIE HARTMANDirector-$0--
DR TRACEY G NEEDHAMDirector-$0--
MS SHANA SMITHDirector-$0--
DR JEFF SZYMANSKIDirector-$0--
DR SAMANTHA ZACZYKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$32,750$5,884$5,884$0
Total Events$32,750$5,884$5,884-
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
Director
Phone
8008749111
Signed
2022-10-24

Preparer

Firm
Mccurdy & Associates Inc
Address
4800 ROBERTS RD, COLUMBUS, OH 43228
Preparer
Robert D Mccurdy CPA
Phone
6149512284
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: vision to learn address: 12100 wilshire boulevard suite 1275 los angeles, ca 90025 cash contribution: 50,000

Form 990-ez, Part I, Line 16

Expenses office expenses 3,522 insurance 668 assistance and program 2,093 bank/merchant fees 1,690 other expense 296 equipment expense 8,094 non-investment depreciation 3,217 total 19,580

Form 990-ez, Part II, Line 24

Inventories for sale or use 292 0 prepaid expenses and deferred charges 973 0 21,248 45,024 less accumulated depreciation 5,124 8,342 life insurance - csv 27,959 31,020 deposits 500 0 total 45,848 67,702

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 18,509

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 28

The i-see program is a volunteer program organized by the ohio optometric foundation (oof) as an in-school eye exam program. I-see serves grade school students by providing free exams and eye glasses for those in need. Oof has committed to contribute 209,500 over a three year period toward the isee with vision to learn program. Vision to learn provides free eye care for school age children that are unable to afford optometry care. In 2021, oof contributed 50,000 to the program.

Form 990-ez, Part III, Line 29

The optometry giving sight grant aims to permanently solve the problem of preventable blindness and vision impairment by training, establish, and delivering sustainable solutions in underserved communities worldwide. Optometry giving sight offers grants to organizations that are involved in optomoetry, support optometry, deliver eye exams and low cost glasses to the underprivileged and providers of optometry and education.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE OPTOMETRY GIVING SIGHT GRANT AIMS TO PERMANENTLY SOLVE THE PROBLEM OF PREVENTABLE BLINDNESS AND VISION IMPAIRMENT BY TRAINING, ESTABLISH, AND DELIVERING SUSTAINABLE SOLUTIONS IN UNDERSERVED COMMUNITIES WORLDWIDE. OPTOMETRY GIVING SIGHT OFFERS GRANTS TO ORGANIZATIONS THAT ARE INVOLVED IN OPTOMOETRY, SUPPORT OPTOMETRY, DELIVER EYE EXAMS AND LOW COST GLASSES TO THE UNDERPRIVILEGED AND PROVIDERS OF OPTOMETRY AND EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VISION TO LEARN ADDRESS: 12100 WILSHIRE BOULEVARD SUITE 1275 LOS ANGELES, CA 90025 CASH CONTRIBUTION: 50,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 3,522 INSURANCE 668 ASSISTANCE AND PROGRAM 2,093 BANK/MERCHANT FEES 1,690 OTHER EXPENSE 296 EQUIPMENT EXPENSE 8,094 NON-INVESTMENT DEPRECIATION 3,217 TOTAL 19,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 292 0 PREPAID EXPENSES AND DEFERRED CHARGES 973 0 21,248 45,024 LESS ACCUMULATED DEPRECIATION 5,124 8,342 LIFE INSURANCE - CSV 27,959 31,020 DEPOSITS 500 0 TOTAL 45,848 67,702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 18,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE I-SEE PROGRAM IS A VOLUNTEER PROGRAM ORGANIZED BY THE OHIO OPTOMETRIC FOUNDATION (OOF) AS AN IN-SCHOOL EYE EXAM PROGRAM. I-SEE SERVES GRADE SCHOOL STUDENTS BY PROVIDING FREE EXAMS AND EYE GLASSES FOR THOSE IN NEED. OOF HAS COMMITTED TO CONTRIBUTE 209,500 OVER A THREE YEAR PERIOD TOWARD THE ISEE WITH VISION TO LEARN PROGRAM. VISION TO LEARN PROVIDES FREE EYE CARE FOR SCHOOL AGE CHILDREN THAT ARE UNABLE TO AFFORD OPTOMETRY CARE. IN 2021, OOF CONTRIBUTED 50,000 TO THE PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE OPTOMETRY GIVING SIGHT GRANT AIMS TO PERMANENTLY SOLVE THE PROBLEM OF PREVENTABLE BLINDNESS AND VISION IMPAIRMENT BY TRAINING, ESTABLISH, AND DELIVERING SUSTAINABLE SOLUTIONS IN UNDERSERVED COMMUNITIES WORLDWIDE. OPTOMETRY GIVING SIGHT OFFERS GRANTS TO ORGANIZATIONS THAT ARE INVOLVED IN OPTOMOETRY, SUPPORT OPTOMETRY, DELIVER EYE EXAMS AND LOW COST GLASSES TO THE UNDERPRIVILEGED AND PROVIDERS OF OPTOMETRY AND EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MR KEITH KERNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08008749111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO OPTOMETRIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0030504175
ReturnHeader/Filer/PhoneNum08008749111
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST WILSON BRIDGE ROAD RM 240
ReturnHeader/Filer/USAddress/CityNm0WORTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311401234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCURDY & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 ROBERTS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043228
ReturnHeader/PreparerPersonGrp/PhoneNum06149512284
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D MCCURDY CPA
ReturnHeader/ReturnTs02022-11-14T16:13:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KERNS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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