Civic Intelligence

Vermont Optometric Association Inc

990EZ • Fiscal year 2019 • EIN 03-6008058

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 22, 2020

380 Poker Hill RoadUnderhill, VT 05489

(802) 899-2105

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$64,902

Up $25,951 (+67%) from 2018

Net Assets

Up

$64,902

Up $25,951 (+67%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$175,986

Up $35,355 (+25%) from 2018

Expenses

Down

$150,035

Down $286 (-0.2%) from 2018

Net Income

Up

$25,951

Up $35,641 (+368%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $155,061Net Assets 2011: $155,0612011Assets 2012: $134,825Net Assets 2012: $134,8252012Assets 2013: $145,806Liabilities 2013: $0Net Assets 2013: $145,8062013Assets 2014: $95,617Liabilities 2014: $0Net Assets 2014: $95,6172014Assets 2015: $89,795Liabilities 2015: $0Net Assets 2015: $89,7952015Assets 2016: $76,977Liabilities 2016: $0Net Assets 2016: $76,9772016Assets 2017: $48,641Liabilities 2017: $0Net Assets 2017: $48,6412017Assets 2018: $38,951Liabilities 2018: $0Net Assets 2018: $38,9512018Assets 2019: $64,902Liabilities 2019: $0Net Assets 2019: $64,9022019Assets 2020: $52,978Liabilities 2020: $0Net Assets 2020: $52,9782020Assets 2021: $61,145Liabilities 2021: $1,500Net Assets 2021: $59,6452021Assets 2022: $70,833Liabilities 2022: $0Net Assets 2022: $70,8332022Assets 2023: $88,458Liabilities 2023: $0Net Assets 2023: $88,4582023Assets 2024: $98,610Liabilities 2024: $2,000Net Assets 2024: $96,6102024

Highlighted filing

2019

Assets$64,902
Liabilities$0
Net Assets$64,902

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $108,139Expenses 2011: $111,018Net Income 2011: -$2,8792011Revenue 2012: $59,742Expenses 2012: $79,978Net Income 2012: -$20,2362012Revenue 2013: $144,349Expenses 2013: $133,368Net Income 2013: $10,9812013Revenue 2014: $100,400Expenses 2014: $150,589Net Income 2014: -$50,1892014Revenue 2015: $124,930Expenses 2015: $130,752Net Income 2015: -$5,8222015Revenue 2016: $126,583Expenses 2016: $139,401Net Income 2016: -$12,8182016Revenue 2017: $137,136Expenses 2017: $165,472Net Income 2017: -$28,3362017Revenue 2018: $140,631Expenses 2018: $150,321Net Income 2018: -$9,6902018Revenue 2019: $175,986Expenses 2019: $150,035Net Income 2019: $25,9512019Revenue 2020: $100,234Expenses 2020: $112,158Net Income 2020: -$11,9242020Revenue 2021: $132,873Expenses 2021: $126,206Net Income 2021: $6,6672021Revenue 2022: $154,889Expenses 2022: $143,701Net Income 2022: $11,1882022Revenue 2023: $171,950Expenses 2023: $154,325Net Income 2023: $17,6252023Revenue 2024: $242,550Expenses 2024: $234,398Net Income 2024: $8,1522024

Highlighted filing

2019

Revenue$175,986
Expenses$150,035
Net Income$25,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 22, 2020
Return Version
2019v5.0
Gross Receipts
$175,986
Mission and Program Overview

Mission

Business league - optometrists

Program Services

DescriptionGrantsExpenses
ARRANGE MEETINGS AND SPEAKERS TO EXPAND EDUCATION, COMMUNICATION AND COOPERATION AMONG VERMONT OPTOMETRISTS-$90,256
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG VOLPETreasurer-$0--
DEAN BARCELOWPresident-$0--
GARUNA HARTNETTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Vermont Optometric Association
EIN
03-6008058
Address
380 POKER HILL ROAD, Underhill, VT 05489

Signing Officer

Name
Craig Volpe
Title
Treasurer
Phone
8028992105
Signed
2020-02-22
Discuss with paid preparer
No

Preparer

Firm
Stowe CPAs PC
Address
PO Box 1020, Stowe, VT 05672
Preparer
Justin G Wicks CPA
Phone
8022538011
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountOTHER REVENUE 1,939

Description of other expenses Part I line 16

Description AmountAOA MEMBERSHIP DUES 47,092AOA CONFERENCE FEES 33,749TRAVEL 6,925OTHER 4,727

Description of other assets Part II line 24

Category Beginning of Year End of YearPREPAID EXPENSES 0 135

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CRAIG VOLPE
IRS990EZ/BooksInCareOfDetail/PhoneNum08028992105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061 HIGHLAND RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Underhill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005489
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064767
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025951
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt057542
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064902
IRS990EZ/GrossReceiptsAmt0175986
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt090264
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038951
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064902
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038951
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064902
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRAIG VOLPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEAN BARCELOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARUNA HARTNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0135
IRS990EZ/OtherExpensesTotalAmt092493
IRS990EZ/OtherRevenueTotalAmt01939
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEAGUE - OPTOMETRISTS
IRS990EZ/ProgramServiceRevenueAmt083715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ARRANGE MEETINGS AND SPEAKERS TO EXPAND EDUCATION, COMMUNICATION AND COOPERATION AMONG VERMONT OPTOMETRISTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090256
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0150035
IRS990EZ/TotalProgramServiceExpensesAmt090256
IRS990EZ/TotalRevenueAmt0175986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER REVENUE 1,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAOA MEMBERSHIP DUES 47,092AOA CONFERENCE FEES 33,749TRAVEL 6,925OTHER 4,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPREPAID EXPENSES 0 135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG VOLPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08028992105
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VERMONT OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0VERM
ReturnHeader/Filer/EIN0036008058
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 POKER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0Underhill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005489
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D4E3A6A065C10BAC446F11050E47B2437E1351A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4E3A6A065C10BAC446F11050E47B2437E1351A6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00305012020070rqjfrpm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-03-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.4.112.246
ReturnHeader/FilingSecurityInformation/IPDt02020-03-10
ReturnHeader/FilingSecurityInformation/IPTm021:14:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831190403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stowe CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stowe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005672
ReturnHeader/PreparerPersonGrp/PhoneNum08022538011
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Justin G Wicks CPA
ReturnHeader/ReturnTs02020-03-10T14:18:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.02$0.97$2.43$2.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.72$1.54$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.55$1.44$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.60$1.33$1.26$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.00$1.12$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.76$1.50$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.41$1.50$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.37$1.65$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.27$1.39$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.25$1.31$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.00$1.51$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.44$1.33$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.35$0.60$0.80$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$1.55$1.08$1.11$0.03