Civic Intelligence

Massachusetts Society of Optometrists

990 • Fiscal year 2016 • EIN 04-2281590

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 15, 2017

Organization ProfileN/A
1071 Worcester RoadFramingham, MA 01701

(508) 875-7900

Siviq Scores

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

Liabilities / Assets

76th percentile

0.42x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.35x

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-15%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$121,923

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

1.3%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$708,261

Down $242,573 (-26%) from 2015

Net Assets

Down

$414,323

Down $241,010 (-37%) from 2015

Liabilities

Down

$293,938

Down $1,563 (-0.5%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin8th percentile

Revenue

Up

$836,892

Up $11,070 (+1.3%) from 2015

Expenses

Up

$961,690

Up $106,583 (+12%) from 2015

Net Income

Down

-$124,798

Down $95,513 (-326%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $935,730Liabilities 2011: $343,639Net Assets 2011: $592,0912011Assets 2012: $891,080Liabilities 2012: $323,448Net Assets 2012: $567,6322012Assets 2013: $1,015,687Liabilities 2013: $330,611Net Assets 2013: $685,0762013Assets 2014: $1,052,284Liabilities 2014: $319,397Net Assets 2014: $732,8872014Assets 2015: $950,834Liabilities 2015: $295,501Net Assets 2015: $655,3332015Assets 2016: $708,261Liabilities 2016: $293,938Net Assets 2016: $414,3232016Assets 2020: $860,748Liabilities 2020: $138,352Net Assets 2020: $722,3962020Assets 2021: $1,882,980Liabilities 2021: $240,869Net Assets 2021: $1,642,1112021Assets 2022: $1,810,689Liabilities 2022: $92,997Net Assets 2022: $1,717,6922022Assets 2023: $2,168,294Liabilities 2023: $100,493Net Assets 2023: $2,067,8012023Assets 2024: $2,530,406Liabilities 2024: $331,698Net Assets 2024: $2,198,7082024

Highlighted filing

2016

Assets$708,261
Liabilities$293,938
Net Assets$414,323
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $784,6262011Expenses 2012: $806,6062012Revenue 2013: $796,413Expenses 2013: $795,022Net Income 2013: $1,3912013Revenue 2014: $861,122Expenses 2014: $866,261Net Income 2014: -$5,1392014Revenue 2015: $825,822Expenses 2015: $855,107Net Income 2015: -$29,2852015Revenue 2016: $836,892Expenses 2016: $961,690Net Income 2016: -$124,7982016Revenue 2020: $676,305Expenses 2020: $629,121Net Income 2020: $47,1842020Revenue 2021: $1,489,054Expenses 2021: $569,339Net Income 2021: $919,7152021Revenue 2022: $620,919Expenses 2022: $485,418Net Income 2022: $135,5012022Revenue 2023: $647,553Expenses 2023: $536,257Net Income 2023: $111,2962023Revenue 2024: $382,733Expenses 2024: $523,959Net Income 2024: -$141,2262024

Highlighted filing

2016

Revenue$836,892
Expenses$961,690
Net Income-$124,798
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,031,034
Mission and Program Overview

Mission

To advance the quality, availability and accessibilty of eye, vision and health care.the organization assists its members in practicing to the highest standards of patientcare, promotes and supports full scope of practice and enhances the professional livesof its members.

To advance the quality, availability and accessibility of eye, vision and related health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$707,290$434,030▼ $273,260
Cash and Non-Interest-Bearing Accounts$22,897$61,104▲ $38,207
Accounts Receivable$71,048$57,015▼ $14,033
Savings and Temporary Cash Investments$12,126$11,763▼ $363
Prepaid Expenses and Deferred Charges$1,746$6,459▲ $4,713
Land, Buildings, and Equipment, Net$2,923$4,532▲ $1,609
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$950,834$708,261▼ $242,573
Other Assets Total$132,804$133,358▲ $554
Liabilities
Deferred Revenue$206,169$199,145▼ $7,024
Accounts Payable and Accrued Expenses$89,332$94,793▲ $5,461
Total Liabilities$295,501$293,938▼ $1,563
Net Assets / Fund Balance
Temporarily Rstr Net Assets$522,683$270,591▼ $252,092
Unrestricted Net Assets$132,650$143,732▲ $11,082
Total Net Assets Fund Balance$655,333$414,323▼ $241,010
Total Liabilities and Net Assets / Fund Balance$950,834$708,261▼ $242,573

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,060$46,167$50,227
Equipment-$2,950$2,950
Leasehold Improvements$472$1,128$1,600
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard LawlessFmr Executive DirectorPT$121,923$121,923
James J GardinerExecutive DirectorPT$12,500$12,500

Board Members and Trustees

NameTitle
Dr John MagalhaesPast President
Dr Brian WadmanPresident
Dr Matthew ForguesPresident-elect
Dr Rhonda WillingerVice President
Dr Alan Leavitt OdDirector
Dr Amy Falk OdDirector
Dr Cari Cannon OdDirector
Dr Clifford Scott OdDirector
Dr David Metsch OdDirector
Dr Jeanette Sewell OdDirector
Dr Maria Sampalis OdDirector
Dr Melanie Macbeth OdDirector
Dr Michael Purdy OdDirector
Dr Pamela Anderson OdDirector
Dr Thomas Maselli OdDirector
Dr Beth HarperSecretary
DR MARK O'DONOGHUETreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163
Program Service Revenue
$660,092
Investment Income
$141,339
Other Revenue
$35,298
All Other Contributions
$163
Change in Net Assets
$-124,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$836,892
Revenue Not Reported on Form 990
$-116,212
Total Revenue per Audited Statements
$720,680
Total Revenue per Form 990
$836,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$658,831
Salaries, Compensation, and Employee Benefits$302,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$295,185
Current Officers, Directors, Trustees, and Key Employees---$134,423
Other Salaries and Wages---$127,748
Fees for Services Lobbying---$108,000
Occupancy---$28,709
Payroll Taxes---$21,195
Other Employee Benefits---$13,968
Conferences and Meetings---$11,939
Fees for Services Accounting---$11,500
Other Expenses---$11,166
All Other Expenses---$9,665
Pension Plan Contributions---$5,525
Office Expenses---$2,917
Depreciation Depletion---$1,584
Total Functional Expenses$0$0$0$961,690

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$961,690
Total Expenses per Audited Statements$961,690
Total Expenses per Form 990$961,690
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$108,000
Total Nondeductible Lobbying and Political Cost$108,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The former executive directors son is the associate executive director of the organization.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The massachusetts society of optometrists is a professional membership organization made up of licensed optometrists in massachusetts, who pay dues to belong.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The officers and the board of directors are nominated by the nominating commitee and the members vote for these nominees at the annual meeting.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“All decisions of the governing body are subject to approval by a vote of the members at the annual meeting.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is presented and reviewed with the officers and board of directors prior to filing the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The officers and board of directors list any possible conflicts of interest with the organization at the beginning of each year. These are monitored by the exec. Director and the secretary of the board of directors when various votes arise during the year.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation of the executive director is reviewed by the president and his recommendation goes to the board of directors for approval.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation review for key employees is handled by the executive director on an annual basis. This authority is given to him by the board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes is governing documents, conflict of interest policy and financial statements available to the public upon request at their offices in framingham, ma.”

Filing and Contact Details

Filer

Filer Name
Massachusetts Society of Optometrists
EIN
04-2281590
Phone
5088757900
Address
1071 WORCESTER ROAD, FRAMINGHAM, MA 01701

Signing Officer

Name
James J Gardiner
Title
Executive Director
Signed
2017-03-15
Discuss with paid preparer
Yes

Organization Details

Formed
1907
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
0
Employees
4

Preparer

Firm
Reagan & Co Pc
Address
98 Adams ST, Leominster, MA 01453
Preparer
Janet S Chambers CPA
Phone
9785344095
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17FMR EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
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IRS990/MembersOrStockholdersInd0true
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt013968
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IRS990/OtherExpensesGrp/Desc1EXECUTIVE BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3COMMITTEE EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt217469
IRS990/OtherExpensesGrp/TotalAmt311166
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IRS990/OtherRevenueMiscGrp/Desc1INCOME FROM PARTNERSHIP
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1554
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01128
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$708,261
Liabilities
$293,938
Net assets
$414,323
Revenue
$836,892
Expenses
$961,690
Net income
-$124,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.33$2.20$0.38$0.52$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.10$2.07$0.65$0.54$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.09$1.72$0.62$0.49$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.24$1.64$1.49$0.57$0.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.14$0.72$0.68$0.63$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.29$0.41$0.84$0.96$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.30$0.66$0.83$0.86$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.32$0.73$0.86$0.87$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.33$0.69$0.80$0.80$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.32$0.57$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.34$0.59$0.78