Civic Intelligence

Optometric Council on Refractive Technology Inc

990 • Fiscal year 2013 • EIN 20-1413661

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.OCRT.ORG
119 Washington Ave 2nd FL12210

(405) 842-6060

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

41st percentile

-3.3%

Faster revenue growth than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$52,093

Up $3,717 (+7.7%) from 2012

Net Assets

Up

$52,093

Up $14,917 (+40%) from 2012

Liabilities

Down

$0

Down $11,200 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Down

$49,050

Down $1,700 (-3.3%) from 2012

Expenses

Down

$34,133

Down $11,168 (-25%) from 2012

Net Income

Up

$14,917

Up $9,468 (+174%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2011: $36,727Liabilities 2011: $5,000Net Assets 2011: $31,7272011Assets 2012: $48,376Liabilities 2012: $11,200Net Assets 2012: $37,1762012Assets 2013: $52,093Liabilities 2013: $0Net Assets 2013: $52,0932013Assets 2014: $51,199Net Assets 2014: $51,1992014Assets 2015: $42,392Net Assets 2015: $42,3922015Assets 2016: $86,792Liabilities 2016: $1,950Net Assets 2016: $84,8422016Assets 2017: $106,073Net Assets 2017: $106,0732017Assets 2018: $118,243Net Assets 2018: $118,2432018Assets 2019: $84,321Net Assets 2019: $84,3212019Assets 2020: $73,188Net Assets 2020: $73,1882020Assets 2021: $73,591Net Assets 2021: $73,5912021Assets 2022: $71,393Net Assets 2022: $71,3932022Assets 2023: $62,742Net Assets 2023: $62,7422023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$52,093
Liabilities$0
Net Assets$52,093
Open 2013 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $50,866Expenses 2011: $47,242Net Income 2011: $3,6242011Revenue 2012: $50,750Expenses 2012: $45,301Net Income 2012: $5,4492012Revenue 2013: $49,050Expenses 2013: $34,133Net Income 2013: $14,9172013Revenue 2014: $40,950Expenses 2014: $41,844Net Income 2014: -$8942014Revenue 2015: $61,133Expenses 2015: $69,940Net Income 2015: -$8,8072015Revenue 2016: $83,364Expenses 2016: $40,914Net Income 2016: $42,4502016Revenue 2017: $61,790Expenses 2017: $40,559Net Income 2017: $21,2312017Revenue 2018: $55,962Expenses 2018: $43,792Net Income 2018: $12,1702018Revenue 2019: $22,792Expenses 2019: $56,714Net Income 2019: -$33,9222019Revenue 2020: $8,780Expenses 2020: $19,913Net Income 2020: -$11,1332020Revenue 2021: $15,850Expenses 2021: $15,447Net Income 2021: $4032021Revenue 2022: $5,000Expenses 2022: $7,198Net Income 2022: -$2,1982022Revenue 2023: $4,250Expenses 2023: $12,901Net Income 2023: -$8,6512023Revenue 2024: $266Expenses 2024: $63,008Net Income 2024: -$62,7422024

Highlighted filing

2013

Revenue$49,050
Expenses$34,133
Net Income$14,917
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$49,050
Mission and Program Overview

Mission

To provide qualified continuing education for optometric professionals approved by the council on optometric practitioner education.

To provide interactive education qualifying for continuing education credits approved by the council on optometric practitioner education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,601$52,093▲ $23,492
Rtn Earn Endowment Incm Other Fnds$37,176$52,093▲ $14,917
Accounts Receivable$19,775$0▼ $19,775
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,376$52,093▲ $3,717
Liabilities
Deferred Revenue$11,200$0▼ $11,200
Total Liabilities$11,200$0▼ $11,200
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,176$52,093▲ $14,917
Total Liabilities and Net Assets / Fund Balance$48,376$52,093▲ $3,717
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
David I Geffen Od FaaoPresident
J Christopher Freeman Od FaaoVice President
David Friess Od FaaoDirector
George Goodman OdDirector
Jim Owen Od Mba FaaoDirector
Josh Johnston OdDirector
Louis J Phillips Od FaaoDirector
Paul Karpecki Od FaaoDirector
Salvatore M Decanio Jr Od FaaoDirector
Tracy Schroeder Swartz Od Ms FaaoDirector
Valerie Seligson OdDirector
William Tullo Od Faao Dipl AaoDirector
Marc R Bloomenstein Od FaaoImmed. Past Pres.
Andrew S Morgenstern OdSecretary
Linda Morgan OdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,000
Program Service Revenue
$31,050
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,000
Change in Net Assets
$14,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$10,571--$10,571
Fees for Services Management-$4,500-$4,500
Fees for Services Other-$2,050-$2,050
Other Expenses$13,108$2,000-$2,000
Fees for Services Accounting-$1,400-$1,400
Office Expenses-$504-$504
Total Functional Expenses$23,679$10,454$0$34,133
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The draft annual return (form 990) is circulated to the board for their review and comments prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial information can be provided upon request.”

Filing and Contact Details

Filer

EIN
20-1413661
Phone
4058426060

Signing Officer

Name
J Christopher Freeman
Title
President
Phone
4058426060
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Christopher Freeman
Formed
2004
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
James P Daniels
Phone
5184493166
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt080000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099868
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62960
IRS990ScheduleA/PublicSupportPY509Pct00.69200
IRS990ScheduleA/PublicSupportTotal509Amt0135968
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt080000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09402
IRS990ScheduleA/Total509Grp/TotalAmt0215968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0215968
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT ANNUAL RETURN (FORM 990) IS CIRCULATED TO THE BOARD FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL INFORMATION CAN BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt048376
IRS990/TotalAssetsEOYAmt052093
IRS990/TotalAssetsGrp/BOYAmt048376
IRS990/TotalAssetsGrp/EOYAmt052093
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023679
IRS990/TotalFunctionalExpensesGrp/TotalAmt034133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011200
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011200
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052093
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt023679
IRS990/TotalProgramServiceRevenueAmt031050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049050
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048376
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052093
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10119 WASHINGTON AVE 2ND FL
IRS990/USAddress/City0ALBANY
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode012210
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.OCRT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J CHRISTOPHER FREEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04058426060
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPTOMETRIC COUNCIL ON REFRACTIVE TECHNOLOGY
ReturnHeader/Filer/BusinessNameControlTxt0OPTO
ReturnHeader/Filer/EIN0201413661
ReturnHeader/Filer/PhoneNum04058426060
ReturnHeader/Filer/USAddress/AddressLine10119 WASHINGTON AVE 2ND FL
ReturnHeader/Filer/USAddress/City0ALBANY
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141555429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10UHY ADVISORS NY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1066 SOUTH PEARL STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,093
Liabilities
$0
Net assets
$52,093
Revenue
$49,050
Expenses
$34,133
Net income
$14,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.63$0.63
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.04$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.16$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.09$0.20$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.23$0.57$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.56$0.44$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.62$0.41$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$0.83$0.41$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.61$0.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.41$0.42$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.49$0.34$0.15
2012Summary only. Only limited summary data is available for this year.$0.48$0.11$0.37$0.51$0.45$0.05
2011Summary only. Only limited summary data is available for this year.$0.37$0.05$0.32$0.51$0.47$0.04