Civic Intelligence

Palm Beach Cnty Optometric Ass Inc

990 • Fiscal year 2019 • EIN 20-4927383

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 04, 2020

Organization Profile
300 S Australian Avenue Unit 425West Palm Beach, FL 33401

(561) 373-3049

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

81st percentile

18%

Higher net margin than 81% 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

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

94th percentile

63%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$65,852

Down $9,661 (-13%) from 2018

Net Assets

Down

$65,852

Down $9,661 (-13%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin81st percentile

Revenue

Up

$204,324

Up $78,723 (+63%) from 2018

Expenses

Up

$166,632

Up $37,958 (+29%) from 2018

Net Income

Up

$37,692

Up $40,765 (+1327%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $76,005Liabilities 2010: $02010Assets 2011: $96,544Liabilities 2011: $02011Assets 2012: $92,112Liabilities 2012: $02012Assets 2013: $126,783Liabilities 2013: $02013Assets 2014: $92,042Net Assets 2014: $92,0422014Assets 2015: $121,176Net Assets 2015: $121,1762015Assets 2016: $92,031Net Assets 2016: $92,0312016Assets 2017: $78,586Net Assets 2017: $78,5862017Assets 2018: $75,513Net Assets 2018: $75,5132018Assets 2019: $65,852Liabilities 2019: $0Net Assets 2019: $65,8522019Assets 2020: $76,192Liabilities 2020: $0Net Assets 2020: $76,1922020Assets 2021: $102,159Liabilities 2021: $0Net Assets 2021: $102,1592021Assets 2022: $74,710Liabilities 2022: $0Net Assets 2022: $74,7102022Assets 2023: $101,450Liabilities 2023: $0Net Assets 2023: $101,4502023Assets 2024: $122,513Liabilities 2024: $0Net Assets 2024: $122,5132024Assets 2025: $194,420Liabilities 2025: $0Net Assets 2025: $194,4202025

Highlighted filing

2019

Assets$65,852
Liabilities$0
Net Assets$65,852
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $130,033Expenses 2010: $136,799Net Income 2010: -$6,7662010Revenue 2011: $85,872Expenses 2011: $71,872Net Income 2011: $14,0002011Revenue 2012: $81,530Expenses 2012: $51,291Net Income 2012: $30,2392012Revenue 2013: $74,500Expenses 2013: $64,403Net Income 2013: $10,0972013Revenue 2014: $104,166Expenses 2014: $111,673Net Income 2014: -$7,5072014Revenue 2015: $171,190Expenses 2015: $142,056Net Income 2015: $29,1342015Revenue 2016: $169,392Expenses 2016: $198,537Net Income 2016: -$29,1452016Revenue 2017: $195,780Expenses 2017: $209,225Net Income 2017: -$13,4452017Revenue 2018: $125,601Expenses 2018: $128,674Net Income 2018: -$3,0732018Revenue 2019: $204,324Expenses 2019: $166,632Net Income 2019: $37,6922019Revenue 2020: $95,381Expenses 2020: $85,041Net Income 2020: $10,3402020Revenue 2021: $80,768Expenses 2021: $54,801Net Income 2021: $25,9672021Revenue 2022: $187,420Expenses 2022: $214,869Net Income 2022: -$27,4492022Revenue 2023: $243,230Expenses 2023: $216,490Net Income 2023: $26,7402023Revenue 2024: $177,607Expenses 2024: $156,544Net Income 2024: $21,0632024Revenue 2025: $170,734Expenses 2025: $98,827Net Income 2025: $71,9072025

Highlighted filing

2019

Revenue$204,324
Expenses$166,632
Net Income$37,692
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 4, 2020
Return Version
2019v5.0
Gross Receipts
$204,324
Mission and Program Overview

Mission

The organization provides public awareness about optometry through member contributions/seminars

Public awareness of optometry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,160$65,852▲ $37,692
Rtn Earn Endowment Incm Other Fnds$28,160$65,852▲ $37,692
Total Assets$28,160$65,852▲ $37,692
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,160$65,852▲ $37,692
Total Liabilities and Net Assets / Fund Balance$28,160$65,852▲ $37,692
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Adam RamseyChairman
Joann PhamPresident
Charlton ButtsTrustee
Gene WongTrustee
Hetel BhaktaSecretary
Jessica SteenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$204,324
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$37,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$95,429
Other Expenses$86,964
Professional Fundraising Fees$76,168
Grants and Similar Amounts Paid$3,500
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$76,168$76,168
Travel$36,797$6,472$6,343$49,612
Fees for Services Management$20,081--$20,081
Conferences and Meetings--$11,000$11,000
Grants to Domestic Orgs$3,500--$3,500
Fees for Services Accounting$525--$525
Other Expenses$523-$1,918$523
Office Expenses-$267-$267
Total Functional Expenses$64,464$6,739$95,429$166,632
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$76,168

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Semin$108,785$108,785$76,168$32,617
Total Events$108,785$108,785$76,168$32,617
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$3,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Palm Beach Cnty Optometric Ass
EIN
20-4927383
Phone
5613733049
Address
300 S AUSTRALIAN AVENUE UNIT 425, WEST PALM BEACH, FL 33401

Signing Officer

Name
Jessica Steen
Title
Treasurer
Signed
2020-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joann Pham
Voting Board Members
105
Independent Board Members
0
Employees
0

Preparer

Firm
Legacy Financial Services
Address
3300 PGA BOULEVARD Ste 605, PALM BEACH GARDENS, FL 33410
Preparer
Sharon Howard
Phone
5617993810
Supplemental Narrative

Additional Explanations

990 page 2 Part III 4A

“35th annual Winter Seminar was held February 8th - 10th at the PGA National Resort in Palm Beach, FL and provides seminars to improve the education and skills of its members”

Raw XML Appendix298 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt035th annual Winter Seminar was held February 8th - 10th at the PGA National Resort in Palm Beach, FL and provides seminars to improve the education and skills of its members
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 page 2 Part III 4a
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON HOWARD
ReturnHeader/ReturnTs02020-06-19T13:48:47-04:00
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,852
Liabilities
$0
Net assets
$65,852
Revenue
$204,324
Expenses
$166,632
Net income
$37,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.71$0.99$0.72
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.78$1.57$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.43$2.16$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.87$2.15$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.81$0.55$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.95$0.85$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$2.04$1.67$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.26$1.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.96$2.09$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.69$1.99$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.21$1.21$1.71$1.42$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.04$1.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.27$0.00$0.75$0.64$0.10
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$0.82$0.51$0.30
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.86$0.72$0.14
2010Summary only. Only limited summary data is available for this year.$0.76$0.00$1.30$1.37$0.07