Civic Intelligence

New York State Optometric Association Inc

990 • Fiscal year 2016 • EIN 22-2186081

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

Organization ProfileWWW.NYSOA.ORG
119 Washington AvenueAlbany, NY 12210

(518) 449-7300

Siviq Scores

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

Liabilities / Assets

85th percentile

0.47x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.29x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

33rd percentile

-0.3%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

17th percentile

-9.3%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-7.9%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$362,473

Down $36,975 (-9.3%) from 2015

Net Assets

Down

$192,420

Down $1,795 (-0.9%) from 2015

Liabilities

Down

$170,053

Down $35,180 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin33rd percentile

Revenue

Down

$578,755

Down $49,511 (-7.9%) from 2015

Expenses

Down

$580,550

Down $30,784 (-5.0%) from 2015

Net Income

Down

-$1,795

Down $18,727 (-111%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $469,910Liabilities 2010: $318,252Net Assets 2010: $151,6582010Assets 2011: $474,677Liabilities 2011: $317,602Net Assets 2011: $157,0752011Assets 2012: $512,714Liabilities 2012: $343,379Net Assets 2012: $169,3352012Assets 2013: $491,536Liabilities 2013: $297,417Net Assets 2013: $194,1192013Assets 2014: $340,815Liabilities 2014: $163,532Net Assets 2014: $177,2832014Assets 2015: $399,448Liabilities 2015: $205,233Net Assets 2015: $194,2152015Assets 2016: $362,473Liabilities 2016: $170,053Net Assets 2016: $192,4202016Assets 2017: $435,011Liabilities 2017: $283,106Net Assets 2017: $151,9052017Assets 2018: $368,840Liabilities 2018: $176,261Net Assets 2018: $192,5792018Assets 2019: $436,960Liabilities 2019: $321,204Net Assets 2019: $115,7562019Assets 2020: $531,079Liabilities 2020: $345,888Net Assets 2020: $185,1912020Assets 2021: $742,377Liabilities 2021: $421,672Net Assets 2021: $320,7052021Assets 2022: $733,855Liabilities 2022: $331,662Net Assets 2022: $402,1932022Assets 2023: $1,465,515Liabilities 2023: $286,717Net Assets 2023: $1,178,7982023Assets 2024: $1,767,108Liabilities 2024: $456,701Net Assets 2024: $1,310,4072024

Highlighted filing

2016

Assets$362,473
Liabilities$170,053
Net Assets$192,420
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $617,0952010Expenses 2011: $583,4572011Expenses 2012: $579,9332012Revenue 2013: $602,882Expenses 2013: $578,098Net Income 2013: $24,7842013Revenue 2014: $563,683Expenses 2014: $580,519Net Income 2014: -$16,8362014Revenue 2015: $628,266Expenses 2015: $611,334Net Income 2015: $16,9322015Revenue 2016: $578,755Expenses 2016: $580,550Net Income 2016: -$1,7952016Revenue 2017: $581,374Expenses 2017: $621,889Net Income 2017: -$40,5152017Revenue 2018: $536,237Expenses 2018: $575,916Net Income 2018: -$39,6792018Revenue 2019: $485,222Expenses 2019: $562,045Net Income 2019: -$76,8232019Revenue 2020: $499,509Expenses 2020: $430,074Net Income 2020: $69,4352020Revenue 2021: $601,257Expenses 2021: $465,743Net Income 2021: $135,5142021Revenue 2022: $589,103Expenses 2022: $521,580Net Income 2022: $67,5232022Revenue 2023: $1,379,781Expenses 2023: $603,176Net Income 2023: $776,6052023Revenue 2024: $728,183Expenses 2024: $596,574Net Income 2024: $131,6092024

Highlighted filing

2016

Revenue$578,755
Expenses$580,550
Net Income-$1,795
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$578,755
Mission and Program Overview

Mission

To protect, advance, and advocate for the profession of optometry in the state of New York, as well as promote optometrists to the public as providers of primary eye care.

New york state optometric association (association) is a professional trade association. It provides educational and other support to its members, and promotes the profession of optometry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$200,245-
Cash and Non-Interest-Bearing Accounts$347,453$127,112▼ $220,341
Accounts Receivable$15,568$14,342▼ $1,226
Land, Buildings, and Equipment, Net$20,122$14,063▼ $6,059
Prepaid Expenses and Deferred Charges$3,575$3,711▲ $136
Inventories for Sale or Use$3,000$3,000→ $0
Total Assets$399,448$362,473▼ $36,975
Other Assets Total$9,730$0▼ $9,730
Liabilities
Deferred Revenue$141,141$88,418▼ $52,723
Accounts Payable and Accrued Expenses$31,225$40,937▲ $9,712
Other Liabilities$32,867$40,698▲ $7,831
Total Liabilities$205,233$170,053▼ $35,180
Net Assets / Fund Balance
Unrestricted Net Assets$194,215$192,420▼ $1,795
Total Net Assets Fund Balance$194,215$192,420▼ $1,795
Total Liabilities and Net Assets / Fund Balance$399,448$362,473▼ $36,975

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,063$92,707$106,770
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Michele Lagana OdImmediate Past President
Dawn Chivers OdPresident
Kenneth H Sorkin OdPresident Elect
Jeffrey Calhoun Od FaaoVice President
Aleksandra Wianecka OdBoard Member
Brian Powell OdBoard Member
Christopher ColburnodBoard Member
Christopher Shiomos OdBoard Member
David Ciccone OdBoard Member
Fran Reinstein OdBoard Member
Marina Su OdBoard Member
Paul Westfall OdBoard Member
Ralph Lamberto OdBoard Member
Viola Kanevsky OdBoard Member
Jan DormanExecutive Director
Daniel J KirchheimerSecretary
Raymond a Pirozzolo OdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
J L Dorman AssociatesManagement119 WASHINGTON AVENUE, Albany, NY 12210$258,019
Revenue and Support

Revenue Composition

Contributions and Grants
$135,590
Program Service Revenue
$437,016
Investment Income
$245
Other Revenue
$5,904
All Other Contributions
$135,590
Change in Net Assets
$-1,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$580,550
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
Fees for Services Management---$258,019
Fees for Services Legal---$126,095
Conferences and Meetings---$42,296
Advertising---$34,265
Fees for Services Lobbying---$29,917
Occupancy---$22,517
Office Expenses---$14,951
Information Technology---$12,048
Payments to Affiliates---$10,417
Travel---$8,682
Fees for Services Accounting---$7,500
All Other Expenses---$6,536
Depreciation Depletion---$6,059
Insurance---$1,248
Total Functional Expenses$0$0$0$580,550
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$29,917
Total Nondeductible Lobbying and Political Cost$11,077
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY JAN DORMAN, EXECUTIVE DIRECTORIndependent ContractorNo$258,019
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local Societies and Opac$24,370
Due to American Optometric Association$8,828
Other Liabilities$7,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management of the association is contracted to j. L. Dorman associates”

Form 990, Part VI, Section B, Line 11B

“A review of the form 990 will not be conducted by the board of directors prior to its filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to read the conflict of interest policy and submit a conflict of interest disclosure statement annually to the board. Any conflicts noted are then relayed to the board. Persons with a conflict are prohibited from participating in deliberations and decisions in related transactions.”

Form 990, Part VI, Section C, Line 19

“The association provides its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New York State Optometric
EIN
22-2186081
Phone
5184497300
Address
119 WASHINGTON AVENUE, ALBANY, NY 12210

Signing Officer

Name
Jan Dorman
Title
Executive Director
Phone
5184497300
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Dorman
Formed
1895
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

Firm
Loeb & Troper Llp
Address
655 THIRD AVENUE 12TH FLOOR, NEW YORK, NY 10017
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The association has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending december 31, 2013 and subsequent remain subject to examination by applicable taxing authorities.”

Raw XML AppendixShowing 400 of 422 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031225
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt040937
IRS990/AccountsReceivableGrp/BOYAmt015568
IRS990/AccountsReceivableGrp/EOYAmt014342
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NEW YORK STATE OPTOMETRIC ASSOCIATION (ASSOCIATION) IS A PROFESSIONAL TRADE ASSOCIATION. IT PROVIDES EDUCATIONAL AND OTHER SUPPORT TO ITS MEMBERS, AND PROMOTES THE PROFESSION OF OPTOMETRY.
IRS990/AdvertisingGrp/TotalAmt034265
IRS990/AllOtherContributionsAmt0135590
IRS990/AllOtherExpensesGrp/TotalAmt06536
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAN DORMAN
IRS990/BooksInCareOfDetail/PhoneNum05184497300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0119 WASHINGTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012210
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0347453
IRS990/CashNonInterestBearingGrp/EOYAmt0127112
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt042296
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0258019
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0119 WASHINGTON AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd012210
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0J L DORMAN ASSOCIATES
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0135590
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0245
IRS990/CYOtherExpensesAmt0580550
IRS990/CYOtherRevenueAmt05904
IRS990/CYProgramServiceRevenueAmt0437016
IRS990/CYRevenuesLessExpensesAmt0-1795
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0580550
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0578755
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0141141
IRS990/DeferredRevenueGrp/EOYAmt088418
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt06059
IRS990/Desc0PROVIDING EDUCATION AND SUPPORT TO ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07500
IRS990/FeesForServicesLegalGrp/TotalAmt0126095
IRS990/FeesForServicesLobbyingGrp/TotalAmt029917
IRS990/FeesForServicesManagementGrp/TotalAmt0258019
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1635.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0DAWN CHIVERS OD
IRS990/Form990PartVIISectionAGrp/PersonNm1KENNETH H SORKIN OD
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELE LAGANA OD
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY CALHOUN OD FAAO
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL J KIRCHHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm5RAYMOND A PIROZZOLO OD
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER COLBURNOD
IRS990/Form990PartVIISectionAGrp/PersonNm7FRAN REINSTEIN OD
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID CICCONE OD
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN POWELL OD
IRS990/Form990PartVIISectionAGrp/PersonNm10RALPH LAMBERTO OD
IRS990/Form990PartVIISectionAGrp/PersonNm11ALEKSANDRA WIANECKA OD
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTOPHER SHIOMOS OD
IRS990/Form990PartVIISectionAGrp/PersonNm13VIOLA KANEVSKY OD
IRS990/Form990PartVIISectionAGrp/PersonNm14MARINA SU OD
IRS990/Form990PartVIISectionAGrp/PersonNm15PAUL WESTFALL OD
IRS990/Form990PartVIISectionAGrp/PersonNm16JAN DORMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01895
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0578755
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt012048
IRS990/InsuranceGrp/TotalAmt01248
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03000
IRS990/InvestmentIncomeGrp/ExclusionAmt0245
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0245
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt092707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020122
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014063
IRS990/LandBldgEquipCostOrOtherBssAmt0106770
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt05904
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05904
IRS990/MissionDesc0THE ASSOCIATION PROMOTES AND FURTHERS THE PROFESSION OF OPTOMETRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0194215
IRS990/NetAssetsOrFundBalancesEOYAmt0192420
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt022517
IRS990/OfficeExpensesGrp/TotalAmt014951
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09730
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt032867
IRS990/OtherLiabilitiesGrp/EOYAmt040698
IRS990/OtherRevenueTotalAmt05904
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt010417
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03575
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03711
IRS990/PrincipalOfficerNm0JAN DORMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0437016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0437016
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING VARIOUS CONTINUING EDUCATION CLASSES FOR OPTOMETRISTS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0150850
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01183
IRS990/PYOtherExpensesAmt0611334
IRS990/PYOtherRevenueAmt025439
IRS990/PYProgramServiceRevenueAmt0450794
IRS990/PYRevenuesLessExpensesAmt016932
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0611334
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0628266
IRS990/ReconcilationRevenueExpnssAmt0-1795
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200245
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt030591
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0437016
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-18840
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt029917
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt011077
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-19514
IRS990ScheduleD/EquipmentGrp/BookValueAmt014063
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092707
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106770
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18828
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt224370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AMERICAN OPTOMETRIC ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO LOCAL SOCIETIES AND OPAC
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014063
IRS990ScheduleD/TotalLiabilityAmt040698
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0J L DORMAN ASSOCIATES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ENTITY MORE THAN 35% OWNED BY JAN DORMAN, EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0258019
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF THE ASSOCIATION IS CONTRACTED TO J. L. DORMAN ASSOCIATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A REVIEW OF THE FORM 990 WILL NOT BE CONDUCTED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY TO THE BOARD. ANY CONFLICTS NOTED ARE THEN RELAYED TO THE BOARD. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN RELATED TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0399448
IRS990/TotalAssetsEOYAmt0362473
IRS990/TotalAssetsGrp/BOYAmt0399448
IRS990/TotalAssetsGrp/EOYAmt0362473
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0135590
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0580550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0205233
IRS990/TotalLiabilitiesEOYAmt0170053
IRS990/TotalLiabilitiesGrp/BOYAmt0205233
IRS990/TotalLiabilitiesGrp/EOYAmt0170053
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0437016
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06149
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0437016
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0578755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0399448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0362473
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08682
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0194215
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0192420
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0119 WASHINGTON AVENUE
IRS990/USAddress/CityNm0ALBANY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012210
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.NYSOA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN DORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05184497300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE OPTOMETRIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0222186081
ReturnHeader/Filer/PhoneNum05184497300
ReturnHeader/Filer/USAddress/AddressLine1Txt0119 WASHINGTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0ALBANY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$362,473
Liabilities
$170,053
Net assets
$192,420
Revenue
$578,755
Expenses
$580,550
Net income
-$1,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.46$1.31$0.73$0.60$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.29$1.18$1.38$0.60$0.78
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.33$0.40$0.59$0.52$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.42$0.32$0.60$0.47$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.35$0.19$0.50$0.43$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.32$0.12$0.49$0.56$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.18$0.19$0.54$0.58$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.28$0.15$0.58$0.62$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.17$0.19$0.58$0.58$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.21$0.19$0.63$0.61$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.16$0.18$0.56$0.58$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.30$0.19$0.60$0.58$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.34$0.17$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.32$0.16$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.32$0.15$0.62