Civic Intelligence

Partnership Foundation for Optometric Education

EIN 31-1482758 • 501(c)3

6110 Executive Blvd No 42020852-9303
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

25th percentile

-4.4%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,963,204

Down $135,385 (-4.4%) from 2010

Liabilities

Up

$14,976

Up $6,273 (+72%) from 2010

Net Assets

Down

$2,948,228

Down $141,658 (-4.6%) from 2010

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,827

Down $14,830 (-28%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,098,589Liabilities 2010: $8,703Net Assets 2010: $3,089,8862010Assets 2011: $2,963,204Liabilities 2011: $14,976Net Assets 2011: $2,948,2282011

Highlighted filing

2011

Assets$2,963,204
Liabilities$14,976
Net Assets$2,948,228
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2010: $52,6572010Expenses 2011: $37,8272011

Highlighted filing

2011

Revenue-
Expenses$37,827
Net Income-
Open 2011 Filing

Filings

Most recent year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,963,204
Liabilities
$14,976
Net assets
$2,948,228
Revenue
-
Expenses
$37,827
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.01$2.95$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.01$3.09$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 16, 2012
Return Version
2011v1.2
Gross Receipts
$568,403
Filing and Contact Details

Filer

EIN
31-1482758
Raw XML Appendix389 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/GeneralExplanation/Explanation0THE ORGANIZATION HAS AN AGREEMENT WITH THE ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY, WHEREBY THE ASSOCIATION PROVIDES STAFF SERVICES TO THE PARNTERSHIP FOUNDATION FOR ITS DAY-TO-DAY SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY OF THE 990 WAS PROVIDED TO THE BOARD BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF THE CONFLICT OF INTEREST STATEMENT IS FURNISHED TO EACH DIRECTOR OR OFFICER, EMPLOYEE AND/OR CONTRACTOR WHO IS PRESENTLY SERVING THE ASSOCIATION OR WHO BECOMES ASSOCIATED WITH THE FOUNDATION. THIS POLICY IS REVIEWED ANNUALLY FOR INFORMATION AND GUIDANCE OF DIRECTORS AND OFFICERS, STAFF MEMBERS AND CONTRACTORS. STAFF MEMBERS AND CONTRACTORS ARE ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF THEIR OFFICES. DIRECTORS, OFFICERS, EMPLOYEES AND CONTRACTORS OF THE PARTNERSHIP FOUNDATION FOR OPTOMETRIC EDUCATION SHOULD REFRAIN FROM ANY ACTIONS OR ACTIVITIES THAT IMPAIR, OR APPEAR TO IMPAIR, THEIR OBJECTIVITY IN THE PERFORMANCE OF THEIR DUTIES ON BEHALF OF THE ASSOCIATION. A CONFLICT OF INTEREST MAY EXIST WHEN THE DIRECT, PERSONAL, FINANCIAL OR OTHER INTEREST(S) OF ANY DIRECTOR, OFFICER, STAFF MEMBER OR CONTRACTOR COMPETES OR APPEARS TO COMPETE WITH THE INTERESTS OF THE FOUNDATION. IF ANY SUCH CONFLICT OF INTEREST ARISES THE INTERESTED PERSON WILL BRING IT TO THE ATTENTION OF THE BOARD OF DIRECTORS FOR RESOLUTION. IF THE CONFLICT RELATES TO A MATTER REQUIRING BOARD ACTION, SUCH PERSON WILL NOT VOTE ON THE MATTER. WHEN THERE IS A DOUBT AS TO WHETHER ANY CONFLICT OF INTEREST EXISTS, THE MATTER WILL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS AND EXCLUDE THE PERSON WHO IS THE SUBJECT OF THE POSSIBLE CONFLICT.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 990, PART VI, SECTION B, LINE 15: THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF THE ORGANIZATION ARE EMPLOYEES OF THE ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY. THE EXECUTIVE DIRECTOR IS NOT PAID BY THE PARTNERSHIP BUT DOES PROVIDE 2% OF HIS TIME TO OVERSEEING THE PARTNERSHIP. HIS PERFORMANCE IS REVIEWED ANNUALLY BY THE ASSOCIATION'S EXECUTIVE COMMITTEE, BUT NOT DIRECTLY BY THE PARTNERSHIP'S BOARD. THE DIRECTOR, WHO MANAGES THE DAY-TO-DAY ACTIVITIES OF THE FOUNDATION, DEVOTES A PORTION OF HER TIME TO THE FOUNDATION. HER GOALS FOR THE PARTNERSHIP, ARE REVIEWED AND MONITORED BY THE EXECUTIVE DIRECTOR AND HER COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE PARTNERSHIP OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED LOSSES ON INVESTMENTS: -269,711.
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ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104550 MONTGOMERY AVE SUITE 650N
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BETHESDA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0208142930
ReturnHeader/Preparer/Phone03019519090
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T13:29:57-05:00

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