Civic Intelligence

Jcahpo Education and Research Foundation

EIN 41-1681301 • 501(c)3 • St Paul, MN

Profile

To expand and strengthen the delivery of eye care.

2025 Woodlane DriveSt Paul, MN 55125-2995

www.jcahpo.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.20x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$478,248

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 494.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-7.1%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,860,366

Up $187,269 (+11%) from 2023

Liabilities

Up

$19,498

Up $10,815 (+125%) from 2023

Net Assets

Up

$1,840,868

Up $176,454 (+11%) from 2023

Revenue

Down

$96,793

Down $7,426 (-7.1%) from 2023

Expenses

Down

$23,055

Down $20,767 (-47%) from 2023

Net Income

Up

$73,738

Up $13,341 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $788,632Liabilities 2011: $35,682Net Assets 2011: $752,9502011Assets 2012: $814,113Liabilities 2012: $30,088Net Assets 2012: $784,0252012Assets 2013: $851,436Liabilities 2013: $39,588Net Assets 2013: $811,8482013Assets 2014: $903,493Liabilities 2014: $40,872Net Assets 2014: $862,6212014Assets 2015: $923,890Liabilities 2015: $38,804Net Assets 2015: $885,0862015Assets 2016: $929,469Liabilities 2016: $46,992Net Assets 2016: $882,4772016Assets 2017: $1,070,693Liabilities 2017: $51,119Net Assets 2017: $1,019,5742017Assets 2018: $1,224,945Liabilities 2018: $62,426Net Assets 2018: $1,162,5192018Assets 2019: $1,281,643Liabilities 2019: $58,632Net Assets 2019: $1,223,0112019Assets 2020: $1,332,500Liabilities 2020: $18,613Net Assets 2020: $1,313,8872020Assets 2021: $1,662,455Liabilities 2021: $14,232Net Assets 2021: $1,648,2232021Assets 2022: $1,586,740Liabilities 2022: $19,669Net Assets 2022: $1,567,0712022Assets 2023: $1,673,097Liabilities 2023: $8,683Net Assets 2023: $1,664,4142023Assets 2024: $1,860,366Liabilities 2024: $19,498Net Assets 2024: $1,840,8682024

Highlighted filing

2024

Assets$1,860,366
Liabilities$19,498
Net Assets$1,840,868

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $60,5332011Expenses 2012: $41,2772012Revenue 2013: $42,088Expenses 2013: $69,037Net Income 2013: -$26,9492013Revenue 2014: $103,992Expenses 2014: $99,019Net Income 2014: $4,9732014Revenue 2015: $54,468Expenses 2015: $53,307Net Income 2015: $1,1612015Revenue 2016: $76,300Expenses 2016: $88,682Net Income 2016: -$12,3822016Revenue 2017: $151,189Expenses 2017: $59,809Net Income 2017: $91,3802017Revenue 2018: $180,350Expenses 2018: $61,698Net Income 2018: $118,6522018Revenue 2019: $98,879Expenses 2019: $37,334Net Income 2019: $61,5452019Revenue 2020: $93,369Expenses 2020: $36,540Net Income 2020: $56,8292020Revenue 2021: $216,495Expenses 2021: $40,196Net Income 2021: $176,2992021Revenue 2022: $97,423Expenses 2022: $29,621Net Income 2022: $67,8022022Revenue 2023: $104,219Expenses 2023: $43,822Net Income 2023: $60,3972023Revenue 2024: $96,793Expenses 2024: $23,055Net Income 2024: $73,7382024

Highlighted filing

2024

Revenue$96,793
Expenses$23,055
Net Income$73,738

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.02$1.84$0.10$0.02$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.01$1.66$0.10$0.04$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.02$1.57$0.10$0.03$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.65$0.22$0.04$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.02$1.31$0.09$0.04$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.06$1.22$0.10$0.04$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.06$1.16$0.18$0.06$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.05$1.02$0.15$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.05$0.88$0.08$0.09$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.04$0.89$0.05$0.05$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.04$0.86$0.10$0.10$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.85$0.04$0.81$0.04$0.07$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.03$0.78$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.04$0.75$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 7, 2016
Return Version
2015v2.1
Gross Receipts
$76,300
Mission and Program Overview

Mission

To expand and strengthen the delivery of eye care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$567,837$589,848▲ $22,011
Savings and Temporary Cash Investments$348,186$335,396▼ $12,790
Cash and Non-Interest-Bearing Accounts$4,087$2,943▼ $1,144
Pledges and Grants Receivable$3,730$1,232▼ $2,498
Accounts Receivable$50$50→ $0
Total Assets$923,890$929,469▲ $5,579
Liabilities
Accounts Payable and Accrued Expenses$38,804$46,992▲ $8,188
Total Liabilities$38,804$46,992▲ $8,188
Net Assets / Fund Balance
Temporarily Rstr Net Assets$369,997$394,647▲ $24,650
Permanently Rstr Net Assets$350,503$353,253▲ $2,750
Unrestricted Net Assets$164,586$134,577▼ $30,009
Total Net Assets Fund Balance$885,086$882,477▼ $2,609
Total Liabilities and Net Assets / Fund Balance$923,890$929,469▲ $5,579

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$581,824$2,750▲ $22,159-$591,425
2015$557,809$2,359▲ $33,719-$581,824
2014$515,019$3,165▲ $58,262-$557,809
2013$477,122$2,018▲ $66,715-$515,019
2012$459,798$12,746▲ $21,903-$477,122
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$63,351
Program Service Revenue
$0
Investment Income
$12,949
Other Revenue
$0
All Other Contributions
$63,351
Change in Net Assets
$-12,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,360
Other Expenses$22,322
Total Fundraising Expense$6,413
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,260--$46,260
Grants to Domestic Orgs$20,100--$20,100
Travel$4,648$4,648$4,648$13,944
Fees for Services Accounting-$4,958-$4,958
Office Expenses$559$596$1,265$2,420
Information Technology-$500$500$1,000
Total Functional Expenses$71,567$10,702$6,413$88,682
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Joint Commission on Allied Health Personnel in Ophthalmology IncSt Paul, MN501(c)(3)EDUCATIONAL WEBINARS ON WOMEN'S EYE HEALTH. RESIDENT SIMULATION STUDY- THIS STUDY WILL CONTRIBUTE TO EDUCATIONAL RESEARCH, THEORY, AND MEDICAL EDUCATION AND ASSESSMENT PRACTICES.$20,100
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Directors of jcahpo education and research foundation are elected by a majority vote of the board of directors of the joint commission on allied health personnel in ophthalmology, inc.

Form 990, Part VI, Section A, Line 7B

Before any amendment to the articles of incorporation may be effective, the board of directors of the joint commission on allied health personnel in ophthalmology, inc. Must approve them.

Form 990, Part VI, Section B, Line 11

The form 990 was reviewed by management and provided to the board of directors for discussion at a board meeting prior to the filing of the return.

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

The foundation has a standard policy prohibiting certain credentials from participating in projects for conflict of interest. All volunteers must annually sign and disclose conflicts of interest on a form. At meetings, all presenters must declare and disclose any conflict of interest at the start of the session. The policy requires that volunteers regularly disclose potential conflicts at the opening of meetings. All board and committee volunteers are covered under this policy. The remaining members of the board of directors determine if a conflict of interest exists. Individuals with a conflict of interest may not participate in the committee.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Jcahpo Education and Research Foundation
EIN
41-1681301
Phone
6517312944
Address
2025 WOODLANE DRIVE, ST PAUL, MN 55125-2995

Signing Officer

Name
Lynn D Anderson Phd
Title
Secretary/CEO
Phone
6517312944
Signed
2016-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn D Anderson Phd
Formed
1990
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Korey Boelter
Phone
6123764500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The foundation maintains the endowment to support scholarships and special projects.

PART X, LINE 2:

Jcahpo foundation is a not-for-profit corporation and has been recognized as tax-exempt pursuant to section 501(c)(3) of the internal revenue code. Jcahpo foundation follows the provisions of the income tax standard regarding the recognition and measurement of uncertain tax positions. Jcahpo foundation files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.

Raw XML AppendixShowing 400 of 495 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EXPAND AND STRENGTHEN THE DELIVERY OF EYE CARE.
IRS990/AllOtherContributionsAmt063351
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IRS990/Desc0THE JCAHPO EDUCATION AND RESEARCH FOUNDATION'S PRIMARY FUNCTION IS TO PROVIDE EDUCATIONAL GRANTS TO STUDENTS TRAINING TO BECOME OPHTHALMIC TECHNICIANS OR TECHNOLOGISTS. DURING 2015, 209 SCHOLARSHIPS WERE GRANTED TO STUDENTS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MAINTAINS THE ENDOWMENT TO SUPPORT SCHOLARSHIPS AND SPECIAL PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1JCAHPO FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. JCAHPO FOUNDATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. JCAHPO FOUNDATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.37250
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt046260
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
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IRS990ScheduleI/RecipientTable/CashGrantAmt020100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL WEBINARS ON WOMEN'S EYE HEALTH. RESIDENT SIMULATION STUDY- THIS STUDY WILL CONTRIBUTE TO EDUCATIONAL RESEARCH, THEORY, AND MEDICAL EDUCATION AND ASSESSMENT PRACTICES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237088065
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02025 WOODLANE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055125
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE FOR TUITION AND JCAHPO CERTIFICATION EXAMINATIONS. STAFF WORK WITH PROGRAM DIRECTORS AT COLLEGES AND UNIVERSITIES TO VERIFY ENROLLMENT IN THE OPHTHALMIC TECHNICIAN PROGRAM. VOUCHERS ARE GIVEN FOR THE CERTIFICATION EXAMINATIONS, SO NO CASH IS PAID TO THE STUDENT FOR THE CERTIFICATION EXAMINATION. APPLICATIONS FOR SCHOLARSHIPS REQUIRE ENDORSEMENT BY DIRECTORS OF THE EDUCATIONAL PROGRAMS. THE SELECTION OF RECIPIENTS IS BASED ON MERIT AND FINANCIAL NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LYNN ANDERSON PHD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY/CEO
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0JCAHPO EDUCATION AND RESEARCH FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS. THE ORGANIZATION RELIES ON JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPTHALMOLOGY, INC. IN SETTING THE COMPENSATION FOR THOSE INDIVIDUALS. JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPTHALMOLOGY, INC. USES MULTIPLE METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, WHICH CONSIST OF: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 6. FORM 990 OF OTHER ORGANIZATIONS
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS OF JCAHPO EDUCATION AND RESEARCH FOUNDATION ARE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF THE JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION MAY BE EFFECTIVE, THE BOARD OF DIRECTORS OF THE JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY, INC. MUST APPROVE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD OF DIRECTORS FOR DISCUSSION AT A BOARD MEETING PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION HAS A STANDARD POLICY PROHIBITING CERTAIN CREDENTIALS FROM PARTICIPATING IN PROJECTS FOR CONFLICT OF INTEREST. ALL VOLUNTEERS MUST ANNUALLY SIGN AND DISCLOSE CONFLICTS OF INTEREST ON A FORM. AT MEETINGS, ALL PRESENTERS MUST DECLARE AND DISCLOSE ANY CONFLICT OF INTEREST AT THE START OF THE SESSION. THE POLICY REQUIRES THAT VOLUNTEERS REGULARLY DISCLOSE POTENTIAL CONFLICTS AT THE OPENING OF MEETINGS. ALL BOARD AND COMMITTEE VOLUNTEERS ARE COVERED UNDER THIS POLICY. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS DETERMINE IF A CONFLICT OF INTEREST EXISTS. INDIVIDUALS WITH A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANAGEMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CENTER FOR ORGANIZATIONAL MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02025 WOODLAND DRIVE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPTHALMOLOGY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND CERTIFICATION
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