Civic Intelligence

Educational Foundation in Ophthalmic Optics

990EZ • Fiscal year 2020 • EIN 41-6035017

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

Organization ProfileN/A

Refreshing map…

217 N Upper StreetLexington, KY 40507

(703) 719-5800

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.0%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$1,707

Flat from 2019

Net Assets

Flat

$1,707

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,605 (-100%) from 2019

Expenses

Down

$0

Down $2,487 (-100%) from 2019

Net Income

Down

$0

Down $118 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2013: $242,626Liabilities 2013: $02013Assets 2014: $197,450Liabilities 2014: $02014Assets 2015: $100,550Liabilities 2015: $158Net Assets 2015: $100,3922015Assets 2016: $6,776Liabilities 2016: $324Net Assets 2016: $6,4522016Assets 2017: $856Liabilities 2017: $3112017Assets 2018: $3,207Liabilities 2018: $1,618Net Assets 2018: $1,5892018Assets 2019: $1,707Liabilities 2019: $0Net Assets 2019: $1,7072019Assets 2020: $1,707Liabilities 2020: $0Net Assets 2020: $1,7072020Assets 2021: $1,707Liabilities 2021: $0Net Assets 2021: $1,7072021Assets 2022: $1,707Liabilities 2022: $0Net Assets 2022: $1,7072022Assets 2023: $1,707Liabilities 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$1,707
Liabilities$0
Net Assets$1,707
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $0Expenses 2013: $3,991Net Income 2013: -$3,9912013Revenue 2014: $0Expenses 2014: $45,176Net Income 2014: -$45,1762014Revenue 2015: $100,000Expenses 2015: $197,058Net Income 2015: -$97,0582015Revenue 2016: $110,000Expenses 2016: $203,940Net Income 2016: -$93,9402016Revenue 2017: $85,000Expenses 2017: $90,907Net Income 2017: -$5,9072017Revenue 2018: $5,000Expenses 2018: $3,956Net Income 2018: $1,0442018Revenue 2019: $2,605Expenses 2019: $2,487Net Income 2019: $1182019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $20,619Expenses 2023: $20,619Net Income 2023: $02023Revenue 2024: $33,401Expenses 2024: $35,108Net Income 2024: -$1,7072024

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

To promote development of study in the field of ophthalmic optics.

Program Services

DescriptionGrantsExpenses
EFOO WAS FORMED TO RECEIVE, MANAGE, AND ADMINISTER DONATIONS RELATING TO EDUCATIONAL ACTIVITIES IN THE FIELD OF OPHTHALMIC OPTICS AND SUBJECTS GERMANE THERETO; TO RENDER FINANCIAL ASSISTANCE TO OPTICIANRY-RELATED EDUCATIONAL PROGRAMS; TO RENDER FINANCIAL ASSISTANCE TO INSTITUTIONS OF HIGHER LEARNING FOR PURPOSES OF PROVIDING OPPORTUNITIES TO STUDENTS OF OPTICIANRY.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MORRISExecutive Director-$0--
DAVID MELDRUMChair-$0--
DANNY THOMASVice-Chair-$0--
TOM BARRACATOTreasurer-$0--
PHERNELL WALKERSecretary-$0--
CARRI RIVERABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Educational Foundation in Ophthalmic
EIN
41-6035017
Phone
7037195800
Address
217 N UPPER STREET, LEXINGTON, KY 40507

Signing Officer

Name
James Morris
Title
Executive Director
Phone
7037195800
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 N UPPER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01707
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IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01707
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID MELDRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM BARRACATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHERNELL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARRI RIVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE DEVELOPMENT OF STUDY IN THE FIELD OF OPHTHALMIC OPTICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EFOO WAS FORMED TO RECEIVE, MANAGE, AND ADMINISTER DONATIONS RELATING TO EDUCATIONAL ACTIVITIES IN THE FIELD OF OPHTHALMIC OPTICS AND SUBJECTS GERMANE THERETO; TO RENDER FINANCIAL ASSISTANCE TO OPTICIANRY-RELATED EDUCATIONAL PROGRAMS; TO RENDER FINANCIAL ASSISTANCE TO INSTITUTIONS OF HIGHER LEARNING FOR PURPOSES OF PROVIDING OPPORTUNITIES TO STUDENTS OF OPTICIANRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EFOO'S SUPPORTED ORGANIZATION, AMERICAN BOARD OF OPTICIANRY, IS A 501(C)(6). A PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS PREPARED TO ENSURE AMERICAN BOARD OF OPTICIANRY SATISFIES THE PUBLIC SUPPORT REQUIREMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1EFOO DOES NOT GIVE SUPPORT DIRECTLY TO THE AMERICAN BOARD OF OPTICIANRY. GRANTS MADE BY EFOO ARE USED FOR SECTION 170(C)(2)(B) PURPOSES AND SUPPORT THE MISSION OF AMERICAN BOARD OF OPTICIANRY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521147697
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037195800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL FOUNDATION IN OPHTHALMIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OPTICS
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0416035017
ReturnHeader/Filer/PhoneNum07037195800
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 N UPPER STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J LOCASTRO CPA
ReturnHeader/ReturnTs02021-05-06T07:28:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,707
Liabilities
$0
Net assets
$1,707
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$0.35$0.02
2023Summary only. Only limited summary data is available for this year.$0.02$0.00$0.21$0.21$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.02$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.02$0.02$0.05$0.04$0.01
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.85$0.91$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$1.10$2.04$0.94
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$1.00$1.97$0.97
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.00$0.45$0.45
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$0.00$0.04$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits