Civic Intelligence

St Louis Optometric Society

EIN 43-1333988 • 501(c)6 • Chesterfield, MO

Profile

Continuing Education and Meeting for Optometry members

PO Box 6136Chesterfield, MO 63006-6136

http//www.stlouisoptometricsociety.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

39th percentile

-4.7%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-4.5%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

6.3%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$82,390

Down $3,870 (-4.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$82,390

Down $3,870 (-4.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$81,827

Up $4,879 (+6.3%) from 2023

Expenses

Up

$85,697

Up $4,386 (+5.4%) from 2023

Net Income

Up

-$3,870

Up $493 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2019: $86,512Net Assets 2019: $86,5122019Assets 2020: $90,158Net Assets 2020: $90,1582020Assets 2021: $88,609Net Assets 2021: $88,6092021Assets 2022: $90,623Net Assets 2022: $90,6232022Assets 2023: $86,260Net Assets 2023: $86,2602023Assets 2024: $82,390Net Assets 2024: $82,3902024

Highlighted filing

2024

Assets$82,390
Liabilities-
Net Assets$82,390
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$100K$50K$0-$50KRevenue 2019: $79,087Expenses 2019: $73,769Net Income 2019: $5,3182019Revenue 2020: $47,134Expenses 2020: $43,488Net Income 2020: $3,6462020Revenue 2021: $54,608Expenses 2021: $56,157Net Income 2021: -$1,5492021Revenue 2022: $79,572Expenses 2022: $77,558Net Income 2022: $2,0142022Revenue 2023: $76,948Expenses 2023: $81,311Net Income 2023: -$4,3632023Revenue 2024: $81,827Expenses 2024: $85,697Net Income 2024: -$3,8702024

Highlighted filing

2024

Revenue$81,827
Expenses$85,697
Net Income-$3,870
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,390
Liabilities
-
Net assets
$82,390
Revenue
$81,827
Expenses
$85,697
Net income
-$3,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$82.4$82.4$81.8$85.7$3.87
2023Detailed filing. Detailed filing data is available for this year.$86.3$86.3$76.9$81.3$4.36
2022Detailed filing. Detailed filing data is available for this year.$90.6$90.6$79.6$77.6$2.01
2021Detailed filing. Detailed filing data is available for this year.$88.6$88.6$54.6$56.2$1.55
2020Detailed filing. Detailed filing data is available for this year.$90.2$90.2$47.1$43.5$3.65
2019Detailed filing. Detailed filing data is available for this year.$86.5$86.5$79.1$73.8$5.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$81,827
Mission and Program Overview

Mission

Continuing Education and Meeting for Optometry members

Program Services

DescriptionGrantsExpenses
Continuing education and meeting for Optometry doctors--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Ashley TaryPast President-$0--
Dr Allison SchaferPresident-$0--
Dr Eric PolkVice-President-$0--
Dr George DowdyPresident Elect-$0--
Dr Tareq NabhanSecretary-$0--
Dr Rachel MerrimanTreasurer-$0--
Dr Matt McCoySgt At Arms-$0--
Dr Erin SullivanTrustee-$0--
Dr Renee LaneTrustee-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$500
Political Expenditures$500
Total Nondeductible Lobbying and Political Cost$-15,878
Filing and Contact Details

Filer

Filer Name
St Louis Optometric Society
EIN
43-1333988
Address
PO Box 6136, Chesterfield, MO 63006-6136

Signing Officer

Name
Rachel Merriman
Title
Treasurer
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Gloria P Roberts CPA LLC
Address
14212 Cooperstown Drive, Chesterfield, MO 63017
Preparer
Gloria P Roberts
Phone
3144349850
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 56,556”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Charges 599”

Form 990-EZ, Part I, Line 16, Other Expenses

“Political contributions 500”

Form 990-EZ, Part I, Line 16, Other Expenses

“Accounting Services 1,050”

Form 990-EZ, Part I, Line 16, Other Expenses

“Website 2,771”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office 2,871”

Raw XML Appendix147 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Dr
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08621 Security Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Louis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086260
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IRS990EZ/ExcessOrDeficitForYearAmt0-3870
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IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt081827
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01576
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016551
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082390
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr Ashley Tary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Allison Schafer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dr Eric Polk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dr George Dowdy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dr Tareq Nabhan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dr Rachel Merriman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dr Matt McCoy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dr Erin Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Dr Renee Lane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Sgt at Arms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherExpensesTotalAmt064347
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0Continuing Education and Meeting for Optometry members
IRS990EZ/ProgramServiceRevenueAmt011450
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Continuing education and meeting for Optometry doctors
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085697
IRS990EZ/TotalRevenueAmt081827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//www.stlouisoptometricsociety.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AggregateReportedDuesNtcAmt02483
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt016551
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-16378
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0500
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-15878
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt0500
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-18361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 56,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges 599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Political contributions 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounting Services 1,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website 2,771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office 2,871
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Merriman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Louis Optometric Society
ReturnHeader/Filer/BusinessNameControlTxt0STLO
ReturnHeader/Filer/EIN0431333988
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6136
ReturnHeader/Filer/USAddress/CityNm0Chesterfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0630066136
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431866123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gloria P Roberts CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014212 Cooperstown Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chesterfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063017
ReturnHeader/PreparerPersonGrp/PhoneNum03144349850
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gloria P Roberts
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T01:45:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.