Civic Intelligence

Advanced Retinal Therapeutics Institute

EIN 46-7427045 • 501(c)3 • Pensacola, FL

Profile

Organize optometric/opthalmic educational meetings, regionally and locally.

5150 N Davis HighwayPensacola, FL 32503

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

145%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$15,321

Up $9,063 (+145%) from 2023

Liabilities

Up

$1,000

Up $1,000 from 2023

Net Assets

Up

$14,321

Up $8,063 (+129%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin69th percentile

Revenue

Up

$54,937

Up $8,937 (+19%) from 2023

Expenses

Up

$46,874

Up $6,631 (+16%) from 2023

Net Income

Up

$8,063

Up $2,306 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$60K$40K$20K$0-$20KAssets 2014: $16,157Liabilities 2014: $0Net Assets 2014: $16,1572014Assets 2015: $16,157Liabilities 2015: $0Net Assets 2015: $16,1572015Assets 2016: $46,248Liabilities 2016: $0Net Assets 2016: $46,2482016Assets 2017: $35,166Liabilities 2017: $0Net Assets 2017: $35,1662017Assets 2018: $30,294Liabilities 2018: $0Net Assets 2018: $30,2942018Assets 2019: $17,487Liabilities 2019: $0Net Assets 2019: $17,4872019Assets 2020: $11,568Liabilities 2020: $0Net Assets 2020: $11,5682020Assets 2021: $185Liabilities 2021: $700Net Assets 2021: -$5152021Assets 2022: $501Liabilities 2022: $0Net Assets 2022: $5012022Assets 2023: $6,258Liabilities 2023: $0Net Assets 2023: $6,2582023Assets 2024: $15,321Liabilities 2024: $1,000Net Assets 2024: $14,3212024

Highlighted filing

2024

Assets$15,321
Liabilities$1,000
Net Assets$14,321
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $16,175Expenses 2014: $18Net Income 2014: $16,1572014Revenue 2016: $41,548Expenses 2016: $11,457Net Income 2016: $30,0912016Revenue 2017: $30,168Expenses 2017: $41,250Net Income 2017: -$11,0822017Revenue 2018: $46,701Expenses 2018: $51,573Net Income 2018: -$4,8722018Revenue 2019: $48,344Expenses 2019: $61,151Net Income 2019: -$12,8072019Revenue 2020: $58,017Expenses 2020: $63,936Net Income 2020: -$5,9192020Revenue 2021: $35,831Expenses 2021: $47,914Net Income 2021: -$12,0832021Revenue 2022: $59,139Expenses 2022: $58,123Net Income 2022: $1,0162022Revenue 2023: $46,000Expenses 2023: $40,243Net Income 2023: $5,7572023Revenue 2024: $54,937Expenses 2024: $46,874Net Income 2024: $8,0632024

Highlighted filing

2024

Revenue$54,937
Expenses$46,874
Net Income$8,063
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,321
Liabilities
$1,000
Net assets
$14,321
Revenue
$54,937
Expenses
$46,874
Net income
$8,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$1.00$14.3$54.9$46.9$8.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.00$6.26$46.0$40.2$5.76
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$59.1$58.1$1.02
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.70$0.52$35.8$47.9$12.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$58.0$63.9$5.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$48.3$61.2$12.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.00$30.3$46.7$51.6$4.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$0.00$35.2$30.2$41.3$11.1
2016Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$41.5$11.5$30.1
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$16.2$0.02$16.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$54,937
Mission and Program Overview

Mission

Organize optometric/opthalmic educational meetings, regionally and locally.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROMOTES AND ORGANIZES OPTOMETRIC AND OPHTHALMIC EDUCATIONAL MEETINGS AND SEMINARS BY EDUCATINGEYE CARE PROVIDERS ON RETINAL TOPICS OF INTEREST GRANTING EDUCATION CREDITS REQUIRED BY BOARD CERTIFICATION$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGDALENA SCHULER MD PHDPresidentPT$0--
SHALESH KAUSHAL MD PHDSecretaryPT$0--
ALAN FRANKLIN MD PHDBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Advanced Retinal Therapeutics Institute
EIN
46-7427045
Phone
8504766759
Address
5150 N DAVIS HIGHWAY, PENSACOLA, FL 32503

Signing Officer

Name
Sunil Gupta
Title
President
Phone
8504766759
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Bell & Company Llp
Address
32 E 57TH STREET 8 FL, NEW YORK, NY 10022
Preparer
Martin M Bell CPA
Phone
2126836111
Supplemental Narrative

Additional Explanations

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

“Description: continuing education seminars. Amount: 40,475. Description: guest speaker fees. Amount: 4,800. Description: bank charges. Amount: 689. Description: supplies. Amount: 160. Total to form 990-ez, line 16: 46,124.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loans payable. Beg. Of year amount: 0. End of year amount: 1,000.”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08504766759
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05150 N DAVIS HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08063
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015321
IRS990EZ/GrossReceiptsAmt054937
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAGDALENA SCHULER MD PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHALESH KAUSHAL MD PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALAN FRANKLIN MD PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZE OPTOMETRIC/OPTHALMIC EDUCATIONAL MEETINGS, REGIONALLY AND LOCALLY.
IRS990EZ/ProgramServiceRevenueAmt032437
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROMOTES AND ORGANIZES OPTOMETRIC AND OPHTHALMIC EDUCATIONAL MEETINGS AND SEMINARS BY EDUCATINGEYE CARE PROVIDERS ON RETINAL TOPICS OF INTEREST GRANTING EDUCATION CREDITS REQUIRED BY BOARD CERTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt046874
IRS990EZ/TotalRevenueAmt054937
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROMOTES AND ORGANIZES OPTOMETRIC AND OPHTHALMIC EDUCATIONAL MEETINGS AND SEMINARS BY EDUCATING EYE CARE PROVIDERS ON RETINAL TOPICS OF INTEREST GRANTING EDUCATION CREDITS REQUIRED BY BOARD CERTIFICATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 1 & LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0108500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034139
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09831
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt044017
IRS990ScheduleA/OtherIncome170Grp/TotalAmt087987
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55220
IRS990ScheduleA/PublicSupportPY170Pct00.58290
IRS990ScheduleA/PublicSupportTotal170Amt0108500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0108500
IRS990ScheduleA/TotalSupportAmt0196487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONTINUING EDUCATION SEMINARS. AMOUNT: 40,475. DESCRIPTION: GUEST SPEAKER FEES. AMOUNT: 4,800. DESCRIPTION: BANK CHARGES. AMOUNT: 689. DESCRIPTION: SUPPLIES. AMOUNT: 160. TOTAL TO FORM 990-EZ, LINE 16: 46,124.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOANS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNIL GUPTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08504766759
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED RETINAL THERAPEUTICS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0467427045
ReturnHeader/Filer/PhoneNum08504766759
ReturnHeader/Filer/USAddress/AddressLine1Txt05150 N DAVIS HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133565602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 E 57TH STREET 8 FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02126836111
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN M BELL CPA
ReturnHeader/ReturnTs02025-11-17T10:34:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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