Civic Intelligence

Advanced Retinal Therapeutics Institute

990EZ • Fiscal year 2017 • EIN 46-7427045

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

Organization ProfileN/A
5150 N Davis HighwayPensacola, FL 32503

(850) 476-6759

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$35,166

Down $11,082 (-24%) from 2016

Net Assets

Down

$35,166

Down $11,082 (-24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin10th percentile

Revenue

Down

$30,168

Down $11,380 (-27%) from 2016

Expenses

Up

$41,250

Up $29,793 (+260%) from 2016

Net Income

Down

-$11,082

Down $41,173 (-137%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2017

Assets$35,166
Liabilities$0
Net Assets$35,166
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$30,168
Expenses$41,250
Net Income-$11,082
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Gross Receipts
$30,168
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$41,036
Compensation and Service Providers
Top Officer Pay76th 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
Magdalena Schuler
Title
President
Phone
8504766759
Signed
2018-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Bell & Company Llp
Address
350 FIFTH AVE STE 7710, NEW YORK, NY 10118-7710
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: 28,000. Description: guest speaker fees. Amount: 4,000. Description: accreditation fees. Amount: 2,050. Description: bank charges. Amount: 566. Description: consulting fees. Amount: 3,000. Description: promotional events. Amount: 2,284. Description: travel reimbursement. Amount: 1,221. Description: office supplies and expense. Amount: 129. Total to form 990-ez, line 16: 41,250.”

Raw XML Appendix138 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/BOYAmt046248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035166
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06894
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11082
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035166
IRS990EZ/GrossReceiptsAmt030168
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035166
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/OtherExpensesTotalAmt041250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZE OPTOMETRIC/OPTHALMIC EDUCATIONAL MEETINGS, REGIONALLY AND LOCALLY.
IRS990EZ/ProgramServiceRevenueAmt023274
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/ProgramServiceExpensesAmt041036
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041250
IRS990EZ/TotalProgramServiceExpensesAmt041036
IRS990EZ/TotalRevenueAmt030168
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/CurrentTaxYearAmt06894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030617
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt023274
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt034000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt057274
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34840
IRS990ScheduleA/PublicSupportPY170Pct00.41100
IRS990ScheduleA/PublicSupportTotal170Amt030617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030617
IRS990ScheduleA/TotalSupportAmt087891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONTINUING EDUCATION SEMINARS. AMOUNT: 28,000. DESCRIPTION: GUEST SPEAKER FEES. AMOUNT: 4,000. DESCRIPTION: ACCREDITATION FEES. AMOUNT: 2,050. DESCRIPTION: BANK CHARGES. AMOUNT: 566. DESCRIPTION: CONSULTING FEES. AMOUNT: 3,000. DESCRIPTION: PROMOTIONAL EVENTS. AMOUNT: 2,284. DESCRIPTION: TRAVEL REIMBURSEMENT. AMOUNT: 1,221. DESCRIPTION: OFFICE SUPPLIES AND EXPENSE. AMOUNT: 129. TOTAL TO FORM 990-EZ, LINE 16: 41,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAGDALENA SCHULER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08504766759
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E78AAC2ECDE3F711E10DC950F6E0DF8A9B91E394
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E78AAC2ECDE3F711E10DC950F6E0DF8A9B91E394
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.12.134.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:55:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133565602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 FIFTH AVE STE 7710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101187710
ReturnHeader/PreparerPersonGrp/PhoneNum02126836111
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN M BELL CPA
ReturnHeader/ReturnTs02018-05-31T12:34:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,166
Liabilities
$0
Net assets
$35,166
Revenue
$30,168
Expenses
$41,250
Net income
-$11,082
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
2017Detailed filing. Detailed filing data is available for this year.$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