Civic Intelligence

National Optometric Foundation Inc.

990EZ • Fiscal year 2023 • EIN 51-0190299

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 05, 2024

5009 Beatties Ford Rd Suite 107-278Charlotte, NC 28216

(704) 277-5481

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$88,862

No earlier filing loaded for comparison.

Net Assets

$88,862

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$116,930

No earlier filing loaded for comparison.

Expenses

$99,894

No earlier filing loaded for comparison.

Net Income

$17,036

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2023: $95,718Net Assets 2023: $95,7182023Assets 2023: $88,862Net Assets 2023: $88,8622023Assets 2024: $93,590Net Assets 2024: $93,5902024

Highlighted filing

2023

Assets$88,862
Liabilities-
Net Assets$88,862

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $10,431Expenses 2023: $3,576Net Income 2023: $6,8552023Revenue 2023: $116,930Expenses 2023: $99,894Net Income 2023: $17,0362023Revenue 2024: $43,234Expenses 2024: $45,362Net Income 2024: -$2,1282024

Highlighted filing

2023

Revenue$116,930
Expenses$99,894
Net Income$17,036
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 5, 2024
Return Version
2022v5.0
Gross Receipts
$118,779
Mission and Program Overview

Mission

Support long-term solutions to visual health problems among minority populations.

Program Services

DescriptionGrantsExpenses
PROVIDE STUDENT SCHOLARSHIPS, STUDENT MATRICULATION INITIATIVES AND OCULAR HEALTH EDUCATION AND AWARENESS PROGRAMS.$78,326$99,894
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW WHITEHEAD ODPresident-$0--
TIMOTHY BROWN ODTreasurer-$0--
SABRINA REED ODSecretary-$0--
KESHIA ELDER ODMember-$0--
PAULA BOONE ODMember-$0--
JACQUELINE DAVIS ODMember-$0--
DEBORAH POWELLMember-$0--
Filing and Contact Details

Filer

Filer Name
National Optometric Foundation
EIN
51-0190299
Phone
7042775481
Address
5009 BEATTIES FORD RD SUITE 107-278, CHARLOTTE, NC 28216

Signing Officer

Name
Timothy Brown Od
Title
Treasurer
Phone
7042775481
Signed
2024-01-05
Discuss with paid preparer
Yes

Preparer

Firm
DAVIES GOLDSTEIN & ASSOCIATES CPA'S
Address
PO BOX 156, MATTHEWS, NC 28106
Preparer
Jeffrey I Goldstein
Phone
7046840555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Cash contribution: 38,926

Form 990-ez, Part I, Line 10

Name: various under 5,000 cash contribution: 35,600

Form 990-ez, Part I, Line 16

Expenses office 1,620 information technology 799 conferences/meetings 2,787 insurance 320 total 5,526

Form 990-ez, Part II, Line 24

Pledges receivable 1,700 17,200 total 1,700 17,200

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,348 0

Form 990-ez, Part III

Support long-term solutions to visual health problems among minority populations.

Raw XML Appendix148 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TIMOTHY BROWN OD
IRS990EZ/BooksInCareOfDetail/PhoneNum07042775481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05009 BEATTIES FORD RD STE 107-278
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071662
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0118553
IRS990EZ/CostOfGoodsSoldAmt01849
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017036
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016042
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088862
IRS990EZ/GrantsAndSimilarAmountsPaidAmt078326
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1649
IRS990EZ/GrossReceiptsAmt0118779
IRS990EZ/GrossSalesOfInventoryAmt0200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071826
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071826
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW WHITEHEAD OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY BROWN OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SABRINA REED OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KESHIA ELDER OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAULA BOONE OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUELINE DAVIS OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBORAH POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017200
IRS990EZ/OtherExpensesTotalAmt05526
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LONG-TERM SOLUTIONS TO VISUAL HEALTH PROBLEMS AMONG MINORITY POPULATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE STUDENT SCHOLARSHIPS, STUDENT MATRICULATION INITIATIVES AND OCULAR HEALTH EDUCATION AND AWARENESS PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt078326
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01348
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099894
IRS990EZ/TotalProgramServiceExpensesAmt099894
IRS990EZ/TotalRevenueAmt0116930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NATIONALOPTOMETRICFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118553
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0118553
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118553
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118553
IRS990ScheduleA/TotalSupportAmt0118579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 38,926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: VARIOUS UNDER 5,000 CASH CONTRIBUTION: 35,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 1,620 INFORMATION TECHNOLOGY 799 CONFERENCES/MEETINGS 2,787 INSURANCE 320 TOTAL 5,526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLEDGES RECEIVABLE 1,700 17,200 TOTAL 1,700 17,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,348 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPORT LONG-TERM SOLUTIONS TO VISUAL HEALTH PROBLEMS AMONG MINORITY POPULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY BROWN OD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042775481
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL OPTOMETRIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0510190299
ReturnHeader/Filer/PhoneNum07042775481
ReturnHeader/Filer/USAddress/AddressLine1Txt05009 BEATTIES FORD RD SUITE 107-278
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262669494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES GOLDSTEIN & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028106
ReturnHeader/PreparerPersonGrp/PhoneNum07046840555
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY I GOLDSTEIN
ReturnHeader/ReturnTs02024-03-27T09:55:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings