Civic Intelligence

West Virginia Optometric Association

EIN 55-0598478 • 501(c)6 • Charleston, WV

Profile

Continuing education for the members, information to the member and to the community,

18 California AveCharleston, WV 25311

westvirginia.aoa.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

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

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

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

33rd percentile

-8.8%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-12%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

25th percentile

-16%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$278,204

Down $38,675 (-12%) from 2023

Liabilities

Down

$23,816

Down $26,348 (-53%) from 2023

Net Assets

Down

$254,388

Down $12,327 (-4.6%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin33rd percentile

Revenue

Down

$466,018

Down $92,043 (-16%) from 2023

Expenses

Down

$507,064

Down $30,894 (-5.7%) from 2023

Net Income

Down

-$41,046

Down $61,149 (-304%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $304,014Liabilities 2010: $0Net Assets 2010: $304,0142010Assets 2011: $413,488Liabilities 2011: $0Net Assets 2011: $413,4882011Assets 2012: $705,838Liabilities 2012: $47,434Net Assets 2012: $658,4042012Assets 2013: $660,970Liabilities 2013: $35,511Net Assets 2013: $625,4592013Assets 2014: $568,676Liabilities 2014: $29,067Net Assets 2014: $539,6092014Assets 2015: $277,050Liabilities 2015: $30,527Net Assets 2015: $246,5232015Assets 2016: $230,931Liabilities 2016: $4,840Net Assets 2016: $226,0912016Assets 2017: $191,111Liabilities 2017: $11,106Net Assets 2017: $180,0052017Assets 2018: $188,756Liabilities 2018: $11,280Net Assets 2018: $177,4762018Assets 2019: $234,981Liabilities 2019: $8,022Net Assets 2019: $226,9592019Assets 2020: $201,425Liabilities 2020: $7,988Net Assets 2020: $193,4372020Assets 2021: $206,080Liabilities 2021: $19,622Net Assets 2021: $186,4582021Assets 2022: $283,263Liabilities 2022: $16,651Net Assets 2022: $266,6122022Assets 2023: $316,879Liabilities 2023: $50,164Net Assets 2023: $266,7152023Assets 2024: $278,204Liabilities 2024: $23,816Net Assets 2024: $254,3882024

Highlighted filing

2024

Assets$278,204
Liabilities$23,816
Net Assets$254,388
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $335,9982010Expenses 2011: $317,4612011Revenue 2012: $375,213Expenses 2012: $322,252Net Income 2012: $52,9612012Revenue 2013: $387,690Expenses 2013: $421,035Net Income 2013: -$33,3452013Revenue 2014: $331,222Expenses 2014: $411,994Net Income 2014: -$80,7722014Revenue 2015: $149,842Expenses 2015: $419,049Net Income 2015: -$269,2072015Revenue 2016: $396,744Expenses 2016: $437,172Net Income 2016: -$40,4282016Revenue 2017: $404,284Expenses 2017: $449,231Net Income 2017: -$44,9472017Revenue 2018: $408,970Expenses 2018: $416,183Net Income 2018: -$7,2132018Revenue 2019: $419,918Expenses 2019: $371,150Net Income 2019: $48,7682019Revenue 2020: $347,979Expenses 2020: $381,502Net Income 2020: -$33,5232020Revenue 2021: $487,622Expenses 2021: $493,903Net Income 2021: -$6,2812021Revenue 2022: $417,515Expenses 2022: $337,381Net Income 2022: $80,1342022Revenue 2023: $558,061Expenses 2023: $537,958Net Income 2023: $20,1032023Revenue 2024: $466,018Expenses 2024: $507,064Net Income 2024: -$41,0462024

Highlighted filing

2024

Revenue$466,018
Expenses$507,064
Net Income-$41,046
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$278,204
Liabilities
$23,816
Net assets
$254,388
Revenue
$466,018
Expenses
$507,064
Net income
-$41,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.24$2.54$4.66$5.07$0.41
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.50$2.67$5.58$5.38$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.17$2.67$4.18$3.37$0.80
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.20$1.86$4.88$4.94$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.08$1.93$3.48$3.82$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.08$2.27$4.20$3.71$0.49
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.11$1.77$4.09$4.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.11$1.80$4.04$4.49$0.45
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.05$2.26$3.97$4.37$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.31$2.47$1.50$4.19$2.69
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.29$5.40$3.31$4.12$0.81
2013Detailed filing. Detailed filing data is available for this year.$6.61$0.36$6.25$3.88$4.21$0.33
2012Summary only. Only limited summary data is available for this year.$7.06$0.47$6.58$3.75$3.22$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$3.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$3.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$466,018
Mission and Program Overview

Mission

Continuing education for the members, information to the member and to the community,

Continuing education for the members, information to the member and to the community, services to the community to education members of the community to udated optical services and/or new laws concerning optical services and

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$266,715--
Rtn Earn Endowment Incm Other Fnds-$254,388-
Cash and Non-Interest-Bearing Accounts$312,346$228,503▼ $83,843
Accounts Receivable$4,533$49,701▲ $45,168
Total Assets$316,879$278,204▼ $38,675
Liabilities
Escrow Account Liability$38,559$14,769▼ $23,790
Mortgage Notes Payable Secured by Investment Property$3,006$11,540▲ $8,534
Accounts Payable and Accrued Expenses$8,599$-2,493▼ $11,092
Total Liabilities$50,164$23,816▼ $26,348
Net Assets / Fund Balance
Total Net Assets Fund Balance$266,715$254,388▼ $12,327
Total Liabilities and Net Assets / Fund Balance$316,879$278,204▼ $38,675
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dr Nathan StevensLegislative Chair
Dr Tw MooreThird Party Chair
Dr Kayla CampbellImmediate Past President
Drlaura SuppaPresident
Dr Ben MizePresident-elect
Dr Mitch KoeberVice-president
Dr Pete DormasArea 1 Director
Dr Rich RebuckArea 3 Director
Dr Mitch KoerberArea 4 Director
Dr Craig LiebigArea 5 Director
Dr Justin TravisArea 6 Director
Dr Krista AdamsArea 7 Director
Chad RobinsonExecutive Director
Dr Cindy ZolwenskyTrustee
Dr Josiah BolyardTrustee
Dr Krista AdamsTrustee
Dr Tw MooreTrustee
Dr Elicia MillerSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$243,637
Program Service Revenue
$222,165
Investment Income
$216
Other Revenue
$0
All Other Contributions
$3,500
Change in Net Assets
$-41,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$186,229$0$0$186,229
Fees for Services Management$92,650$0$0$92,650
Office Expenses$29,338$0$0$29,338
All Other Expenses$23,827$0$0$23,827
Fees for Services Accounting$3,979$0$0$3,979
Insurance$637$0$0$637
Advertising$255$0$0$255
Other Expenses$170$0$0$170
Total Functional Expenses$507,064$0$0$507,064
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
West Virginia Optometric Association
EIN
55-0598478
Phone
3047208262
Address
18 CALIFORNIA AVE, CHARLESTON, WV 25311
Doing Business As
West Virginia Association of Optometric Physicians

Signing Officer

Name
Chad Robinson
Title
Executive Director
Phone
3047208262
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Robinson
Formed
1934
Legal Domicile
Wv
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
11

Preparer

Firm
Trinity Enterprises
Address
PO Box 278, Canvas, WV 26662
Preparer
Ruth Ann Elliott
Phone
3046105649
Supplemental Narrative

Additional Explanations

Pt VI, Line 10B

“N/A”

Pt VI, Line 1A

“N/A”

Pt VI, Line 2

“N/A”

Pt VI, Line 3

“N/A”

Pt VI, Line 4

“N/A”

Pt VI, Line 5

“N/A”

Pt VI, Line 6

“N/A”

Pt VI, Line 7B

“N/A”

Pt VI, Line 7A

“N/A”

Pt VI, Line 8A

“N/A”

Pt VI, Line 8B

“N/A”

Pt VI, Line 10B

“N/A”

Pt VI, Line 11B

“N/A”

Pt VI, Line 12C

“N/A”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10AREA 1 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11AREA 3 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12AREA 4 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13AREA 5 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14AREA 6 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15AREA 7 DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16THIRD PARTY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17LEGISLATIVE CHAIR
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IRS990/FormationYr01934
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IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InsuranceGrp/ManagementAndGeneralAmt00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011540
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OfficeExpensesGrp/TotalAmt029338
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0AOA DUES
IRS990/OtherExpensesGrp/Desc1LEGISLATIVE DAY
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTION & DUES
IRS990/OtherExpensesGrp/Desc3WEBSITE
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
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IRS990/OtherExpensesGrp/ProgramServicesAmt149406
IRS990/OtherExpensesGrp/ProgramServicesAmt21001
IRS990/OtherExpensesGrp/ProgramServicesAmt3170
IRS990/OtherExpensesGrp/TotalAmt0119572
IRS990/OtherExpensesGrp/TotalAmt149406
IRS990/OtherExpensesGrp/TotalAmt21001
IRS990/OtherExpensesGrp/TotalAmt3170
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IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0266715
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
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IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHAD ROBINSON
IRS990/PriorPeriodAdjustmentsAmt028719
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/BusinessCd1999999
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IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc1SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2ADVERTISING
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc4REBATES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24291
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt321800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44245
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/ProgSrvcAccomActy2Grp/Desc0LINE 19 -- CONFERENCES, CONVENTIONS & MEETINGS . AT LEAST THREE EDUCATIONAL SEMINARS EACH YEAR FOR DOCTORS OF OPTOMETRY (FORM MEMBERS AND ALL ODS) AVERAGE ATTENDANCE 200. OTHER MEETINGS --SERVICE & VOLUNTEER COMMITTEE MEETINGS
IRS990/ProgSrvcAccomActy3Grp/Desc0LINE 24b,24d, 24f PROGRAM SERVICES TO THE COMMUNITY
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IRS990/PYProgramServiceRevenueAmt0288545
IRS990/PYRevenuesLessExpensesAmt020103
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IRS990/PYTotalRevenueAmt0558061
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IRS990/ReconcilationRevenueExpnssAmt0-41046
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0254388
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3N/A

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