Civic Intelligence

Southwest Florida Optometric Association Inc

990EZ • Fiscal year 2021 • EIN 59-2247534

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization ProfileN/A
9284 Trieste DriveFort Myers, FL 33913

(601) 946-2174

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

60th percentile

14%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

8.7%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$321,395

Up $25,726 (+8.7%) from 2020

Net Assets

$321,395

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$179,727

Up $38,344 (+27%) from 2020

Expenses

Up

$154,001

Up $36,905 (+32%) from 2020

Net Income

Up

$25,726

Up $1,439 (+5.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2013: $136,300Liabilities 2013: $02013Assets 2014: $172,099Liabilities 2014: $02014Assets 2015: $155,851Liabilities 2015: $02015Assets 2016: $162,613Liabilities 2016: $02016Assets 2017: $205,637Liabilities 2017: $02017Assets 2018: $229,340Liabilities 2018: $02018Assets 2019: $263,983Liabilities 2019: $02019Assets 2020: $295,669Liabilities 2020: $02020Assets 2021: $321,395Net Assets 2021: $321,3952021Assets 2022: $345,982Liabilities 2022: $0Net Assets 2022: $345,9822022Assets 2023: $331,834Liabilities 2023: $02023Assets 2024: $341,947Net Assets 2024: $341,9472024

Highlighted filing

2021

Assets$321,395
Liabilities-
Net Assets$321,395
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $71,005Expenses 2013: $62,630Net Income 2013: $8,3752013Revenue 2014: $164,579Expenses 2014: $128,780Net Income 2014: $35,7992014Revenue 2015: $135,474Expenses 2015: $151,722Net Income 2015: -$16,2482015Revenue 2016: $139,961Expenses 2016: $133,199Net Income 2016: $6,7622016Revenue 2017: $152,416Expenses 2017: $124,325Net Income 2017: $28,0912017Revenue 2018: $186,779Expenses 2018: $153,131Net Income 2018: $33,6482018Revenue 2019: $142,003Expenses 2019: $124,203Net Income 2019: $17,8002019Revenue 2020: $141,383Expenses 2020: $117,096Net Income 2020: $24,2872020Revenue 2021: $179,727Expenses 2021: $154,001Net Income 2021: $25,7262021Revenue 2022: $212,385Expenses 2022: $169,168Net Income 2022: $43,2172022Revenue 2023: $176,562Expenses 2023: $190,710Net Income 2023: -$14,1482023Revenue 2024: $199,437Expenses 2024: $193,498Net Income 2024: $5,9392024

Highlighted filing

2021

Revenue$179,727
Expenses$154,001
Net Income$25,726
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Gross Receipts
$179,727
Mission and Program Overview

Mission

Grants to members to provide eyecare to indigent patients thirteen optometrists provided services.

Program Services

DescriptionGrantsExpenses
GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS. SERVICES PROVIDED BY 13 OPTOMETRISTS.--
SUPPORT OF VISUALLY IMPAIRED AND LOW INCOME PERSONS THROUGH LIGHTHOUSE OF SOUTHWEST FLORIDA--
ONE STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAKE ROCKMANPresidentPT$0--
ALICE HIGGINSVice Preside-$0--
ARTHUR YOUNGTreasurerPT$0--
ANGIE KAPLANSecretary-$0--
KATE MALONEYTrustee-$0--
CARLOS SANCHEZTrustee-$0--
CHRIS WILLIAMSONPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Florida Optometric
EIN
59-2247534
Phone
6019462174
Address
9284 TRIESTE DRIVE, FORT MYERS, FL 33913

Signing Officer

Name
Arthur Young
Title
Treasurer
Phone
6019462174
Signed
2022-05-11

Preparer

Firm
Barnette Evers & Associates Pllc
Address
4427 DEL PRADO BLVD S, CAPE CORAL, FL 33904-7164
Preparer
Alex Evers CPA
Phone
2395420378
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: thirteeen members- indigent eyecare cash contribution: 9,626”

Form 990-ez, Part I, Line 16

“Expenses political 30,000 insurance 872 state meetings 5,355 accociation expense 3,035 education program expense 96,985 total 136,247”

Form 990-ez, Part III

“Grants to members to provide eyecare to indigent patients. Thirteen optometrists provided services. Support of visually impaired and low income persons through lighthouse of southwest floida one student scholarship to attend school of optometry”

Form 990-ez, Part III

“Grants to members to provide eyecare to indigent patients thirteen optometrists provided services.”

Raw XML Appendix118 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/PersonNm0ARTHUR YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum06019462174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09284 TRIESTE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0295669
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0321395
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt081108
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025726
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0687
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295669
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0321395
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016626
IRS990EZ/GrossReceiptsAmt0179727
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0295669
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0321395
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0295669
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0321395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAKE ROCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALICE HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARTHUR YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARLOS SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136247
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS THIRTEEN OPTOMETRISTS PROVIDED SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt0441
IRS990EZ/ProgramServiceRevenueAmt098602
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS. SERVICES PROVIDED BY 13 OPTOMETRISTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF VISUALLY IMPAIRED AND LOW INCOME PERSONS THROUGH LIGHTHOUSE OF SOUTHWEST FLORIDA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ONE STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0154001
IRS990EZ/TotalRevenueAmt0179727
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: THIRTEEEN MEMBERS- INDIGENT EYECARE CASH CONTRIBUTION: 9,626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POLITICAL 30,000 INSURANCE 872 STATE MEETINGS 5,355 ACCOCIATION EXPENSE 3,035 EDUCATION PROGRAM EXPENSE 96,985 TOTAL 136,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS. THIRTEEN OPTOMETRISTS PROVIDED SERVICES. SUPPORT OF VISUALLY IMPAIRED AND LOW INCOME PERSONS THROUGH LIGHTHOUSE OF SOUTHWEST FLOIDA ONE STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS THIRTEEN OPTOMETRISTS PROVIDED SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06019462174
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA OPTOMETRIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0592247534
ReturnHeader/Filer/PhoneNum06019462174
ReturnHeader/Filer/USAddress/AddressLine1Txt09284 TRIESTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471750824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNETTE EVERS & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04427 DEL PRADO BLVD S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAPE CORAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339047164
ReturnHeader/PreparerPersonGrp/PhoneNum02395420378
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX EVERS CPA
ReturnHeader/ReturnTs02022-05-16T07:27:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,395
Liabilities
-
Net assets
$321,395
Revenue
$179,727
Expenses
$154,001
Net income
$25,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$3.42$1.99$1.93$0.06
2023Summary only. Only limited summary data is available for this year.$3.32$0.00$1.77$1.91$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$2.12$1.69$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.21$3.21$1.80$1.54$0.26
2020Summary only. Only limited summary data is available for this year.$2.96$0.00$1.41$1.17$0.24
2019Summary only. Only limited summary data is available for this year.$2.64$0.00$1.42$1.24$0.18
2018Summary only. Only limited summary data is available for this year.$2.29$0.00$1.87$1.53$0.34
2017Summary only. Only limited summary data is available for this year.$2.06$0.00$1.52$1.24$0.28
2016Summary only. Only limited summary data is available for this year.$1.63$0.00$1.40$1.33$0.07
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$1.35$1.52$0.16
2014Summary only. Only limited summary data is available for this year.$1.72$0.00$1.65$1.29$0.36
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$0.71$0.63$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • <$500k nonprofits