Civic Intelligence

Southwest Florida Optometric Association Inc

990 • Fiscal year 2022 • EIN 59-2247534

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 06, 2023

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

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

18%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$345,982

Up $24,587 (+7.7%) from 2021

Net Assets

Up

$345,982

Up $24,587 (+7.7%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin79th percentile

Revenue

Up

$212,385

Up $32,658 (+18%) from 2021

Expenses

Up

$169,168

Up $15,167 (+9.8%) from 2021

Net Income

Up

$43,217

Up $17,491 (+68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2022

Assets$345,982
Liabilities$0
Net Assets$345,982
Open 2022 Filing

Operations Trend

Revenue Growth58th 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

2022

Revenue$212,385
Expenses$169,168
Net Income$43,217
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$212,385
Mission and Program Overview

Mission

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

To provide quality eyecare

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$173,795-
Cash and Non-Interest-Bearing Accounts$321,395$172,187▼ $149,208
Total Assets$321,395$345,982▲ $24,587
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$321,395$345,982▲ $24,587
Total Net Assets Fund Balance$321,395$345,982▲ $24,587
Total Liabilities and Net Assets / Fund Balance$321,395$345,982▲ $24,587
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Jake RockmanPresident
Carlos SanchezTrustee
Kate MaloneyTrustee
Angie KaplanSecretary
Arthur YoungTreasurer
Alice HigginsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$103,766
Program Service Revenue
$108,301
Investment Income
$318
Other Revenue
$0
All Other Contributions
$7,500
Change in Net Assets
$43,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,027
Grants and Similar Amounts Paid$21,141
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,141--$21,141
All Other Expenses-$2,007-$2,007
Other Expenses-$1,122-$1,122
Total Functional Expenses$21,141$148,027$0$169,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Members- Indigent Eyecare---$12,641
School of Optometry-scholarships---$7,500
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$35,000
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Form 990, Part VII

“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 two student scholarship to attend school of optometry”

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
2023-06-06

Organization Details

Principal Officer
Arthur Young
Formed
1983
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0

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, Part XI, Line 9

“Change in annuity value -18,630”

Raw XML Appendix281 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE QUALITY EYECARE
IRS990/AllOtherContributionsAmt07500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02007
IRS990/AllOtherExpensesGrp/TotalAmt02007
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ARTHUR YOUNG
IRS990/BooksInCareOfDetail/PhoneNum06019462174
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09284 TRIESTE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033913
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0321395
IRS990/CashNonInterestBearingGrp/EOYAmt0172187
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0103766
IRS990/CYGrantsAndSimilarPaidAmt021141
IRS990/CYInvestmentIncomeAmt0318
IRS990/CYOtherExpensesAmt0148027
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0108301
IRS990/CYRevenuesLessExpensesAmt043217
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0169168
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0212385
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS. SERVICES PROVIDED BY 13 OPTOMETRISTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAKE ROCKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALICE HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm2ARTHUR YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3ANGIE KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATE MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm5CARLOS SANCHEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GovernmentGrantsAmt091208
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021141
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021141
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0212385
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0318
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05058
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANTS TO MEMBERS TO PROVIDE EYECARE TO INDIGENT PATIENTS THIRTEEN OPTOMETRISTS PROVIDED SERVICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0321395
IRS990/NetAssetsOrFundBalancesEOYAmt0345982
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0321395
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0345982
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-18630
IRS990/OtherExpensesGrp/Desc0EDUCATION PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1POLITICAL
IRS990/OtherExpensesGrp/Desc2STATE MEETINGS
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt099997
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29901
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31122
IRS990/OtherExpensesGrp/TotalAmt099997
IRS990/OtherExpensesGrp/TotalAmt135000
IRS990/OtherExpensesGrp/TotalAmt29901
IRS990/OtherExpensesGrp/TotalAmt31122
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0true
IRS990/PrincipalOfficerNm0ARTHUR YOUNG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108301
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108301
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF VISUALLY IMPAIRED AND LOW INCOME PERSONS THROUGH LIGHTHOUSE OF SOUTHWEST FLORIDA
IRS990/ProgSrvcAccomActy3Grp/Desc0ONE STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt081108
IRS990/PYGrantsAndSimilarPaidAmt016626
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0137375
IRS990/PYProgramServiceRevenueAmt098602
IRS990/PYRevenuesLessExpensesAmt025726
IRS990/PYTotalExpensesAmt0154001
IRS990/PYTotalRevenueAmt0179727
IRS990/ReconcilationRevenueExpnssAmt043217
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0173795
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/PoliticalExpendituresAmt035000
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0OD EYE PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0120 SOUTH MONROE ST
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd032301
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0FOA EYE PAC 20 S. MONROE STREET TALLAHASSEE, FL 32301 EIN 46-0800632
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012641
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MEMBERS- INDIGENT EYECARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SCHOOL OF OPTOMETRY-SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
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 TWO STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN ANNUITY VALUE -18,630
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0321395
IRS990/TotalAssetsEOYAmt0345982
IRS990/TotalAssetsGrp/BOYAmt0321395
IRS990/TotalAssetsGrp/EOYAmt0345982
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0103766
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0148027
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0321395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0345982
IRS990/TotalProgramServiceRevenueAmt0108301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212385
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0321395
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0345982
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09284 TRIESTE DRIVE
IRS990/USAddress/CityNm0FORT MYERS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033913
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06019462174
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-06
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX EVERS CPA
ReturnHeader/ReturnTs02023-06-28T11:50:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,982
Liabilities
$0
Net assets
$345,982
Revenue
$212,385
Expenses
$169,168
Net income
$43,217
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
2022Detailed filing. Detailed filing data is available for this year.$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