Civic Intelligence

Southwest Florida Optometric Association Inc

990EZ • Fiscal year 2024 • EIN 59-2247534

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 17, 2025

Organization ProfileN/A
5825 Tallowood CircleFort Myers, FL 33919

(239) 849-3290

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

52nd percentile

3.0%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

53rd percentile

3.0%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$341,947

Up $10,113 (+3.0%) from 2023

Net Assets

$341,947

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$199,437

Up $22,875 (+13%) from 2023

Expenses

Up

$193,498

Up $2,788 (+1.5%) from 2023

Net Income

Up

$5,939

Up $20,087 (+142%) from 2023

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

2024

Assets$341,947
Liabilities-
Net Assets$341,947
Open 2024 Filing

Operations Trend

Revenue Growth66th 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

2024

Revenue$199,437
Expenses$193,498
Net Income$5,939
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 17, 2025
Return Version
2024v5.0
Gross Receipts
$199,437
Mission and Program Overview

Mission

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

Grants to members to provide eyecare and education to indigent patients

Program Services

DescriptionGrantsExpenses
GRANTS TO MEMBERS PROVIDING EYECARE AND EDUCATION TO INDIGENT PATIENTS--
MEMBER GRANTS PROVIDING EYECARE & EDUCATION TO INDIGENT PATIENTS--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE HIGGINSPresidentPT$0--
ANGIE KAPLANVice Preside-$0--
BRAD MIDDAUGHInterim TreaPT$0--
CARLOS SANCHEZSecretary-$0--
KATE MALONEYTrustee-$0--
JESSICA CAMERONTrustee-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Total Exempt Function Spending$40,000

Section 527 Organizations

OrganizationLocationAmount
46-0800632Tallahassee, FL$40,000
Filing and Contact Details

Filer

Filer Name
Southwest Florida Optometric
EIN
59-2247534
Phone
2398493290
Address
5825 TALLOWOOD CIRCLE, FORT MYERS, FL 33919

Signing Officer

Name
Brad Middaugh
Title
Interim Treasurer
Phone
6019462174
Signed
2025-02-17
Discuss with paid preparer
Yes

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

“Grants to members to provide eyecare and education to indigent patients. 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 I, Line 16

“Expenses political 40,000 professiomal fees 12,897 state meetings 18,259 education program expense 122,342 total 193,498”

Form 990-ez, Part I, Line 20

“ANNUITY VALUATION 4,174”

Form 990-ez, Part III, Line 31

“Member grants providing eyecare & education to indigent patients”

Raw XML Appendix125 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD MIDDAUGH
IRS990EZ/BooksInCareOfDetail/PhoneNum02398493290
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05825 TALLOWOOD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033919
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0331834
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0341947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047913
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05939
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0331834
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0341947
IRS990EZ/GrossReceiptsAmt0199437
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04870
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0331834
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0341947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0331834
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0341947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICE HIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRAD MIDDAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLOS SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA CAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERIM TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt04174
IRS990EZ/OtherExpensesTotalAmt0193498
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0GRANTS TO MEMBERS TO PROVIDE EYECARE AND EDUCATION TO INDIGENT PATIENTS
IRS990EZ/ProgramServiceRevenueAmt0146654
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO MEMBERS PROVIDING EYECARE AND EDUCATION TO INDIGENT PATIENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEMBER GRANTS PROVIDING EYECARE & EDUCATION TO INDIGENT PATIENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0193498
IRS990EZ/TotalRevenueAmt0199437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/InternalFundsContributedAmt040000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0460800632
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0FOA EYE PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt040000
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
IRS990ScheduleC/TotalExemptFunctionExpendAmt040000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS TO MEMBERS TO PROVIDE EYECARE AND EDUCATION TO INDIGENT PATIENTS. SUPPORT OF VISUALLY IMPAIRED AND LOW INCOME PERSONS THROUGH LIGHTHOUSE OF SOUTHWEST FLOIDA ONE STUDENT SCHOLARSHIP TO ATTEND SCHOOL OF OPTOMETRY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POLITICAL 40,000 PROFESSIOMAL FEES 12,897 STATE MEETINGS 18,259 EDUCATION PROGRAM EXPENSE 122,342 TOTAL 193,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUITY VALUATION 4,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER GRANTS PROVIDING EYECARE & EDUCATION TO INDIGENT PATIENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD MIDDAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06019462174
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA OPTOMETRIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0592247534
ReturnHeader/Filer/PhoneNum02398493290
ReturnHeader/Filer/USAddress/AddressLine1Txt05825 TALLOWOOD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033919
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/PreparationDt02025-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX EVERS CPA
ReturnHeader/ReturnTs02025-03-10T09:22:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$341,947
Liabilities
-
Net assets
$341,947
Revenue
$199,437
Expenses
$193,498
Net income
$5,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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