Civic Intelligence

West Florida Optometric Association

990EZ • Fiscal year 2014 • EIN 59-2909114

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 20, 2015

Organization ProfileWFOAMEETING.COM
2256 W Nine Mile Rd No BPensacola, FL 32534

(850) 932-4184

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$56,966

Down $7,393 (-11%) from 2013

Net Assets

Down

$56,966

Down $7,393 (-11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin15th percentile

Revenue

Down

$46,617

Down $19,621 (-30%) from 2013

Expenses

Up

$54,010

Up $6,273 (+13%) from 2013

Net Income

Down

-$7,393

Down $25,894 (-140%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$80K$60K$40K$20K$0Assets 2010: $37,280Net Assets 2010: $37,2802010Assets 2011: $37,231Liabilities 2011: $02011Assets 2012: $45,858Liabilities 2012: $0Net Assets 2012: $45,8582012Assets 2013: $64,359Liabilities 2013: $0Net Assets 2013: $64,3592013Assets 2014: $56,966Liabilities 2014: $0Net Assets 2014: $56,9662014Assets 2015: $60,374Liabilities 2015: $0Net Assets 2015: $60,3742015Assets 2016: $63,966Liabilities 2016: $0Net Assets 2016: $63,9662016Assets 2017: $62,140Liabilities 2017: $0Net Assets 2017: $62,1402017Assets 2018: $37,982Liabilities 2018: $0Net Assets 2018: $37,9822018Assets 2019: $33,779Net Assets 2019: $33,7792019Assets 2020: $32,989Net Assets 2020: $32,9892020Assets 2021: $39,494Net Assets 2021: $39,4942021Assets 2022: $71,161Net Assets 2022: $71,1612022Assets 2023: $65,735Net Assets 2023: $65,7352023Assets 2024: $64,677Net Assets 2024: $64,6772024Assets 2025: $69,437Net Assets 2025: $69,4372025

Highlighted filing

2014

Assets$56,966
Liabilities$0
Net Assets$56,966
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $60,031Expenses 2010: $60,664Net Income 2010: -$6332010Revenue 2011: $60,807Expenses 2011: $60,856Net Income 2011: -$492011Revenue 2012: $74,273Expenses 2012: $65,646Net Income 2012: $8,6272012Revenue 2013: $66,238Expenses 2013: $47,737Net Income 2013: $18,5012013Revenue 2014: $46,617Expenses 2014: $54,010Net Income 2014: -$7,3932014Revenue 2015: $60,314Expenses 2015: $56,906Net Income 2015: $3,4082015Revenue 2016: $69,905Expenses 2016: $66,313Net Income 2016: $3,5922016Revenue 2017: $58,886Expenses 2017: $60,712Net Income 2017: -$1,8262017Revenue 2018: $53,854Expenses 2018: $78,012Net Income 2018: -$24,1582018Revenue 2019: $52,877Expenses 2019: $57,081Net Income 2019: -$4,2042019Revenue 2020: $7,287Expenses 2020: $8,075Net Income 2020: -$7882020Revenue 2021: $82,828Expenses 2021: $76,324Net Income 2021: $6,5042021Revenue 2022: $157,541Expenses 2022: $125,875Net Income 2022: $31,6662022Revenue 2023: $142,078Expenses 2023: $147,503Net Income 2023: -$5,4252023Revenue 2024: $130,007Expenses 2024: $131,064Net Income 2024: -$1,0572024Revenue 2025: $144,940Expenses 2025: $140,180Net Income 2025: $4,7602025

Highlighted filing

2014

Revenue$46,617
Expenses$54,010
Net Income-$7,393
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 20, 2015
Return Version
2014v5.0
Gross Receipts
$46,617
Mission and Program Overview

Mission

Public education on visual care

Program Services

DescriptionGrantsExpenses
OPERATED FOR THE PURPOSE OF EDUCATION THE PUBLIC ON PROPER VISUAL CARE THROUGH TRAINING AND COMMUNICATION AND OFFERED EDUCATION OPPORTUNITES TO OPTOMETRIC PROFESSIONALS$0$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON STREETERPresidentPT$0--
JENNIFR MAJORSecretary/TreasurerPT$0--
CLARE LEONARDTrusteePT$0--
NEIL HOOKTrusteePT$0--
SUZANNE DAYTrusteePT$0--
TOM STREETERTrusteePT$0--
MICHAEL FREGGERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
West Florida Optometric Association
EIN
59-2909114
Phone
8509324184
Address
2256 W NINE MILE RD NO B, PENSACOLA, FL 32534

Signing Officer

Name
Jennifer Major
Title
Secretary/treasurer
Phone
8509324184
Signed
2015-02-20
Discuss with paid preparer
Yes

Preparer

Firm
May and Company Llp
Address
POST OFFICE BOX 821568, VICKSBURG, MS 39182-1568
Preparer
James Armstrong
Phone
6016364762
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 106. Description: other expenses. Amount: 163. Total to form 990-ez, line 14: 269.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expenses. Amount: 959. Description: political expenses. Amount: 9,000. Description: seminar. Amount: 39,373. Description: taxes. Amount: 70. Description: travel. Amount: 3,013. Description: miscellaneous. Amount: 299. Description: advertising. Amount: 353. Total to form 990-ez, line 16: 53,067.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 265. End of year amount: 159.”

Raw XML Appendix133 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08504792020
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02256 W NINE MILE RD SUITE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064094
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IRS990EZ/DirectIndirectPltclExpendAmt09000
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IRS990EZ/ExcessOrDeficitForYearAmt0-7393
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IRS990EZ/GrossReceiptsAmt046617
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04078
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056966
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056966
IRS990EZ/OccupancyRentUtltsAndMaintAmt0269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHARON STREETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFR MAJOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLARE LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NEIL HOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUZANNE DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM STREETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL FREGGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0265
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0159
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053067
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION ON VISUAL CARE
IRS990EZ/ProgramServiceRevenueAmt042539
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATED FOR THE PURPOSE OF EDUCATION THE PUBLIC ON PROPER VISUAL CARE THROUGH TRAINING AND COMMUNICATION AND OFFERED EDUCATION OPPORTUNITES TO OPTOMETRIC PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt054010
IRS990EZ/TotalRevenueAmt046617
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WFOAMEETING.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 106. DESCRIPTION: OTHER EXPENSES. AMOUNT: 163. TOTAL TO FORM 990-EZ, LINE 14: 269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSES. AMOUNT: 959. DESCRIPTION: POLITICAL EXPENSES. AMOUNT: 9,000. DESCRIPTION: SEMINAR. AMOUNT: 39,373. DESCRIPTION: TAXES. AMOUNT: 70. DESCRIPTION: TRAVEL. AMOUNT: 3,013. DESCRIPTION: MISCELLANEOUS. AMOUNT: 299. DESCRIPTION: ADVERTISING. AMOUNT: 353. TOTAL TO FORM 990-EZ, LINE 16: 53,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 265. END OF YEAR AMOUNT: 159.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MAJOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509324184
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST FLORIDA OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0592909114
ReturnHeader/Filer/PhoneNum08509324184
ReturnHeader/Filer/USAddress/AddressLine1Txt02256 W NINE MILE RD NO B
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640900153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAY AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 821568
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0391821568
ReturnHeader/PreparerPersonGrp/PhoneNum06016364762
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES ARMSTRONG
ReturnHeader/ReturnTs02015-03-11T16:30:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,966
Liabilities
$0
Net assets
$56,966
Revenue
$46,617
Expenses
$54,010
Net income
-$7,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.45$1.40$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.30$1.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.42$1.48$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.58$1.26$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.83$0.76$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.53$0.57$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.54$0.78$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.59$0.61$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.70$0.66$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.60$0.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.47$0.54$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.66$0.48$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.74$0.66$0.09
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.61$0.61$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.60$0.61$0.01