Civic Intelligence

West Florida Optometric Association

990EZ • Fiscal year 2021 • EIN 59-2909114

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

Organization ProfileWFOAMEETING.COM
4300 Bayou BlvdPensacola, FL 32503

(850) 932-4184

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

49th percentile

7.9%

Higher net margin than 49% 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

69th percentile

20%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

99th percentile

1037%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,494

Up $6,505 (+20%) from 2020

Net Assets

Up

$39,494

Up $6,505 (+20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$82,828

Up $75,541 (+1037%) from 2020

Expenses

Up

$76,324

Up $68,249 (+845%) from 2020

Net Income

Up

$6,504

Up $7,292 (+925%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$39,494
Liabilities-
Net Assets$39,494
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$82,828
Expenses$76,324
Net Income$6,504
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.0
Gross Receipts
$82,828
Mission and Program Overview

Mission

Public education on visual care

Program Services

DescriptionGrantsExpenses
OPERATED FOR THE PURPOSE OF EDUCATING THE PUBLIC ON PROPER VISUAL CARE THROUGH TRAINING AND COMMUNICATION AND OFFERED EDUCATION OPPORTUNITIES TO OPTOMETRIC PROFESSIONALS-$76,324
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY DURTSCHIPresident-$0--
SUSAN SUMMERTONTreasurer-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$1,000
Total Exempt Function Spending$1,000

Section 527 Organizations

OrganizationLocationAmount
47-2058962Tallahassee, FL$1,000
Filing and Contact Details

Filer

Filer Name
West Florida Optometric Association
EIN
59-2909114
Phone
8509324184
Address
4300 BAYOU BLVD, PENSACOLA, FL 32503

Signing Officer

Name
Susan Summerton
Title
Treasurer
Phone
8509324184
Signed
2022-03-11

Preparer

Firm
May & Company Llp
Address
110 MONUMENT PL, VICKSBURG, MS 39180
Preparer
James R Armstrong
Phone
6016364762
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

“1,104 1,104 less accumulated depreciation 1,104 1,104 total 0 0”

Raw XML Appendix104 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/PersonNm0SUSAN SUMMERTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08509324184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04300 BAYOU BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 9
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032990
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039494
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06504
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt076324
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032990
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039494
IRS990EZ/GrossReceiptsAmt082828
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt082575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032990
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039494
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032990
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDSAY DURTSCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN SUMMERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION ON VISUAL CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATED FOR THE PURPOSE OF EDUCATING THE PUBLIC ON PROPER VISUAL CARE THROUGH TRAINING AND COMMUNICATION AND OFFERED EDUCATION OPPORTUNITIES TO OPTOMETRIC PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076324
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076324
IRS990EZ/TotalProgramServiceExpensesAmt076324
IRS990EZ/TotalRevenueAmt082828
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WFOAMEETING.COM
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/InternalFundsContributedAmt01000
IRS990ScheduleC/PoliticalExpendituresAmt01000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0472058962
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0FLORIDA REPUBLICAN SENATORIAL CAMPA
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt01000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt02640-A MITCHAM DR
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd032308
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTION TO CAMPAIGN COMMITTEE
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/TotalExemptFunctionExpendAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01,104 1,104 LESS ACCUMULATED DEPRECIATION 1,104 1,104 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SUMMERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509324184
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST FLORIDA OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0592909114
ReturnHeader/Filer/PhoneNum08509324184
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 BAYOU BLVD
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640900153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 MONUMENT PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039180
ReturnHeader/PreparerPersonGrp/PhoneNum06016364762
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R ARMSTRONG
ReturnHeader/ReturnTs02022-03-15T15:54:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUMMERTON
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
$39,494
Liabilities
-
Net assets
$39,494
Revenue
$82,828
Expenses
$76,324
Net income
$6,504
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