Civic Intelligence

Pinellas Optometric Association

EIN 59-2950532 • 501(c)6 • Saint Petersburg, FL

990-N CoverageNTEE S40

Profile

Unite and promote the interest in optometrists

5712 5th Ave NSaint Petersburg, FL 33710

poaoptometry.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

NTEE S40 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

8.7%

Higher net margin than 55% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

NTEE S40 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

$116,374

No earlier filing loaded for comparison.

Expenses

$106,265

No earlier filing loaded for comparison.

Net Income

$10,109

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2023: $116,374Expenses 2023: $106,265Net Income 2023: $10,1092023

Highlighted filing

2023

Revenue$116,374
Expenses$106,265
Net Income$10,109
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$116,374
Expenses
$106,265
Net income
$10,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.16$1.06$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Gross Receipts
$116,374
Mission and Program Overview

Mission

Unite and promote the interest in optometrists

Unite optometrists and promote the interest of optometry

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Daniel SheaPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$32,070
Program Service Revenue
$84,304
Investment Income
$0
Other Revenue
$0
All Other Contributions
$32,070
Change in Net Assets
$10,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,265
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$89,271
Grants to Domestic Orgs---$10,000
Office Expenses---$3,063
Grants to Domestic Individuals---$2,000
Other Expenses---$1,205
Fees for Services Accounting---$650
Total Functional Expenses$0$0$0$106,265
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
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“The treasurer will review form 990”

Part VI Line 19

“"No documents available to the public."”

Filing and Contact Details

Filer

Filer Name
Pinellas Optometric Association
EIN
59-2950532
In Care Of
% ANITA NGUYEN
Address
5712 5TH AVE N, Saint Petersburg, FL 33710

Signing Officer

Name
Anita Nguyen
Title
Treasury
Phone
7276872786
Signed
2024-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Shea
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Aa Allied Tax Accounting Inc
Address
6400 SEMINOLE BLVD STE 2, SEMINOLE, FL 33772
Preparer
Jessica Dergham
Phone
7275771000
Raw XML Appendix224 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.

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IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt03063
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0LICENSING
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2REIMBURSEMENTS
IRS990/OtherExpensesGrp/TotalAmt061
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherExpensesGrp/TotalAmt21205
IRS990/PartialLiquidationInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120454
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IRS990/PYGrantsAndSimilarPaidAmt06000
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0116374
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
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