Civic Intelligence

Iowa Optometric Assistants Assoc

EIN 59-3807535 • 501(c)6 • Grinnell, IA

Profile

Provide training and education

1423 SpencerGrinnell, IA 50112

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

12th percentile

-63%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$10,415

Down $17,671 (-63%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$10,415

Down $17,671 (-63%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin16th percentile

Revenue

Up

$53,130

Up $4,929 (+10%) from 2023

Expenses

Up

$70,801

Up $12,699 (+22%) from 2023

Net Income

Down

-$17,671

Down $7,770 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$80K$60K$40K$20K$0Assets 2015: $33,102Liabilities 2015: $0Net Assets 2015: $33,1022015Assets 2016: $13,482Liabilities 2016: $0Net Assets 2016: $13,4822016Assets 2017: $9,215Liabilities 2017: $0Net Assets 2017: $9,2152017Assets 2018: $834Liabilities 2018: $0Net Assets 2018: $8342018Assets 2019: $34,967Liabilities 2019: $0Net Assets 2019: $34,9672019Assets 2020: $44,071Liabilities 2020: $0Net Assets 2020: $44,0712020Assets 2021: $42,203Liabilities 2021: $0Net Assets 2021: $42,2032021Assets 2022: $70,520Net Assets 2022: $70,5202022Assets 2023: $28,086Net Assets 2023: $28,0862023Assets 2024: $10,415Liabilities 2024: $0Net Assets 2024: $10,4152024

Highlighted filing

2024

Assets$10,415
Liabilities$0
Net Assets$10,415
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2015: $51,398Expenses 2015: $49,751Net Income 2015: $1,6472015Revenue 2016: $55,626Expenses 2016: $75,246Net Income 2016: -$19,6202016Revenue 2017: $46,856Expenses 2017: $51,123Net Income 2017: -$4,2672017Revenue 2018: $58,487Expenses 2018: $66,868Net Income 2018: -$8,3812018Revenue 2019: $49,148Expenses 2019: $53,617Net Income 2019: -$4,4692019Revenue 2020: $49,610Expenses 2020: $40,506Net Income 2020: $9,1042020Revenue 2021: $4,974Expenses 2021: $6,842Net Income 2021: -$1,8682021Revenue 2022: $48,059Expenses 2022: $19,742Net Income 2022: $28,3172022Revenue 2023: $48,201Expenses 2023: $58,102Net Income 2023: -$9,9012023Revenue 2024: $53,130Expenses 2024: $70,801Net Income 2024: -$17,6712024

Highlighted filing

2024

Revenue$53,130
Expenses$70,801
Net Income-$17,671
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,415
Liabilities
$0
Net assets
$10,415
Revenue
$53,130
Expenses
$70,801
Net income
-$17,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$53.1$70.8$17.7
2023Detailed filing. Detailed filing data is available for this year.$28.1$28.1$48.2$58.1$9.90
2022Detailed filing. Detailed filing data is available for this year.$70.5$70.5$48.1$19.7$28.3
2021Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$4.97$6.84$1.87
2020Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$49.6$40.5$9.10
2019Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$49.1$53.6$4.47
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$58.5$66.9$8.38
2017Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$46.9$51.1$4.27
2016Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$55.6$75.2$19.6
2015Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$51.4$49.8$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$53,130
Mission and Program Overview

Mission

Provide training and education

Program Services

DescriptionGrantsExpenses
PROVIDED TRAINING AND EDUCATION FOR OPTOMETRISTS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET PHIPPSTreasurer Elect-$0--
ANGE SEVENBERGERPresident-$0--
RACHEL VANDEKOPPresident Elect-$0--
JENNA BRUCETreasurer-$0--
CHRISSY VAN PELTNewsletter-$0--
MISTY JUVELANDMembership-$0--
KATHERINE ROSENBAUMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Iowa Optometric Assistants Assoc
EIN
59-3807535
Address
1423 SPENCER, Grinnell, IA 50112

Signing Officer

Name
Janet Phipps
Title
Treasurer
Phone
6419904030
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Stanley G Laverman CPA Pc
Address
827 BROAD ST, Grinnell, IA 50112
Preparer
Stanley G Laverman
Phone
6412365568
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOTHER EXPENSES 70,801CONVENTION EXPENSES 1892, BOARD MEALS 914, CONTINUING EDUCATION 197, DOOR PRIZES 308, FUNDRAISING EXPENSE 971, FLOWERS 151, HOTEL 51957, MILEAGE 3033, PLAQUES 398, REFUNDS 1050, SPEAKERS 8742, SUPPLIES 1188, TOTAL 70801.”

Raw XML Appendix121 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/PersonNm0JANET PHIPPS
IRS990EZ/BooksInCareOfDetail/PhoneNum06419904030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01423 SPENCER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grinnell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17671
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010415
IRS990EZ/GrossReceiptsAmt053130
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANET PHIPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGE SEVENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL VANDEKOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNA BRUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISSY VAN PELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MISTY JUVELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHERINE ROSENBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEWSLETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt070801
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING AND EDUCATION
IRS990EZ/ProgramServiceRevenueAmt050330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TRAINING AND EDUCATION FOR OPTOMETRISTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070801
IRS990EZ/TotalRevenueAmt053130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER EXPENSES 70,801CONVENTION EXPENSES 1892, BOARD MEALS 914, CONTINUING EDUCATION 197, DOOR PRIZES 308, FUNDRAISING EXPENSE 971, FLOWERS 151, HOTEL 51957, MILEAGE 3033, PLAQUES 398, REFUNDS 1050, SPEAKERS 8742, SUPPLIES 1188, TOTAL 70801.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET PHIPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06419904030
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOWA OPTOMETRIC ASSISTANTS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0593807535
ReturnHeader/Filer/USAddress/AddressLine1Txt01423 SPENCER
ReturnHeader/Filer/USAddress/CityNm0Grinnell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873246165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANLEY G LAVERMAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0827 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grinnell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050112
ReturnHeader/PreparerPersonGrp/PhoneNum06412365568
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY G LAVERMAN
ReturnHeader/ReturnTs02025-05-08T17:56:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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