Civic Intelligence

National Optometric Association Inc

990 • Fiscal year 2017 • EIN 63-0632686

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

5009 Beatties Ford Road Suite 107Charlotte, NC 28216-2859

(877) 394-2020

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.00x

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

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$46,666

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-13%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$61,757

Up $12,608 (+26%) from 2016

Net Assets

Up

$61,757

Up $12,608 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$281,161

Down $40,859 (-13%) from 2016

Expenses

Down

$269,553

Down $51,590 (-16%) from 2016

Net Income

Up

$11,608

Up $10,731 (+1224%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $48,876Liabilities 2011: $0Net Assets 2011: $48,8762011Assets 2012: $54,095Liabilities 2012: $0Net Assets 2012: $54,0952012Assets 2013: $60,920Liabilities 2013: $0Net Assets 2013: $60,9202013Assets 2014: $55,848Liabilities 2014: $0Net Assets 2014: $55,8482014Assets 2015: $48,272Liabilities 2015: $0Net Assets 2015: $48,2722015Assets 2016: $49,149Liabilities 2016: $0Net Assets 2016: $49,1492016Assets 2017: $61,757Liabilities 2017: $0Net Assets 2017: $61,7572017Assets 2018: $77,374Liabilities 2018: $0Net Assets 2018: $77,3742018Assets 2019: $73,254Liabilities 2019: $0Net Assets 2019: $73,2542019Assets 2020: $67,446Liabilities 2020: $20,100Net Assets 2020: $47,3462020Assets 2021: $216,850Liabilities 2021: $19,268Net Assets 2021: $197,5822021Assets 2022: $237,823Liabilities 2022: $18,378Net Assets 2022: $219,4452022Assets 2023: $123,107Liabilities 2023: $0Net Assets 2023: $123,1072023Assets 2024: $110,182Liabilities 2024: $4,164Net Assets 2024: $106,0182024

Highlighted filing

2017

Assets$61,757
Liabilities$0
Net Assets$61,757

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $143,810Expenses 2011: $155,860Net Income 2011: -$12,0502011Revenue 2012: $173,903Expenses 2012: $168,684Net Income 2012: $5,2192012Revenue 2013: $208,284Expenses 2013: $201,459Net Income 2013: $6,8252013Revenue 2014: $224,955Expenses 2014: $231,201Net Income 2014: -$6,2462014Revenue 2015: $256,532Expenses 2015: $261,479Net Income 2015: -$4,9472015Revenue 2016: $322,020Expenses 2016: $321,143Net Income 2016: $8772016Revenue 2017: $281,161Expenses 2017: $269,553Net Income 2017: $11,6082017Revenue 2018: $284,861Expenses 2018: $269,244Net Income 2018: $15,6172018Revenue 2019: $337,036Expenses 2019: $300,902Net Income 2019: $36,1342019Revenue 2020: $153,109Expenses 2020: $169,252Net Income 2020: -$16,1432020Revenue 2021: $298,297Expenses 2021: $159,890Net Income 2021: $138,4072021Revenue 2022: $371,361Expenses 2022: $350,214Net Income 2022: $21,1472022Revenue 2023: $390,097Expenses 2023: $484,794Net Income 2023: -$94,6972023Revenue 2024: $508,010Expenses 2024: $525,099Net Income 2024: -$17,0892024

Highlighted filing

2017

Revenue$281,161
Expenses$269,553
Net Income$11,608
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$281,161
Mission and Program Overview

Mission

The recruitment of minority students into optometry schools. Improving the visual health of the minority population.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,149$61,757▲ $12,608
Total Assets$49,149$61,757▲ $12,608
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$49,149$61,757▲ $12,608
Total Net Assets Fund Balance$49,149$61,757▲ $12,608
Total Liabilities and Net Assets / Fund Balance$49,149$61,757▲ $12,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Consuela D RandolphAdminstrativPT$46,666$46,666
Nandi CheathumAdministratiPT$18,072$18,072

Board Members and Trustees

NameTitle
Dr a Philip AitsebaomoPresident
Dr Ollie Powe IiiPresident-el
Dr Dionne Moore-jonesTrustee at L
Dr Janett DumasTrustee at L
Dr Erica N TurnerAssistant Se
Jennifer AitsebaomoAssociates P
Dr Edwin C MarshallExecutive Li
Dr Melantha NephewMeeting Plan
Ronya PolkMembership C
Lesheda DavidNof Presiden
FayizNosa Preside
Dr Stephani Johnson-brownPast Preside
Dr Frank BarnesRegion I Tru
Dr Mark OrsoRegion Ii Tr
Dr Chaka NorwoodRegion Iii T
Valenta CarterRegion Iv Tr
Dr Larry JonesRegion V Tru
Dr Mesheca BunyonSecretary
Dr Brittany RogersTreasurer
Dr Sherrol a ReynoldsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$246,567
Program Service Revenue
$34,594
Investment Income
$0
Other Revenue
$0
All Other Contributions
$209,000
Change in Net Assets
$11,608
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,838
Salaries, Compensation, and Employee Benefits$70,065
Grants and Similar Amounts Paid$53,650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$100,001--$100,001
Current Officers, Directors, Trustees, and Key Employees$64,738--$64,738
Grants to Domestic Individuals$53,650--$53,650
All Other Expenses$9,961--$9,961
Office Expenses$8,346--$8,346
Other Salaries and Wages$5,327--$5,327
Advertising$2,546--$2,546
Other Expenses$2,153--$2,153
Fees for Services Other$1,950--$1,950
Fees for Services Accounting$1,934--$1,934
Payments to Affiliates$1,428--$1,428
Insurance$1,159--$1,159
Total Functional Expenses$269,553$0$0$269,553
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
National Optometric Association Inc
EIN
63-0632686
Address
5009 BEATTIES FORD ROAD SUITE 107, CHARLOTTE, NC 28216-2859

Signing Officer

Name
Dr Mark Orso
Title
Region Ii Trustee
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Mark Orso
Formed
1969
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
18

Preparer

Firm
Byrne Zizzi CPA Pllc
Address
111 EAST WASHINGTON STREET, HOUSTON, MS 38851-2225
Preparer
Emily M Zizzi CPA
Phone
6624565757
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Award presentations to deserving members, students and corporate supporters. Continuing educaton hours for doctors. Students meet with their doctor mentors. Visually related community service to the area of the convention or school.

Form 990, Part XI, Line 9

Opening equity balance 1,000

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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/OtherExpensesGrp/TotalAmt22500
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IRS990/ProgSrvcAccomActy3Grp/Desc0STUDENT TRAVEL GRANT: SUBSIDIZE EACH STUDENT'S HOTEL ACCOMODATION BY A SET AMOUNT DURING CONVENTION.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt213500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/TotalProgramServiceRevenueAmt034594
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IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0NATIONALOPTEMETRICASSOCIATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:58:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471908583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BYRNE ZIZZI CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 EAST WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.04$1.06$5.08$5.25$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$3.90$4.85$0.95
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.18$2.19$3.71$3.50$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.19$1.98$2.98$1.60$1.38
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.20$0.47$1.53$1.69$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$3.37$3.01$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.85$2.69$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.81$2.70$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$3.22$3.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.57$2.61$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$2.25$2.31$0.06
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$2.08$2.01$0.07
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.74$1.69$0.05
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.44$1.56$0.12