Civic Intelligence

California Vision Foundation

EIN 68-0198414 • 501(c)3 • Sacramento, CA

Pub. 78 Eligible

Profile

The foundation provides eye care services and prescription glasses to those in need.

2701 Del Paso Rd Ste 130-398Sacramento, CA 95835

coavision.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$24,407

Up $1,707 (+7.5%) from 2023

Liabilities

Up

$77

Up $60 (+353%) from 2023

Net Assets

Up

$24,330

Up $1,647 (+7.3%) from 2023

Revenue

Up

$2,233

Up $345 (+18%) from 2023

Expenses

Up

$586

Up $154 (+36%) from 2023

Net Income

Up

$1,647

Up $191 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $201,182Liabilities 2011: $7,635Net Assets 2011: $193,5472011Assets 2012: $169,740Liabilities 2012: $5,511Net Assets 2012: $164,2292012Assets 2013: $171,120Liabilities 2013: $10,088Net Assets 2013: $161,0322013Assets 2014: $145,422Liabilities 2014: $6,896Net Assets 2014: $138,5262014Assets 2015: $122,338Liabilities 2015: $180Net Assets 2015: $122,1582015Assets 2016: $104,735Liabilities 2016: $1,540Net Assets 2016: $103,1952016Assets 2017: $82,476Liabilities 2017: $461Net Assets 2017: $82,0152017Assets 2018: $57,056Liabilities 2018: $180Net Assets 2018: $56,8762018Assets 2019: $21,983Liabilities 2019: $19Net Assets 2019: $21,9642019Assets 2020: $17,810Liabilities 2020: $19Net Assets 2020: $17,7912020Assets 2021: $19,472Liabilities 2021: $18Net Assets 2021: $19,4542021Assets 2022: $21,245Liabilities 2022: $18Net Assets 2022: $21,2272022Assets 2023: $22,700Liabilities 2023: $17Net Assets 2023: $22,6832023Assets 2024: $24,407Liabilities 2024: $77Net Assets 2024: $24,3302024

Highlighted filing

2024

Assets$24,407
Liabilities$77
Net Assets$24,330

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $168,292Expenses 2011: $230,600Net Income 2011: -$62,3082011Expenses 2012: $202,7092012Revenue 2013: $225,910Expenses 2013: $229,107Net Income 2013: -$3,1972013Revenue 2014: $178,120Expenses 2014: $200,626Net Income 2014: -$22,5062014Revenue 2015: $132,946Expenses 2015: $149,314Net Income 2015: -$16,3682015Revenue 2016: $92,779Expenses 2016: $111,742Net Income 2016: -$18,9632016Revenue 2017: $81,826Expenses 2017: $103,006Net Income 2017: -$21,1802017Revenue 2018: $74,998Expenses 2018: $100,137Net Income 2018: -$25,1392018Revenue 2019: $13,356Expenses 2019: $48,268Net Income 2019: -$34,9122019Revenue 2020: $4,952Expenses 2020: $9,125Net Income 2020: -$4,1732020Revenue 2021: $2,244Expenses 2021: $581Net Income 2021: $1,6632021Revenue 2022: $2,106Expenses 2022: $333Net Income 2022: $1,7732022Revenue 2023: $1,888Expenses 2023: $432Net Income 2023: $1,4562023Revenue 2024: $2,233Expenses 2024: $586Net Income 2024: $1,6472024

Highlighted filing

2024

Revenue$2,233
Expenses$586
Net Income$1,647

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.02$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.02$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.02$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.13$0.48$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.75$1.00$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.82$1.03$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.93$1.12$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.33$1.49$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.07$1.39$1.78$2.01$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.10$1.61$2.26$2.29$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.06$1.64$2.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.08$1.94$1.68$2.31$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$2,233
Mission and Program Overview

Mission

The foundation provides eye care services and prescription glasses to those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$21,447$21,489▲ $42
Cash and Non-Interest-Bearing Accounts$1,149$2,999▲ $1,850
Accounts Receivable-$20-
Total Assets$22,700$24,407▲ $1,707
Other Assets Total$104$-101▼ $205
Liabilities
Deferred Revenue$20$80▲ $60
Accounts Payable and Accrued Expenses$-3$-3→ $0
Total Liabilities$17$77▲ $60
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,683$24,330▲ $1,647
Total Net Assets Fund Balance$22,683$24,330▲ $1,647
Total Liabilities and Net Assets / Fund Balance$22,700$24,407▲ $1,707

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,705$16,705
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kristine ShultzExecutive Di$284,824$284,824
Sarah HarbinAssociate Ex$282,743$282,743
Jody HaasDevelopment$245,715$245,715

Board Members and Trustees

NameTitle
Tania MantuaPresident
Jody HaasDevelopment Director
David Turetsky OdDirector
Jennifer Ong OdDirector
John Larcabal OdDirector
Sarah SinghDirector
Timothy NgDirector
Kristine ShultzExecutive Director
Sarah HarbinAssociate Exec Direc
Maureen Powers PhdSecretary
Sage Hider OdVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,190
Program Service Revenue
$0
Investment Income
$43
Other Revenue
$0
All Other Contributions
$2,190
Change in Net Assets
$1,647

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,233
Total Revenue per Audited Statements
$2,233
Total Revenue per Form 990
$2,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$500--$500
Other Expenses$25--$25
Total Functional Expenses$586$0$0$586

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$586
Total Expenses per Audited Statements$586
Total Expenses per Form 990$586
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

The california optometric association board of trustees must confirm cvf board appointments which are recommended by the cvf board.

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

The form 990 will be reviewed by the treasurer of the board and by the director of finance and executive director of california optometric association prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

The board of directors disclose any type of conflict of interest annually. Each year a questionnaire is sent to each board member and all responses are reviewed by the executive director of the california optometric association.

Form 990, Page 6, Part VI, Line 19

The organization does not make governing documents, conflict of interest policy, and financial statements available to the public at this time. Governing documents are available upon request for members.

Filing and Contact Details

Filer

Filer Name
California Vision Foundation
EIN
68-0198414
Phone
8332060598
Address
2701 DEL PASO RD STE 130-398, SACRAMENTO, CA 95835

Signing Officer

Name
Kristine Shultz
Title
Executive Director
Phone
9164413990
Signed
2025-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Shultz
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Grant Bennett Associates
Address
10850 GOLD CENTER DR STE 260, RANCHO CORDOVA, CA 95670-5143
Preparer
Michael R Marucheau
Phone
9169225109
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0108
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99200
IRS990ScheduleA/PublicSupportPY170Pct00.99040
IRS990ScheduleA/PublicSupportTotal170Amt013315
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04931
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013315
IRS990ScheduleA/TotalSupportAmt013423
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt016705
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016705
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IRS990ScheduleD/RevenueSubtotalAmt02233
IRS990ScheduleD/TotalExpensesPerForm990Amt0586
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1255155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2220982
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt116539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt215272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012799
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt29461
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KRISTINE SHULTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SARAH HARBIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JODY HAAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSOCIATE EXEC DIREC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DEVELOPMENT DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0284824
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1282743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2245715
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CALIFORNIA OPTOMETRIC ASSOCIATION BOARD OF TRUSTEES MUST CONFIRM CVF BOARD APPOINTMENTS WHICH ARE RECOMMENDED BY THE CVF BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE TREASURER OF THE BOARD AND BY THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR OF CALIFORNIA OPTOMETRIC ASSOCIATION PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DISCLOSE ANY TYPE OF CONFLICT OF INTEREST ANNUALLY. EACH YEAR A QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER AND ALL RESPONSES ARE REVIEWED BY THE EXECUTIVE DIRECTOR OF THE CALIFORNIA OPTOMETRIC ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1COA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA OPTOMETRIC ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PUBLIC VISION LEAGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941017064
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956069113
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C6
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02415 K STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12415 K STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SACRAMENTO
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195816
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022700
IRS990/TotalAssetsEOYAmt024407
IRS990/TotalAssetsGrp/BOYAmt022700
IRS990/TotalAssetsGrp/EOYAmt024407
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt02190
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0586
IRS990/TotalFunctionalExpensesGrp/TotalAmt0586
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017
IRS990/TotalLiabilitiesEOYAmt077
IRS990/TotalLiabilitiesGrp/BOYAmt017
IRS990/TotalLiabilitiesGrp/EOYAmt077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022683
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024330
IRS990/TotalOtherCompensationAmt082364
IRS990/TotalProgramServiceExpensesAmt0586
IRS990/TotalRevenueGrp/ExclusionAmt043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02233
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022700
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024407
IRS990/TotReportableCompRltdOrgAmt0730918
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02701 DEL PASO RD STE 130-398
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095835
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0COAVISION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE SHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164413990
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA VISION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680198414
ReturnHeader/Filer/PhoneNum08332060598
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 DEL PASO RD STE 130-398
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO

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