Civic Intelligence

California Vision Foundation

990 • Fiscal year 2019 • EIN 68-0198414

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfileCOAVISION.ORG
2415 K StreetSacramento, CA 95816

(916) 441-3990

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-261%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$237,379

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 1777.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-61%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$21,983

Down $35,073 (-61%) from 2018

Net Assets

Down

$21,964

Down $34,912 (-61%) from 2018

Liabilities

Down

$19

Down $161 (-89%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$13,356

Down $61,642 (-82%) from 2018

Expenses

Down

$48,268

Down $51,869 (-52%) from 2018

Net Income

Down

-$34,912

Down $9,773 (-39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2019

Assets$21,983
Liabilities$19
Net Assets$21,964
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$13,356
Expenses$48,268
Net Income-$34,912
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$13,356
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$58,713$25,382▼ $33,331
Cash and Non-Interest-Bearing Accounts$4,767$2,920▼ $1,847
Accounts Receivable$124--
Total Assets$57,056$21,983▼ $35,073
Other Assets Total$-6,548$-6,319▲ $229
Liabilities
Deferred Revenue$180$20▼ $160
Accounts Payable and Accrued Expenses-$-1-
Total Liabilities$180$19▼ $161
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,876$21,964▼ $34,912
Total Net Assets Fund Balance$56,876$21,964▼ $34,912
Total Liabilities and Net Assets / Fund Balance$57,056$21,983▼ $35,073

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$16,705$16,705
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Kristine ShultzInterim Co-e$190,848$190,848
Louise McateeDirector of Finan$137,219$137,219
Jody HaasDevelopment$133,179$133,179
Sage Hider OdDirector$2,400$2,400

Board Members and Trustees

NameTitle
Page Yarwood Od Ms FaaoPresident
William Howe IiiCOA Exec Director
Becky Kammer Od PhdDirector
David Turetsky OdDirector
Jennifer Ong OdDirector
John Larcabal OdDirector
Maureen Powers PhdDirector
Timothy NgDirector
Kristine ShultzInterim Co-exec Director
Revenue and Support

Revenue Composition

Contributions and Grants
$13,186
Program Service Revenue
$0
Investment Income
$170
Other Revenue
$0
All Other Contributions
$13,186
Change in Net Assets
$-34,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,356
Revenue Not Reported on Form 990
$-28,101
Total Revenue per Audited Statements
$-14,745
Total Revenue per Form 990
$13,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,268
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 Other$40,000--$40,000
Office Expenses$1,750--$1,750
Fees for Services Accounting$750--$750
Other Expenses$55--$55
Total Functional Expenses$48,268$0$0$48,268

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$48,268
Expenses Not Reported on Financial Statements$40,000
Other Expense Adjustments$40,000
Total Expenses per Audited Statements$20,167
Expenses Not Reported on Form 990$11,899
Expenses per Audited Statements$8,268
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
9164413990
Address
2415 K STREET, SACRAMENTO, CA 95816

Signing Officer

Name
Kristine Shultz
Title
Interim Co-exec Director
Phone
9164413990
Signed
2020-10-27
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

Preparer

Firm
Grant Bennett Associates
Address
1375 EXPOSITION BLVD STE 230, SACRAMENTO, CA 95815-5143
Preparer
David C Wilson
Phone
9169225109
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“OTHER FEES 40,000 0 0”

Form 990, Part XI, Line 9

“Admin reimbursement to coa -40,000 admin reimbursement to coa 40,000”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Admin reimbursement to coa -40,000”

Schedule D, Page 4, Part XII, Line 4B

“Admin reimbursement to coa 40,000”

Raw XML AppendixShowing 400 of 449 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0-1
IRS990/AccountsReceivableGrp/BOYAmt0124
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES EYE CARE SERVICES AND PRESCRIPTION GLASSES TO THOSE IN NEED.
IRS990/AllOtherContributionsAmt013186
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0LOUISE MCATEE
IRS990/BooksInCareOfDetail/PhoneNum09164413990
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02415 K STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095816
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04767
IRS990/CashNonInterestBearingGrp/EOYAmt02920
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013186
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0170
IRS990/CYOtherExpensesAmt048268
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-34912
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt048268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013356
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0180
IRS990/DeferredRevenueGrp/EOYAmt020
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE CALIFORNIA VISION FOUNDATION HAS CONTINUED ITS EFFORTS TO WORK WITH LOCAL HEALTH CLINICS AND HEALTH SERVICE AGENCIES, IN MAKING AVAILABLE THE VISION CARE SERVICES THE ORGANIZATION PROVIDES TO LOW INCOME FAMILIES WHO LACK APPROPRIATE MEDICAL INSURANCE TO COVER VISION EXAMS AND CORRECTION SERVICES. IN ADDITION, CONTINUED EFFORTS WERE BEING MADE TO MORE EFFECTIVELY LINK POTENTIAL PATIENTS WITH VOLUNTEER OPTOMETRISTS THROUGHOUT CALIFORNIA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt048268
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0750
IRS990/FeesForServicesAccountingGrp/TotalAmt0750
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt040000
IRS990/FeesForServicesOtherGrp/TotalAmt040000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt825964
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt918883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1019281
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1114867
IRS990/Form990PartVIISectionAGrp/PersonNm0PAGE YARWOOD OD MS FAAO
IRS990/Form990PartVIISectionAGrp/PersonNm1SAGE HIDER OD
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN LARCABAL OD
IRS990/Form990PartVIISectionAGrp/PersonNm3BECKY KAMMER OD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY NG
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER ONG OD
IRS990/Form990PartVIISectionAGrp/PersonNm6MAUREEN POWERS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID TURETSKY OD
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM HOWE III
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTINE SHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10LOUISE MCATEE
IRS990/Form990PartVIISectionAGrp/PersonNm11JODY HAAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8211415
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9171965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10117938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11118312
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8COA EXEC DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9INTERIM CO-E
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIR OF FINAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt013356
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0170
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0170
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016705
IRS990/LandBldgEquipCostOrOtherBssAmt016705
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION PROVIDES EYE CARE SERVICES AND PRESCRIPTION GLASSES TO THOSE IN NEED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt056876
IRS990/NetAssetsOrFundBalancesEOYAmt021964
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt056876
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021964
IRS990/NoncashContributionsAmt05559
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt01750
IRS990/OfficeExpensesGrp/TotalAmt01750
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-6548
IRS990/OtherAssetsTotalGrp/EOYAmt0-6319
IRS990/OtherExpensesGrp/Desc0LAB EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2TAX EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt05559
IRS990/OtherExpensesGrp/ProgramServicesAmt1154
IRS990/OtherExpensesGrp/ProgramServicesAmt255
IRS990/OtherExpensesGrp/TotalAmt05559
IRS990/OtherExpensesGrp/TotalAmt1154
IRS990/OtherExpensesGrp/TotalAmt255
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KRISTINE SHULTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074853
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0145
IRS990/PYOtherExpensesAmt0100137
IRS990/PYRevenuesLessExpensesAmt0-25139
IRS990/PYTotalExpensesAmt0100137
IRS990/PYTotalRevenueAmt074998
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-34912
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt092603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0395071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0204
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0834
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99790
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt0395071
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt092603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0395071
IRS990ScheduleA/TotalSupportAmt0395905
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt016705
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016705
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt011899
IRS990ScheduleD/DonatedServicesUseFcltsAmt011899
IRS990ScheduleD/ExpensesNotReportedAmt011899
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040000
IRS990ScheduleD/ExpensesSubtotalAmt08268
IRS990ScheduleD/OtherExpensesNotIncludedAmt040000
IRS990ScheduleD/OtherRevenueAmt0-40000
IRS990ScheduleD/RevenueNotReportedAmt0-28101
IRS990ScheduleD/RevenueSubtotalAmt013356
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ADMIN REIMBURSEMENT TO COA -40,000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADMIN REIMBURSEMENT TO COA 40,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalExpensesPerForm990Amt048268
IRS990ScheduleD/TotalRevenuePerForm990Amt013356
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-14745
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020167
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0211415
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1171965
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014203
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt111566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt17317
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM HOWE III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KRISTINE SHULTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COA EXEC DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INTERIM CO-EXEC DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0237379
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1190848
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt4OTHER FEES 40,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMIN REIMBURSEMENT TO COA -40,000 ADMIN REIMBURSEMENT TO COA 40,000
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095816
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195816
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt057056
IRS990/TotalAssetsEOYAmt021983
IRS990/TotalAssetsGrp/BOYAmt057056
IRS990/TotalAssetsGrp/EOYAmt021983
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt013186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048268
IRS990/TotalFunctionalExpensesGrp/TotalAmt048268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0180
IRS990/TotalLiabilitiesEOYAmt019
IRS990/TotalLiabilitiesGrp/BOYAmt0180
IRS990/TotalLiabilitiesGrp/EOYAmt019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021964
IRS990/TotalOtherCompensationAmt078995
IRS990/TotalProgramServiceExpensesAmt048268
IRS990/TotalRevenueGrp/ExclusionAmt0170
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013356
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057056

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,983
Liabilities
$19
Net assets
$21,964
Revenue
$13,356
Expenses
$48,268
Net income
-$34,912
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