Civic Intelligence

San Joaquin Optometric Society

990EZ • Fiscal year 2017 • EIN 68-0389741

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

Organization Profilesjos.org
36 w 10th streetTracy, CA 95376-3902

(209) 957-8000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

29th percentile

-5.3%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$63,325

Down $1,258 (-1.9%) from 2016

Net Assets

Down

$63,325

Down $1,258 (-1.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$23,523

Up $3,184 (+16%) from 2016

Expenses

Up

$24,781

Up $5,350 (+28%) from 2016

Net Income

Down

-$1,258

Down $2,166 (-239%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2011: $59,584Net Assets 2011: $59,5842011Assets 2012: $65,215Liabilities 2012: $02012Assets 2013: $67,570Net Assets 2013: $67,5702013Assets 2014: $68,601Net Assets 2014: $68,6012014Assets 2015: $63,675Net Assets 2015: $63,6752015Assets 2016: $64,583Net Assets 2016: $64,5832016Assets 2017: $63,325Net Assets 2017: $63,3252017Assets 2018: $62,836Net Assets 2018: $62,8362018Assets 2019: $61,022Net Assets 2019: $61,0222019Assets 2020: $76,935Net Assets 2020: $76,9352020Assets 2021: $68,595Net Assets 2021: $68,5952021Assets 2022: $59,598Net Assets 2022: $59,5982022Assets 2023: $47,655Liabilities 2023: $02023Assets 2024: $36,473Net Assets 2024: $36,4732024

Highlighted filing

2017

Assets$63,325
Liabilities-
Net Assets$63,325
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$40K$20K$0-$20KRevenue 2011: $18,787Expenses 2011: $17,242Net Income 2011: $1,5452011Revenue 2012: $18,088Expenses 2012: $12,456Net Income 2012: $5,6322012Revenue 2013: $27,017Expenses 2013: $24,662Net Income 2013: $2,3552013Revenue 2014: $24,674Expenses 2014: $23,643Net Income 2014: $1,0312014Revenue 2015: $14,289Expenses 2015: $19,215Net Income 2015: -$4,9262015Revenue 2016: $20,339Expenses 2016: $19,431Net Income 2016: $9082016Revenue 2017: $23,523Expenses 2017: $24,781Net Income 2017: -$1,2582017Revenue 2018: $20,502Expenses 2018: $20,991Net Income 2018: -$4892018Revenue 2019: $17,070Expenses 2019: $18,984Net Income 2019: -$1,9142019Revenue 2020: $31,882Expenses 2020: $15,640Net Income 2020: $16,2422020Revenue 2021: $12,909Expenses 2021: $21,248Net Income 2021: -$8,3392021Revenue 2022: $17,116Expenses 2022: $26,784Net Income 2022: -$9,6682022Revenue 2023: $18,324Expenses 2023: $30,267Net Income 2023: -$11,9432023Revenue 2024: $17,397Expenses 2024: $28,579Net Income 2024: -$11,1822024

Highlighted filing

2017

Revenue$23,523
Expenses$24,781
Net Income-$1,258
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.2
Gross Receipts
$25,451
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
HELD REGULAR MEETINGS TO PROVIDE CONTINUING EDUCATION AND NETWORKING AND PRESENTATION OF COMMUNITY SERVICE OPPORTUNITIES INCLUDING BOARD MEETING-$14,821
ATTENDANCE AT STATE MEETINGS AND LEGISLATIVE SESSIONS TO KEEP ABREAST OF ITEMS AFFECTING THE OPTOMETRIC INDUSTRY & WEB HOSTING-$5,749
SCHOLARSHIPS AND GRANTS TO DESERVING OPTOMETRIC MAJORING$3,985-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORINNA SHELLEYPresidentPT$0--
LINA LEETreasurerPT$0--
Doug FlemingSecretaryPT$0--
TIM NGPresident ElectPT$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Optometric Society
EIN
68-0389741
Phone
2099578000
Address
36 w 10th street, TRACY, CA 95376-3902

Signing Officer

Name
Lina Lee
Title
Treasurer
Signed
2018-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Patricia a Gillum CPA
Address
1801 TULLY ROAD - SUITE C 2, MODESTO, CA 95350
Preparer
Patricia a Gillum
Phone
2095259211
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“1 scholarship was given to a student majoring in opthomology $1,000-western university;calif optometric assn for vision services-$235 and $1000 for student travel bags; optometry cares donation for $1750 = totals $3985”

Form 990EZ-part I-line 16

“Continuing ed meetings $8454;board mtgs$4463;council and house of delegate mtgs $3,373;website $71;office expenses $1142;lobbing $999;socials & conventions $1419;parking $15 depreciation $629 = total $20,750”

Form 990EZ-part I-exempt Purpose

“The society's exempt purpsoe is to provide continuing education programs, grassroot networking, public awareness activities and public service opportunities for optometry”

Raw XML Appendix112 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/PersonNm0LINA LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum03123396873
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 STANDIFORD AVE NO 37
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095350
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062382
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061753
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1258
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0215
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063325
IRS990EZ/FundraisingGrossIncomeAmt07470
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03985
IRS990EZ/GrossReceiptsAmt025451
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017977
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063325
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063325
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORINNA SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Fleming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIM NG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02201
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01572
IRS990EZ/OtherExpensesTotalAmt020570
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD REGULAR MEETINGS TO PROVIDE CONTINUING EDUCATION AND NETWORKING AND PRESENTATION OF COMMUNITY SERVICE OPPORTUNITIES INCLUDING BOARD MEETING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ATTENDANCE AT STATE MEETINGS AND LEGISLATIVE SESSIONS TO KEEP ABREAST OF ITEMS AFFECTING THE OPTOMETRIC INDUSTRY & WEB HOSTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS AND GRANTS TO DESERVING OPTOMETRIC MAJORING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15749
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01928
IRS990EZ/SpecialEventsNetIncomeLossAmt05542
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024781
IRS990EZ/TotalProgramServiceExpensesAmt020570
IRS990EZ/TotalRevenueAmt023523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://sjos.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01 SCHOLARSHIP WAS GIVEN TO A STUDENT MAJORING IN OPTHOMOLOGY $1,000-WESTERN UNIVERSITY;CALIF OPTOMETRIC ASSN FOR VISION SERVICES-$235 AND $1000 FOR STUDENT TRAVEL BAGS; OPTOMETRY CARES DONATION FOR $1750 = TOTALS $3985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTINUING ED MEETINGS $8454;BOARD MTGS$4463;COUNCIL AND HOUSE OF DELEGATE MTGS $3,373;WEBSITE $71;OFFICE EXPENSES $1142;LOBBING $999;SOCIALS & CONVENTIONS $1419;PARKING $15 DEPRECIATION $629 = TOTAL $20,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY'S EXEMPT PURPSOE IS TO PROVIDE CONTINUING EDUCATION PROGRAMS, GRASSROOT NETWORKING, PUBLIC AWARENESS ACTIVITIES AND PUBLIC SERVICE OPPORTUNITIES FOR OPTOMETRY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ-PART I-LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ-PART I-EXEMPT PURPOSE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINA LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN OPTOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680389741
ReturnHeader/Filer/PhoneNum02099578000
ReturnHeader/Filer/USAddress/AddressLine1Txt036 w 10th street
ReturnHeader/Filer/USAddress/CityNm0TRACY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0953763902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId002972344922A3A2F6CEA4468379E464CD0C01025
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId002972344922A3A2F6CEA4468379E464CD0C01025
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07773562018132h000594
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.18.224.70
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203696486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA A GILLUM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 TULLY ROAD - SUITE C 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095350
ReturnHeader/PreparerPersonGrp/PhoneNum02095259211
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A GILLUM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-22T15:57:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,325
Liabilities
-
Net assets
$63,325
Revenue
$23,523
Expenses
$24,781
Net income
-$1,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.5$36.5$17.4$28.6$11.2
2023Summary only. Only limited summary data is available for this year.$47.7$0.00$18.3$30.3$11.9
2022Detailed filing. Detailed filing data is available for this year.$59.6$59.6$17.1$26.8$9.67
2021Detailed filing. Detailed filing data is available for this year.$68.6$68.6$12.9$21.2$8.34
2020Detailed filing. Detailed filing data is available for this year.$76.9$76.9$31.9$15.6$16.2
2019Detailed filing. Detailed filing data is available for this year.$61.0$61.0$17.1$19.0$1.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$62.8$20.5$21.0$0.49
2017Detailed filing. Detailed filing data is available for this year.$63.3$63.3$23.5$24.8$1.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.6$64.6$20.3$19.4$0.91
2015Detailed filing. Detailed filing data is available for this year.$63.7$63.7$14.3$19.2$4.93
2014Detailed filing. Detailed filing data is available for this year.$68.6$68.6$24.7$23.6$1.03
2013Detailed filing. Detailed filing data is available for this year.$67.6$67.6$27.0$24.7$2.36
2012Summary only. Only limited summary data is available for this year.$65.2$0.00$18.1$12.5$5.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.6$59.6$18.8$17.2$1.55
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits