Civic Intelligence

San Joaquin Optometric Society

EIN 68-0389741 • 501(c)6 • Tracy, CA

36 W 10th streetTracy, CA 95376-3902

sjos.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

9th percentile

-64%

Higher net margin than 9% 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

24th percentile

-23%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

42nd percentile

-5.1%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,473

Down $11,182 (-23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$36,473

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$17,397

Down $927 (-5.1%) from 2023

Expenses

Down

$28,579

Down $1,688 (-5.6%) from 2023

Net Income

Up

-$11,182

Up $761 (+6.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2024

Assets$36,473
Liabilities-
Net Assets$36,473
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$17,397
Expenses$28,579
Net Income-$11,182
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$36,473
Liabilities
-
Net assets
$36,473
Revenue
$17,397
Expenses
$28,579
Net income
-$11,182
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$17,397
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-$20,775
ATTENDANCE AT STATE MEETINGS AND LEGISLATIVE SESSIONS TO KEEP ABREAST OF ITEMS AFFECTING THE OPTOMETRIC INDUSTRY & WEB HOSTING-$4,942
SUPPORT GIVEN TO WESTERN UNIVERSITY FOR THEM TO SELECT DESERVING STUDENTS ENROLLED IN THEIR UNIVERSITY$2,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA SIUPresidentPT$0--
LINA LEETreasurerPT$0--
VIKRAM GIRNTreasurerPT$0--
CORINNA SHELLEYSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Lina Lee
Title
Treasurer
Phone
2099578000
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Patricia A Gillum CPA
Address
1801 Tully Rd Ste C2, Modesto, CA 95350
Preparer
Patricia Gillum
Phone
2095259211
Supplemental Narrative

Additional Explanations

Organization Primary Exempt Purpose

“Promoting the highest standards in vision care through quality education,political action and public awarness. Proudly serving the san joaquin valley.”

990EZ Part 1 Line 16 Other Expenses

“Board meeting expenses $4002.82,ce expenses $16769.25, parking $2.50,web site hosting $518.20,conference,covention, meeting $631.90, travel $4309.96, total:$26234.63.”

Raw XML Appendix105 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/AddressLine1Txt036 W 10TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRACY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095376
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047655
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08075
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11182
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047655
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036473
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt017397
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09313
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047655
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047655
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036473
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA SIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIKRAM GIRN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CORINNA SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt044
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/DescriptionProgramSrvcAccomTxt2SUPPORT GIVEN TO WESTERN UNIVERSITY FOR THEM TO SELECT DESERVING STUDENTS ENROLLED IN THEIR UNIVERSITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020775
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14942
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028579
IRS990EZ/TotalProgramServiceExpensesAmt025717
IRS990EZ/TotalRevenueAmt017397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://sjos.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTING THE HIGHEST STANDARDS IN VISION CARE THROUGH QUALITY EDUCATION,POLITICAL ACTION AND PUBLIC AWARNESS. PROUDLY SERVING THE SAN JOAQUIN VALLEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEETING EXPENSES $4002.82,CE EXPENSES $16769.25, PARKING $2.50,WEB SITE HOSTING $518.20,CONFERENCE,COVENTION, MEETING $631.90, TRAVEL $4309.96, TOTAL:$26234.63.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0ORGANIZATION PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ PART 1 LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINA LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099578000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN OPTOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680389741
ReturnHeader/Filer/USAddress/AddressLine1Txt036 W 10th street
ReturnHeader/Filer/USAddress/CityNm0TRACY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0953763902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203696486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia A Gillum CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 Tully Rd Ste C2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095350
ReturnHeader/PreparerPersonGrp/PhoneNum02095259211
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Gillum
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T17:54:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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