Civic Intelligence

Optometric Extension Program Foundation Inc.

990 • Fiscal year 2018 • EIN 73-0664688

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 02, 2019

Organization ProfileOEPF.ORG

View Organization Page

2300 York Road Suite 113Timonium, MD 21093

(410) 561-3791

Siviq Scores

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

Liabilities / Assets

86th percentile

0.68x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.40x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$75,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$634,946

Down $118,989 (-16%) from 2017

Net Assets

Down

$204,604

Down $120,221 (-37%) from 2017

Liabilities

Up

$430,342

Up $1,232 (+0.3%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin18th percentile

Revenue

Up

$1,085,774

Up $211,000 (+24%) from 2017

Expenses

Up

$1,222,336

Up $165,440 (+16%) from 2017

Net Income

Up

-$136,562

Up $45,560 (+25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,355,515Liabilities 2011: $605,602Net Assets 2011: $749,9132011Assets 2012: $1,363,006Liabilities 2012: $621,309Net Assets 2012: $741,6972012Assets 2013: $856,422Liabilities 2013: $312,064Net Assets 2013: $544,3582013Assets 2014: $900,714Liabilities 2014: $265,891Net Assets 2014: $634,8232014Assets 2015: $840,451Liabilities 2015: $248,652Net Assets 2015: $591,7992015Assets 2016: $761,791Liabilities 2016: $269,947Net Assets 2016: $491,8442016Assets 2017: $753,935Liabilities 2017: $429,110Net Assets 2017: $324,8252017Assets 2018: $634,946Liabilities 2018: $430,342Net Assets 2018: $204,6042018Assets 2019: $398,291Liabilities 2019: $215,337Net Assets 2019: $182,9542019Assets 2020: $579,864Liabilities 2020: $101,672Net Assets 2020: $478,1922020Assets 2021: $976,175Liabilities 2021: $35,280Net Assets 2021: $940,8952021Assets 2022: $872,245Liabilities 2022: $35,285Net Assets 2022: $836,9602022Assets 2023: $919,329Liabilities 2023: $20,149Net Assets 2023: $899,1802023Assets 2024: $1,007,808Liabilities 2024: $17,678Net Assets 2024: $990,1302024Assets 2025: $1,087,243Liabilities 2025: $12,743Net Assets 2025: $1,074,5002025

Highlighted filing

2018

Assets$634,946
Liabilities$430,342
Net Assets$204,604
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,276,465Expenses 2011: $1,229,874Net Income 2011: $46,5912011Revenue 2012: $1,228,266Expenses 2012: $1,226,640Net Income 2012: $1,6262012Revenue 2013: $1,322,780Expenses 2013: $1,186,812Net Income 2013: $135,9682013Revenue 2014: $1,742,023Expenses 2014: $1,614,065Net Income 2014: $127,9582014Revenue 2015: $1,407,007Expenses 2015: $1,409,627Net Income 2015: -$2,6202015Revenue 2016: $1,381,808Expenses 2016: $1,343,888Net Income 2016: $37,9202016Revenue 2017: $874,774Expenses 2017: $1,056,896Net Income 2017: -$182,1222017Revenue 2018: $1,085,774Expenses 2018: $1,222,336Net Income 2018: -$136,5622018Revenue 2019: $1,278,115Expenses 2019: $1,298,915Net Income 2019: -$20,8002019Revenue 2020: $1,024,602Expenses 2020: $731,116Net Income 2020: $293,4862020Revenue 2021: $1,202,743Expenses 2021: $787,959Net Income 2021: $414,7842021Revenue 2022: $751,158Expenses 2022: $743,999Net Income 2022: $7,1592022Revenue 2023: $639,633Expenses 2023: $606,907Net Income 2023: $32,7262023Revenue 2024: $722,553Expenses 2024: $767,548Net Income 2024: -$44,9952024Revenue 2025: $620,135Expenses 2025: $568,963Net Income 2025: $51,1722025

Highlighted filing

2018

Revenue$1,085,774
Expenses$1,222,336
Net Income-$136,562
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 2, 2019
Return Version
2017v2.3
Gross Receipts
$1,085,774
Mission and Program Overview

Mission

Education and research in the field of behavioral optometry for optometrists and optometric assistants benefitting the general public

Education and research of behavioral optomerty for optometrists and optometric assistants benefitting the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$297,588$313,838▲ $16,250
Investments in Publicly Traded Securities$324,611$296,054▼ $28,557
Accounts Receivable$106,398$0▼ $106,398
Cash and Non-Interest-Bearing Accounts$13,956$15,445▲ $1,489
Other Notes and Loans Receivable, Net$11,009$9,609▼ $1,400
Savings and Temporary Cash Investments$100--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$753,935$634,946▼ $118,989
Other Assets Total$273$0▼ $273
Liabilities
Accounts Payable and Accrued Expenses$319,662$385,573▲ $65,911
Deferred Revenue$77,707$33,279▼ $44,428
Other Liabilities$31,741$11,490▼ $20,251
Total Liabilities$429,110$430,342▲ $1,232
Net Assets / Fund Balance
Temporarily Rstr Net Assets$185,213$185,213→ $0
Unrestricted Net Assets$139,612$19,391▼ $120,221
Total Net Assets Fund Balance$324,825$204,604▼ $120,221
Total Liabilities and Net Assets / Fund Balance$753,935$634,946▼ $118,989

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$365,049$365,049
Leasehold Improvements$0$2,800$2,800
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelin KushinExecutive DirectorFT$75,000$75,000

Board Members and Trustees

NameTitle
Eric Ikeda OdPresident
John Abbondanza OdVice President
Amy Pruszenski OdDirector/trustee
Pameal Schnell OdDirector/trustee
Eric Hussey OdSecretary
John Stevenson McoptomTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,475
Program Service Revenue
$860,703
Investment Income
$19,596
Other Revenue
$0
All Other Contributions
$14,376
Change in Net Assets
$-136,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,001,974
Salaries, Compensation, and Employee Benefits$220,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$150,556$30,314-$180,870
Other Salaries and Wages$83,712$41,231-$124,943
Current Officers, Directors, Trustees, and Key Employees$52,613$22,388-$75,001
Occupancy$44,244$21,792-$66,036
Fees for Services Other$65,743--$65,743
Fees for Services Accounting-$52,078-$52,078
Other Expenses$43,893--$43,893
Travel$17,781$17,781-$35,562
Office Expenses$11,514$17,380-$28,894
Fees for Service Investment Mgmnt Fees-$17,877-$17,877
Payroll Taxes$10,842$5,340-$16,182
Conferences and Meetings$3,229$3,229-$6,458
Insurance-$6,366-$6,366
Other Employee Benefits$2,838$1,398-$4,236
Interest-$2,952-$2,952
Fees for Services Legal-$2,492-$2,492
Total Functional Expenses$979,718$242,618$0$1,222,336
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Spouse of Current Executive DirectorConsulting ServicesNo$9,625
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$11,490
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is composed of members.”

Form 990, Part VI, Section A, Line 7A

“Members elect the members of the board of directors.”

Form 990, Part VI, Section A, Line 7B

“The members elect the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the president of the organization prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Policy is enforced via annual board discussion and survey.”

Form 990, Part VI, Section B, Line 15

“The organization uses independent third parties to determine compensation for organization management, officers, and key employees. Documentation is maintained in personnel files.”

Form 990, Part VI, Section C, Line 18

“Information is available upon request.”

Form 990, Part VI, Section C, Line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Optometric Extension Program
EIN
73-0664688
Phone
4105613791
Address
2300 YORK ROAD SUITE 113, TIMONIUM, MD 21093

Signing Officer

Name
Dr Eric T Ikeda Od
Title
President
Phone
4105613791
Signed
2019-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Eric T Ikeda Od
Formed
1967
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
200

Preparer

Firm
Stoy Malone & Company Pc
Address
705 YORK ROAD, BALTIMORE, MD 21204
Preparer
John B Kincaid Jr
Phone
4108281961
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Educational program expenses: program service expenses 42,987. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,987. Equipment rental/maintenance: program service expenses 27,423. Management and general expenses 13,507. Fundraising expenses 0. Total expenses 40,930. Bank charges and fees: program service expenses 23,834. Management and general expenses 15,889. Fundraising expenses 0. Total expenses 39,723. Seminar expenses: program service expenses 29,972. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,972. Congress expenses: program service expenses 13,580. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,580. Rcs program expenses: program service expenses 10,293. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,293. Business tax and licenses: program service expenses 1,863. Management and general expenses 918. Fundraising expenses 0. Total expenses 2,781. Oep program expenses: program service expenses 604. Management and general expenses 0. Fundraising expenses 0. Total expenses 604.”

Raw XML AppendixShowing 400 of 442 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0319662
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0385573
IRS990/AccountsReceivableGrp/BOYAmt0106398
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATION AND RESEARCH OF BEHAVIORAL OPTOMERTY FOR OPTOMETRISTS AND OPTOMETRIC ASSISTANTS BENEFITTING THE GENERAL PUBLIC.
IRS990/AllOtherContributionsAmt014376
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030314
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0150556
IRS990/AllOtherExpensesGrp/TotalAmt0180870
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINE VREVEN
IRS990/BooksInCareOfDetail/PhoneNum04105613791
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 YORK ROAD SUITE 113
IRS990/BooksInCareOfDetail/USAddress/CityNm0TIMONIUM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021093
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt013956
IRS990/CashNonInterestBearingGrp/EOYAmt015445
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022388
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052613
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt075001
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03229
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03229
IRS990/ConferencesMeetingsGrp/TotalAmt06458
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205475
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019596
IRS990/CYOtherExpensesAmt01001974
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0860703
IRS990/CYRevenuesLessExpensesAmt0-136562
IRS990/CYSalariesCompEmpBnftPaidAmt0220362
IRS990/CYTotalExpensesAmt01222336
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01085774
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt077707
IRS990/DeferredRevenueGrp/EOYAmt033279
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATION AND RESEARCH IN THE FIELD OF BEHAVIORAL OPTOMERTY FOR OPTOMETRISTS AND OPTOMETRIC ASSISTANTS BENEFITTING THE GENERAL PUBLIC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0979718
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt052078
IRS990/FeesForServicesAccountingGrp/TotalAmt052078
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02492
IRS990/FeesForServicesLegalGrp/TotalAmt02492
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt065743
IRS990/FeesForServicesOtherGrp/TotalAmt065743
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017877
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017877
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN ABBONDANZA OD
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC IKEDA OD
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN STEVENSON MCOPTOM
IRS990/Form990PartVIISectionAGrp/PersonNm3KELIN KUSHIN
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIC HUSSEY OD
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY PRUSZENSKI OD
IRS990/Form990PartVIISectionAGrp/PersonNm6PAMEAL SCHNELL OD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt375000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01085774
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06366
IRS990/InsuranceGrp/TotalAmt06366
IRS990/InterestGrp/ManagementAndGeneralAmt02952
IRS990/InterestGrp/TotalAmt02952
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0297588
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0313838
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019596
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019596
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0324611
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0296054
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0367849
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0367849
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0191099
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATION AND RESEARCH IN THE FIELD OF BEHAVIORAL OPTOMERTY FOR OPTOMETRISTS AND OPTOMETRIC ASSISTANTS BENEFITTING THE GENERAL PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0324825
IRS990/NetAssetsOrFundBalancesEOYAmt0204604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016341
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt021792
IRS990/OccupancyGrp/ProgramServicesAmt044244
IRS990/OccupancyGrp/TotalAmt066036
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017380
IRS990/OfficeExpensesGrp/ProgramServicesAmt011514
IRS990/OfficeExpensesGrp/TotalAmt028894
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0273
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01398
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02838
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04236
IRS990/OtherExpensesGrp/Desc0COMMUNICATION
IRS990/OtherExpensesGrp/Desc1CC PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2ICBO PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3OVP PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0201993
IRS990/OtherExpensesGrp/ProgramServicesAmt1200460
IRS990/OtherExpensesGrp/ProgramServicesAmt290300
IRS990/OtherExpensesGrp/ProgramServicesAmt343893
IRS990/OtherExpensesGrp/TotalAmt0201993
IRS990/OtherExpensesGrp/TotalAmt1200460
IRS990/OtherExpensesGrp/TotalAmt290300
IRS990/OtherExpensesGrp/TotalAmt343893
IRS990/OtherLiabilitiesGrp/BOYAmt031741
IRS990/OtherLiabilitiesGrp/EOYAmt011490
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041231
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083712
IRS990/OtherSalariesAndWagesGrp/TotalAmt0124943
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011009
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09609
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05340
IRS990/PayrollTaxesGrp/ProgramServicesAmt010842
IRS990/PayrollTaxesGrp/TotalAmt016182
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR ERIC T IKEDA OD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL MATERIALS
IRS990/ProgramServiceRevenueGrp/Desc2SEMINARS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0444764
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1309982
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2105957
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0444764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1309982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2105957
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125561
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0823
IRS990/PYOtherExpensesAmt0884254
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0748390
IRS990/PYRevenuesLessExpensesAmt0-182122
IRS990/PYSalariesCompEmpBnftPaidAmt0172642
IRS990/PYTotalExpensesAmt01056896
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0874774
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-136562
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0880299
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0205475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0212823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0610416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019596
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0823
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054531
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0155777
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0243873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0860703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0748390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01114454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01359582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01553968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05637097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054531
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0155777
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0243873
IRS990ScheduleA/InvestmentIncomeCYPct00.03760
IRS990ScheduleA/InvestmentIncomePYPct00.04640
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96240
IRS990ScheduleA/PublicSupportPY509Pct00.95090
IRS990ScheduleA/PublicSupportTotal509Amt06247513
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01066178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0873951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01327277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01393861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01586246
IRS990ScheduleA/Total509Grp/TotalAmt06247513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01085774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0874774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01381808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01407007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01742023
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06491386
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0365049
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0365049
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt011490
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0MATTHEW KUSHIN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE OF CURRENT EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09625
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING SERVICES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPOSED OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POLICY IS ENFORCED VIA ANNUAL BOARD DISCUSSION AND SURVEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION USES INDEPENDENT THIRD PARTIES TO DETERMINE COMPENSATION FOR ORGANIZATION MANAGEMENT, OFFICERS, AND KEY EMPLOYEES. DOCUMENTATION IS MAINTAINED IN PERSONNEL FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EDUCATIONAL PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 42,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,987. EQUIPMENT RENTAL/MAINTENANCE: PROGRAM SERVICE EXPENSES 27,423. MANAGEMENT AND GENERAL EXPENSES 13,507. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,930. BANK CHARGES AND FEES: PROGRAM SERVICE EXPENSES 23,834. MANAGEMENT AND GENERAL EXPENSES 15,889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,723. SEMINAR EXPENSES: PROGRAM SERVICE EXPENSES 29,972. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,972. CONGRESS EXPENSES: PROGRAM SERVICE EXPENSES 13,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,580. RCS PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 10,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,293. BUSINESS TAX AND LICENSES: PROGRAM SERVICE EXPENSES 1,863. MANAGEMENT AND GENERAL EXPENSES 918. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,781. OEP PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 604. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 604.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0185213
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0185213
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0753935
IRS990/TotalAssetsEOYAmt0634946
IRS990/TotalAssetsGrp/BOYAmt0753935
IRS990/TotalAssetsGrp/EOYAmt0634946
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0205475
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0242618
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0979718
IRS990/TotalFunctionalExpensesGrp/TotalAmt01222336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0429110
IRS990/TotalLiabilitiesEOYAmt0430342
IRS990/TotalLiabilitiesGrp/BOYAmt0429110
IRS990/TotalLiabilitiesGrp/EOYAmt0430342
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0324825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0204604
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0979718
IRS990/TotalProgramServiceRevenueAmt0860703
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0880299
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01085774
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0753935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0634946
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt017781
IRS990/TravelGrp/ProgramServicesAmt017781
IRS990/TravelGrp/TotalAmt035562
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0139612
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019391
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 YORK ROAD SUITE 113

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$634,946
Liabilities
$430,342
Net assets
$204,604
Revenue
$1,085,774
Expenses
$1,222,336
Net income
-$136,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.07$0.62$0.57$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.02$0.99$0.72$0.77$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.64$0.61$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.04$0.84$0.75$0.74$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.94$1.20$0.79$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.10$0.48$1.02$0.73$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.22$0.18$1.28$1.30$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.43$0.20$1.09$1.22$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.43$0.32$0.87$1.06$0.18
2016Summary only. Only limited summary data is available for this year.$0.76$0.27$0.49$1.38$1.34$0.04
2015Summary only. Only limited summary data is available for this year.$0.84$0.25$0.59$1.41$1.41$0.00
2014Summary only. Only limited summary data is available for this year.$0.90$0.27$0.63$1.74$1.61$0.13
2013Summary only. Only limited summary data is available for this year.$0.86$0.31$0.54$1.32$1.19$0.14
2012Summary only. Only limited summary data is available for this year.$1.36$0.62$0.74$1.23$1.23$0.00
2011Summary only. Only limited summary data is available for this year.$1.36$0.61$0.75$1.28$1.23$0.05