Civic Intelligence

Texas Optometric Association Inc

EIN 74-1138105 • 501(c)6 • Austin, TX

View Organization Page

Profile

Doctors of optometry working together to advance excellence in eyecare for every texan.

3011 N Lamar BlvdAustin, TX 78705

www.texas.aoa.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.32x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

1.02x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

38th percentile

1.2%

Higher net margin than 38% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-7.1%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$7,483,683

Up $700,727 (+10%) from 2023

Liabilities

Up

$2,414,478

Up $77,483 (+3.3%) from 2023

Net Assets

Up

$5,069,205

Up $623,244 (+14%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin38th percentile

Revenue

Down

$2,357,542

Down $179,606 (-7.1%) from 2023

Expenses

Down

$2,330,119

Down $57,821 (-2.4%) from 2023

Net Income

Down

$27,423

Down $121,785 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,678,605Liabilities 2010: $786,954Net Assets 2010: $1,891,6512010Assets 2011: $3,102,206Liabilities 2011: $1,056,650Net Assets 2011: $2,045,5562011Assets 2012: $3,103,283Liabilities 2012: $891,946Net Assets 2012: $2,211,3372012Assets 2013: $3,483,198Liabilities 2013: $980,752Net Assets 2013: $2,502,4462013Assets 2014: $3,696,338Liabilities 2014: $894,500Net Assets 2014: $2,801,8382014Assets 2015: $3,584,851Liabilities 2015: $681,890Net Assets 2015: $2,902,9612015Assets 2016: $5,891,146Liabilities 2016: $3,055,631Net Assets 2016: $2,835,5152016Assets 2017: $5,833,346Liabilities 2017: $2,774,523Net Assets 2017: $3,058,8232017Assets 2018: $5,760,351Liabilities 2018: $2,950,257Net Assets 2018: $2,810,0942018Assets 2019: $6,223,509Liabilities 2019: $3,185,402Net Assets 2019: $3,038,1072019Assets 2020: $5,880,546Liabilities 2020: $2,554,916Net Assets 2020: $3,325,6302020Assets 2021: $6,628,968Liabilities 2021: $2,500,942Net Assets 2021: $4,128,0262021Assets 2022: $6,160,064Liabilities 2022: $2,361,550Net Assets 2022: $3,798,5142022Assets 2023: $6,782,956Liabilities 2023: $2,336,995Net Assets 2023: $4,445,9612023Assets 2024: $7,483,683Liabilities 2024: $2,414,478Net Assets 2024: $5,069,2052024

Highlighted filing

2024

Assets$7,483,683
Liabilities$2,414,478
Net Assets$5,069,205
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,420,9012010Expenses 2011: $1,534,9282011Expenses 2012: $1,966,2232012Revenue 2013: $2,083,602Expenses 2013: $1,874,278Net Income 2013: $209,3242013Revenue 2014: $2,187,136Expenses 2014: $1,894,936Net Income 2014: $292,2002014Revenue 2015: $2,311,475Expenses 2015: $2,137,141Net Income 2015: $174,3342015Revenue 2016: $2,174,381Expenses 2016: $2,275,395Net Income 2016: -$101,0142016Revenue 2017: $2,259,508Expenses 2017: $2,246,550Net Income 2017: $12,9582017Revenue 2018: $2,233,560Expenses 2018: $2,315,816Net Income 2018: -$82,2562018Revenue 2019: $2,378,381Expenses 2019: $2,519,047Net Income 2019: -$140,6662019Revenue 2020: $1,977,246Expenses 2020: $1,942,938Net Income 2020: $34,3082020Revenue 2021: $1,952,678Expenses 2021: $1,686,518Net Income 2021: $266,1602021Revenue 2022: $2,241,289Expenses 2022: $2,146,597Net Income 2022: $94,6922022Revenue 2023: $2,537,148Expenses 2023: $2,387,940Net Income 2023: $149,2082023Revenue 2024: $2,357,542Expenses 2024: $2,330,119Net Income 2024: $27,4232024

Highlighted filing

2024

Revenue$2,357,542
Expenses$2,330,119
Net Income$27,423
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,483,683
Liabilities
$2,414,478
Net assets
$5,069,205
Revenue
$2,357,542
Expenses
$2,330,119
Net income
$27,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.48$2.41$5.07$2.36$2.33$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.78$2.34$4.45$2.54$2.39$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.16$2.36$3.80$2.24$2.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.63$2.50$4.13$1.95$1.69$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.88$2.55$3.33$1.98$1.94$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.22$3.19$3.04$2.38$2.52$0.14
2018Summary only. Only limited summary data is available for this year.$5.76$2.95$2.81$2.23$2.32$0.08
2017Summary only. Only limited summary data is available for this year.$5.83$2.77$3.06$2.26$2.25$0.01
2016Summary only. Only limited summary data is available for this year.$5.89$3.06$2.84$2.17$2.28$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.68$2.90$2.31$2.14$0.17
2014Summary only. Only limited summary data is available for this year.$3.70$0.89$2.80$2.19$1.89$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.98$2.50$2.08$1.87$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.89$2.21$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$1.06$2.05$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.79$1.89$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,540,186
Mission and Program Overview

Mission

Doctors of optometry working together to advance excellence in eyecare for every texan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,190,688$3,854,689▲ $664,001
Land, Buildings, and Equipment, Net$2,820,156$2,788,242▼ $31,914
Cash and Non-Interest-Bearing Accounts$629,441$700,417▲ $70,976
Prepaid Expenses and Deferred Charges$46,995$59,745▲ $12,750
Savings and Temporary Cash Investments$50,000$53,916▲ $3,916
Accounts Receivable$30,666$16,735▼ $13,931
Total Assets$6,782,956$7,483,683▲ $700,727
Other Assets Total$15,010$9,939▼ $5,071
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,583,490$1,514,328▼ $69,162
Deferred Revenue$344,822$465,701▲ $120,879
Escrow Account Liability$250,391$274,789▲ $24,398
Accounts Payable and Accrued Expenses$125,833$136,772▲ $10,939
Other Liabilities$32,459$22,888▼ $9,571
Total Liabilities$2,336,995$2,414,478▲ $77,483
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,305,125$4,962,107▲ $656,982
Net Assets With Donor Restrictions$140,836$107,098▼ $33,738
Total Net Assets Fund Balance$4,445,961$5,069,205▲ $623,244
Total Liabilities and Net Assets / Fund Balance$6,782,956$7,483,683▲ $700,727

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,030,194$905,692$2,935,886
Land$753,600-$753,600
Equipment$4,448$178,008$182,456
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry BallanceExecutive DirectorFT$132,384$19,853$152,237
Kumar PatelPresidentPT$10,000-$10,000

Board Members and Trustees

NameTitle
Jennifer DeakinsImmediate Past President
Beth RobinsonPresident-elect
Ajay PatelTrustee
David DinhTrustee
David TyborTrustee
Kimberly WamperTrustee
Mary Kate WaltersTrustee
Neha PatelTrustee
Nekima WilliamsTrustee
Shawn PraptaTrustee
Sheetal BagaTrustee
Adam CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,266,295
Program Service Revenue
$1,005,897
Investment Income
$83,692
Other Revenue
$1,658
All Other Contributions
$4,800
Change in Net Assets
$27,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,822,847
Salaries, Compensation, and Employee Benefits$507,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$0$0$1,095,323
Other Salaries and Wages$0$0$0$272,057
Fees for Services Legal$0$0$0$164,205
Current Officers, Directors, Trustees, and Key Employees$0$0$0$152,237
Fees for Services Lobbying$0$0$0$127,800
Fees for Services Other$0$0$0$96,987
Office Expenses$0$0$0$96,650
Occupancy$0$0$0$54,080
Information Technology$0$0$0$48,583
Other Expenses$0$0$0$38,683
Depreciation Depletion$0$0$0$36,548
Other Employee Benefits$0$0$0$33,570
Payroll Taxes$0$0$0$31,252
Interest$0$0$0$25,665
Travel$0$0$0$18,251
Pension Plan Contributions$0$0$0$18,156
Fees for Services Accounting$0$0$0$14,545
Insurance$0$0$0$5,527
Total Functional Expenses$0$0$0$2,330,119
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$127,800
Total Nondeductible Lobbying and Political Cost$127,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$12,741
Right of Use Lease Liabilities$10,147
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Texas Optometric Association Inc
EIN
74-1138105
Phone
5127072020
Address
3011 N LAMAR BLVD, AUSTIN, TX 78705

Signing Officer

Name
Kumar Patel
Title
President
Phone
5127072020
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Ballance
Formed
1900
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
5
Volunteers
0

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Pt VI, Line 7B

“The actions of the executive committee are reported to the board which authorizes them and approves the minutes at each subsequent board meeting. The entire years minutes are then voted on and approved by the house of delegates at the annual convention each year. That body also approves the minutes from the previous years house of delegates.”

Pt VI, Line 11B

“The executive board reviews and approves the form 990.”

Pt VI, Line 12C

“The board reviews any conflict of interest issues at least annually, based on the organizations conflict of interest policy.”

Pt VI, Line 15A

“Once a year at budget time, the executive committee reviews and evaluates the executive director. The executive directors compensation is recommended, reviewed and approved by the appropriate committee and the board of directors.”

Pt VI, Line 19

“The organizations governing documents and financial statements are available upon request. In addition, the governing documents and financial statements are available at the annual convention during the house of delegates meeting.”

Financial Statement Notes

Pt X, Line 2

“The association has adopted the recognition requirements for uncertain income tax positions as required by gaap, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more likely than not be sustained upon examination by taxing authorities. The association has analyzed the tax positions taken in its filings with the internal revenue service and state jurisdictions where it operates. The association believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the associations financial position, changes in net assets or cash flows. Accordingly, the association has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2024. The association is subject to income tax audits for the previous three years which are open. There are currently no audits for any tax periods in progress.”

Pt IV, Line 2B

“Dues are collected and held in escrow for the national trade association (american optometric association) and remitted to them monthly. Also additional collections are held in escrow for specific related purposes.”

Raw XML AppendixShowing 400 of 507 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01900
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossRentsGrp/RealAmt0140709
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt048583
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt05527
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt025665
IRS990/InvestmentIncomeGrp/ExclusionAmt083692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083692
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt03190688
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03854689
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01083700
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02820156
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02788242
IRS990/LandBldgEquipCostOrOtherBssAmt03871942
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt0182644
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01261495
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DOCTORS OF OPTOMETRY WORKING TOGETHER TO ADVANCE EXCELLENCE IN EYECARE FOR EVERY TEXAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01583490
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01514328
IRS990/NetAssetsOrFundBalancesBOYAmt04445961
IRS990/NetAssetsOrFundBalancesEOYAmt05069205
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-41935
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-41935
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0595821
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04305125
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04962107
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt054080
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt096650
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015010
IRS990/OtherAssetsTotalGrp/EOYAmt09939
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033570
IRS990/OtherExpensesGrp/Desc0LEGAL DEFENSE FUND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt038683
IRS990/OtherLiabilitiesGrp/BOYAmt032459
IRS990/OtherLiabilitiesGrp/EOYAmt022888
IRS990/OtherRevenueMiscGrp/BusinessCd0900999
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt013000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt013000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272057
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt031252
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt018156
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046995
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059745
IRS990/PrincipalOfficerNm0SHERRY BALLANCE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE & MEETINGS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01005897
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0PRODUCTION OF ASSOCIATIONS JOURNAL - PROVIDES INFORMATION TO MEMBERS CONCERNING THE PROFESSION AND INDUSTRY.
IRS990/ProgSrvcAccomActy3Grp/Desc0ROYALTY PROGRAMS - THE ASSOCIATION ALLOWS CERTAIN BUSINESSES AND ORGANIZATIONS TO PROVIDE GOODS AND SERVICES TO MEMBERS AT DISCOUNTS TO MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01355886
IRS990/PYInvestmentIncomeAmt065640
IRS990/PYOtherExpensesAmt01899903
IRS990/PYOtherRevenueAmt094333
IRS990/PYProgramServiceRevenueAmt01021289
IRS990/PYRevenuesLessExpensesAmt0149208
IRS990/PYSalariesCompEmpBnftPaidAmt0488037
IRS990/PYTotalExpensesAmt02387940
IRS990/PYTotalRevenueAmt02537148
IRS990/ReconcilationRevenueExpnssAmt027423
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-41935
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt030593
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt030593
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053916
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0186708
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt01261495
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0127800
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0127800
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02030194
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0905692
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02935886
IRS990ScheduleD/EquipmentGrp/BookValueAmt04448
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178008
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182456
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0753600
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0753600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012741
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110147
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RIGHT OF USE LEASE LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GAAP, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATIONS FINANCIAL POSITION, CHANGES IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2024. THE ASSOCIATION IS SUBJECT TO INCOME TAX AUDITS FOR THE PREVIOUS THREE YEARS WHICH ARE OPEN. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DUES ARE COLLECTED AND HELD IN ESCROW FOR THE NATIONAL TRADE ASSOCIATION (AMERICAN OPTOMETRIC ASSOCIATION) AND REMITTED TO THEM MONTHLY. ALSO ADDITIONAL COLLECTIONS ARE HELD IN ESCROW FOR SPECIFIC RELATED PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02788242
IRS990ScheduleD/TotalLiabilityAmt022888
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD WHICH AUTHORIZES THEM AND APPROVES THE MINUTES AT EACH SUBSEQUENT BOARD MEETING. THE ENTIRE YEARS MINUTES ARE THEN VOTED ON AND APPROVED BY THE HOUSE OF DELEGATES AT THE ANNUAL CONVENTION EACH YEAR. THAT BODY ALSO APPROVES THE MINUTES FROM THE PREVIOUS YEARS HOUSE OF DELEGATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD REVIEWS AND APPROVES THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS ANY CONFLICT OF INTEREST ISSUES AT LEAST ANNUALLY, BASED ON THE ORGANIZATIONS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ONCE A YEAR AT BUDGET TIME, THE EXECUTIVE COMMITTEE REVIEWS AND EVALUATES THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTORS COMPENSATION IS RECOMMENDED, REVIEWED AND APPROVED BY THE APPROPRIATE COMMITTEE AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ANNUAL CONVENTION DURING THE HOUSE OF DELEGATES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEXAS OPTOMETRIC PAC

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