Civic Intelligence

Texas Optometric Association Inc

990 • Fiscal year 2020 • EIN 74-1138105

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization ProfileWWW.TEXAS.AOA.ORG

View Organization Page

3011 N Lamar BlvdAustin, TX 78705

(512) 707-2020

Siviq Scores

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

Liabilities / Assets

75th percentile

0.43x

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

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

1.29x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

40th percentile

1.7%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

18th percentile

$138,148

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.5%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$5,880,546

Down $342,963 (-5.5%) from 2019

Net Assets

Up

$3,325,630

Up $287,523 (+9.5%) from 2019

Liabilities

Down

$2,554,916

Down $630,486 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin40th percentile

Revenue

Down

$1,977,246

Down $401,135 (-17%) from 2019

Expenses

Down

$1,942,938

Down $576,109 (-23%) from 2019

Net Income

Up

$34,308

Up $174,974 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$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

2020

Assets$5,880,546
Liabilities$2,554,916
Net Assets$3,325,630
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

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

2020

Revenue$1,977,246
Expenses$1,942,938
Net Income$34,308
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$2,183,047
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,090,481$3,016,906▼ $73,575
Investments in Publicly Traded Securities$2,259,244$2,394,442▲ $135,198
Cash and Non-Interest-Bearing Accounts$791,239$427,300▼ $363,939
Prepaid Expenses and Deferred Charges$59,826$32,884▼ $26,942
Accounts Receivable$18,763$9,014▼ $9,749
Total Assets$6,223,509$5,880,546▼ $342,963
Other Assets Total$3,956--
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,862,663$1,778,701▼ $83,962
Deferred Revenue$788,490$285,788▼ $502,702
Escrow Account Liability$310,485$237,846▼ $72,639
Accounts Payable and Accrued Expenses$206,523$235,340▲ $28,817
Other Liabilities$17,241$17,241→ $0
Total Liabilities$3,185,402$2,554,916▼ $630,486
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,038,107$3,325,630▲ $287,523
Total Net Assets Fund Balance$3,038,107$3,325,630▲ $287,523
Total Liabilities and Net Assets / Fund Balance$6,223,509$5,880,546▼ $342,963

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,242,565$586,838$2,829,403
Land$753,600-$753,600
Equipment$20,741$145,209$165,950
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherry BallanceExecutive DirectorFT$121,811$16,337$138,148
Mario ContaldiPresidentPT$10,000-$10,000

Board Members and Trustees

NameTitle
Jenny TerrellConsulting Past President
Sandra FortenberryImmediate Past President
Steve NguyenPresident-elect
Adam CoxTrustee
Beth RobinsonTrustee
Brian RastTrustee
Kimberly WamplerTrustee
Kumar PatelTrustee
Michael MaldonadoTrustee
Ryan PatelTrustee
Ryan RosemoreTrustee
Vissett SunTrustee
Matt ValdesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$885,452
Program Service Revenue
$1,012,135
Investment Income
$31,983
Other Revenue
$47,676
Change in Net Assets
$34,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,977,246
Revenue Not Reported on Form 990
$459,016
Total Revenue per Audited Statements
$2,436,262
Total Revenue per Form 990
$1,977,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,594,106
Salaries, Compensation, and Employee Benefits$348,832
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$900,639
Fees for Services Other$0$0$0$164,987
Other Salaries and Wages$0$0$0$152,704
Current Officers, Directors, Trustees, and Key Employees$0$0$0$138,148
Fees for Services Lobbying$0$0$0$121,680
Office Expenses$0$0$0$93,678
Occupancy$0$0$0$91,147
Fees for Services Legal$0$0$0$68,095
Depreciation Depletion$0$0$0$54,494
Interest$0$0$0$48,325
Other Employee Benefits$0$0$0$27,442
Payroll Taxes$0$0$0$22,453
Information Technology$0$0$0$17,762
Fees for Services Accounting$0$0$0$16,156
Travel$0$0$0$10,640
Pension Plan Contributions$0$0$0$8,085
Insurance$0$0$0$6,503
Total Functional Expenses$0$0$0$1,942,938

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,148,739
Expenses per Audited Statements$1,942,938
Total Expenses per Form 990$1,942,938
Expenses Not Reported on Form 990$205,801
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$121,680
Total Nondeductible Lobbying and Political Cost$121,680
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$17,241
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
Steve Nguyen
Title
President
Phone
5127072020
Signed
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Ballance
Formed
1900
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
0

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125073022
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 year's 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 year's 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 organization's 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 director's compensation is recommended, reviewed and approved by the appropriate committee and the board of directors.”

Pt VI, Line 19

“The organization's 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 XI, Line 2D

“Rental expenses included in income on tax return.”

Pt XII, Line 2D

“Rental expenses included in income on tax return.”

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 association's 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, 2020. 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 521 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/TitleTxt4CONSULTING PAST PRESIDENT
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/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossRentsGrp/RealAmt0220855
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt06503
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt031983
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031983
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IRS990/LandBldgEquipCostOrOtherBssAmt03748953
IRS990/LegalDomicileStateCd0TX
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IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0885452
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/BOYAmt01862663
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01778701
IRS990/NetAssetsOrFundBalancesBOYAmt03038107
IRS990/NetAssetsOrFundBalancesEOYAmt03325630
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt015054
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015054
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0253215
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03038107
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03325630
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt091147
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt093678
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027442
IRS990/OtherLiabilitiesGrp/BOYAmt017241
IRS990/OtherLiabilitiesGrp/EOYAmt017241
IRS990/OtherRevenueMiscGrp/BusinessCd0900999
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0508
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0508
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0508
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152704
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt022453
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt08085
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059826
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032884
IRS990/PrincipalOfficerNm0SHERRY BALLANCE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE & MEETINGS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01012135
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0PRODUCTION OF ASSOCIATION'S 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/PYContributionsGrantsAmt01059794
IRS990/PYInvestmentIncomeAmt0130016
IRS990/PYOtherExpensesAmt02021698
IRS990/PYOtherRevenueAmt070037
IRS990/PYProgramServiceRevenueAmt01118534
IRS990/PYRevenuesLessExpensesAmt0-140666
IRS990/PYSalariesCompEmpBnftPaidAmt0497349
IRS990/PYTotalExpensesAmt02519047
IRS990/PYTotalRevenueAmt02378381
IRS990/ReconcilationRevenueExpnssAmt034308
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015054
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt032114
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt032114
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0130161
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0885452
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0121680
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0121680
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02242565
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0586838
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02829403
IRS990ScheduleD/EquipmentGrp/BookValueAmt020741
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0145209
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0165950
IRS990ScheduleD/ExpensesNotReportedAmt0205801
IRS990ScheduleD/ExpensesSubtotalAmt01942938
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0753600
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0753600
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0253215
IRS990ScheduleD/OtherExpensesIncludedAmt0205801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherRevenueAmt0205801
IRS990ScheduleD/RevenueNotReportedAmt0459016
IRS990ScheduleD/RevenueSubtotalAmt01977246
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RENTAL EXPENSES INCLUDED IN INCOME ON TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES INCLUDED IN INCOME ON TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE 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 ASSOCIATION'S 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, 2020. 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/ExplanationTxt3DUES 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 XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03016906
IRS990ScheduleD/TotalExpensesPerForm990Amt01942938
IRS990ScheduleD/TotalLiabilityAmt017241
IRS990ScheduleD/TotalRevenuePerForm990Amt01977246
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02436262
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02148739
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 YEAR'S 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 YEAR'S 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 ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ONCE A YEAR AT BUDGET TIME, THE EXECUTIVE COMMITTEE REVIEWS AND EVALUATES THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S COMPENSATION IS RECOMMENDED, REVIEWED AND APPROVED BY THE APPROPRIATE COMMITTEE AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S 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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,880,546
Liabilities
$2,554,916
Net assets
$3,325,630
Revenue
$1,977,246
Expenses
$1,942,938
Net income
$34,308
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