Civic Intelligence

Montana Optometric Association

EIN 81-0331594 • 501(c)6 • Helena, MT

Profile

To promote optometric interests

36 S Last Chance GulchHelena, MT 59601

www.mteyes.com

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

501(c)6 • $500k-$1M 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

23rd percentile

-6.8%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

2.6%

Faster revenue growth than 42% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$773,016

Down $56,087 (-6.8%) from 2023

Liabilities

Down

$1,719

Down $95,505 (-98%) from 2023

Net Assets

Up

$771,297

Up $39,418 (+5.4%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin93rd percentile

Revenue

Up

$396,761

Up $10,056 (+2.6%) from 2023

Expenses

Down

$263,245

Down $13,630 (-4.9%) from 2023

Net Income

Up

$133,516

Up $23,686 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.0M$500K$0Assets 2011: $275,371Liabilities 2011: $81,481Net Assets 2011: $193,8902011Assets 2012: $290,463Liabilities 2012: $58,176Net Assets 2012: $232,2872012Assets 2013: $279,241Liabilities 2013: $46,182Net Assets 2013: $233,0592013Assets 2014: $304,755Liabilities 2014: $53,420Net Assets 2014: $251,3352014Assets 2015: $351,552Liabilities 2015: $79,079Net Assets 2015: $272,4732015Assets 2016: $384,651Liabilities 2016: $83,927Net Assets 2016: $300,7242016Assets 2017: $402,062Liabilities 2017: $95,048Net Assets 2017: $307,0142017Assets 2018: $555,802Liabilities 2018: $68,381Net Assets 2018: $487,4212018Assets 2019: $747,476Liabilities 2019: $35,519Net Assets 2019: $711,9572019Assets 2020: $711,639Liabilities 2020: $0Net Assets 2020: $711,6392020Assets 2021: $660,838Liabilities 2021: $0Net Assets 2021: $660,8382021Assets 2022: $753,437Liabilities 2022: $57,097Net Assets 2022: $696,3402022Assets 2023: $829,103Liabilities 2023: $97,224Net Assets 2023: $731,8792023Assets 2024: $773,016Liabilities 2024: $1,719Net Assets 2024: $771,2972024

Highlighted filing

2024

Assets$773,016
Liabilities$1,719
Net Assets$771,297
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $185,981Expenses 2011: $191,721Net Income 2011: -$5,7402011Expenses 2012: $299,5052012Revenue 2013: $298,906Expenses 2013: $298,134Net Income 2013: $7722013Revenue 2014: $312,060Expenses 2014: $293,784Net Income 2014: $18,2762014Revenue 2015: $333,695Expenses 2015: $312,575Net Income 2015: $21,1202015Revenue 2016: $332,230Expenses 2016: $303,979Net Income 2016: $28,2512016Revenue 2017: $371,050Expenses 2017: $364,760Net Income 2017: $6,2902017Revenue 2018: $541,261Expenses 2018: $360,856Net Income 2018: $180,4052018Revenue 2019: $614,631Expenses 2019: $390,096Net Income 2019: $224,5352019Revenue 2020: $273,510Expenses 2020: $273,602Net Income 2020: -$922020Revenue 2021: $256,067Expenses 2021: $289,872Net Income 2021: -$33,8052021Revenue 2022: $353,632Expenses 2022: $293,106Net Income 2022: $60,5262022Revenue 2023: $386,705Expenses 2023: $276,875Net Income 2023: $109,8302023Revenue 2024: $396,761Expenses 2024: $263,245Net Income 2024: $133,5162024

Highlighted filing

2024

Revenue$396,761
Expenses$263,245
Net Income$133,516
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$773,016
Liabilities
$1,719
Net assets
$771,297
Revenue
$396,761
Expenses
$263,245
Net income
$133,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.73$0.02$7.71$3.97$2.63$1.34
2023Detailed filing. Detailed filing data is available for this year.$8.29$0.97$7.32$3.87$2.77$1.10
2022Detailed filing. Detailed filing data is available for this year.$7.53$0.57$6.96$3.54$2.93$0.61
2021Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$2.56$2.90$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$2.74$2.74$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.47$0.36$7.12$6.15$3.90$2.25
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.68$4.87$5.41$3.61$1.80
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.95$3.07$3.71$3.65$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.84$3.01$3.32$3.04$0.28
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.79$2.72$3.34$3.13$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.53$2.51$3.12$2.94$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.46$2.33$2.99$2.98$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.58$2.32$3.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.81$1.94$1.86$1.92$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.2
Gross Receipts
$396,761
Mission and Program Overview

Mission

To enhance the profession of optometry for our membvers and the public they serve.

To promote optometric interests

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$629,920$642,852▲ $12,932
Cash and Non-Interest-Bearing Accounts$190,667$128,084▼ $62,583
Prepaid Expenses and Deferred Charges$8,516$2,080▼ $6,436
Total Assets$829,103$773,016▼ $56,087
Liabilities
Deferred Revenue$97,224$1,719▼ $95,505
Total Liabilities$97,224$1,719▼ $95,505
Net Assets / Fund Balance
Net Assets With Donor Restrictions$417,041$523,350▲ $106,309
Net Assets Without Donor Restrictions$314,838$247,947▼ $66,891
Total Net Assets Fund Balance$731,879$771,297▲ $39,418
Total Liabilities and Net Assets / Fund Balance$829,103$773,016▼ $56,087
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert Simons Od1st Vice President
John Creger2nd Vice President
Caitlin CampbellBoard Member
Devin DespainBoard Member
Paige Nash-rauen OdBoard Member
William ThomasBoard Member
Marti Wangen CaeCo-executive Director
Sue a Weingartner See Sched LExecutive Dir/register Agent

Highest Paid Contractors

ContractorServicesLocationCompensation
Rms Management ServicesManagement36 S LAST CHANCE GULCH, Helena, MT 59601$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$159,910
Program Service Revenue
$223,719
Investment Income
$13,132
Other Revenue
$0
Change in Net Assets
$133,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$0$0$0$120,000
Fees for Services Lobbying$0$0$0$10,102
Conferences and Meetings$0$0$0$8,588
Fees for Services Legal$0$0$0$7,307
All Other Expenses$0$0$0$3,197
Insurance$0$0$0$2,317
Fees for Services Accounting$0$0$0$500
Office Expenses$0$0$0$439
Total Functional Expenses$0$0$0$263,245
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
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sue a WeingartnerExecutive DirectorMgmt Fees Paid to Rms ManagementNo$120,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Montana Optometric Association
EIN
81-0331594
Phone
4064431160
Address
36 S LAST CHANCE GULCH, HELENA, MT 59601

Signing Officer

Name
Marti Wangen
Title
Moa Co-executive Director
Phone
4064431160
Signed
2025-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue a Weingartner
Formed
1936
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
TMC Business Services
Address
PO BOX 6714, HELENA, MT 59604
Preparer
Tina Marie Ciarmoli Wilson - CPA
Phone
4064100242
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The Association has most of its management duties performed by RMS Management Services.”

Pt VI, Line 11B

“Board members are sent a copy of the Form 990 for review prior to the return being filed if there is no meeting scheduled, or the Form 990 is reviewed at a Board Meeting before filing.”

Pt VI, Line 12C

“Conflict of interest disclosures reviewed by president and discussed by Board of Directors.”

Pt VI, Line 19

“The organization provides copies of governing documents and financial statements to the public upon request.”

Pt XII, Line 1

“Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received for conference registrations to be held in the following year are recorded as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.”

Pt VI, Line 6

“Board Members are nominated and elected at the annual membership meeting.”

Pt XI

“Line 1 Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.”

Pt XII, Line 1

“Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.”

Pt VI, Line 7A

“Board Members are nominated and elected at the annual membership meeting.”

Pt XI

“Unearned revenue from prior years recognized in 2024.”

Raw XML Appendix371 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/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS & MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17593
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROMOTE OPTOMETRIC INTEREST IN THE STATE OF MONTANA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0263245
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0167503
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0180962
IRS990/PYInvestmentIncomeAmt025127
IRS990/PYOtherExpensesAmt0276875
IRS990/PYProgramServiceRevenueAmt0180616
IRS990/PYRevenuesLessExpensesAmt0109830
IRS990/PYTotalExpensesAmt0276875
IRS990/PYTotalRevenueAmt0386705
IRS990/ReconcilationRevenueExpnssAmt0133516
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0216126
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0629920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0642852
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SUE A WEINGARTNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0120000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MGMT FEES PAID TO RMS MANAGEMENT
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Association has most of its management duties performed by RMS Management Services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are sent a copy of the Form 990 for review prior to the return being filed if there is no meeting scheduled, or the Form 990 is reviewed at a Board Meeting before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflict of interest disclosures reviewed by president and discussed by Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization provides copies of governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received for conference registrations to be held in the following year are recorded as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board Members are nominated and elected at the annual membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Line 1 Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cash basis accounting except that member dues paid in advance of the year to which they relate and prepayments received as deferred revenue and payments for facilities for conferences to be held in the following year are recorded as prepaid expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Members are nominated and elected at the annual membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Unearned revenue from prior years recognized in 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0829103
IRS990/TotalAssetsEOYAmt0773016
IRS990/TotalAssetsGrp/BOYAmt0829103
IRS990/TotalAssetsGrp/EOYAmt0773016
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0159910
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263245
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097224
IRS990/TotalLiabilitiesEOYAmt01719
IRS990/TotalLiabilitiesGrp/BOYAmt097224
IRS990/TotalLiabilitiesGrp/EOYAmt01719
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0731879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0771297
IRS990/TotalProgramServiceExpensesAmt0357343
IRS990/TotalProgramServiceRevenueAmt0223719
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0236851
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0396761
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0829103
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0773016
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt036 S LAST CHANCE GULCH STE A
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059601
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.mteyes.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTI WANGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MOA CO-EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064431160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810331594
ReturnHeader/Filer/PhoneNum04064431160
ReturnHeader/Filer/USAddress/AddressLine1Txt036 S LAST CHANCE GULCH
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450437473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMC Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6714
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059604
ReturnHeader/PreparerPersonGrp/PhoneNum04064100242
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tina Marie Ciarmoli Wilson - CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-23T04:31:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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