Civic Intelligence

Montana Optometric Association C/O Rms Management Services

990 • Fiscal year 2016 • EIN 81-0331594

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profilewww.mteyes.com
36 So Last Chance GulchHelena, MT 59601

(406) 443-1160

Siviq Scores

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

Liabilities / Assets

81st percentile

0.22x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.25x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

8.5%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

9.4%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-0.4%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$384,651

Up $33,099 (+9.4%) from 2015

Net Assets

Up

$300,724

Up $28,251 (+10%) from 2015

Liabilities

Up

$83,927

Up $4,848 (+6.1%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin66th percentile

Revenue

Down

$332,230

Down $1,465 (-0.4%) from 2015

Expenses

Down

$303,979

Down $8,596 (-2.8%) from 2015

Net Income

Up

$28,251

Up $7,131 (+34%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2016

Assets$384,651
Liabilities$83,927
Net Assets$300,724
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

2016

Revenue$332,230
Expenses$303,979
Net Income$28,251
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$332,230
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
Cash and Non-Interest-Bearing Accounts$159,940$195,016▲ $35,076
Savings and Temporary Cash Investments$188,755$188,728▼ $27
Prepaid Expenses and Deferred Charges$2,857$907▼ $1,950
Total Assets$351,552$384,651▲ $33,099
Liabilities
Deferred Revenue$79,079$83,927▲ $4,848
Total Liabilities$79,079$83,927▲ $4,848
Net Assets / Fund Balance
Unrestricted Net Assets$247,473$275,724▲ $28,251
Temporarily Rstr Net Assets$25,000$25,000→ $0
Total Net Assets Fund Balance$272,473$300,724▲ $28,251
Total Liabilities and Net Assets / Fund Balance$351,552$384,651▲ $33,099
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Marcus H Kelly ODImmediate Past President
Jason Ricks ODPresident
Carl J Roth ODFirst Vice-President
Joseph W Vincent ODSecond Vice-President
Sue A Weingartner see Sched LExecutive Director
Douglas D Creger ODMember
Joseph S Steiner ODMember
Revenue and Support

Revenue Composition

Contributions and Grants
$163,270
Program Service Revenue
$159,908
Investment Income
$252
Other Revenue
$8,800
Change in Net Assets
$28,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,979
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---$101,867
Conferences and Meetings---$77,876
All Other Expenses---$5,186
Fees for Services Legal---$3,201
Office Expenses---$2,655
Other Expenses---$2,026
Fees for Services Accounting---$796
Total Functional Expenses$0$0$0$303,979
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 DirectorManagement fees paid to RMSNo$101,867
x-Management Services of which--
x-interested person is part owner.--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 3

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

Form 990, Part VI, Section B, 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.”

Form 990, Part VI, Section C, Line 19

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

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

“Conflict of interest disclosures reviewed by President and discussed by board of directors.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Sue A Weingartner
Title
Executive Director
Signed
2017-05-10
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

Preparer

Firm
Henry Fenton CPA
Address
PO Box 6578, Helena, MT 59604
Preparer
Henry D Fenton
Phone
4064496049
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Cash basis of 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 conference to be held in the following year are recorded as prepaid expenses.”

Raw XML Appendix345 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/TitleTxt0President
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Second Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Dir
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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/ExplanationTxt2The organization provides copies of governing documents and financial statements to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cash basis of 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 conference to be held in the following year are recorded as prepaid expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conflict of interest disclosures reviewed by President and discussed by board of directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
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IRS990/TotalAssetsEOYAmt0384651
IRS990/TotalAssetsGrp/BOYAmt0351552
IRS990/TotalAssetsGrp/EOYAmt0384651
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0163270
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303979
IRS990/TotalGrossUBIAmt0800
IRS990/TotalLiabilitiesBOYAmt079079
IRS990/TotalLiabilitiesEOYAmt083927
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IRS990/TotalLiabilitiesGrp/EOYAmt083927
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0300724
IRS990/TotalProgramServiceExpensesAmt0303979
IRS990/TotalProgramServiceRevenueAmt0159908
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0168160
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332230
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0351552
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0384651
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0247473
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0275724
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt036 So Last Chance Gulch
IRS990/USAddress/CityNm0Helena
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059601
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.mteyes.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue A Weingartner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA OPTOMETRIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810331594
ReturnHeader/Filer/PhoneNum04064431160
ReturnHeader/Filer/USAddress/AddressLine1Txt036 SO LAST CHANCE GULCH
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E4E9AF35AB2BA9E84181874553A419CAD53A847B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4E9AF35AB2BA9E84181874553A419CAD53A847B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.166.102.193
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm019:10:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henry Fenton CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6578
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059604
ReturnHeader/PreparerPersonGrp/PhoneNum04064496049
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry D Fenton
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T01:12:48-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,651
Liabilities
$83,927
Net assets
$300,724
Revenue
$332,230
Expenses
$303,979
Net income
$28,251
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