Civic Intelligence

Optometric Student Association at Uhco

990 • Fiscal year 2016 • EIN 81-1585689

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 23, 2017

4901 Calhoun RdHouston, TX 77204

(432) 978-8993

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

79th percentile

16%

Higher net margin than 79% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$5,078

No earlier filing loaded for comparison.

Net Assets

$5,078

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$31,800

No earlier filing loaded for comparison.

Expenses

$26,698

No earlier filing loaded for comparison.

Net Income

$5,102

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2016: $5,078Liabilities 2016: $0Net Assets 2016: $5,0782016Assets 2018: $4,372Liabilities 2018: $0Net Assets 2018: $4,3722018Assets 2019: $6,795Liabilities 2019: $0Net Assets 2019: $6,7952019Assets 2020: $10,885Liabilities 2020: $0Net Assets 2020: $10,8852020Assets 2021: $14,479Liabilities 2021: $0Net Assets 2021: $14,4792021Assets 2022: $14,519Liabilities 2022: $0Net Assets 2022: $14,5192022Assets 2023: $8,306Liabilities 2023: $0Net Assets 2023: $8,3062023

Highlighted filing

2016

Assets$5,078
Liabilities$0
Net Assets$5,078

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $31,800Expenses 2016: $26,698Net Income 2016: $5,1022016Revenue 2018: $31,025Expenses 2018: $31,665Net Income 2018: -$6402018Revenue 2019: $31,119Expenses 2019: $28,696Net Income 2019: $2,4232019Revenue 2020: $49,346Expenses 2020: $45,256Net Income 2020: $4,0902020Revenue 2021: $34,946Expenses 2021: $31,352Net Income 2021: $3,5942021Revenue 2022: $38,846Expenses 2022: $38,806Net Income 2022: $402022Revenue 2023: $54,107Expenses 2023: $60,319Net Income 2023: -$6,2122023

Highlighted filing

2016

Revenue$31,800
Expenses$26,698
Net Income$5,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 23, 2017
Return Version
2016v3.0
Gross Receipts
$31,800
Mission and Program Overview

Mission

Improve visual welfare and health of the public to promote the profession of optometry and to enhance the education and welfare of optometry students

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$5,078-
Total Assets$0$5,078▲ $5,078
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$5,078-
Total Net Assets Fund Balance$0$5,078▲ $5,078
Total Liabilities and Net Assets / Fund Balance$0$5,078▲ $5,078
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cooper FisherPresident
Nathan WestPresident-elect
Katelyn SchneiderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,800
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,352
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
Benefits to Members$24,346--$24,346
Fees for Services Accounting$0$955$0$955
Travel$861$0$0$861
Other Expenses$0$500$0$500
Total Functional Expenses$25,230$1,468$0$26,698
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Optometric Student Association at Uhco
EIN
81-1585689
Phone
4329788993
Address
4901 CALHOUN RD, Houston, TX 77204

Signing Officer

Name
Cooper Fisher
Title
President
Phone
4329788993
Signed
2017-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cooper Fisher
Formed
2016
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
10

Preparer

Firm
John F Coggin CPA Pllc
Address
2517 Nasa Parkway Ste 7, SEABROOK, TX 77586-6011
Preparer
John F Coggincpa
Phone
7134081318
Supplemental Narrative

Additional Explanations

Pt VI, Line 7B

University of houston faculty advisor - dr. Roger boltz

Pt VI, Line 11B

All officers and board with faculty advisor reviews form 990

Pt VI, Line 19

Upon request, maintained at 505 j amistead bldg

Pt VI, Line 6

As a student organization members join who are in this line of education

Pt VI, Line 7A

Student members elect officers

Raw XML Appendix255 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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ReturnHeader/TaxYr02016

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Filings