Civic Intelligence

Optometric Student Association at Uhco

990 • Fiscal year 2018 • EIN 81-1585689

Jun 01, 2017 to May 31, 2018 • Filed on Jun 01, 2018

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

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

37th percentile

-2.1%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-7.2%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

45th percentile

-1.2%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$4,372

Down $706 (-14%) from 2016

Net Assets

Down

$4,372

Down $706 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$31,025

Down $775 (-2.4%) from 2016

Expenses

Up

$31,665

Up $4,967 (+19%) from 2016

Net Income

Down

-$640

Down $5,742 (-113%) from 2016

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

2018

Assets$4,372
Liabilities$0
Net Assets$4,372

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

2018

Revenue$31,025
Expenses$31,665
Net Income-$640
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jun 1, 2018
Return Version
2017v2.2
Gross Receipts
$31,025
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$4,372▼ $706
Total Assets$5,078$4,372▼ $706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,078$4,372▼ $706
Total Net Assets Fund Balance$5,078$4,372▼ $706
Total Liabilities and Net Assets / Fund Balance$5,078$4,372▼ $706
Compensation and Service Providers

Board Members and Trustees

NameTitle
Medi PhanPresident
Kelsey TrastPresident-elect
Sadaf SiddiquiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,025
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,833
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$29,832--$29,832
Fees for Services Accounting-$1,646-$1,646
Other Expenses-$147-$147
Total Functional Expenses$29,832$1,833$0$31,665
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
Medi Phan
Title
President
Phone
4329788993
Signed
2018-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Medi Phan
Formed
2016
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
John F Coggin
Address
2600 NASA Pkwy Ste 202, Seabrook, TX 77586
Preparer
John F Coggin CPA
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 Appendix243 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/GrantsToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY OF HOUSTON FACULTY ADVISOR - DR. ROGER BOLTZ
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