Civic Intelligence

Idaho Optometric Physicians Inc

990 • Fiscal year 2017 • EIN 82-0332851

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 05, 2018

3313 W Cherry Ln Box 433Meridian, ID 83642

(208) 461-0001

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

50th percentile

3.9%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$66,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

2.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

0.1%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$508,473

Up $10,080 (+2.0%) from 2016

Net Assets

Up

$508,225

Up $10,107 (+2.0%) from 2016

Liabilities

Down

$248

Down $27 (-9.8%) from 2016

Revenue

Up

$260,380

Up $238 (+0.1%) from 2016

Expenses

Up

$250,273

Up $13,137 (+5.5%) from 2016

Net Income

Down

$10,107

Down $12,899 (-56%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $491,703Liabilities 2011: $0Net Assets 2011: $491,7032011Assets 2012: $477,308Liabilities 2012: $0Net Assets 2012: $477,3082012Assets 2013: $458,389Liabilities 2013: $0Net Assets 2013: $458,3892013Assets 2014: $474,226Liabilities 2014: $464Net Assets 2014: $473,7622014Assets 2015: $487,325Liabilities 2015: $12,213Net Assets 2015: $475,1122015Assets 2016: $498,393Liabilities 2016: $275Net Assets 2016: $498,1182016Assets 2017: $508,473Liabilities 2017: $248Net Assets 2017: $508,2252017Assets 2018: $496,637Liabilities 2018: $573Net Assets 2018: $496,0642018Assets 2019: $503,382Liabilities 2019: $142Net Assets 2019: $503,2402019Assets 2020: $465,768Liabilities 2020: $139Net Assets 2020: $465,6292020Assets 2021: $486,970Liabilities 2021: $3,301Net Assets 2021: $483,6692021Assets 2022: $480,026Liabilities 2022: $6,560Net Assets 2022: $473,4662022Assets 2023: $493,019Liabilities 2023: $530Net Assets 2023: $492,4892023Assets 2024: $474,351Liabilities 2024: $0Net Assets 2024: $474,3512024Assets 2025: $545,434Liabilities 2025: $14,744Net Assets 2025: $530,6902025

Highlighted filing

2017

Assets$508,473
Liabilities$248
Net Assets$508,225

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $208,5382011Expenses 2012: $227,9002012Revenue 2013: $199,644Expenses 2013: $218,563Net Income 2013: -$18,9192013Revenue 2014: $231,776Expenses 2014: $216,366Net Income 2014: $15,4102014Revenue 2015: $219,867Expenses 2015: $218,517Net Income 2015: $1,3502015Revenue 2016: $260,142Expenses 2016: $237,136Net Income 2016: $23,0062016Revenue 2017: $260,380Expenses 2017: $250,273Net Income 2017: $10,1072017Revenue 2018: $265,613Expenses 2018: $277,774Net Income 2018: -$12,1612018Revenue 2019: $299,605Expenses 2019: $292,429Net Income 2019: $7,1762019Revenue 2020: $191,458Expenses 2020: $229,069Net Income 2020: -$37,6112020Revenue 2021: $261,395Expenses 2021: $243,355Net Income 2021: $18,0402021Revenue 2022: $259,170Expenses 2022: $269,373Net Income 2022: -$10,2032022Revenue 2023: $270,492Expenses 2023: $293,718Net Income 2023: -$23,2262023Revenue 2024: $300,163Expenses 2024: $317,450Net Income 2024: -$17,2872024Revenue 2025: $342,479Expenses 2025: $272,906Net Income 2025: $69,5732025

Highlighted filing

2017

Revenue$260,380
Expenses$250,273
Net Income$10,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 5, 2018
Return Version
2017v2.2
Gross Receipts
$420,122
Mission and Program Overview

Mission

Newsletter, bulletins, and continuing education aimed at keeping idaho optometrists informed.

Newsletter, bulletins, and continuing education aimed at keeping idaho optometrists informed

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$298,709$318,632▲ $19,923
Cash and Non-Interest-Bearing Accounts$195,802$186,807▼ $8,995
Accounts Receivable$3,882$3,034▼ $848
Total Assets$498,393$508,473▲ $10,080
Liabilities
Accounts Payable and Accrued Expenses$275$248▼ $27
Total Liabilities$275$248▼ $27
Net Assets / Fund Balance
Unrestricted Net Assets$433,018$443,125▲ $10,107
Permanently Rstr Net Assets$65,100$65,100→ $0
Total Net Assets Fund Balance$498,118$508,225▲ $10,107
Total Liabilities and Net Assets / Fund Balance$498,393$508,473▲ $10,080

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$65,693-▲ $1,392-$67,085
2016$65,293-▲ $400-$65,693
2015$65,247-▲ $46-$65,293
2014$65,100-▲ $147-$65,247
2013$74,456-▲ $184-$65,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Randy AndreggExecutive DiFT$66,000$66,000
Lisa WhiteFinancial DiPT$16,500$16,500

Board Members and Trustees

NameTitle
Alisha HeatonPresident
Lauren HuberPresident El
Brian MillerDirector
Cody JonesDirector
Daniel SchremppDirector
James BewleyDirector
Jason BeseckerDirector
Todd G SlusserDirector
Rustin HatchPast Preside
Jared BirchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$138,587
Program Service Revenue
$95,623
Investment Income
$17,958
Other Revenue
$8,212
All Other Contributions
$48,537
Change in Net Assets
$10,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,773
Salaries, Compensation, and Employee Benefits$82,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$84,463
Current Officers, Directors, Trustees, and Key Employees---$82,500
Travel---$34,471
Fees for Services Lobbying---$16,970
Fees for Service Investment Mgmnt Fees---$5,708
Insurance---$1,944
Fees for Services Accounting---$1,350
Office Expenses---$421
Other Expenses---$180
Total Functional Expenses$0$0$0$250,273
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$16,970
Total Nondeductible Lobbying and Political Cost$16,970
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Dues paying members help fund the functions of the entity.

Form 990, Page 6, Part VI, Line 7A

Elected board members vote on all issues of the entity.

Form 990, Page 6, Part VI, Line 7B

The entity's constitution requires certain matters to be approved by the general membership, dues increases, officers sppointments, etc. Otherwise, the board of directors make most regular business decisions.

Form 990, Page 6, Part VI, Line 11B

Form 990 is presented to the board for review and approval prior to filing.

Form 990, Page 6, Part VI, Line 15A

The board of directors establishes and proves the compensation package for the executive director. The board inquires of surrounding similar entities compensation packages for comparability.

Form 990, Page 6, Part VI, Line 15B

The board of directors establishes and approves the compensation package for the financial director. The board inquires of surrounding similar entities compensation packages for comparability.

Form 990, Page 6, Part VI, Line 19

All exempt tax returns (form 990), financial statements, and other governing documents are available upon request to the board of directors.

Filing and Contact Details

Filer

Filer Name
Idaho Optometric Physicians Inc
EIN
82-0332851
Phone
2084610001
Address
3313 W CHERRY LN BOX 433, MERIDIAN, ID 83642

Signing Officer

Name
Randy Andregg
Title
Executive Director
Phone
2084610001
Signed
2018-03-05

Organization Details

Principal Officer
Randy Andregg
Formed
1907
Legal Domicile
Id
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
11

Preparer

Firm
Ripley Doorn & Company Pllc
Address
217 W GEORGIA AVE STE 100, NAMPA, ID 83686-2836
Preparer
Bryan Crookham CPA
Phone
2084669264
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Newsletter, bulletins, and continuing education aimed at keeping idaho optometrists informed

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Expenditures of income from this endowment shall be used to provide optometric education programs and courses for members of the idaho optometric physicians. Endowment principal may be used only for specific purposes upon a two thirds vote of the membership.

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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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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0400
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0147
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPENDITURES OF INCOME FROM THIS ENDOWMENT SHALL BE USED TO PROVIDE OPTOMETRIC EDUCATION PROGRAMS AND COURSES FOR MEMBERS OF THE IDAHO OPTOMETRIC PHYSICIANS. ENDOWMENT PRINCIPAL MAY BE USED ONLY FOR SPECIFIC PURPOSES UPON A TWO THIRDS VOTE OF THE MEMBERSHIP.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEWSLETTER, BULLETINS, AND CONTINUING EDUCATION AIMED AT KEEPING IDAHO OPTOMETRISTS INFORMED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES PAYING MEMBERS HELP FUND THE FUNCTIONS OF THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTED BOARD MEMBERS VOTE ON ALL ISSUES OF THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTITY'S CONSTITUTION REQUIRES CERTAIN MATTERS TO BE APPROVED BY THE GENERAL MEMBERSHIP, DUES INCREASES, OFFICERS SPPOINTMENTS, ETC. OTHERWISE, THE BOARD OF DIRECTORS MAKE MOST REGULAR BUSINESS DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ESTABLISHES AND PROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE BOARD INQUIRES OF SURROUNDING SIMILAR ENTITIES COMPENSATION PACKAGES FOR COMPARABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS ESTABLISHES AND APPROVES THE COMPENSATION PACKAGE FOR THE FINANCIAL DIRECTOR. THE BOARD INQUIRES OF SURROUNDING SIMILAR ENTITIES COMPENSATION PACKAGES FOR COMPARABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL EXEMPT TAX RETURNS (FORM 990), FINANCIAL STATEMENTS, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250273
IRS990/TotalGrossUBIAmt06300
IRS990/TotalLiabilitiesBOYAmt0275
IRS990/TotalLiabilitiesEOYAmt0248
IRS990/TotalLiabilitiesGrp/BOYAmt0275
IRS990/TotalLiabilitiesGrp/EOYAmt0248
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498118
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0508225
IRS990/TotalProgramServiceRevenueAmt095623
IRS990/TotalReportableCompFromOrgAmt082500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0115493
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260380
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06300
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0508473
IRS990/TravelGrp/TotalAmt034471
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0433018
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0443125
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY ANDREGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02084610001
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IDAHO OPTOMETRIC PHYSICIANS INC
ReturnHeader/Filer/BusinessNameControlTxt0IDAH
ReturnHeader/Filer/EIN0820332851
ReturnHeader/Filer/PhoneNum02084610001
ReturnHeader/Filer/USAddress/AddressLine1Txt03313 W CHERRY LN BOX 433
ReturnHeader/Filer/USAddress/CityNm0MERIDIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083642
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07D0B23479EEAF22ECFDE703C20CD48AA5A64E6D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0695A12B9063F1B16834FF583F2D33B8D8E1EF41E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.228.240.225
ReturnHeader/FilingSecurityInformation/IPDt02018-03-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:31:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820476132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIPLEY DOORN & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 W GEORGIA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0836862836
ReturnHeader/PreparerPersonGrp/PhoneNum02084669264
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN CROOKHAM CPA
ReturnHeader/ReturnTs02018-03-06T08:31:47-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.45$0.15$5.31$3.42$2.73$0.70
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$3.00$3.17$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.01$4.92$2.70$2.94$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.07$4.73$2.59$2.69$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.03$4.84$2.61$2.43$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$1.91$2.29$0.38
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$3.00$2.92$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$2.66$2.78$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.60$2.50$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$2.60$2.37$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.12$4.75$2.20$2.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$2.32$2.16$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$2.00$2.19$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.00$4.77$2.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.00$4.92$2.09