Civic Intelligence

Idaho Optometric Physicians Inc

990 • Fiscal year 2019 • EIN 82-0332851

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 05, 2020

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

23rd percentile

0.00x

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$66,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

1.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$503,382

Up $6,745 (+1.4%) from 2018

Net Assets

Up

$503,240

Up $7,176 (+1.4%) from 2018

Liabilities

Down

$142

Down $431 (-75%) from 2018

Revenue

Up

$299,605

Up $33,992 (+13%) from 2018

Expenses

Up

$292,429

Up $14,655 (+5.3%) from 2018

Net Income

Up

$7,176

Up $19,337 (+159%) from 2018

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

2019

Assets$503,382
Liabilities$142
Net Assets$503,240

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

2019

Revenue$299,605
Expenses$292,429
Net Income$7,176
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 5, 2020
Return Version
2019v5.0
Gross Receipts
$351,353
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$303,934$311,399▲ $7,465
Cash and Non-Interest-Bearing Accounts$192,703$191,983▼ $720
Total Assets$496,637$503,382▲ $6,745
Liabilities
Accounts Payable and Accrued Expenses$573$142▼ $431
Total Liabilities$573$142▼ $431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,964$438,140▲ $7,176
Net Assets With Donor Restrictions$65,100$65,100→ $0
Total Net Assets Fund Balance$496,064$503,240▲ $7,176
Total Liabilities and Net Assets / Fund Balance$496,637$503,382▲ $6,745

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$68,812-▲ $1,567-$70,379
2018$67,085-▲ $1,727-$68,812
2017$65,693-▲ $1,392-$67,085
2016$65,293-▲ $400-$65,693
2015$65,247-▲ $46-$65,293
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Randy AndreggExecutive DiFT$66,000$66,000
Lisa WhiteFinancial DiPT$18,000$18,000

Board Members and Trustees

NameTitle
Lauren HuberPresident
Alisha HeatonDirector
Brian MillerDirector
Cody JonesDirector
James BewleyDirector
Jason BeseckerDirector
Nathan NoakesDirector
Todd G SlusserDirector
Daniel SchremppVice Preside
Jared BirchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$155,904
Program Service Revenue
$121,300
Investment Income
$16,341
Other Revenue
$6,060
All Other Contributions
$60,073
Change in Net Assets
$7,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,429
Salaries, Compensation, and Employee Benefits$84,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$117,591
Current Officers, Directors, Trustees, and Key Employees---$84,000
Fees for Services Lobbying---$18,483
Travel---$14,157
Fees for Service Investment Mgmnt Fees---$6,354
Fees for Services Other---$3,870
Insurance---$1,755
Fees for Services Accounting---$1,105
Other Expenses---$725
All Other Expenses---$630
Office Expenses---$163
Total Functional Expenses$0$0$0$292,429
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$18,483
Total Nondeductible Lobbying and Political Cost$18,483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
2020-04-05

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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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/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalGrossUBIAmt05820
IRS990/TotalLiabilitiesBOYAmt0573
IRS990/TotalLiabilitiesEOYAmt0142
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IRS990/TotalLiabilitiesGrp/EOYAmt0142
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IRS990/TotalProgramServiceRevenueAmt0121300
IRS990/TotalReportableCompFromOrgAmt084000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0137881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0299605
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05820
IRS990/TotalVolunteersCnt011
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0503382
IRS990/TravelGrp/TotalAmt014157
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY ANDREGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02084610001
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-05
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/AtSubmissionCreationDeviceId0940C5E37F85CFD8EF00A990A3DA9EFDAC06EDF02
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037FFD84F6392B790B202D14C47D83FB61E4F6069
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.132.75.138
ReturnHeader/FilingSecurityInformation/IPDt02020-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:10:23
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/PreparationDt02020-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN CROOKHAM CPA
ReturnHeader/ReturnTs02020-04-15T10:10:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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