Civic Intelligence

National Optometric Affiliates

990EZ • Fiscal year 2019 • EIN 82-2188517

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 19, 2020

Organization Profile
2203 Del Paso BoulevardSacramento, CA 95815

(916) 226-0257

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$66,473

No earlier filing loaded for comparison.

Net Assets

$66,473

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

$111,481

No earlier filing loaded for comparison.

Expenses

$45,008

No earlier filing loaded for comparison.

Net Income

$66,473

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2019: $66,473Liabilities 2019: $0Net Assets 2019: $66,4732019

Highlighted filing

2019

Assets$66,473
Liabilities$0
Net Assets$66,473
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2019: $111,481Expenses 2019: $45,008Net Income 2019: $66,4732019

Highlighted filing

2019

Revenue$111,481
Expenses$45,008
Net Income$66,473
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 19, 2020
Return Version
2019v5.1
Gross Receipts
$111,481
Mission and Program Overview

Mission

ProvideVisionCare&OpticaltoUnderserved

Program Services

DescriptionGrantsExpenses
Progress was made to provide Vision Care and Optical Services to more residents in the Underserved Community of North Sacramento and surrounding neighborhoods.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS PETERSONChief Executive OfficerFT$0--
MERILLE GLOVERSecretaryPT$0--
GAY TEURMANTrusteedirectorPT$0--
RON COLEMANTrusteedirectorPT$0--
PHIL CROWETrusteedirectorPT$0--
Filing and Contact Details

Filer

Filer Name
National Optometric Affiliates
EIN
82-2188517
Address
2203 DEL PASO BOULEVARD, SACRAMENTO, CA 95815

Signing Officer

Name
Dennis Peterson
Title
CEO
Phone
9169126328
Signed
2020-11-19
Discuss with paid preparer
No

Preparer

Firm
Ornelas & Ornelas
Address
3001 ARDEN WAY SUITE E, Sacramento, CA 95825
Preparer
Jim J Ornelas CPA
Phone
9164811025
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountLegal Fees 125Miscellaneous Expenses 400Outside Services 1,948Payroll Taxes 875Edger/Tracer 1,200”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFrame Inventory 0 20,358Office Furniture 0 1,035Optical Equipment 0 13,000Lab Equipment 0 12,000Computers 0 1,800Shop Displays 0 3,500Appliances 0 600”

Raw XML Appendix143 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0MERILLE GLOVER
CompensationExplanation/CompensationExplanationGrp/PersonNm1GAY TEURMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2RON COLEMAN MFT
CompensationExplanation/CompensationExplanationGrp/PersonNm3PHIL CROWE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0CORP SECRETARY CURRENTLY SERVES IN AN UNPAID VOLUNTEER CAPACITY,HANDLING VARIOUS ADMINISTRATIVE DUTIES FOR THE ORGANIZATION.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1TRUSTEES/DIRECTORS SERVE IN A VOLUNTEER AND UNPAID CAPACITY.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2TRUSTEES/DIRECTORS SERVE IN A A VOLUNTEER AND UNPAID CAPACITY.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3TRUSTEES/DIRECTORS SERVE IN A VOLUNTEER AND UNPAID CAPACITY.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DENNIS PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09162260257
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02203 DEL PASO BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt066473
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02973
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066473
IRS990EZ/GrossReceiptsAmt0111481
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066473
IRS990EZ/OccupancyRentUtltsAndMaintAmt027088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MERILLE GLOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAY TEURMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHIL CROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEEDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEEDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEEDIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt052293
IRS990EZ/OtherExpensesTotalAmt04548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ProvideVisionCare&OpticaltoUnderserved
IRS990EZ/PrintingPublicationsPostageAmt0898
IRS990EZ/ProgramServiceRevenueAmt0111481
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Progress was made to provide Vision Care and Optical Services to more residents in the Underserved Community of North Sacramento and surrounding neighborhoods.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09501
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045008
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0111481
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLegal Fees 125Miscellaneous Expenses 400Outside Services 1,948Payroll Taxes 875Edger/Tracer 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFrame Inventory 0 20,358Office Furniture 0 1,035Optical Equipment 0 13,000Lab Equipment 0 12,000Computers 0 1,800Shop Displays 0 3,500Appliances 0 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09169126328
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL OPTOMETRIC AFFILIATES
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0822188517
ReturnHeader/Filer/USAddress/AddressLine1Txt02203 DEL PASO BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D56EB3E7F0909E9DC832D92526C40BF777F409B2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D56EB3E7F0909E9DC832D92526C40BF777F409B2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06810712020324rd1hhhw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.172.186.89
ReturnHeader/FilingSecurityInformation/IPDt02020-11-19
ReturnHeader/FilingSecurityInformation/IPTm019:30:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611871893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORNELAS & ORNELAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03001 ARDEN WAY SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164811025
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM J ORNELAS CPA
ReturnHeader/ReturnTs02020-11-19T19:29:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,473
Liabilities
$0
Net assets
$66,473
Revenue
$111,481
Expenses
$45,008
Net income
$66,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.11$0.45$0.66