Civic Intelligence

California Optometric Association

990 • Fiscal year 2013 • EIN 94-1017064

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 30, 2014

Organization ProfileCOAVISION.ORG

View Organization Page

2415 K Street95816

(916) 441-3990

Siviq Scores

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

Liabilities / Assets

16th percentile

0.08x

Higher debt load relative to assets than 16% of similar nonprofits.

2013 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.22x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2013

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$179,284

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2013 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2013

Asset Growth

26th percentile

0.6%

Faster asset growth than 26% of similar nonprofits.

2013 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$9,919,258

Up $63,380 (+0.6%) from 2012

Net Assets

Up

$9,083,183

Up $61,283 (+0.7%) from 2012

Liabilities

Up

$836,075

Up $2,097 (+0.3%) from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin50th percentile

Revenue

$3,736,299

No earlier filing loaded for comparison.

Expenses

Up

$3,563,856

Up $306,347 (+9.4%) from 2012

Net Income

$172,443

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,394,324Liabilities 2011: $1,002,404Net Assets 2011: $8,391,9202011Assets 2012: $9,855,878Liabilities 2012: $833,978Net Assets 2012: $9,021,9002012Assets 2013: $9,919,258Liabilities 2013: $836,075Net Assets 2013: $9,083,1832013Assets 2014: $9,384,703Liabilities 2014: $393,161Net Assets 2014: $8,991,5422014Assets 2015: $9,240,285Liabilities 2015: $395,019Net Assets 2015: $8,845,2662015Assets 2016: $9,638,398Liabilities 2016: $583,274Net Assets 2016: $9,055,1242016Assets 2017: $10,392,069Liabilities 2017: $481,107Net Assets 2017: $9,910,9622017Assets 2018: $9,439,251Liabilities 2018: $473,160Net Assets 2018: $8,966,0912018Assets 2019: $9,755,952Liabilities 2019: $534,492Net Assets 2019: $9,221,4602019Assets 2020: $9,990,635Liabilities 2020: $321,984Net Assets 2020: $9,668,6512020Assets 2021: $10,978,851Liabilities 2021: $425,534Net Assets 2021: $10,553,3172021Assets 2022: $11,132,325Liabilities 2022: $396,513Net Assets 2022: $10,735,8122022Assets 2023: $12,156,687Liabilities 2023: $397,590Net Assets 2023: $11,759,0972023Assets 2024: $12,945,365Liabilities 2024: $481,998Net Assets 2024: $12,463,3672024

Highlighted filing

2013

Assets$9,919,258
Liabilities$836,075
Net Assets$9,083,183
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,432,2422011Expenses 2012: $3,257,5092012Revenue 2013: $3,736,299Expenses 2013: $3,563,856Net Income 2013: $172,4432013Revenue 2014: $3,508,226Expenses 2014: $3,535,797Net Income 2014: -$27,5712014Revenue 2015: $3,216,798Expenses 2015: $2,917,315Net Income 2015: $299,4832015Revenue 2016: $3,180,350Expenses 2016: $3,075,953Net Income 2016: $104,3972016Revenue 2017: $4,124,960Expenses 2017: $3,495,995Net Income 2017: $628,9652017Revenue 2018: $3,335,158Expenses 2018: $3,549,014Net Income 2018: -$213,8562018Revenue 2019: $3,364,785Expenses 2019: $3,794,755Net Income 2019: -$429,9702019Revenue 2020: $2,344,980Expenses 2020: $2,404,947Net Income 2020: -$59,9672020Revenue 2021: $3,280,771Expenses 2021: $2,424,971Net Income 2021: $855,8002021Revenue 2022: $4,432,915Expenses 2022: $2,821,149Net Income 2022: $1,611,7662022Revenue 2023: $3,120,158Expenses 2023: $2,850,847Net Income 2023: $269,3112023Revenue 2024: $3,165,218Expenses 2024: $3,099,080Net Income 2024: $66,1382024

Highlighted filing

2013

Revenue$3,736,299
Expenses$3,563,856
Net Income$172,443
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$11,196,133
Mission and Program Overview

Mission

The mission of the california optometric association is to support and advance the profession of optometry to assure quality health care for all californians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,666,615$5,487,238▲ $820,623
Savings and Temporary Cash Investments$3,121,916$2,790,203▼ $331,713
Cash and Non-Interest-Bearing Accounts$629,985$808,886▲ $178,901
Land, Buildings, and Equipment, Net$811,853$764,870▼ $46,983
Accounts Receivable$174,084$49,886▼ $124,198
Prepaid Expenses and Deferred Charges$16,903$18,175▲ $1,272
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,855,878$9,919,258▲ $63,380
Other Assets Total$434,522$0▼ $434,522
Liabilities
Accounts Payable and Accrued Expenses$373,603$426,672▲ $53,069
Deferred Revenue$241,295$260,870▲ $19,575
Other Liabilities$219,080$148,533▼ $70,547
Total Liabilities$833,978$836,075▲ $2,097
Net Assets / Fund Balance
Unrestricted Net Assets$9,021,900$9,083,183▲ $61,283
Total Net Assets Fund Balance$9,021,900$9,083,183▲ $61,283
Total Liabilities and Net Assets / Fund Balance$9,855,878$9,919,258▲ $63,380

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,151$165,125$467,276
Equipment$4,381$292,655$297,036
Leasehold Improvements$117,617$152,200$269,817
Land$245,000-$245,000
Other Land Buildings$95,721$107,479$203,200

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,961,461$484,952▲ $358,900$38,500$4,766,813
2012$3,664,904-▲ $423,426$126,869$3,961,461
2011$3,928,297-▼ $135,089$128,304$3,664,904
2010$3,588,592-▲ $449,803$110,098$3,928,297
2009$3,117,809-▲ $583,942$113,159$3,588,592
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Howe IiiExecutive DirectorFT$159,452$19,832$179,284
Rose SmootAssoc Exec DirectorFT$140,276$9,863$150,139
Kristine ShultzGovt/ext RelFT$120,170$14,572$134,742
Fred DubickPresident-$13,200-$13,200

Board Members and Trustees

NameTitle
MOVSES D'JANBATIANPast President
John RostenPresident Elect
Barry WeissmanTrustee
Derron LeeTrustee
Jan CooperTrustee
Ranjeet S BajwaTrustee
Sage HiderTrustee
Steve LangsfordTrustee
Stevin MinieSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,709,688
Investment Income
$626,591
Other Revenue
$400,020
Change in Net Assets
$172,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,809,672
Salaries, Compensation, and Employee Benefits$1,586,815
Grants and Similar Amounts Paid$167,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$894,657
Current Officers, Directors, Trustees, and Key Employees---$477,365
Fees for Services Other---$364,660
Conferences and Meetings---$316,141
Fees for Services Lobbying---$221,524
Travel---$175,719
Grants to Domestic Orgs---$167,369
Payroll Taxes---$105,327
Office Expenses---$80,960
Other Employee Benefits---$68,082
Other Expenses---$64,961
All Other Expenses---$61,211
Occupancy---$56,613
Depreciation Depletion---$46,984
Insurance---$46,502
Pension Plan Contributions---$41,384
Fees for Services Accounting---$27,708
Fees for Service Investment Mgmnt Fees---$25,214
Information Technology---$22,944
Fees for Services Legal---$21,059
Total Functional Expenses$0$0$0$3,563,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
68-0198414---$0
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
Yes
Lobbying 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$873,901
Total Nondeductible Lobbying and Political Cost$873,901
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$148,533
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Coa has six membership categories: active full, clinic, educator/faculty, federal/military/government, retired, and students.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 will be reviewed by the treasurer of the board, the executive director, and the associate executive director prior to filing with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of trustees disclose any type of conflict of interest annually. Each year a questionnaire is sent to each board member and all responses are reviewed by the associate executive director.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Key employees data was used from the american society of association executives and the california society of association executives. The executive director of the organization then reviews and approves the amount of compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization does not make governing documents, conflict of interest policy, and financial statements available to the public at this time. Governing documents are available upon request for members.”

Filing and Contact Details

Filer

EIN
94-1017064
Phone
9164413990

Signing Officer

Name
William Howe Iii
Title
Executive Director
Signed
2014-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Howe Iii
Formed
1906
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
21
Volunteers
60

Preparer

Preparer
David C Wilson
Phone
9169225109
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The purpose of the endowment trust is to provide the association with a revenue stream in perpetuity to support the operation of the association.”

Raw XML AppendixShowing 400 of 635 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/Desc0THE CALIFORNIA OPTOMETRIC ASSOCIATION HELD TWO EXTENSIVE CONTINUING EDUCATION OPPORTUNITIES AND TRADE SHOWS FOR OPTOMETRISTS, OPTICIANS, AND OPTOMETRIC STAFF FOR RE-LICENSURE AND GENERAL INTEREST. OPTOWEST 2013 WAS HELD APRIL 2013 IN INDIAN WELLS, CALIFORNIA. THE MONTEREY FALL SYMPOSIUM WAS HELD NOVEMBER 2013 IN MONTEREY, CALIFORNIA. ASSOCIATION LEADERSHIP MEETS ANNUALLY TO REVIEW AND REVISE A 5 YEAR STRATEGIC PLAN, AND THE ORGANIZATION BUDGETS TO SUPPORT ITS STRATEGIC GOALS. AN ANNUAL LEADERSHIP CONFERENCE AND PRESIDENT'S COUNCIL SERVE AS TRAINING AN IDEAS EXCHANGE VENUES FOR THE ELECTED LEADERS OF THE 25 AFFILIATED LOCAL OPTOMETRIC SOCIETIES. A STRONG GOVERNMENT RELATIONS PROGRAM SERVES THE NEEDS OF BOTH THE GENERAL PUBLIC AND THE OPTOMETRIC PROFESSION THROUGH DIRECT LEGISLATIVE AND REGULATORY ADVOCACY, PROGRAM SERVICE ACCOMPLISHMENTS, GRASSROOTS DEVELOPMENT, AND POLITICAL ACTIVITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990/MissionDesc0THE MISSION OF THE CALIFORNIA OPTOMETRIC ASSOCIATION IS TO SUPPORT AND ADVANCE THE PROFESSION OF OPTOMETRY TO ASSURE QUALITY HEALTH CARE FOR ALL CALIFORNIANS.
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0true
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018175
IRS990/PrincipalOfficerNm0WILLIAM HOWE III
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IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21639312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3155000
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt047902
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0207748
IRS990/PYInvestmentIncomeAmt0229704
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IRS990/PYOtherRevenueAmt0534851
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IRS990/PYSalariesCompEmpBnftPaidAmt01416884
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt1136869
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IRS990ScheduleC/Section527PoliticalOrgGrp/EIN2942344157
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine10LOCAL SOCIETIES OF THE COA PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine11DRS OF OPTOMETRY FOR BETTER HEALTH
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine12CA OPTOMETRIC PAC AKA CAL-OPAC
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine112415 K STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine122415 K STREET
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/City1SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/City2SACRAMENTO
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0126869

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,919,258
Liabilities
$836,075
Net assets
$9,083,183
Revenue
$3,736,299
Expenses
$3,563,856
Net income
$172,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.48$12.5$3.17$3.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.40$11.8$3.12$2.85$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.40$10.7$4.43$2.82$1.61
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.43$10.6$3.28$2.42$0.86
2020Detailed filing. Detailed filing data is available for this year.$9.99$0.32$9.67$2.34$2.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$9.76$0.53$9.22$3.36$3.79$0.43
2018Detailed filing. Detailed filing data is available for this year.$9.44$0.47$8.97$3.34$3.55$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.48$9.91$4.12$3.50$0.63
2016Detailed filing. Detailed filing data is available for this year.$9.64$0.58$9.06$3.18$3.08$0.10
2015Detailed filing. Detailed filing data is available for this year.$9.24$0.40$8.85$3.22$2.92$0.30
2014Detailed filing. Detailed filing data is available for this year.$9.38$0.39$8.99$3.51$3.54$0.03
2013Detailed filing. Detailed filing data is available for this year.$9.92$0.84$9.08$3.74$3.56$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.83$9.02$3.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.39$1.00$8.39$3.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • $10M-$25M nonprofits