Civic Intelligence

California Optometric Association

990 • Fiscal year 2015 • EIN 94-1017064

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileCOAVISION.ORG

View Organization Page

2415 K StreetSacramento, CA 95816

(916) 441-3990

Siviq Scores

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

Liabilities / Assets

17th percentile

0.04x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.12x

Higher debt load relative to revenue than 25% of similar nonprofits.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2015

Net Margin

67th percentile

9.3%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$207,366

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2015

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-8.3%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$9,240,285

Down $144,418 (-1.5%) from 2014

Net Assets

Down

$8,845,266

Down $146,276 (-1.6%) from 2014

Liabilities

Up

$395,019

Up $1,858 (+0.5%) from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin67th percentile

Revenue

Down

$3,216,798

Down $291,428 (-8.3%) from 2014

Expenses

Down

$2,917,315

Down $618,482 (-17%) from 2014

Net Income

Up

$299,483

Up $327,054 (+1186%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2015

Assets$9,240,285
Liabilities$395,019
Net Assets$8,845,266
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

2015

Revenue$3,216,798
Expenses$2,917,315
Net Income$299,483
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.0
Gross Receipts
$5,038,480
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$6,680,364$6,523,884▼ $156,480
Savings and Temporary Cash Investments$1,500,324$1,496,861▼ $3,463
Land, Buildings, and Equipment, Net$721,971$690,064▼ $31,907
Cash and Non-Interest-Bearing Accounts$412,306$451,474▲ $39,168
Accounts Receivable$64,159$59,784▼ $4,375
Prepaid Expenses and Deferred Charges$5,579$23,768▲ $18,189
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$9,384,703$9,240,285▼ $144,418
Other Assets Total-$-5,550-
Liabilities
Accounts Payable and Accrued Expenses$211,348$279,878▲ $68,530
Deferred Revenue$104,433$115,141▲ $10,708
Other Liabilities$77,380--
Total Liabilities$393,161$395,019▲ $1,858
Net Assets / Fund Balance
Unrestricted Net Assets$8,991,542$8,845,266▼ $146,276
Total Net Assets Fund Balance$8,991,542$8,845,266▼ $146,276
Total Liabilities and Net Assets / Fund Balance$9,384,703$9,240,285▼ $144,418

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$278,491$188,785$467,276
Equipment$4,118$297,647$301,765
Leasehold Improvements$92,276$177,541$269,817
Land$245,000-$245,000
Other Land Buildings$70,179$133,021$203,200

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,941,722-▼ $82,053-$4,859,669
2014$4,766,813-▲ $174,909-$4,941,722
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
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Howe IiiExecutive DirectorFT$185,180$22,186$207,366
Kristine ShultzGovt/ext RelFT$148,573$16,488$165,061
Barry Weissman OdPresident-$12,000-$12,000
John Rosten OdPast President-$2,400-$2,400

Board Members and Trustees

NameTitle
Stevin Minie OdPresident Elect
Jan L Cooper OdTrustee
Jason Tu OdTrustee
Ranjeet S Bajwa OdTrustee
Richard Hom OdTrustee
Ronald G Seger OdTrustee
Steve Langsford OdTrustee
Sage Hider OdSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,468,340
Investment Income
$411,041
Other Revenue
$337,417
Change in Net Assets
$299,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,504,618
Other Expenses$1,415,497
Professional Fundraising Fees$0
Total Fundraising Expense$0
Grants and Similar Amounts Paid$-2,800

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$877,178
Current Officers, Directors, Trustees, and Key Employees---$386,827
Fees for Services Lobbying---$299,248
Fees for Services Other---$213,205
Conferences and Meetings---$140,018
Travel---$118,581
Payroll Taxes---$112,806
Other Employee Benefits---$83,792
Occupancy---$63,712
Fees for Services Legal---$63,687
Office Expenses---$54,694
Pension Plan Contributions---$44,015
Insurance---$42,093
All Other Expenses---$40,475
Other Expenses---$39,548
Depreciation Depletion---$36,637
Fees for Service Investment Mgmnt Fees---$34,546
Fees for Services Accounting---$15,000
Information Technology---$10,904
Grants to Domestic Orgs---$-2,800
Total Functional Expenses$0$0$0$2,917,315
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
Total Nondeductible Lobbying and Political Cost$828,739
Current Year Nondeductible Lobbying and Political Cost$739,849
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
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 sixteen membership categories: active full, partial practice, clinic practice, optometric educator, government service, postgraduate, distinguished, life, special achievement, retired, student, non-california resident, non-u.s. Resident, paraoptometric, non-optometrist educator and honorary.”

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

“The form 990 will be reviewed by the treasurer of the association, the executive director, and the director of finance 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 executive director.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The coa executive committee determines the compensation of the executive director by reviewing comparability data, e.g., wage surveys, and contemporaneous substantiation of the deliberation and decision-making process.”

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

“In addition to reviewing performance objectives, key employee data was used from the american society of association executives, the california society of association executives, and 990s of other organizations. The executive director of the organization uses this information to determine the amount of compensation for key staff employees. The coa board of trustees does the same for the executive director.”

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

Filer Name
California Optometric Association
EIN
94-1017064
Phone
9164413990
Address
2415 K STREET, SACRAMENTO, CA 95816

Signing Officer

Name
William Howe Iii
Title
Executive Director
Signed
2016-08-11
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
17
Volunteers
60

Preparer

Firm
Grant Bennett Associates
Address
1375 EXPOSITION BLVD STE 230, SACRAMENTO, CA 95815-5115
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.”

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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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IRS990/Desc0THE CALIFORNIA OPTOMETRIC ASSOCIATION HELD THREE EXTENSIVE CONTINUING EDUCATION OPPORTUNITIES AND TRADE SHOWS FOR OPTOMETRISTS, OPTICIANS, AND OPTOMETRIC STAFF FOR RE-LICENSURE AND PROFESSIONAL DEVELOPMENT. OPTOWEST NORTHERN CALIFORNIA WAS HELD IN FEBRUARY IN SAN JOSE, CALIFORNIA, AND OPTOWEST SOUTHERN CALIFORNIA WAS HELD MAY IN ANAHEIM, CALIFORNIA. THE MONTEREY SYMPOSIUM WAS HELD NOVEMBER IN MONTEREY, CALIFORNIA. THE ASSOCIATION LEADERSHIP ANNUALLY REVIEWS AND UPDATES ITS THREE-YEAR STRATEGIC PLAN, ADOPTED IN 2014, AND ADOPTS AN ANNUAL BUDGET TO SUPPORT THE PLANS GOALS. IN ADDITION, THE PLAN IS REVIEWED AT EVERY REGULARLY SCHEDULED BOARD MEETING. THIS YEAR, THE ASSOCIATION CONTINUED IMPLEMENTATION OF ITS STRATEGIC PLAN AND THE ANNUAL BUDGET ADOPTED TO SUPPORT THE PLANS GOALS. AN ANNUAL PRESIDENTS COUNCIL MEETING WAS HELD THAT SERVES AS A TRAINING AND IDEA EXCHANGE VENUE 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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4SEC/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVT/EXT REL
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IRS990/Form990TFiledInd0true
IRS990/FormationYr01906
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0168439
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0-2800
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01986988
IRS990/GrossReceiptsAmt05038480
IRS990/GrossSalesOfInventoryAmt03264
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010904
IRS990/InsuranceGrp/TotalAmt042093
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0242602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0242602
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06680364
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06523884
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0796994
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0721971
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0690064
IRS990/LandBldgEquipCostOrOtherBssAmt01487058
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01818549
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08991542
IRS990/NetAssetsOrFundBalancesEOYAmt08845266
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0168439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0168439
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0131
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0131
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-445759
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt063712
IRS990/OfficeExpensesGrp/TotalAmt054694
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt0-5550
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083792
IRS990/OtherExpensesGrp/Desc0FOOD AND BEVERAGE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3PRINTING AND PRODUCTION
IRS990/OtherExpensesGrp/TotalAmt0111537
IRS990/OtherExpensesGrp/TotalAmt174242
IRS990/OtherExpensesGrp/TotalAmt257370
IRS990/OtherExpensesGrp/TotalAmt339548
IRS990/OtherLiabilitiesGrp/BOYAmt077380
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1DUES REBATE
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt068372
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt121489
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt23300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068372
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121489
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23300
IRS990/OtherRevenueTotalAmt093161
IRS990/OtherSalariesAndWagesGrp/TotalAmt0877178
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0112806
IRS990/PensionPlanContributionsGrp/TotalAmt044015
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05579
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023768
IRS990/PrincipalOfficerNm0WILLIAM HOWE III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541800
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MAGAZINE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0722390
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1155000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02010
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11558134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0722390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132816
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21558134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3155000
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt030806
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03648
IRS990/PYInvestmentIncomeAmt0323135
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01858301
IRS990/PYOtherRevenueAmt0395381
IRS990/PYProgramServiceRevenueAmt02789710
IRS990/PYRevenuesLessExpensesAmt0-27571
IRS990/PYSalariesCompEmpBnftPaidAmt01673848
IRS990/PYTotalExpensesAmt03535797
IRS990/PYTotalRevenueAmt03508226
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0299483
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0244125
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0244125
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01500324
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01496861
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0706435
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt0122304
IRS990ScheduleC/DuesAssessmentsAmt01577932
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt088890
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0739849
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0828739
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt051683
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt1227459
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0680360225
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN1470848219
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN2942344157
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0LOCAL SOCIETIES OF THE COA PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1DRS OF OPTOMETRY FOR BETTER HEALTH
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt2CA OPTOMETRIC PAC AKA CAL-OPAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt02415 K STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt12415 K STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt22415 K STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm1SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm2SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095816
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd194816
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd295816
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS THREE SEPARATE PACS ESTABLISHED WHEREBY MEMBERS CAN CONTRIBUTE TO THOSE PACS THROUGH PAYMENT OF THEIR MEMBER DUES TO THE ASSOCIATION. THE ASSOCIATION THEN PROMPTLY AND DIRECTLY TRANSFERS THOSE FUNDS TO THE RESPECTIVE PAC NOTED BY THE MEMBER THEREFORE, THE CONTRIBUTIONS MADE TO THE PACS ARE NOT BEING REPORTED IN PART I-A, LINE 2 PER THE IRS INSTRUCTIONS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0278491
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0188785
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0467276
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04941722
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04859669
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-82053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04766813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04941722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0174909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03961461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0484952
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04766813
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0358900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt038500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03664904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03961461
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0423426
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0126869
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03928297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03664904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-135089
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0128304

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,240,285
Liabilities
$395,019
Net assets
$8,845,266
Revenue
$3,216,798
Expenses
$2,917,315
Net income
$299,483
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