Civic Intelligence

Phoenix Ophthalmological Society

EIN 95-3560011 • 501(c)6 • Peoria, AZ

Profile

Professional medical education

9026 W Tonopah DrivePeoria, AZ 85382

www.phxeyesociety.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

13th percentile

-39%

Higher net margin than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$26,650

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-17%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

35th percentile

-7.6%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$67,267

Down $29,719 (-31%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$67,267

Down $29,719 (-31%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$92,655

Down $15,857 (-15%) from 2023

Expenses

Up

$129,213

Up $15,975 (+14%) from 2023

Net Income

Down

-$36,558

Down $31,832 (-674%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2014: $66,952Liabilities 2014: $2792014Assets 2015: $74,888Liabilities 2015: $326Net Assets 2015: $74,5622015Assets 2016: $82,084Liabilities 2016: $309Net Assets 2016: $81,7752016Assets 2017: $101,202Liabilities 2017: $309Net Assets 2017: $100,8932017Assets 2018: $112,506Liabilities 2018: $298Net Assets 2018: $112,2082018Assets 2019: $112,104Liabilities 2019: $800Net Assets 2019: $111,3042019Assets 2020: $123,888Net Assets 2020: $123,8882020Assets 2021: $113,483Net Assets 2021: $113,4832021Assets 2022: $101,712Liabilities 2022: $02022Assets 2023: $96,986Net Assets 2023: $96,9862023Assets 2025: $67,267Net Assets 2025: $67,2672025

Highlighted filing

2025

Assets$67,267
Liabilities-
Net Assets$67,267
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $66,190Expenses 2014: $56,791Net Income 2014: $9,3992014Revenue 2015: $62,933Expenses 2015: $55,044Net Income 2015: $7,8892015Revenue 2016: $64,600Expenses 2016: $57,387Net Income 2016: $7,2132016Revenue 2017: $82,960Expenses 2017: $63,842Net Income 2017: $19,1182017Revenue 2018: $86,010Expenses 2018: $74,695Net Income 2018: $11,3152018Revenue 2019: $82,200Expenses 2019: $83,104Net Income 2019: -$9042019Revenue 2020: $80,955Expenses 2020: $68,371Net Income 2020: $12,5842020Revenue 2021: $15,950Expenses 2021: $26,355Net Income 2021: -$10,4052021Revenue 2022: $98,925Expenses 2022: $110,696Net Income 2022: -$11,7712022Revenue 2023: $108,512Expenses 2023: $113,238Net Income 2023: -$4,7262023Revenue 2025: $92,655Expenses 2025: $129,213Net Income 2025: -$36,5582025

Highlighted filing

2025

Revenue$92,655
Expenses$129,213
Net Income-$36,558
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,267
Liabilities
-
Net assets
$67,267
Revenue
$92,655
Expenses
$129,213
Net income
-$36,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.93$1.29$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.09$1.13$0.05
2022Summary only. Only limited summary data is available for this year.$1.02$0.00$0.99$1.11$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.13$0.16$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.81$0.68$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$0.82$0.83$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.12$0.86$0.75$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.83$0.64$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.65$0.57$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.63$0.55$0.08
2014Summary only. Only limited summary data is available for this year.$0.67$0.00$0.66$0.57$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.2
Gross Receipts
$92,655
Mission and Program Overview

Mission

Professional medical education

Program Services

DescriptionGrantsExpenses
THE PHOENIX OPHTHALMOLOGICAL SOCIETY CONTINUES TO INCREASE THE NUMBER OF MEMBERS EACH YEAR AND WE CURRENTLY HAVE 112 ACTIVE MEMBERS AFTER JUST VOTING 11 NEW MEMBERS INTO ACTIVE MEMBERSHIP.--
WE AVERAGE 65 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS. WE CONTINUE TO OFFER 2 SMALLER JOURNAL CLUB EVENTS, 2 SOCIAL HAPPY HOURS AND AN END OF THE YEAR PRESIDENTS DINNER TO OUR MEMBERS.--
WE HAVE ONCE AGAIN DONATED 10,000 TO THE AOS AND 10,000 TO THE AAO SURGICAL SCOPE FUND.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA MOTEExecutive DirectorPT$26,650-$26,650
JON KONTI MDPresident-$0--
RIMA PATELPresident-Elect-$0--
JOANNE SHENSecretary / Treasurer-$0--
MARK BARAKAT MDPast President-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Phoenix Ophthalmological Society
EIN
95-3560011
Phone
4802200218
Address
9026 W TONOPAH DRIVE, PEORIA, AZ 85382

Signing Officer

Name
Shauna Mote
Title
Executive Director
Phone
4802200218
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee AOS Foundation 2201 E. Camelback Rd., Ste. 405 Phoenix AZ 85016, Cash Grant 10,000, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee American Academy of Ophthalmology 655 Beach St. San Francisco CA 94109, Cash Grant 10,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Advertising Promotion 311”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office expense 6,437”

Form 990-EZ, Part I, Line 16, Other Expenses

“Website computer repairs 298”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, meetings, training 67,525”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 1,468”

Form 990-EZ, Part II, Line 24, Other Assets

“Deposits Beginning of year 2,000, End of year 0”

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAUNA MOTE
IRS990EZ/BooksInCareOfDetail/PhoneNum04802200218
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09026 W TONOPAH DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEORIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085382
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-36558
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03615
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067267
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt092655
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067267
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt426650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON KONTI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RIMA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNE SHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK BARAKAT MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAUNA MOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY / TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherExpensesTotalAmt076039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL MEDICAL EDUCATION
IRS990EZ/ProgramServiceRevenueAmt053965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PHOENIX OPHTHALMOLOGICAL SOCIETY CONTINUES TO INCREASE THE NUMBER OF MEMBERS EACH YEAR AND WE CURRENTLY HAVE 112 ACTIVE MEMBERS AFTER JUST VOTING 11 NEW MEMBERS INTO ACTIVE MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE AVERAGE 65 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS. WE CONTINUE TO OFFER 2 SMALLER JOURNAL CLUB EVENTS, 2 SOCIAL HAPPY HOURS AND AN END OF THE YEAR PRESIDENTS DINNER TO OUR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE HAVE ONCE AGAIN DONATED 10,000 TO THE AOS AND 10,000 TO THE AAO SURGICAL SCOPE FUND.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029559
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129213
IRS990EZ/TotalRevenueAmt092655
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PhxEyeSociety.com
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee AOS Foundation 2201 E. Camelback Rd., Ste. 405 Phoenix AZ 85016, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee American Academy of Ophthalmology 655 Beach St. San Francisco CA 94109, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising Promotion 311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expense 6,437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website computer repairs 298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, meetings, training 67,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 1,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deposits Beginning of year 2,000, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA MOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04802200218
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX OPHTHALMOLOGICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0953560011
ReturnHeader/Filer/PhoneNum04802200218
ReturnHeader/Filer/USAddress/AddressLine1Txt09026 W TONOPAH DRIVE
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085382
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN
ReturnHeader/ReturnTs02026-02-19T12:29:54-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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