Civic Intelligence

Phoenix Ophthalmological Society

990EZ • Fiscal year 2018 • EIN 95-3560011

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 17, 2018

Organization Profilewww.phxeyesociety.com
4902 W Lindner DrGlendale, AZ 85308

(480) 220-0218

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

74th percentile

$15,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

3.7%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$112,506

Up $11,304 (+11%) from 2017

Net Assets

Up

$112,208

Up $11,315 (+11%) from 2017

Liabilities

Down

$298

Down $11 (-3.6%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin74th percentile

Revenue

Up

$86,010

Up $3,050 (+3.7%) from 2017

Expenses

Up

$74,695

Up $10,853 (+17%) from 2017

Net Income

Down

$11,315

Down $7,803 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2018

Assets$112,506
Liabilities$298
Net Assets$112,208
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$86,010
Expenses$74,695
Net Income$11,315
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 17, 2018
Return Version
2017v2.3
Gross Receipts
$86,010
Mission and Program Overview

Mission

Professional medical education

Program Services

DescriptionGrantsExpenses
OUR MEMBERSHIP HAS CONTINUED TO INCREASE AND NOW INCLUDES 112 OPHTHALMOLOGISTS. WE CONTINUE TO AVERAGE 70 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS, SHARING INFO, AND NETWORKING.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA MOTEExecutive DirectorPT$15,000-$15,000
JEREMY VAN BUREN MDPresident-$0--
STEVEN CHEN MDPresident-Elect-$0--
SACHIN MEHTA MDSecretary / Treasurer-$0--
SHAMIL PATEL 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
4902 W LINDNER DR, GLENDALE, AZ 85308

Signing Officer

Name
Shauna Mote
Title
Executive Director
Signed
2018-09-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Activity Grants, Grantee Arizona Community Foundation 810 W Bethany Home Dr Phoenix AZ 85013, Cash Grant 10,000, Relationship”

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

“Promotional expense 405”

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

“Office expense 1,944”

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

“Website computer repairs 2,623”

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

“Conferences, meetings, training 37,625”

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

“Insurance 1,271”

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

“Prepaid Expenses Beginning of year 2,000, End of year 2,000”

Form 990-EZ, Part II, Line 26, Liabilities

“Accrued Payroll Liability Beginning of year 309, End of year 298”

Raw XML Appendix129 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/AddressLine1Txt04902 W LINDNER DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099202
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110506
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03270
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112506
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt086010
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036790
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100893
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100893
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112208
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/CompensationAmt415000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY VAN BUREN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN CHEN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SACHIN MEHTA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAMIL PATEL 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/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt043868
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL MEDICAL EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01287
IRS990EZ/ProgramServiceRevenueAmt049220
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR MEMBERSHIP HAS CONTINUED TO INCREASE AND NOW INCLUDES 112 OPHTHALMOLOGISTS. WE CONTINUE TO AVERAGE 70 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS, SHARING INFO, AND NETWORKING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016270
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0309
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0298
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074695
IRS990EZ/TotalRevenueAmt086010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.phxeyesociety.com
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants, Grantee Arizona Community Foundation 810 W Bethany Home Dr Phoenix AZ 85013, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Promotional expense 405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office expense 1,944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website computer repairs 2,623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, meetings, training 37,625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 1,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid Expenses Beginning of year 2,000, End of year 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accrued Payroll Liability Beginning of year 309, End of year 298
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA MOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX OPHTHALMOLOGICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0953560011
ReturnHeader/Filer/PhoneNum04802200218
ReturnHeader/Filer/USAddress/AddressLine1Txt04902 W LINDNER DR
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085308
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB89AD63E043DAE318F6B87E326B12FECFF9F8AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.162.157.61
ReturnHeader/FilingSecurityInformation/IPDt02018-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm021:57:55
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/PreparationDt02018-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02018-09-17T03:40:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,506
Liabilities
$298
Net assets
$112,208
Revenue
$86,010
Expenses
$74,695
Net income
$11,315
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits