Civic Intelligence

Phoenix Ophthalmological Society

990EZ • Fiscal year 2024 • EIN 95-3560011

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 09, 2024

Organization ProfilePhxEyeSociety.com
9026 W Tonopah DrivePeoria, AZ 85382

(480) 220-0218

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$21,250

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,825

Up $6,839 (+7.1%) from 2023

Net Assets

Up

$103,825

Up $6,839 (+7.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$131,900

Up $23,388 (+22%) from 2023

Expenses

Up

$125,061

Up $11,823 (+10%) from 2023

Net Income

Up

$6,839

Up $11,565 (+245%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st 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 2024: $103,825Net Assets 2024: $103,8252024Assets 2025: $67,267Net Assets 2025: $67,2672025

Highlighted filing

2024

Assets$103,825
Liabilities-
Net Assets$103,825
Open 2024 Filing

Operations Trend

Revenue Growth76th 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 2024: $131,900Expenses 2024: $125,061Net Income 2024: $6,8392024Revenue 2025: $92,655Expenses 2025: $129,213Net Income 2025: -$36,5582025

Highlighted filing

2024

Revenue$131,900
Expenses$125,061
Net Income$6,839
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 9, 2024
Return Version
2023v5.1
Gross Receipts
$131,900
Mission and Program Overview

Mission

Professional medical education

Program Services

DescriptionGrantsExpenses
THE PHOENIX OPHTHALMOLOGICAL SOCIETY CONTINUES TO INCREASE OUR AMOUNT OF MEMBERS EACH YEAR, AND WE CURRENTLY HAVE 106 ACTIVE MEMBERS AND 6 APPLICANTS THAT WILL BE VOTED INTO ACTIVE MEMBERSHIP NEXT YEAR.--
WE AVERAGE 70 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS. WE OFFER 3 SOCIAL EVENTS TO OUR MEMBERS AND 2 SMALLER JOURNAL CLUB DISCUSSIONS ANNUALLY.--
WE ONCE AGAIN DONATED 10,000 TO THE AOS FOUNDATION AND 10,000 TO THE AAO SURGICAL SCOPE FUND.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUNA MOTEExecutive DirectorPT$21,250-$21,250
MARK BARAKAT MDPresident-$0--
JON KONTI MDPresident-Elect-$0--
RIMA PATELSecretary / Treasurer-$0--
STEPHEN HWANG 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
2024-12-09
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 to Entities, 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 Grants to Entities, 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 7,068”

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

“Website computer repairs 320”

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

“Conferences, meetings, training 66,768”

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

“Insurance 1,438”

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

“Deposits Beginning of year 2,500, End of year 2,000”

Raw XML Appendix122 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/BOYAmt094486
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101825
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06839
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04355
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103825
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt0131900
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041110
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103825
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103825
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/CompensationAmt421250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK BARAKAT MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON KONTI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RIMA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN HWANG 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/BOYAmt02500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt075905
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL MEDICAL EDUCATION
IRS990EZ/ProgramServiceRevenueAmt090790
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PHOENIX OPHTHALMOLOGICAL SOCIETY CONTINUES TO INCREASE OUR AMOUNT OF MEMBERS EACH YEAR, AND WE CURRENTLY HAVE 106 ACTIVE MEMBERS AND 6 APPLICANTS THAT WILL BE VOTED INTO ACTIVE MEMBERSHIP NEXT YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE AVERAGE 70 MEMBERS IN ATTENDANCE AT OUR 4 MAIN EDUCATIONAL EVENTS. WE OFFER 3 SOCIAL EVENTS TO OUR MEMBERS AND 2 SMALLER JOURNAL CLUB DISCUSSIONS ANNUALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WE ONCE AGAIN DONATED 10,000 TO THE AOS FOUNDATION AND 10,000 TO THE AAO SURGICAL SCOPE FUND.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024801
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125061
IRS990EZ/TotalRevenueAmt0131900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PhxEyeSociety.com
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants to Entities, Grantee AOS Foundation 2201 E. Camelback Rd., Ste. 405 Phoenix AZ 85016, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Grants to Entities, 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 7,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website computer repairs 320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, meetings, training 66,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 1,438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Deposits Beginning of year 2,500, End of year 2,000
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA MOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04802200218
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-09
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/PreparationDt02024-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02024-12-23T07:23:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,825
Liabilities
-
Net assets
$103,825
Revenue
$131,900
Expenses
$125,061
Net income
$6,839
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
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.32$1.25$0.07
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