Civic Intelligence

Public Vision League

990 • Fiscal year 2017 • EIN 95-6069113

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileCOAVISION.ORG
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

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Net Margin

98th percentile

60%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$210,316

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 76.4% of source-year revenue.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Asset Growth

52nd percentile

6.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

11%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$5,238,714

Up $307,457 (+6.2%) from 2016

Net Assets

Up

$5,238,714

Up $312,758 (+6.3%) from 2016

Liabilities

Down

$0

Down $5,301 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Up

$275,247

Up $27,760 (+11%) from 2016

Expenses

Up

$109,620

Up $12,383 (+13%) from 2016

Net Income

Up

$165,627

Up $15,377 (+10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,197,047Liabilities 2011: $5,615Net Assets 2011: $4,191,4322011Assets 2012: $4,420,077Liabilities 2012: $11,796Net Assets 2012: $4,408,2812012Assets 2013: $4,635,133Liabilities 2013: $5,261Net Assets 2013: $4,629,8722013Assets 2014: $4,728,924Liabilities 2014: $1,257Net Assets 2014: $4,727,6672014Assets 2015: $4,732,014Liabilities 2015: $1,588Net Assets 2015: $4,730,4262015Assets 2016: $4,931,257Liabilities 2016: $5,301Net Assets 2016: $4,925,9562016Assets 2017: $5,238,714Liabilities 2017: $0Net Assets 2017: $5,238,7142017Assets 2018: $5,091,706Liabilities 2018: $2,346Net Assets 2018: $5,089,3602018Assets 2019: $5,627,122Liabilities 2019: $2,692Net Assets 2019: $5,624,4302019Assets 2020: $5,871,721Liabilities 2020: $609Net Assets 2020: $5,871,1122020Assets 2021: $6,344,697Liabilities 2021: $2Net Assets 2021: $6,344,6952021Assets 2022: $5,891,715Liabilities 2022: -$201Net Assets 2022: $5,891,9162022Assets 2023: $6,476,711Liabilities 2023: $550Net Assets 2023: $6,476,1612023Assets 2024: $7,058,638Liabilities 2024: $2,610Net Assets 2024: $7,056,0282024

Highlighted filing

2017

Assets$5,238,714
Liabilities$0
Net Assets$5,238,714
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$300K$200K$100K$0Expenses 2011: $145,7232011Revenue 2012: $271,554Expenses 2012: $146,877Net Income 2012: $124,6772012Revenue 2013: $373,265Expenses 2013: $98,702Net Income 2013: $274,5632013Revenue 2014: $237,580Expenses 2014: $115,852Net Income 2014: $121,7282014Revenue 2015: $328,024Expenses 2015: $75,711Net Income 2015: $252,3132015Revenue 2016: $247,487Expenses 2016: $97,237Net Income 2016: $150,2502016Revenue 2017: $275,247Expenses 2017: $109,620Net Income 2017: $165,6272017Revenue 2018: $336,883Expenses 2018: $79,530Net Income 2018: $257,3532018Revenue 2019: $248,103Expenses 2019: $78,930Net Income 2019: $169,1732019Revenue 2020: $247,298Expenses 2020: $71,945Net Income 2020: $175,3532020Revenue 2021: $250,033Expenses 2021: $71,082Net Income 2021: $178,9512021Revenue 2022: $369,702Expenses 2022: $65,542Net Income 2022: $304,1602022Revenue 2023: $332,387Expenses 2023: $61,662Net Income 2023: $270,7252023Revenue 2024: $396,874Expenses 2024: $67,386Net Income 2024: $329,4882024

Highlighted filing

2017

Revenue$275,247
Expenses$109,620
Net Income$165,627
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$451,647
Mission and Program Overview

Mission

Promote, maintain and preserve the highest standards of public vision health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,005,589$3,310,171▲ $304,582
Savings and Temporary Cash Investments$1,877,324$1,890,152▲ $12,828
Cash and Non-Interest-Bearing Accounts$44,042$57,390▲ $13,348
Accounts Receivable$-159--
Total Assets$4,931,257$5,238,714▲ $307,457
Other Assets Total$4,461$-18,999▼ $23,460
Liabilities
Deferred Revenue$3,328--
Accounts Payable and Accrued Expenses$1,973--
Total Liabilities$5,301$0▼ $5,301
Net Assets / Fund Balance
Unrestricted Net Assets$4,925,956$5,238,714▲ $312,758
Total Net Assets Fund Balance$4,925,956$5,238,714▲ $312,758
Total Liabilities and Net Assets / Fund Balance$4,931,257$5,238,714▲ $307,457
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleOtherTotal
Kristine ShultzGovt Affairs$168,659$168,659
Louise McateeDirector of Finan$129,454$129,454
Sage Hider OdDirector$12,000$12,000

Board Members and Trustees

NameTitle
Fred Dubick Od Mba FaaoPresident
William Howe IiiCOA Exec Director
MOVSES D'JANBATIANDirector
Scott Daly OdDirector
Kristine ShultzGovt Affairs Director
John Rosten OdSecretary-tr
Hilary Hawthorne OdVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$77,504
Investment Income
$197,743
Other Revenue
$0
Change in Net Assets
$165,627

Audited Revenue Reconciliation

Revenue per Audited Statements
$247,782
Revenue Not Reported on Financial Statements
$27,465
Revenue Not Reported on Form 990
$115,631
Total Revenue per Audited Statements
$363,413
Total Revenue per Form 990
$275,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$46,906
Fees for Services Other---$31,500
Fees for Service Investment Mgmnt Fees---$27,465
Other Expenses---$2,382
Fees for Services Accounting---$1,000
Travel---$367
Total Functional Expenses$0$0$0$109,620

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$109,620
Expenses Not Reported on Financial Statements$58,965
Expenses per Audited Statements$50,655
Total Expenses per Audited Statements$50,655
Other Expense Adjustments$31,500
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
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
No
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, Page 6, Part VI, Line 6

“There are two classes of membership in the public vision league: administrative members and participating members.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors are elected by a majority vote at the regular meeting of the administrative members, who are comprised of the board of trustees of the california optometric association.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 will be reviewed by the treasurer of the board and by the director of finance and executive director of california optometric association prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors 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 of the california optometric association.”

Form 990, Page 6, Part VI, Line 19

“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
Public Vision League
EIN
95-6069113
Phone
9164413990
Address
2415 K STREET, SACRAMENTO, CA 95816

Signing Officer

Name
William Howe Iii
Title
COA Exec Director
Phone
9164413990
Signed
2018-11-07

Organization Details

Principal Officer
William Howe Iii
Formed
1962
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Grant Bennett Associates
Address
1375 EXPOSITION BLVD STE 230, SACRAMENTO, CA 95815-5143
Preparer
David C Wilson
Phone
9169225109
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Program provides litigation services on behalf of optometric association membership.”

Form 990, Part IX, Line 11G

“OTHER FEES 31,500 0 0”

Form 990, Part XI, Line 9

“Admin reimbursement to coa -31,500 admin reimbursement to coa 31,500”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Admin reimbursement to coa -31,500”

Schedule D, Page 4, Part XII, Line 4B

“Admin reimbursement to coa 31,500”

Raw XML Appendix396 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KRISTINE SHULTZ
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM PROVIDES LITIGATION SERVICES ON BEHALF OF OPTOMETRIC ASSOCIATION MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE TWO CLASSES OF MEMBERSHIP IN THE PUBLIC VISION LEAGUE: ADMINISTRATIVE MEMBERS AND PARTICIPATING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY VOTE AT THE REGULAR MEETING OF THE ADMINISTRATIVE MEMBERS, WHO ARE COMPRISED OF THE BOARD OF TRUSTEES OF THE CALIFORNIA OPTOMETRIC ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WILL BE REVIEWED BY THE TREASURER OF THE BOARD AND BY THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR OF CALIFORNIA OPTOMETRIC ASSOCIATION PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS 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 OF THE CALIFORNIA OPTOMETRIC ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES 31,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMIN REIMBURSEMENT TO COA -31,500 ADMIN REIMBURSEMENT TO COA 31,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12415 K STREET
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05301
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05301
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IRS990/TotalOtherCompensationAmt062213
IRS990/TotalProgramServiceRevenueAmt077504
IRS990/TotalRevenueGrp/ExclusionAmt0197743
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077504
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275247
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05238714
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt04925956
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0COAVISION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HOWE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COA EXEC DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum09164413990
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC VISION LEAGUE
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ReturnHeader/Filer/PhoneNum09164413990
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.69.91.98
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:18:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942692073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT BENNETT ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 EXPOSITION BLVD STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958155143
ReturnHeader/PreparerPersonGrp/PhoneNum09169225109
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C WILSON
ReturnHeader/ReturnTs02018-11-07T15:18:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,238,714
Liabilities
$0
Net assets
$5,238,714
Revenue
$275,247
Expenses
$109,620
Net income
$165,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.00$7.06$0.40$0.07$0.33
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.33$0.06$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.37$0.07$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.25$0.07$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.25$0.07$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.62$0.25$0.08$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.34$0.08$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.28$0.11$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.01$4.93$0.25$0.10$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.33$0.08$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.24$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.63$0.37$0.10$0.27
2012Summary only. Only limited summary data is available for this year.$4.42$0.01$4.41$0.27$0.15$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.01$4.19$0.15