Civic Intelligence

Public Vision League

990 • Fiscal year 2019 • EIN 95-6069113

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Net Margin

98th percentile

68%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$237,379

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 95.7% of source-year revenue.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-26%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,627,122

Up $535,416 (+11%) from 2018

Net Assets

Up

$5,624,430

Up $535,070 (+11%) from 2018

Liabilities

Up

$2,692

Up $346 (+15%) from 2018

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin98th percentile

Revenue

Down

$248,103

Down $88,780 (-26%) from 2018

Expenses

Down

$78,930

Down $600 (-0.8%) from 2018

Net Income

Down

$169,173

Down $88,180 (-34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$5,627,122
Liabilities$2,692
Net Assets$5,624,430
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$248,103
Expenses$78,930
Net Income$169,173
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$1,369,253
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$2,769,382$5,547,783▲ $2,778,401
Savings and Temporary Cash Investments$2,262,372--
Cash and Non-Interest-Bearing Accounts$57,967$73,145▲ $15,178
Accounts Receivable$38$27▼ $11
Total Assets$5,091,706$5,627,122▲ $535,416
Other Assets Total$1,947$6,167▲ $4,220
Liabilities
Deferred Revenue$2,346$2,689▲ $343
Accounts Payable and Accrued Expenses-$3-
Total Liabilities$2,346$2,692▲ $346
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,089,360$5,624,430▲ $535,070
Total Net Assets Fund Balance$5,089,360$5,624,430▲ $535,070
Total Liabilities and Net Assets / Fund Balance$5,091,706$5,627,122▲ $535,416
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
Kristine ShultzInterim Co-e$190,848$190,848
Louise McateeDirector of Finan$137,219$137,219
Jody HaasDevelopment$133,179$133,179
Sage Hider OdDirector$2,400$2,400

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$74,955
Investment Income
$173,148
Other Revenue
$0
Change in Net Assets
$169,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$225,085
Revenue Not Reported on Financial Statements
$23,018
Revenue Not Reported on Form 990
$334,397
Total Revenue per Audited Statements
$559,482
Total Revenue per Form 990
$248,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,930
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 Other---$31,500
Fees for Service Investment Mgmnt Fees---$23,018
Fees for Services Legal---$20,903
All Other Expenses---$1,873
Fees for Services Accounting---$1,000
Travel---$636
Total Functional Expenses$0$0$0$78,930

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$78,930
Expenses Not Reported on Financial Statements$54,518
Other Expense Adjustments$31,500
Expenses per Audited Statements$24,412
Total Expenses per Audited Statements$24,412
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 35% controlled entity
No
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
Kristine Shultz
Title
Interim Co-exec Director
Phone
9164413990
Signed
2020-10-27

Organization Details

Principal Officer
Kristine Shultz
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

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”

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,627,122
Liabilities
$2,692
Net assets
$5,624,430
Revenue
$248,103
Expenses
$78,930
Net income
$169,173
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