Civic Intelligence

Orange County Optometric Society

990EZ • Fiscal year 2012 • EIN 95-6122686

Mar 01, 2011 to Feb 29, 2012 • Filed on Oct 01, 2012

Organization ProfileWWW.OCOS.ORG
380 S Shaffer St92866
Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

50th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

88th percentile

43%

Faster asset growth than 88% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$66,991

Up $20,087 (+43%) from 2011

Net Assets

Up

$66,991

Up $20,087 (+43%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin90th percentile

Revenue

Down

$71,224

Down $2,098 (-2.9%) from 2011

Expenses

Down

$51,137

Down $2,613 (-4.9%) from 2011

Net Income

Up

$20,087

Up $515 (+2.6%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$200K$150K$100K$50K$0Assets 2010: $27,332Net Assets 2010: $27,3322010Assets 2011: $46,904Liabilities 2011: $0Net Assets 2011: $46,9042011Assets 2012: $66,991Liabilities 2012: $0Net Assets 2012: $66,9912012Assets 2013: $88,769Liabilities 2013: $0Net Assets 2013: $88,7692013Assets 2014: $88,853Liabilities 2014: $02014Assets 2015: $89,618Liabilities 2015: $0Net Assets 2015: $89,6182015Assets 2016: $89,520Liabilities 2016: $0Net Assets 2016: $89,5202016Assets 2017: $85,530Liabilities 2017: $0Net Assets 2017: $85,5302017Assets 2018: $96,796Liabilities 2018: $0Net Assets 2018: $96,7962018Assets 2019: $105,344Liabilities 2019: $0Net Assets 2019: $105,3442019Assets 2020: $134,925Liabilities 2020: $02020Assets 2021: $138,798Liabilities 2021: $0Net Assets 2021: $138,7982021Assets 2022: $135,620Liabilities 2022: $0Net Assets 2022: $135,6202022Assets 2023: $150,252Liabilities 2023: $02023Assets 2024: $162,594Net Assets 2024: $162,5942024

Highlighted filing

2012

Assets$66,991
Liabilities$0
Net Assets$66,991
Open 2012 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50KRevenue 2010: $45,999Expenses 2010: $42,026Net Income 2010: $3,9732010Revenue 2011: $73,322Expenses 2011: $53,750Net Income 2011: $19,5722011Revenue 2012: $71,224Expenses 2012: $51,137Net Income 2012: $20,0872012Revenue 2013: $78,795Expenses 2013: $57,017Net Income 2013: $21,7782013Revenue 2014: $55,586Expenses 2014: $55,502Net Income 2014: $842014Revenue 2015: $46,369Expenses 2015: $45,604Net Income 2015: $7652015Revenue 2016: $62,599Expenses 2016: $62,697Net Income 2016: -$982016Revenue 2017: $45,794Expenses 2017: $54,889Net Income 2017: -$9,0952017Revenue 2018: $73,085Expenses 2018: $61,819Net Income 2018: $11,2662018Revenue 2019: $68,435Expenses 2019: $59,887Net Income 2019: $8,5482019Revenue 2020: $54,753Expenses 2020: $25,172Net Income 2020: $29,5812020Revenue 2021: $46,441Expenses 2021: $42,568Net Income 2021: $3,8732021Revenue 2022: $46,919Expenses 2022: $50,097Net Income 2022: -$3,1782022Revenue 2023: $67,572Expenses 2023: $52,940Net Income 2023: $14,6322023Revenue 2024: $61,378Expenses 2024: $49,036Net Income 2024: $12,3422024

Highlighted filing

2012

Revenue$71,224
Expenses$51,137
Net Income$20,087
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
Oct 1, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Business leagueprof association

Filing and Contact Details

Filer

EIN
95-6122686
Raw XML Appendix241 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0EDELINE LU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JADE DAVIS OD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ISABEL CHOI SINITARA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MATTHEW WANG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4REBECCA NG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ROBERT MOESER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CHRIS VARGAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7EUNICE MYUNG LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8HARUE MARSDEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9JOHN LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10JAMES COOPERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11SALLY DANG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12DAVID ARDAYA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13MICHAEL SPITZER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14DAVID WAKABAYASHI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3EDUCATION CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4EVENTS CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5PUBLIC AWARNESS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8COA BOARD LIAIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11SCCO REPRESENTA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12KEYPERSON COORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14TRUSTEE
IRS990EZ/Organization501c0X
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IRS990EZ/OtherAssetsTotal/BOY00
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IRS990EZ/OtherExpensesTotal045246
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IRS990EZ/PrimaryExemptPurpose0BUSINESS LEAGUEPROF ASSOCIATION
IRS990EZ/PrintingPublicationsPostage03556
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom02011 HOLIDAY TRADE SHOW
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom12011 PATHOLOGY SYMPOSIUM
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations03150
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations11000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses09169
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses16454
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092866
IRS990EZ/TheBooksAreInCareOf/NamePerson0JADE DAVIS OD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07145385306
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IRS990EZ/TotalExpenses051137
IRS990EZ/TotalProgramServiceExpenses015623
IRS990EZ/TotalRevenue071224
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWWOCOSORG
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION AMOUNT REFUND 34
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY GOLF TOURNAMENT GRANTEE ANNUAL ROB SOLTES ADDRESS 1 BLACK GOLD DR YORBA LINDA CA 92886 RELATIONSHIP NONE AMOUNT 500
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION AMOUNT GIFTS 800 AWARDS - PLAQUES 265 BANK SERVICE FEES 102 HOLIDAY TRADE SHOW 9169 INCOME TAX - STATE 10 MEETING EXPENSES 20041 HOUSE OF DELEGATE EXPENSES 3593 SPEAKERS FEES 800 OFFICE SUPPLIES 145 PATHOLOGY SYMPOSIUM EXPENSES 6454 PRESIDENTS COUNCIL 1024 TRAVEL 297 SPONSORS DINNER 2382 WEBSITE 164
IRS990ScheduleO/GeneralExplanation/Identifier001. Description of other revenue (Part I, line 8)
IRS990ScheduleO/GeneralExplanation/Identifier102. List of grants and similar amounts paid (Part I, line 10)
IRS990ScheduleO/GeneralExplanation/Identifier203. Description of other expenses (Part I, line 16)
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0956122686
ReturnHeader/Filer/Name/BusinessNameLine10ORANGE COUNTY OPTOMETRIC SOCIETY
ReturnHeader/Filer/NameControl0ORAN
ReturnHeader/Filer/USAddress/AddressLine10380 S SHAFFER ST
ReturnHeader/Filer/USAddress/City0ORANGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092866
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-01
ReturnHeader/Officer/Name0JADE DAVIS OD
ReturnHeader/Officer/Phone07145385306
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-09-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMAS E D HOPP CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106303 OWENSMOUTH AVE 10TH FLR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOODLAND HILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0913672262
ReturnHeader/Preparer/Name0THOMAS E D HOPP CPA
ReturnHeader/Preparer/Phone08189362442
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-03-01
ReturnHeader/TaxPeriodEndDate02012-02-29
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-01T11:01:21-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$66,991
Liabilities
$0
Net assets
$66,991
Revenue
$71,224
Expenses
$51,137
Net income
$20,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.63$0.61$0.49$0.12
2023Summary only. Only limited summary data is available for this year.$1.50$0.00$0.68$0.53$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.47$0.50$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.46$0.43$0.04
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.55$0.25$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.68$0.60$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.73$0.62$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.46$0.55$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.63$0.63$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.46$0.46$0.01
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.56$0.56$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.79$0.57$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.71$0.51$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.73$0.54$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.46$0.42$0.04