Civic Intelligence

Orange County Optometric Society

990EZ • Fiscal year 2014 • EIN 95-6122686

Mar 01, 2013 to Feb 28, 2014 • Filed on Jun 30, 2014

Organization ProfileWWW.OCOS.ORG
380 S Shaffer St92866-2026

(714) 538-5306

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Flat

$88,853

Flat from 2014

Net Assets

$88,853

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin42nd percentile

Revenue

Flat

$55,586

Flat from 2014

Expenses

Flat

$55,502

Flat from 2014

Net Income

Flat

$84

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th 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: $0Net Assets 2014: $88,8532014Assets 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

2014

Assets$88,853
Liabilities$0
Net Assets$88,853
Open 2014 Filing

Operations Trend

Revenue Growth10th 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 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

2014

Revenue$55,586
Expenses$55,502
Net Income$84
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Jun 30, 2014
Return Version
2013v3.1
Gross Receipts
$55,586
Mission and Program Overview

Mission

Business leagueprof association

Program Services

DescriptionGrantsExpenses
2013 HOLIDAY TRADE SHOW-$26,665
2013 PATHOLOGY SYMPOSIUM-$720
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISABEL CHOI-SIRITARAPresident-$0--
JADE DAVIS ODTreasurer-$0--
MINDY NGUYENSecretary-$0--
ERIC BENDEREducation Committee-$0--
REBECCA NGEvents Chairman-$0--
DAVID ARDAYALegislation Committee-$0--
JAMES COOPERMANLegislation Committee-$0--
CHRIS VARGASLegislation Committee-$0--
Filing and Contact Details

Filer

EIN
95-6122686

Signing Officer

Name
Jade Davis Od
Title
Treasurer
Phone
7145385306
Signed
2014-06-30
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas E D Hopp CPA
Phone
8189362442
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountgifts 106bank service fees 24holiday trade show 26,665income tax - state 10meeting expenses 17,717house of delegate expenses 1,178speakers fees 2,050dues 90pathology symposium expenses 720president's council 335scco student mixer 500sponsor's dinner 1,463website 409campaign contribution 999”

Raw XML Appendix141 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/PersonNm0JADE DAVIS OD
IRS990EZ/BooksInCareOfDetail/PhoneNum07145385306
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10380 S SHAFFER ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0928662026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042226
IRS990EZ/DirectIndirectPltclExpendAmt0999
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt084
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088769
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088853
IRS990EZ/GrossReceiptsAmt055586
IRS990EZ/GroupExemptionNum01459
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0244
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013116
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088853
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088769
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088853
IRS990EZ/OccupancyRentUtltsAndMaintAmt0174
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ISABEL CHOI-SIRITARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JADE DAVIS OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MINDY NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC BENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA NG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID ARDAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES COOPERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EDUCATION COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EVENTS CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5LEGISLATION COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6LEGISLATION COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7LEGISLATION COMMITTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt052266
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEAGUEPROF ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt02812
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02013 HOLIDAY TRADE SHOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12013 PATHOLOGY SYMPOSIUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026665
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055502
IRS990EZ/TotalProgramServiceExpensesAmt027385
IRS990EZ/TotalRevenueAmt055586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCOS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTGIFTS 106BANK SERVICE FEES 24HOLIDAY TRADE SHOW 26,665INCOME TAX - STATE 10MEETING EXPENSES 17,717HOUSE OF DELEGATE EXPENSES 1,178SPEAKERS FEES 2,050DUES 90PATHOLOGY SYMPOSIUM EXPENSES 720PRESIDENT'S COUNCIL 335SCCO STUDENT MIXER 500SPONSOR'S DINNER 1,463WEBSITE 409CAMPAIGN CONTRIBUTION 999
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JADE DAVIS OD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07145385306
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ORANGE COUNTY OPTOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0956122686
ReturnHeader/Filer/USAddress/AddressLine10380 S SHAFFER ST
ReturnHeader/Filer/USAddress/City0ORANGE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0928662026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954426871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THOMAS E D HOPP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106303 OWENSMOUTH AVE 10TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0913672262
ReturnHeader/PreparerPersonGrp/PhoneNum08189362442
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E D HOPP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-11T13:58:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,853
Liabilities
$0
Net assets
$88,853
Revenue
$55,586
Expenses
$55,502
Net income
$84
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
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.56$0.56$0.00
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