Civic Intelligence

Orange County Optometric Society

990EZ • Fiscal year 2015 • EIN 95-6122686

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 24, 2015

380 S Shaffer StOrange, CA 92866-2026

(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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

0.9%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$89,618

Up $765 (+0.9%) from 2014

Net Assets

$89,618

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$46,369

Down $9,217 (-17%) from 2014

Expenses

Down

$45,604

Down $9,898 (-18%) from 2014

Net Income

Up

$765

Up $681 (+811%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$89,618
Liabilities$0
Net Assets$89,618

Operations Trend

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

2015

Revenue$46,369
Expenses$45,604
Net Income$765
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 24, 2015
Return Version
2014v5.0
Gross Receipts
$46,369
Mission and Program Overview

Mission

Business leagueprof association

Program Services

DescriptionGrantsExpenses
2014 HOLIDAY TRADE SHOW-$10,106
2014 PATHOLOGY SYMPOSIUM-$5,547
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANNY NGOPresident-$0--
JADE DAVIS ODTreasurer-$0--
MAGGIE JANSecretary-$0--
RACHELLE LINEducation Committee-$0--
MILLIE LIUEvents And Sponsorship-$0--
JUSTIN KWANLegislation Committee-$0--
EDELINE LUMembership-$0--
HARUE MARSDENAdvisory Committee-$0--
BECKY NGEvents And Sponsorship-$0--
KETAN PATELWebmasterPT$0--
THANH MAIPresident Elect Public Relations-$0--
ISABELL CHOIImmediate Past President-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Optometric Society
EIN
95-6122686
Address
380 S SHAFFER ST, ORANGE, CA 92866-2026

Signing Officer

Name
Jade Davis Od
Title
Treasurer
Phone
7145385306
Signed
2015-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Thomas E D Hopp CPA
Address
6303 OWENSMOUTH AVE FLR 10, WOODLAND HILLS, CA 91367-2262
Preparer
Thomas E D Hopp CPA
Phone
8189362442
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity charity auction grantee california vision foundation street 2415 k street city, state, zip sacramento, ca 95816relationship none amount 2,995

Description of other expenses Part I line 16

Description amountbank service fees 132holiday trade show 10,106income tax - state 10meeting expenses 13,692house of delegate expenses 4,763pathology symposium expenses 5,547president's council 2,087sponsor's dinner 1,374website 164travel 202refund 68

Raw XML Appendix166 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/BooksInCareOfDetail/PhoneNum07145385306
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0928662026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088853
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089618
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IRS990EZ/ExcessOrDeficitForYearAmt0765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02995
IRS990EZ/GrossReceiptsAmt046369
IRS990EZ/GroupExemptionNum01459
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011495
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089618
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089618
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANNY NGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JADE DAVIS OD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAGGIE JAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHELLE LIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MILLIE LIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUSTIN KWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EDELINE LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HARUE MARSDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BECKY NG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KETAN PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10THANH MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ISABELL CHOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EDUCATION COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EVENTS AND SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5LEGISLATION COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ADVISORY COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EVENTS AND SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRESIDENT ELECT PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt038145
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS LEAGUEPROF ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt04214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02014 HOLIDAY TRADE SHOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12014 PATHOLOGY SYMPOSIUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010106
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15547
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045604
IRS990EZ/TotalProgramServiceExpensesAmt015653
IRS990EZ/TotalRevenueAmt046369
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCOS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHARITY AUCTION GRANTEE CALIFORNIA VISION FOUNDATION STREET 2415 K STREET CITY, STATE, ZIP SACRAMENTO, CA 95816RELATIONSHIP NONE AMOUNT 2,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK SERVICE FEES 132HOLIDAY TRADE SHOW 10,106INCOME TAX - STATE 10MEETING EXPENSES 13,692HOUSE OF DELEGATE EXPENSES 4,763PATHOLOGY SYMPOSIUM EXPENSES 5,547PRESIDENT'S COUNCIL 2,087SPONSOR'S DINNER 1,374WEBSITE 164TRAVEL 202REFUND 68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JADE DAVIS OD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07145385306
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY OPTOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0956122686
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 S SHAFFER ST
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0928662026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954426871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS E D HOPP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06303 OWENSMOUTH AVE FLR 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913672262
ReturnHeader/PreparerPersonGrp/PhoneNum08189362442
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E D HOPP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-08T12:58:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits