Civic Intelligence

San Diego County Optometric Society

EIN 95-6143907 • 501(c)6 • San Diego, CA

Profile

Education and promotion of optometry

11835 Carmel Mountain Rd 1304-211San Diego, CA 92128

www.sdcos.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

92nd percentile

38%

Higher net margin than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$245,737

Up $40,804 (+20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$245,737

Up $42,569 (+21%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$111,597

Up $18,717 (+20%) from 2023

Expenses

Down

$68,949

Down $51,896 (-43%) from 2023

Net Income

Up

$42,648

Up $70,613 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $330,994Liabilities 2011: $0Net Assets 2011: $330,9942011Assets 2012: $230,390Liabilities 2012: $0Net Assets 2012: $230,3902012Assets 2013: $232,959Net Assets 2013: $232,9592013Assets 2014: $232,954Net Assets 2014: $232,9542014Assets 2015: $223,505Net Assets 2015: $223,5052015Assets 2016: $233,509Liabilities 2016: $5Net Assets 2016: $233,5042016Assets 2017: $237,413Net Assets 2017: $237,4132017Assets 2018: $238,673Net Assets 2018: $238,6732018Assets 2019: $229,966Net Assets 2019: $229,9662019Assets 2020: $231,470Net Assets 2020: $231,4702020Assets 2021: $235,026Liabilities 2021: $325Net Assets 2021: $234,7012021Assets 2022: $231,655Liabilities 2022: $442Net Assets 2022: $231,2132022Assets 2023: $204,933Liabilities 2023: $1,765Net Assets 2023: $203,1682023Assets 2024: $245,737Net Assets 2024: $245,7372024

Highlighted filing

2024

Assets$245,737
Liabilities-
Net Assets$245,737
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $306,875Expenses 2011: $267,132Net Income 2011: $39,7432011Expenses 2012: $294,7132012Revenue 2013: $132,480Expenses 2013: $129,911Net Income 2013: $2,5692013Revenue 2014: $124,130Expenses 2014: $124,135Net Income 2014: -$52014Revenue 2015: $133,712Expenses 2015: $142,662Net Income 2015: -$8,9502015Revenue 2016: $147,324Expenses 2016: $136,326Net Income 2016: $10,9982016Revenue 2017: $133,808Expenses 2017: $128,900Net Income 2017: $4,9082017Revenue 2018: $136,231Expenses 2018: $133,972Net Income 2018: $2,2592018Revenue 2019: $133,794Expenses 2019: $143,221Net Income 2019: -$9,4272019Revenue 2020: $82,163Expenses 2020: $80,580Net Income 2020: $1,5832020Revenue 2021: $48,453Expenses 2021: $45,143Net Income 2021: $3,3102021Revenue 2022: $86,191Expenses 2022: $89,600Net Income 2022: -$3,4092022Revenue 2023: $92,880Expenses 2023: $120,845Net Income 2023: -$27,9652023Revenue 2024: $111,597Expenses 2024: $68,949Net Income 2024: $42,6482024

Highlighted filing

2024

Revenue$111,597
Expenses$68,949
Net Income$42,648
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,737
Liabilities
-
Net assets
$245,737
Revenue
$111,597
Expenses
$68,949
Net income
$42,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$2.46$1.12$0.69$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.03$0.93$1.21$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.31$0.86$0.90$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.48$0.45$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.31$2.31$0.82$0.81$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.34$1.43$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.39$2.39$1.36$1.34$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.37$2.37$1.34$1.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$1.47$1.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.34$1.43$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.33$2.33$1.24$1.24$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.33$2.33$1.32$1.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$2.95
2011Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$3.07$2.67$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$111,597
Mission and Program Overview

Mission

Education and promotion of optometry

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION CLASSES - PROVIDED OPTOMETRIC CE TO MEMBERS-$43,681
PROMOTION OF OPTOMETRY THROUGH SPECIAL EVENTS/MEMBER SOCIALS AND MEETINGS WHICH FACILITATE INTERACTION BETWEEN MEMBERS FOR EXCHANGE OF KNOWLEDGE AND BEST PRACTICES.-$14,240
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY BIANESPast Preside-$0--
ERIC WHITEPresident-$0--
KATHERINE WITMEYERTreasurer-$0--
HUNTER MORGANTreasurer-$0--
JOHN PACKPresident El-$0--
JUDI PEREZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Diego County Optometric Society
EIN
95-6143907
Phone
6196338439
Address
11835 CARMEL MOUNTAIN RD 1304-211, SAN DIEGO, CA 92128

Signing Officer

Name
Hunter Morgan
Title
Treasurer
Phone
8586032917
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Batten Accountancy Inc
Address
4696 GREENE ST, SAN DIEGO, CA 92107-1420
Preparer
Jere R Batten CPA
Phone
6195016359
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 500 bank service charges 208 office supplies 96 merchant service fee 1,059 miscellaneous office 356 zoom meeting costs 1,048 mileage reimbursement 200 speaker travel costs 394 hod travel expenses 4,330 meetings/conferences 828 insurance 2 gifts/flowers 3,356 supplies 2,060 licenses and fees 75 awards 768 supplies 1,077 taxes 1,139 total 17,496”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -79”

Form 990-ez, Part II, Line 24

“4,822 4,822 less accumulated depreciation 4,419 4,498 total 403 324”

Form 990-ez, Part II, Line 26

“Credit card payable 1,765 0”

Raw XML Appendix121 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/PersonNm0HUNTER MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08586032917
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011835 CARMEL MOUNTAIN RD 1304-211
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204530
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0245413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066210
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042648
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04476
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0204933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0245737
IRS990EZ/GrossReceiptsAmt0111597
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07429
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030048
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203168
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0245737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0203168
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0245737
IRS990EZ/OccupancyRentUtltsAndMaintAmt046636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEVERLY BIANES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE WITMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HUNTER MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN PACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDI PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0403
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0324
IRS990EZ/OtherChangesInNetAssetsAmt0-79
IRS990EZ/OtherExpensesTotalAmt017496
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND PROMOTION OF OPTOMETRY
IRS990EZ/PrintingPublicationsPostageAmt0341
IRS990EZ/ProgramServiceRevenueAmt07910
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING EDUCATION CLASSES - PROVIDED OPTOMETRIC CE TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTION OF OPTOMETRY THROUGH SPECIAL EVENTS/MEMBER SOCIALS AND MEETINGS WHICH FACILITATE INTERACTION BETWEEN MEMBERS FOR EXCHANGE OF KNOWLEDGE AND BEST PRACTICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043681
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01765
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068949
IRS990EZ/TotalProgramServiceExpensesAmt057921
IRS990EZ/TotalRevenueAmt0111597
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SDCOS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 500 BANK SERVICE CHARGES 208 OFFICE SUPPLIES 96 MERCHANT SERVICE FEE 1,059 MISCELLANEOUS OFFICE 356 ZOOM MEETING COSTS 1,048 MILEAGE REIMBURSEMENT 200 SPEAKER TRAVEL COSTS 394 HOD TRAVEL EXPENSES 4,330 MEETINGS/CONFERENCES 828 INSURANCE 2 GIFTS/FLOWERS 3,356 SUPPLIES 2,060 LICENSES AND FEES 75 AWARDS 768 SUPPLIES 1,077 TAXES 1,139 TOTAL 17,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24,822 4,822 LESS ACCUMULATED DEPRECIATION 4,419 4,498 TOTAL 403 324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PAYABLE 1,765 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HUNTER MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586032917
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO COUNTY OPTOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0956143907
ReturnHeader/Filer/PhoneNum06196338439
ReturnHeader/Filer/USAddress/AddressLine1Txt011835 CARMEL MOUNTAIN RD 1304-211
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATTEN ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04696 GREENE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921071420
ReturnHeader/PreparerPersonGrp/PhoneNum06195016359
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERE R BATTEN CPA
ReturnHeader/ReturnTs02025-05-14T13:50:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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