Totals
- Total revenue
- $369,702
- Total expenses
- $65,542
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $74,773
- Investment income
- $294,929
- Other revenue
- $0
- Total assets, end of year
- $5,891,715
- Total liabilities, end of year
- -$201
- Net assets or fund balances, end of year
- $5,891,916
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $74,773 · related or exempt $74,773
-
3 · Investment income
total $151,117 · excluded $151,117
-
7a · Gross sales of assets other than inventory
securities $1,356,931
-
7b · Less cost or other basis and sales expenses
securities $1,213,119
-
7c · Gain or loss
securities $143,812
-
7d · Net gain or loss
total $143,812 · excluded $143,812
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $2,902
-
11c · Fees: accounting
total $750
-
11f · Fees: investment management
total $28,328
-
11g · Fees: other
total $31,500
-
24a · Other expenses: BANK CHARGES
total $2,057
-
24e · All other expenses
total $5
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $80,112 · end of year $109,141
-
2 · Savings and temporary cash investments
beginning of year $1,596,391 · end of year $1,778,327
-
4 · Accounts receivable
beginning of year $1,184 · end of year $842
-
11 · Investments: publicly traded securities
beginning of year $4,677,611 · end of year $4,005,336
-
15 · Other assets
beginning of year -$10,601 · end of year -$1,931
-
17 · Accounts payable and accrued expenses
beginning of year $2 · end of year $3
-
19 · Deferred revenue
end of year -$204
-
27 · Net assets without donor restrictions
beginning of year $6,344,695 · end of year $5,891,916
Mission and programs · 2022
Mission
PROMOTE, MAINTAIN AND PRESERVE THE HIGHEST STANDARDS OF PUBLIC VISION HEALTH.
-
PROGRAM PROVIDES LITIGATION SERVICES ON BEHALF OF OPTOMETRIC ASSOCIATION MEMBERSHIP.
-
PROGRAM PROVIDES LITIGATION SERVICES ON BEHALF OF OPTOMETRIC ASSOCIATION MEMBERSHIP.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John Rosten OdJOHN ROSTEN OD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Movses D'JanbatianMOVSES D'JANBATIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sage Hider OdSAGE HIDER OD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristine ShultzKRISTINE SHULTZ
EXECUTIVE DI
- Total calculated
- $269,829
- From this org
- $0
- From related orgs
- $244,778
- Other
- $25,051
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $244,778 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $16,028 related
- Nontaxable benefits
- not reported + $9,023 related
- Filer's total
- not reported + $269,829 related
-
Jody HaasJODY HAAS
DEVELOPMENT
- Total calculated
- $205,954
- From this org
- $0
- From related orgs
- $185,779
- Other
- $20,175
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $185,779 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $12,902 related
- Nontaxable benefits
- not reported + $7,273 related
- Filer's total
- not reported + $205,954 related
-
Sarah HarbinSARAH HARBIN
ASSOCIATE EX
- Total calculated
- $248,781
- From this org
- $0
- From related orgs
- $225,993
- Other
- $22,788
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $225,993 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $14,688 related
- Nontaxable benefits
- not reported + $8,100 related
- Filer's total
- not reported + $248,781 related
-
Joe GarvinJOE GARVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ronald G Seger Od FaaoRONALD G SEGER OD FAAO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hiliary HawthorneHILIARY HAWTHORNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erin SwiftERIN SWIFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CALIFORNIA OPTOMETRIC ASSOCIATION
501C6 · ASSOC · CA
Directly controlled by NA N/A
-
501C3 · CHARITABLE · CA
Directly controlled by COA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332719349301313
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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