California Optometric Association

Not tax-deductible

Sacramento, CA501(c)(6)EIN 94-1017064Revenue $3.2M in FY2024

On file with the IRScoavision.org2701 Del Paso Rd Ste 130 Pmb 398, 95835-2306 · Sacramento, CATax-exempt since Aug 1959

This page gets seen. Tell your story. Claim this org.

The mission of the California Optometric Association is to support and advance the profession of optometry to assure quality health care for all californians.

Run by 40 volunteers and 14 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $549K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$757K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $99K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$482K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 10 voting members
Looks good: 8 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
+1% vs prior year
Spent
$3.1M
To programs
0%
Net assets
$12.5M
By yearFY2020–FY2024
Revenue
$3.2M
FY2024▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$3.3M
FY2022$4.4M
FY2023$3.1M
FY2024$3.2M
Expenses
$3.1M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$2.4M
FY2022$2.8M
FY2023$2.9M
FY2024$3.1M
Net assets
$12.5M
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$9.7M
FY2021$10.6M
FY2022$10.7M
FY2023$11.8M
FY2024$12.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1959.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

13 people listed on the 990; $757K paid to officers and key staff.

Part VII, Section A · reportable compensation
Associate Ex
$255,155Pt VII · Sec A
Executive Di
$254,781Pt VII · Sec A
Development
$220,982Pt VII · Sec A
Immediate PA
$14,400Pt VII · Sec A
$12,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kristine Shultz$254,781$257,876$244,778$221,125$188,150
Sarah Harbin$255,155$242,537$225,993$198,432$150,405
Jodi Haas$220,982$209,122$185,779$152,352$138,534
Louise McAtee———$151,029$141,892
William Howe III————$98,469
Candi Kimura Od$14,400————
Christopher Gee Od$12,000————
Ronald G Seger Od Faao————$2,400

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See California Optometric Association executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advancing optometry to ensure quality eye care for all Californians.

Questions for California Optometric Association

Tap to ask. California Optometric Association sees how many people are interested.

Your first name shows with your question. California Optometric Association answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · in their own filed words · FY2024
01

The california optometric association held multiple extensive continuing education opportunities and trade shows for optometrists for re-licensure and professional development. Optowest held two one day events: an online virtual event in april and august 2024. Monterey symposium was a live event held in person in 2024.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2022
Total grants receivedfrom 1 funder$99K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$480K
Other incomeLn 4–11$272K
Money outPt IX
$3.1M
Ln 25
Owns and owesPt X
$12.5M
net assets · Ln 32
Cash and savingsLn 1–2$803K
Total assetsLn 16$12.9M
LiabilitiesLn 26$482K
PeoplePt VI, VII
13
listed · VII A
PaidVII A5
Voting boardVI 1a10
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$480K
Other incomeLn 4–11$272K
Gains on assetsLn 7$40K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
CashLn 1$221K
SavingsLn 2$581K
Cash and savings togetherLn 1–2$803K
InvestmentsLn 11–13$12.1M
Land, buildings, equipmentLn 10c$4K
Other assetsLn 15$328
Total assetsLn 16$12.9M
LiabilitiesLn 26$482K
Net assetsLn 32$12.5M
OperationsPt I, VI
EmployeesI 514
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.5M$803K
InvestmentsLn 11–13$10.4M$12.1M
Land, buildings, equipmentLn 10c$13K$4K
Total assetsLn 16$12.2M$12.9M
LiabilitiesLn 26$398K$482K
Net assetsLn 32$11.8M$12.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$594K
Other salaries and wagesLn 7$441K
Pension plan contributionsLn 8$23K
Other employee benefitsLn 9$23K
Payroll taxesLn 10$62K
Legal feesLn 11b$4K
Accounting feesLn 11c$23K
Lobbying feesLn 11d$358K
Investment management feesLn 11f$44K
Other fees for servicesLn 11g$239K
Office expensesLn 13$22K
Information technologyLn 14$128K
OccupancyLn 16$5K
TravelLn 17$112K
Conferences, conventions and meetingsLn 19$241K
Depreciation, depletion and amortizationLn 22$10K
InsuranceLn 23$41K
Other expenses (24a–d)Ln 24$532K
All other expensesLn 24e$198K
Total functional expensesLn 25$3.1M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.2M$3.1M$66K$12.5M 990 PDF
FY2023 $3.1M$2.9M$269K$11.8M 990 PDF
FY2022 $4.4M$2.8M$1.6M$10.7M 990 PDF
FY2021 $3.3M$2.4M$856K$10.6M 990 PDF
FY2020 $2.3M$2.4M−$60K$9.7M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $3,165,218 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,440,154$2,413,151
I-10 Investment incomePrior year $386,129$480,156
I-11 Other revenuePrior year $293,875$271,911
I-12 Total revenuePrior year $3,120,158$3,165,218
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,191,483$1,143,111
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,659,364$1,955,969
I-18 Total expensesPrior year $2,850,847$3,099,080
I-19 Revenue less expensesPrior year $269,311$66,138
Part VI · Governance 8 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,165,218 across 6 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,442,979 · Excluded from tax $970,172$2,413,151
VIII-3 Investment incomeExcluded from tax $440,598$440,598
VIII-5 RoyaltiesExcluded from tax $144,382$144,382
VIII-7 Net gain or loss on sales of assetsExcluded from tax $39,558$39,558
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $58,867 · Unrelated business $44,642 · Excluded from tax $24,020$127,529
VIII-12 Total revenueRelated to mission $1,501,846 · Unrelated business $44,642 · Excluded from tax $1,618,730$3,165,218
Part IX · Statement of functional expenses $3,099,080 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$593,967
IX-7 Other salaries and wages$440,774
IX-8 Pension plan contributions$23,310
IX-9 Other employee benefits$22,729
IX-10 Payroll taxes$62,331
IX-11b Legal fees$3,686
IX-11c Accounting fees$23,350
IX-11d Lobbying fees$357,800
IX-11f Investment management fees$43,626
IX-11g Other fees for services$239,269
IX-13 Office expenses$21,800
IX-14 Information technology$128,130
IX-16 Occupancy$4,781
IX-17 Travel$111,658
IX-19 Conferences, conventions and meetings$240,719
IX-22 Depreciation, depletion and amortization$10,263
IX-23 Insurance$40,557
IX-24 Other expenses (24a–d)$532,249
IX-24e All other expenses$198,081
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$3,099,080
Part X · Balance sheet $12,945,365 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $327,607$221,390
X-2 Savings and temporary cash investmentsStart of year $1,215,730$581,241
X-4 Accounts receivableStart of year $168,628$67,501
X-10c Land, buildings and equipment, netStart of year $12,617$4,067
X-11 Publicly traded securitiesStart of year $10,411,685$12,070,838
X-15 Other assetsStart of year $4,678$328
X-16 Total assetsStart of year $12,156,687$12,945,365
X-17 Accounts payable and accrued expensesStart of year $386,801$408,685
X-19 Deferred revenueStart of year $10,789$73,313
X-26 Total liabilitiesStart of year $397,590$481,998
X-27 Net assets without donor restrictionsStart of year $11,759,097$12,463,367
X-32 Total net assets or fund balancesStart of year $11,759,097$12,463,367
X-33 Total liabilities and net assetsStart of year $12,156,687$12,945,365
Part XI · Reconciliation of net assets $12,463,367 net assets at year end
XI-1 Total revenue$3,165,218
XI-2 Total expenses$3,099,080
XI-3 Revenue less expenses$66,138
XI-4 Net assets at start of year$11,759,097
XI-5 Net unrealized gains (losses) on investments$638,132
XI-10 Net assets at end of year$12,463,367

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.