San Joaquin Optometric Society
Nonprofit profile at a glance
- EIN
- 680389741
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Tracy, CA, USA
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $17,397
- Expenses
- $28,579
- Assets
- $36,473
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JESSICA SIU (PRESIDENT)
People named in this filing
- JESSICA SIU (PRESIDENT)
- LINA LEE (TREASURER)
- VIKRAM GIRN (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
What it reported doing in 2024
Held regular meetings to provide continuing education and networking and presentation of community service opportunities including board meeting
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 82
- Sustainability: 27
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 90%; rating input score 90
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -64.3%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 1.28; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.5% per year; rating input score 100; 56th percentile among comparable filings
- Revenue growth: -1.2% per year; rating input score 0; 46th percentile among comparable filings
- Asset growth: -1.8% per year; rating input score 0; 32nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 90% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $26K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 11/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.