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Southwest Florida Optometric Association Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$177k (2023)

Expenses
$191k (2023)

Total Assets
$332k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$176,562
Expenses
$190,710
Net Income
-$14,148
Net Assets
$331,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,045
56.7%
Program Services $72,929
41.3%
Investment Income $3,588
2.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $331,834
Total Liabilities $0
Net Assets $331,834
Compensation
Key Employees and Officers Compensation Other
Alice Higgins (President) $0 $0
Angie Kaplan (Vice Preside) $0 $0
Arthur Young (Treasurer) $0 $0
Carlos Sanchez (Secretary) $0 $0
Kate Maloney (Trustee) $0 $0
Jessica Cameron (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,385
Expenses
$169,168
Net Income
$43,217
Net Assets
$345,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,766
48.9%
Program Services $108,301
51.0%
Investment Income $318
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $345,982
Total Liabilities $0
Net Assets $345,982
Compensation
Key Employees and Officers Compensation Related Other
Jake Rockman (President) $0 $0 $0
Alice Higgins (Vice Preside) $0 $0 $0
Arthur Young (Treasurer) $0 $0 $0
Angie Kaplan (Secretary) $0 $0 $0
Kate Maloney (Trustee) $0 $0 $0
Carlos Sanchez (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$179,727
Expenses
$154,001
Net Income
$25,726
Net Assets
$321,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,108
45.1%
Program Services $98,602
54.9%
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $321,395
Total Liabilities $0
Net Assets $321,395
Compensation
Key Employees and Officers Compensation Other
Jake Rockman (President) $0 $0
Alice Higgins (Vice Preside) $0 $0
Arthur Young (Treasurer) $0 $0
Angie Kaplan (Secretary) $0 $0
Kate Maloney (Trustee) $0 $0
Carlos Sanchez (Trustee) $0 $0
Chris Williamson (Past Preside) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,383
Expenses
$117,096
Net Income
$24,287
Net Assets
$295,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,289
47.6%
Program Services $65,842
46.6%
Investment Income $1,238
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $720
0.5%
Assets/Debt
Total Assets $295,669
Total Liabilities $0
Net Assets $295,669

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$142,003
Expenses
$124,203
Net Income
$17,800
Net Assets
$263,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,552
47.6%
Program Services $66,927
47.1%
Investment Income $930
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $771
0.5%
Assets/Debt
Total Assets $263,983
Total Liabilities $0
Net Assets $263,983

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$186,779
Expenses
$153,131
Net Income
$33,648
Net Assets
$229,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,081
42.9%
Program Services $96,952
51.9%
Investment Income $2,042
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,127
1.7%
Assets/Debt
Total Assets $229,340
Total Liabilities $0
Net Assets $229,340

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$152,416
Expenses
$124,325
Net Income
$28,091
Net Assets
$205,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,066
48.6%
Program Services $70,480
46.2%
Investment Income $29
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $205,637
Total Liabilities $0
Net Assets $205,637

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$139,961
Expenses
$133,199
Net Income
$6,762
Net Assets
$162,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,943
47.1%
Program Services $68,970
49.3%
Investment Income $36
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $162,613
Total Liabilities $0
Net Assets $162,613

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$135,474
Expenses
$151,722
Net Income
-$16,248
Net Assets
$155,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,860
45.7%
Program Services $67,768
50.0%
Investment Income $64
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $155,851
Total Liabilities $0
Net Assets $155,851

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$164,579
Expenses
$128,780
Net Income
$35,799
Net Assets
$172,099
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,860
63.1%
Program Services $52,745
32.0%
Investment Income $1,950
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $172,099
Total Liabilities $0
Net Assets $172,099

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$71,005
Expenses
$62,630
Net Income
$8,375
Net Assets
$136,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,600
86.8%
Program Services $0
Investment Income $81
0.1%
Net Fundraising $3,476
4.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $136,300
Total Liabilities $0
Net Assets $136,300

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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