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Texas 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
$2.54M (2023)

Expenses
$2.39M (2023)

Total Assets
$6.78M (2023)

Total Liabilities
$2.34M (2023)

Source: Form 990 tax filings from 2011 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 Form 990
Revenue
$2,537,148
Expenses
$2,387,940
Net Income
$149,208
Net Assets
$4,445,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,355,886
53.4%
Program Services $1,021,289
40.3%
Investment Income $65,640
2.6%
Bond Proceeds $0
Royalties $28,500
1.1%
Rental Property Income $59,008
2.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,825
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $147,680
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $259,011
10.8%
Assets/Debt
Total Assets $6,782,956
Total Liabilities $2,336,995
Net Assets $4,445,961
Compensation
Key Employees and Officers Compensation Related Other
Sherry Ballance (Executive Director) $129,393 $0 $18,287
Jennifer Deakins (President) $10,000 $0 $0
Michael Maldonado (Trustee) $1,600 $0 $0
Kumar Patel (President Elect) $0 $0 $0
Beth Robinson (Secretary/Treasurer) $0 $0 $0
Matt Valdes (Immediate Past President) $0 $0 $0
Adam Cox (Trustee) $0 $0 $0
Vissett Sun (Trustee) $0 $0 $0
David Dinh (Trustee) $0 $0 $0
Shawn Prapta (Trustee) $0 $0 $0
Ajay Patel (Trustee) $0 $0 $0
Ryan Patel (Trustee) $0 $0 $0
Neha Patel (Trustee) $0 $0 $0
Kimberly Wampler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,241,289
Expenses
$2,146,597
Net Income
$94,692
Net Assets
$3,798,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,192,688
53.2%
Program Services $927,554
41.4%
Investment Income $41,471
1.9%
Bond Proceeds $0
Royalties $23,803
1.1%
Rental Property Income $41,448
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,325
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $148,285
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $242,246
11.3%
Assets/Debt
Total Assets $6,160,064
Total Liabilities $2,361,550
Net Assets $3,798,514
Compensation
Key Employees and Officers Compensation Related Other
Sherry Ballance (Executive Director) $130,921 $0 $17,364
Matt Valdes (President) $10,000 $0 $0
Jennifer Deakins (President Elect) $0 $0 $0
Kumar Patel (Secretary/Treasurer) $0 $0 $0
Steve Nguyen (Immediate Past President) $0 $0 $0
Sandra Fortenberry (Consulting Past President) $0 $0 $0
Adam Cox (Trustee) $0 $0 $0
Michael Maldonado (Trustee) $0 $0 $0
Ryan Rosemore (Trustee) $0 $0 $0
Vissett Sun (Trustee) $0 $0 $0
Beth Robinson (Trustee) $0 $0 $0
Shawn Prapta (Trustee) $0 $0 $0
Ryan Patel (Trustee) $0 $0 $0
Neha Patel (Trustee) $0 $0 $0
Kimberly Wampler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,952,678
Expenses
$1,686,518
Net Income
$266,160
Net Assets
$4,128,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,232,553
63.1%
Program Services $655,437
33.6%
Investment Income $29,909
1.5%
Bond Proceeds $0
Royalties $21,902
1.1%
Rental Property Income $12,115
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $762
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $141,198
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $153,861
9.1%
Assets/Debt
Total Assets $6,628,968
Total Liabilities $2,500,942
Net Assets $4,128,026
Compensation
Key Employees and Officers Compensation Related Other
Sherry Ballance (Executive Director) $123,941 $0 $17,257
Steve Nguyen (President) $10,000 $0 $0
Matt Valdes (President Elect) $0 $0 $0
Brian Rast (Secretary/Treasurer) $0 $0 $0
Mario Contaldi (Immediate Past President) $0 $0 $0
Clark Newman (Consulting Past President) $0 $0 $0
Adam Cox (Trustee) $0 $0 $0
Michael Maldonado (Trustee) $0 $0 $0
Ryan Rosemore (Trustee) $0 $0 $0
Vissett Sun (Trustee) $0 $0 $0
Beth Robinson (Trustee) $0 $0 $0
Kumar Patel (Trustee) $0 $0 $0
Ryan Patel (Trustee) $0 $0 $0
Neha Patel (Trustee) $0 $0 $0
Kimberly Wampler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,977,246
Expenses
$1,942,938
Net Income
$34,308
Net Assets
$3,325,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $885,452
44.8%
Program Services $1,012,135
51.2%
Investment Income $31,983
1.6%
Bond Proceeds $0
Royalties $32,114
1.6%
Rental Property Income $15,054
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $508
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $138,148
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $152,704
7.9%
Assets/Debt
Total Assets $5,880,546
Total Liabilities $2,554,916
Net Assets $3,325,630
Compensation
Key Employees and Officers Compensation Related Other
Sherry Ballance (Executive Director) $121,811 $0 $16,337
Mario Contaldi (President) $10,000 $0 $0
Steve Nguyen (President Elect) $0 $0 $0
Matt Valdes (Secretary/Treasurer) $0 $0 $0
Sandra Fortenberry (Immediate Past President) $0 $0 $0
Jenny Terrell (Consulting Past President) $0 $0 $0
Adam Cox (Trustee) $0 $0 $0
Michael Maldonado (Trustee) $0 $0 $0
Ryan Rosemore (Trustee) $0 $0 $0
Vissett Sun (Trustee) $0 $0 $0
Beth Robinson (Trustee) $0 $0 $0
Kumar Patel (Trustee) $0 $0 $0
Ryan Patel (Trustee) $0 $0 $0
Brian Rast (Trustee) $0 $0 $0
Kimberly Wampler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,378,381
Expenses
$2,519,047
Net Income
-$140,666
Net Assets
$3,038,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,059,794
44.6%
Program Services $1,118,534
47.0%
Investment Income $43,700
1.8%
Bond Proceeds $0
Royalties $46,060
1.9%
Rental Property Income $18,201
0.8%
Net Fundraising $0
Sales of Assets $86,316
3.6%
Net Inventory Sales $0
Other Revenue $5,776
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,523
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $302,713
12.0%
Assets/Debt
Total Assets $6,223,509
Total Liabilities $3,185,402
Net Assets $3,038,107
Compensation
Key Employees and Officers Compensation Related Other
Brenda Avery (Executive Director) $105,000 $0 $15,523
Sandra Fortenberry (President) $10,000 $0 $0
Mario Contaldi (President Elect) $0 $0 $0
Steve Nguyen (Treasurer) $0 $0 $0
Peter Cass (Past Consulting President) $0 $0 $0
Jenny Terrell (Past President) $0 $0 $0
Matt Valdes (Trustee) $0 $0 $0
Adam Cox (Trustee) $0 $0 $0
Michael Maldonado (Trustee) $0 $0 $0
Ryan Rosemore (Trustee) $0 $0 $0
Vissett Sun (Trustee) $0 $0 $0
Beth Robinson (Trustee) $0 $0 $0
Kumar Patel (Trustee) $0 $0 $0
Brian Rast (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,233,560
Expenses
$2,315,816
Net Income
-$82,256
Net Assets
$2,810,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,067,610
47.8%
Program Services $1,099,392
49.2%
Investment Income $38,699
1.7%
Bond Proceeds $0
Royalties $52,486
2.3%
Rental Property Income -$27,341
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,714
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $126,918
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $276,939
12.0%
Assets/Debt
Total Assets $5,760,351
Total Liabilities $2,950,257
Net Assets $2,810,094

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,259,508
Expenses
$2,246,550
Net Income
$12,958
Net Assets
$3,058,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,105,182
48.9%
Program Services $1,121,990
49.7%
Investment Income $36,174
1.6%
Bond Proceeds $0
Royalties $48,861
2.2%
Rental Property Income -$95,611
Net Fundraising $0
Sales of Assets $42,344
1.9%
Net Inventory Sales $0
Other Revenue $568
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $127,432
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $299,816
13.3%
Assets/Debt
Total Assets $5,833,346
Total Liabilities $2,774,523
Net Assets $3,058,823

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,174,381
Expenses
$2,275,395
Net Income
-$101,014
Net Assets
$2,835,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,075,135
49.4%
Program Services $977,123
44.9%
Investment Income $35,087
1.6%
Bond Proceeds $0
Royalties $59,512
2.7%
Rental Property Income $8,250
0.4%
Net Fundraising $0
Sales of Assets $10,405
0.5%
Net Inventory Sales $0
Other Revenue $8,869
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,092
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,891,146
Total Liabilities $3,055,631
Net Assets $2,835,515

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,311,475
Expenses
$2,137,141
Net Income
$174,334
Net Assets
$2,902,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,046,815
45.3%
Program Services $1,105,329
47.8%
Investment Income $36,815
1.6%
Bond Proceeds $0
Royalties $91,543
4.0%
Rental Property Income $6,000
0.3%
Net Fundraising $0
Sales of Assets $19,526
0.8%
Net Inventory Sales $0
Other Revenue $5,447
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $129,622
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $274,534
12.8%
Assets/Debt
Total Assets $3,584,851
Total Liabilities $681,890
Net Assets $2,902,961
Compensation
Key Employees and Officers Compensation Related Other
Brenda J Avery (Executive Director) $117,745 $2,400 $11,877
Thomas A Lucas Jr Od (President) $10,000 $0 $0
Jenny Terrell Od Faao (Secretary Treasurer) $0 $0 $0
David Frazee Od (President Elect) $0 $0 $0
Kevin Gee Od Faao (Consulting Past President) $0 $0 $0
Peter John Cass Od (Trustee) $0 $0 $0
Sandra Fortenberry Od Faao (Trustee) $0 $0 $0
Jack Mc Intyre Od (Trustee) $0 $0 $0
Matt Valdes Od Faao (Trustee) $0 $0 $0
Jennifer Deakins Od (Trustee) $0 $0 $0
Eric Ketchum Od (Trustee) $0 $0 $0
Marcus Piccolo Od Faao (Trustee) $0 $0 $0
David Way Od (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,187,136
Expenses
$1,894,936
Net Income
$292,200
Net Assets
$2,801,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,007,931
46.1%
Program Services $1,000,495
45.7%
Investment Income $42,731
2.0%
Bond Proceeds $0
Royalties $62,255
2.8%
Rental Property Income $6,000
0.3%
Net Fundraising $0
Sales of Assets $62,036
2.8%
Net Inventory Sales $0
Other Revenue $5,688
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,838
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $277,844
14.7%
Assets/Debt
Total Assets $3,696,338
Total Liabilities $894,500
Net Assets $2,801,838

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,083,602
Expenses
$1,874,278
Net Income
$209,324
Net Assets
$2,502,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,890,892
90.8%
Investment Income $32,971
1.6%
Bond Proceeds $0
Royalties $51,932
2.5%
Rental Property Income $6,000
0.3%
Net Fundraising $0
Sales of Assets $89,817
4.3%
Net Inventory Sales $0
Other Revenue $11,990
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $143,001
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $263,273
14.0%
Assets/Debt
Total Assets $3,483,198
Total Liabilities $980,752
Net Assets $2,502,446
Compensation
Key Employees and Officers Compensation Related Other
Brenda J Hefner Avery (Executive Director) $118,914 $2,400 $14,088
Kevin Gee Od Faao (President) $10,000 $0 $0
Jeffrey Jones Od (Immediate Past President) $0 $0 $0
Fred Farias Iii Od Faao (President Elect) $0 $0 $0
Thomas Lucas Jr Od (Secretary Treasurer) $0 $0 $0
Monica Allison Od (Director) $0 $0 $0
Peter John Cass Od (Director) $0 $0 $0
Mario Contaldi Od (Director) $0 $0 $0
Jennifer Deakins Od (Director) $0 $0 $0
Sandra Fortenberry Od Faao (Director) $0 $0 $0
David Frazee Od (Director) $0 $0 $0
Eric Ketchum Od (Director) $0 $0 $0
John Mccormick Jr Od (Director) $0 $0 $0
Carey Patrick Od (Director) $0 $0 $0
Jenny Terrell Od (Director) $0 $0 $0
Bill Thompson Od (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,020,230
Expenses
$1,966,223
Net Income
$54,007
Net Assets
$2,211,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,882,893
93.2%
Investment Income $29,767
1.5%
Bond Proceeds $0
Royalties $68,059
3.4%
Rental Property Income $6,000
0.3%
Net Fundraising $0
Sales of Assets -$7,881
Net Inventory Sales $0
Other Revenue $41,392
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $136,130
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $300,895
15.3%
Assets/Debt
Total Assets $3,103,283
Total Liabilities $891,946
Net Assets $2,211,337

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,650,211
Expenses
$1,534,928
Net Income
$115,283
Net Assets
$2,045,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,528,018
92.6%
Investment Income $22,155
1.3%
Bond Proceeds $0
Royalties $88,119
5.3%
Rental Property Income $6,000
0.4%
Net Fundraising $0
Sales of Assets $4,379
0.3%
Net Inventory Sales $0
Other Revenue $1,540
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $134,850
8.8%
Professional Fundraising Fees $0
Other Salaries and Wages $220,111
14.3%
Assets/Debt
Total Assets $3,102,206
Total Liabilities $1,056,650
Net Assets $2,045,556

Document Links

Fiscal Year Ending Dec.
2010

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.
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.
2006

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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