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Montana Optometric Association

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.

Details

According to its Dec. 2024 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$397k (2024)

Expenses
$263k (2024)

Total Assets
$773k (2024)

Total Liabilities
$1.72k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,761
Expenses
$263,245
Net Income
$133,516
Net Assets
$771,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,910
40.3%
Program Services $223,719
56.4%
Investment Income $13,132
3.3%
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 $773,016
Total Liabilities $1,719
Net Assets $771,297
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paige Nash Rauen Od (Board Member) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Devin Despain (Board Member) $0 $0 $0
Robert Simons Od (1 St Vice President) $0 $0 $0
William Thomas (Board Member) $0 $0 $0
Caitlin Campbell (Board Member) $0 $0 $0
John Creger (2 Nd Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$386,705
Expenses
$276,875
Net Income
$109,830
Net Assets
$731,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,962
46.8%
Program Services $180,616
46.7%
Investment Income $25,127
6.5%
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 $829,103
Total Liabilities $97,224
Net Assets $731,879
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paige Nash Rauen Od (1 St Vice President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Caitlyn Campbell Od (President) $0 $0 $0
Robert Simons Od (2 Nd Vice President) $0 $0 $0
William Thomas Od (Board Member) $0 $0 $0
John Creger Od (Second Vice President) $0 $0 $0
Dirk Beyer Od (Past President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$353,632
Expenses
$293,106
Net Income
$60,526
Net Assets
$696,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $238,557
67.5%
Program Services $114,366
32.3%
Investment Income $709
0.2%
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 $753,437
Total Liabilities $57,097
Net Assets $696,340
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dirk Beyer Od (President) $0 $0 $0
Paige Nash Rauen Od (Second Vice President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Nicole Henriksen Od (Immediate Past President) $0 $0 $0
Caitlyn Campbell Od (First Vice President) $0 $0 $0
Robert Simons Od (Member) $0 $0 $0
William Thomas Od (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,067
Expenses
$289,872
Net Income
-$33,805
Net Assets
$660,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $195,153
76.2%
Program Services $60,663
23.7%
Investment Income $251
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 $660,838
Total Liabilities $0
Net Assets $660,838
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Randy Hoch Od (Member) $0 $0 $0
Abby Thompson Od (Immediate Past President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Nicole Henriksen Od (President) $0 $0 $0
Caitlyn Campbell Od (Second Vice President) $0 $0 $0
Michael Monson Od (First Vice President) $0 $0 $0
Paige Nash Rauen Od (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$273,510
Expenses
$273,602
Net Income
-$92
Net Assets
$711,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,013
78.2%
Program Services $56,414
20.6%
Investment Income $1,083
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,000
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $711,639
Total Liabilities $0
Net Assets $711,639
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph W Vincent Od (Member) $0 $0 $0
Joseph S Steiner Od (Immediate Past President) $0 $0 $0
Michael Monson Od (Second Vice President) $0 $0 $0
Abby Thompson Od (President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Dr Rob Currence (Member) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Nicole Henriksen Od (First Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$614,631
Expenses
$390,096
Net Income
$224,535
Net Assets
$711,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $419,615
68.3%
Program Services $185,220
30.1%
Investment Income $1,796
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,000
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $747,476
Total Liabilities $35,519
Net Assets $711,957
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph W Vincent Od (Immediate Past President) $0 $0 $0
Joseph S Steiner Od (President) $0 $0 $0
Michael Monson Od (Member) $0 $0 $0
Abby Thompson Od (First Vice President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Register Agent) $0 $0 $0
Douglas Safley Od (Member) $0 $0 $0
Marti Wangen Cae (Co Executive Director) $0 $0 $0
Nicole Henriksen Od (Second Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$541,261
Expenses
$360,856
Net Income
$180,405
Net Assets
$487,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $366,639
67.7%
Program Services $167,381
30.9%
Investment Income $1,241
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,000
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $555,802
Total Liabilities $68,381
Net Assets $487,421
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carl J Roth Od (Past President) $0 $0 $0
Joseph W Vincent Od (President) $0 $0 $0
Joseph S Steiner Od (First Vice President) $0 $0 $0
Douglas D Creger Od (Member) $0 $0 $0
Abby Thompson Od (Second Vice President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Registered Agent) $0 $0 $0
Nicole Henriksen Od (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$371,050
Expenses
$364,760
Net Income
$6,290
Net Assets
$307,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $179,515
48.4%
Program Services $183,143
49.4%
Investment Income $392
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,000
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $402,062
Total Liabilities $95,048
Net Assets $307,014
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carl J Roth Od (President) $0 $0 $0
Joseph W Vincent Od (First Vice President) $0 $0 $0
Joseph S Steiner Od (Second Vice President) $0 $0 $0
Douglas D Creger Od (Member) $0 $0 $0
Abby Thompson Od (Member) $0 $0 $0
Jason Ricks Od (Immediate Past President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir/Registered Agent) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,230
Expenses
$303,979
Net Income
$28,251
Net Assets
$300,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,270
49.1%
Program Services $159,908
48.1%
Investment Income $252
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,800
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $384,651
Total Liabilities $83,927
Net Assets $300,724
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jason Ricks Od (President) $0 $0 $0
Carl J Roth Od (First Vice President) $0 $0 $0
Joseph W Vincent Od (Second Vice President) $0 $0 $0
Douglas D Creger Od (Member) $0 $0 $0
Joseph S Steiner Od (Member) $0 $0 $0
Marcus H Kelly Od (Immediate Past President) $0 $0 $0
Sue A Weingartner See Sched L (Executive Dir) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,695
Expenses
$312,575
Net Income
$21,120
Net Assets
$272,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,477
47.8%
Program Services $163,583
49.0%
Investment Income $135
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,500
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $351,552
Total Liabilities $79,079
Net Assets $272,473
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marcus H Kelley Od (President) $0 $0 $0
Jason Ricks Od (First Vice President) $0 $0 $0
William E Thomas Od (Past President) $0 $0 $0
Douglas D Creger Od (Member) $0 $0 $0
Joseph W Vincent Od (Member) $0 $0 $0
Sue A Weingartner See Sched L (Executive Director) $0 $0 $0
Carl J Roth Od (Second Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$312,060
Expenses
$293,784
Net Income
$18,276
Net Assets
$251,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $174,657
56.0%
Program Services $126,741
40.6%
Investment Income $62
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,600
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $304,755
Total Liabilities $53,420
Net Assets $251,335
Compensation
Key Employees and Officers Compensation Related Other
Douglas Creger Od (Board Of Director) $0 $0 $0
William E Thomas Od (President) $0 $0 $0
Jason A Ricks Od (Second Vice President) $0 $0 $0
Marcus H Kelley Od (First Vice President) $0 $0 $0
Carl J Roth Od (Board Of Director) $0 $0 $0
Tom R Felstet Od (Past President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$298,906
Expenses
$298,134
Net Income
$772
Net Assets
$233,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,996
55.2%
Program Services $123,462
41.3%
Investment Income $87
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,361
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $279,241
Total Liabilities $46,182
Net Assets $233,059
Compensation
Key Employees and Officers Compensation Related Other
Sue A Weingartner (Executive Director) $0 $0 $0
William Hasquet Od (Past President) $0 $0 $0
William E Thomas Od (First Vice President) $0 $0 $0
Jason A Ricks Od (Board Of Director) $0 $0 $0
Marcus H Kelley Od (Second Vice President) $0 $0 $0
Carl J Roth Od (Board Of Director) $0 $0 $0
Tom R Felstet Od (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$337,903
Expenses
$299,505
Net Income
$38,398
Net Assets
$232,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,245
55.1%
Program Services $140,304
41.5%
Investment Income $654
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,700
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $290,463
Total Liabilities $58,176
Net Assets $232,287

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$185,981
Expenses
$191,721
Net Income
-$5,740
Net Assets
$193,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,546
8.4%
Program Services $42,857
23.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,215
0.7%
Assets/Debt
Total Assets $275,371
Total Liabilities $81,481
Net Assets $193,890

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

What Is 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.
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  • 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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