Montana Optometric Association
- Assets
- $829.1k
- Revenue
- $386.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Helena, MT
- Founding
- 10/1972
- Data as of
- 12/2023
- EIN
- 81-0331594
Organization Overview
Montana Optometric Association is located in Helena, MT. The organization was established in 1972. According to its NTEE Classification (G41) the organization is classified as: Eye Diseases, Blindness & Vision Impairments, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana Optometric Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, Montana Optometric Association generated $386.7k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $276.9k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE OPTOMETRIC INTERESTS
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONFERENCES & CONTINUING EDUCATION
TO PROMOTE OPTOMETRIC INTEREST IN THE STATE OF MONTANA
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paige Nash-Rauen Od 1st Vice President | OfficerTrustee | 1 | $0 |
Sue A Weingartner See Sched L Executive Dir/register Agent | Trustee | 20 | $0 |
Marti Wangen Cae Co-Executive Director | Trustee | 40 | $0 |
Caitlyn Campbell Od President | OfficerTrustee | 1 | $0 |
Robert Simons Od 2nd Vice President | Trustee | 1 | $0 |
William Thomas Od Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $180,962 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $180,962 |
| Total Program Service Revenue | $180,616 |
| Investment income | $25,127 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $386,705 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $116,268 |
| Fees for services: Legal | $9,939 |
| Fees for services: Accounting | $497 |
| Fees for services: Lobbying | $10,250 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $1,335 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,989 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,228 |
| All other expenses | $9,452 |
| Total functional expenses | $276,875 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $190,667 |
| Savings and temporary cash investments | $629,920 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $8,516 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $829,103 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $97,224 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $97,224 |
| Net assets without donor restrictions | $314,838 |
| Net assets with donor restrictions | $417,041 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $829,103 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Envision Sight Inc Boise, ID | $1,966,732 | $1,474,445 |
South Dakota Optometric Society Pierre, SD | $853,355 | $328,964 |
Lifesight Rapid City, SD | $2,731,448 | $137,118 |
Valley Vision Inc Lewiston, ID | $188,071 | $267,179 |
South Dakota Lions Foundation Inc Sioux Falls, SD | $1,036,174 | $166,745 |
Idaho Optometric Physicians Inc Meridian, ID | $493,019 | $270,492 |
Montana Optometric Association Helena, MT | $829,103 | $386,705 |
Montana Association For The Blind Inc Bozeman, MT | $1,666,166 | $241,603 |
North Dakota Optometric Assn Bismarck, ND | $1,258,496 | $265,809 |
Optometric Foundation Of North Dakota Inc Fargo, ND | $484,841 | $0 |
Northern Rockies Optometric Conference Cheyenne, WY | $14,307 | $0 |
North Dakota Association Of The Blind Incorporated West Fargo, ND | $626,789 | $110,672 |
Special Friends Of Cheyenne Inc Cheyenne, WY | $238,731 | $126,430 |
International Association Of Lions Clubs Mandan, ND | $185,183 | $0 |
South Dakota Foundation For The Blind And Visually Impaired Aberdeen, SD | $798,723 | $33,074 |