2024-10-31T17:45:08-04:00 2023-12-31 942692073 GRANT BENNETT ASSOCIATES 10850 GOLD CENTER DR STE 260 RANCHO CORDOVA CA 956705143 990 2023-01-01 941017064 CALIFORNIA OPTOMETRIC ASSOCIATION CALI 8332060598 2701 DEL PASO ROAD SUITE 130-398 SACRAMENTO CA 95835 KRISTINE SHULTZ EXECUTIVE DIRECTOR 9164413990 2024-10-28 true false MICHAEL R MARUCHEAU P01250456 9169225109 2024-10-28 2023 2024-10-15 13:58:12Z KRISTINE SHULTZ 2701 DEL PASO RD STE 130- SACRAMENTO CA 95816 6828170 false X COAVISION.ORG X 1906 CA THE MISSION OF THE CALIFORNIA OPTOMETRIC ASSOCIATION IS TO SUPPORT AND ADVANCE THE PROFESSION OF OPTOMETRY TO ASSURE QUALITY HEALTH CARE FOR ALL CALIFORNIANS. 10 10 6 40 54679 0 2387119 2440154 1662245 386129 383551 293875 4432915 3120158 0 0 1199487 1191483 0 0 1621662 1659364 2821149 2850847 1611766 269311 11132325 12156687 396513 397590 10735812 11759097 THE MISSION OF THE CALIFORNIA OPTOMETRIC ASSOCIATION IS TO SUPPORT AND ADVANCE THE PROFESSION OF OPTOMETRY TO ASSURE QUALITY HEALTH CARE FOR ALL CALIFORNIANS. false false THE CALIFORNIA OPTOMETRIC ASSOCIATION HELD MULTIPLE EXTENSIVE CONTINUING EDUCATION OPPORTUNITIES AND TRADE SHOWS FOR OPTOMETRISTS FOR RE-LICENSURE AND PROFESSIONAL DEVELOPMENT. OPTOWEST HELD TWO ONE DAY EVENTS: AN ONLNE VIRTUAL EVENT IN APRIL AND AUGUST 2023. MONTEREY SYMPOSIUM WAS A LIVE EVENT HELD IN PERSON IN 2023. THERE WERE SIX ONLINE TWO HOUR CONTINUING EDUCATION EVENTS HELD IN JANUARY, MARCH, MAY, JULY, SEPTEMBER, AND OCTOBER 2023. false false true true false false false false true true false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false true true false false true 18 0 true 6 true true true false false false false false false false X 10 10 false false false false true true false true true false true true false true true true true true true true false X LOUISE MCATEE 9164413990 2701 DEL PASO RD STE 130-398 SACRAMENTO CA 95835 KRISTINE SHULTZ EXECUTIVE DI 40.00 X 257876 0 28450 SARAH HARBIN ASSOCIATE EX 40.00 X 242537 0 26143 JODI HAAS DEVELOPMENT 40.00 X 209122 0 21769 AMANDA DEXTER OD FAAO IMMMEDIATE P 1.00 X X 0 0 0 CHRISTOPHER FISHER TRUSTEE 1.00 X 0 0 0 HENRY HUA TRUSTEE 1.00 X 0 0 0 CANDI KIMURA PRESIDENT 1.00 X X 0 0 0 RACHELLE LIN TRUSTEE 1.00 X 0 0 0 MICHAEL MENDOZA TRUSTEE 1.00 X 0 0 0 HEIDI MILLER TRUSTEE 1.00 X 0 0 0 MIKA MOY TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GEE OD PRESIDENT EL 1.00 X X 0 0 0 BRIAN PARK SECRETARY/TR 1.00 X X 0 0 0 709535 76362 3 false true false MEMBERSHIP DUES 900099 1470677 1470677 SPONSORSHIPS 900099 708016 708016 CONFERENCES 900099 261461 261461 2440154 352033 352033 156560 156560 3742108 3708012 34096 34096 34096 CA OPTOMETRIC MAGAZINE 900099 82046 27367 54679 ADMIN REIMBURSEMENT 900099 31500 31500 DUES REBATE 900099 23769 23769 137315 3120158 1529544 54679 1535935 555006 510623 30441 27822 67591 10728 22300 323781 42356 220284 23697 37421 3613 96150 243227 41448 47638 FOOD AND BEVERAGE 195863 BANK CHARGES 96648 EQUIPMENT RENTAL & MAINT 66128 DUES AND SUBSCRIPTIONS 55569 132513 2850847 0 0 0 363010 327607 1156953 1215730 153066 168628 30441 15742 746640 734023 54065 12617 9372717 10411685 2073 4678 11132325 12156687 314347 386801 82166 10789 396513 397590 X 10735812 11759097 10735812 11759097 11132325 12156687 269311 753974 X false true X true false false LOCAL SOCIETIES OF THE COA PAC 2415 K STREET SACRAMENTO CA 95816 680360225 48187 CA OPTOMETRIC PAC AKA CAL-OPAC 2415 K STREET SACRAMENTO CA 95816 942344157 181389 false false true 1498044 735418 109423 844841 808944 35897 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION HAS TWO SEPARATE PACS ESTABLISHED WHEREBY MEMBERS CAN CONTRIBUTE TO THOSE PACS THROUGH PAYMENT OF THEIR MEMBER DUES TO THE ASSOCIATION. THE ASSOCIATION THEN PROMPTLY AND DIRECTLY TRANSFERS THOSE FUNDS TO THE RESPECTIVE PAC NOTED BY THE MEMBER THEREFORE, THE CONTRIBUTIONS MADE TO THE PACS ARE NOT BEING REPORTED IN PART I-A, LINE 2 PER THE IRS INSTRUCTIONS. 6730511 757492 7488003 7456871 -726360 6730511 6805238 651543 7456871 6273288 532040 6805328 5432605 840683 6273288 1.00000 false false 721778 711268 10510 24862 22755 2107 12617 3831776 753974 753974 3077802 42356 42356 3120158 2808491 2808491 42356 42356 2850847 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWMENT TRUST IS TO PROVIDE THE ASSOCIATION WITH A REVENUE STREAM IN PERPETUITY TO SUPPORT THE OPERATION OF THE ASSOCIATION. false false false KRISTINE SHULTZ EXECUTIVE DIRECTOR 257876 16495 11955 286326 SARAH HARBIN ASSOCIATE EXEC DIREC 242537 15746 10397 268680 JODI HAAS DEVELOPMENT DIRECTOR 209122 13219 8550 230891 FORM 990, PAGE 6, PART VI, LINE 6 COA HAS SIXTEEN MEMBERSHIP CATEGORIES: ACTIVE FULL, PARTIAL PRACTICE, CLINIC PRACTICE, OPTOMETRIC EDUCATOR, GOVERNMENT SERVICE, POSTGRADUATE, DISTINGUISHED, LIFE, SPECIAL ACHIEVEMENT, RETIRED, STUDENT, NON-CALIFORNIA RESIDENT, NON-U.S. RESIDENT, PARAOPTOMETRIC, NON-OPTOMETRIST EDUCATOR AND HONORARY. FORM 990, PAGE 6, PART VI, LINE 7A COA MEMBERS REPRESENTING ALL 25 SOCIETIES WHO SERVE AS DELEGATES TO THE COA HOUSE OF DELEGATES ANNUALLY ELECT ALL OFFICERS (WITH THE EXCEPTION OF THE SECRETARY-TREASURER WHOSE POSITION IS UP FOR ELECTION EVERY TWO YEARS) AND TRUSTEES TO THE COA BOARD OF TRUSTEES WHOSE TWO-YEAR TERM HAS EXPIRED OR THE FILLING OF VACANCIES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE TREASURER OF THE ASSOCIATION, THE EXECUTIVE DIRECTOR, AND THE DIRECTOR OF FINANCE PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES DISCLOSE ANY TYPE OF CONFLICT OF INTEREST ANNUALLY. EACH YEAR A QUESTIONNAIRE IS SENT TO EACH BOARD MEMBER AND ALL RESPONSES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15A THE COA EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BY REVIEWING COMPARABILITY DATA, E.G., WAGE SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION-MAKING PROCESS. FORM 990, PAGE 6, PART VI, LINE 15B IN ADDITION TO REVIEWING PERFORMANCE OBJECTIVES, KEY EMPLOYEE DATA WAS USED FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, THE CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES, AND 990S OF OTHER ORGANIZATIONS. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION USES THIS INFORMATION TO DETERMINE THE AMOUNT OF COMPENSATION FOR KEY STAFF EMPLOYEES. THE COA BOARD OF TRUSTEES DOES THE SAME FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME. GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS ON THE ORGANIZATION'S WEBSITE. PUBLIC VISION LEAGUE 2701 DEL PASO ROAD STE 130-398 SACRAMENTO CA 95816 956069113 LEGAL SVCS CA 501C6 COA true CALIFORNIA VISION FOUNDATION 2701 DEL PASO ROAD STE 130-398 SACRAMENTO CA 94816 680198414 CHARITABLE CA 501C3 7 COA true CALIFORNIA OPTOMETRIC PAC AKA CAL-O 2415 K STREET SACRAMENTO CA 94816 942344157 POLITICAL CA 527 NA false LOCAL SOCIETIES OF THE COA PAC 2415 K STREET SACRAMENTO CA 95816 680360225 POLITICAL CA 527 NA false false false false false false false false false false false false true false true true false true false false