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Nonprofit · EIN 94-1017064

CALIFORNIA OPTOMETRIC ASSOCIATION

Tax-exempt · SACRAMENTO, CA 95835

Financials

$3.1M$2.9M2023$3.2M$3.1M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA OPTOMETRIC ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,165,218$3,099,080$66,138$12,945,365$481,998$12,463,367
December 31, 2023990$3,120,158$2,850,847$269,311$12,156,687$397,590$11,759,097
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,413,151
Investment income
$480,156
Royalties
$144,382
Net gain from sales of assets
$39,558
Other revenue
$271,911

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$593,967
Other salaries and wages
$440,774
Salaries, compensation and benefits (total)
$1,143,111
Professional fundraising fees
$0
Legal fees
$3,686
Accounting fees
$23,350
Occupancy
$4,781
Travel
$111,658
Depreciation
$10,263

Balance sheet and other

Total assets, start of year
$12,156,687
Total assets, end of year
$12,945,365
Total liabilities, end of year
$481,998
Net assets, end of year
$12,463,367
Land, buildings and equipment
$4,067
Publicly traded securities
$12,070,838
Net assets without donor restrictions
$12,463,367
Gross unrelated business income
$44,642
Gross receipts
$6,504,573
Employees
5
Volunteers
40
Year formed
1906
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KRISTINE SHULTZEXECUTIVE DI
Officer
40$254,781$30,043
SARAH HARBINASSOCIATE EX
Officer
40$255,155$27,588
JODI HAASDEVELOPMENT
Highest-paid employee
40$220,982$24,733
CANDI KIMURA ODIMMEDIATE PA
Trustee or director, Officer
1$14,400$0
CHRISTOPHER GEE ODPRESIDENT
Trustee or director, Officer
1$12,000$0
BRIAN PARK ODPRESIDENT-EL
Trustee or director, Officer
1$0$0
RACHELLE LIN ODSECRETARY-TR
Trustee or director, Officer
1$0$0
ANNE MIKA MOY OD FAAOTRUSTEE
Trustee or director, Officer
1$0$0
HEIDI G MILLER OD FAAO FSLSTRUSTEE
Trustee or director, Officer
1$0$0
HENRY HUA ODTRUSTEE
Trustee or director, Officer
1$0$0
CHRIS FISHER ODTRUSTEE
Trustee or director
1$0$0
DAVID ARDAYA OD MHATRUSTEE
Trustee or director
1$0$0
MUNISH SHARMA OD MD MBA FAAOTRUSTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
KRISTINE SHULTZEXECUTIVE DI
Officer
40$257,876$28,450
SARAH HARBINASSOCIATE EX
Officer
40$242,537$26,143
JODI HAASDEVELOPMENT
Highest-paid employee
40$209,122$21,769
AMANDA DEXTER OD FAAOIMMMEDIATE P
Trustee or director, Officer
1$0$0
CHRISTOPHER FISHERTRUSTEE
Trustee or director
1$0$0
HENRY HUATRUSTEE
Trustee or director
1$0$0
CANDI KIMURAPRESIDENT
Trustee or director, Officer
1$0$0
RACHELLE LINTRUSTEE
Trustee or director
1$0$0
MICHAEL MENDOZATRUSTEE
Trustee or director
1$0$0
HEIDI MILLERTRUSTEE
Trustee or director
1$0$0
MIKA MOYTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER GEE ODPRESIDENT EL
Trustee or director, Officer
1$0$0
BRIAN PARKSECRETARY/TR
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
2701 DEL PASO RD STE 130 PMB 398, SACRAMENTO, CA 95835-2306
Principal officer (990 for 2024)
KRISTINE SHULTZ, 2701 DEL PASO RD STE 130-, SACRAMENTO, CA 95816
Signed the 990
KRISTINE SHULTZ, EXECUTIVE DIRECTOR
Phone
(833) 206-0598
Return prepared by
GRANT BENNETT ASSOCIATES

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1017064 or by the name CALIFORNIA OPTOMETRIC ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MISSION OF THE CALIFORNIA OPTOMETRIC ASSOCIATION IS TO SUPPORT AND ADVANCE THE PROFESSION OF OPTOMETRY TO ASSURE QUALITY HEALTH CARE FOR ALL CALIFORNIANS.

990 for the year ended December 31, 2024

Program accomplishments

  • 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 ONLINE VIRTUAL EVENT IN APRIL AND AUGUST 2024. MONTEREY SYMPOSIUM WAS A LIVE EVENT HELD IN PERSON IN 2024. THERE WERE SIX ONLINE TWO HOUR CONTINUING EDUCATION EVENTS HELD IN JANUARY, MARCH, MAY, JULY, SEPTEMBER, AND OCTOBER 2024. INSIGHTS INDUSTRY PARTNER VIRTUAL PROGRAM- JUNE, AUGUST, AND OCTOBER. NEW OD BOOT CAMPS VIRTUAL AND IN-PERSON PROGRAM- JUNE, JULY, AUGUST, AND SEPTEMBER.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1017064
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1959
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
1459 (18 member organizations)
Assets (IRS master file)
$12,945,365
Income (IRS master file)
$6,504,573

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,165,218$3,099,080$12,945,365XML
990December 2023$3,120,158$2,850,847$12,156,687XML
990December 2022$4,432,915$2,821,149$11,132,325IRS
990December 2021$3,280,771$2,424,971$10,978,851IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1017064).

Questions about CALIFORNIA OPTOMETRIC ASSOCIATION

What is the EIN of CALIFORNIA OPTOMETRIC ASSOCIATION?
The employer identification number (EIN) of CALIFORNIA OPTOMETRIC ASSOCIATION is 94-1017064.
Is CALIFORNIA OPTOMETRIC ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1959.
Are donations to CALIFORNIA OPTOMETRIC ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA OPTOMETRIC ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA OPTOMETRIC ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA OPTOMETRIC ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CALIFORNIA OPTOMETRIC ASSOCIATION?
The 990 for the year ended December 31, 2024 names KRISTINE SHULTZ.
Who are the officers and directors of CALIFORNIA OPTOMETRIC ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 13 people; 5 received compensation from the organization, the highest $254,781 (KRISTINE SHULTZ, EXECUTIVE DI).
How much revenue does CALIFORNIA OPTOMETRIC ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,165,218, expenses of $3,099,080 and total assets of $12,945,365 at year end.

Organizations in its group exemption (18)

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