OHIO OPTOMETRIC FOUNDATION INC (EIN 030504175) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

MRS ELIZABETH MUCKLEY

Phone

8008749111

Tax Period

2023-01-01 to 2023-12-31

OHIO OPTOMETRIC FOUNDATION INC, founded in 2003, is a micro nonprofit in the Human Services sector that reported $46K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $167K exceeded revenue, resulting in a 264% operating deficit.

Mission

TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,194

Program Service Revenue $0

Investment Income $1,654

Other Revenue $0

TOTAL REVENUE $45,848

Expense Breakdown

Grants Paid $80,050

Salaries & Benefits $0

Fundraising Expenses $6,723

Program Expenses $129,680

Other Expenses $86,936

TOTAL EXPENSES $166,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,848	$204,918	-0.8%
Expenses	$166,986	$113,603	+0.5%
Net Income	$-121,138	$91,315	-2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR KEITH KERNS	DIRECTOR	1.00		$0	$15,330	$173,955
DR REBECCA BROWN	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
DR KATHERINE FISHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR SHANE FOSTER	DIRECTOR	4.00	Director	$0	$0	$0
MS ANGIE HARTMAN	DIRECTOR	N/A	Director	$0	$0	$0
MRS ELIZABETH MUCKLEY	DIRECTOR	N/A	Officer Director	$0	$0	$0
DR TRACEY G NEEDHAM	DIRECTOR	5.00	Director	$0	$0	$0
DR TAYLOR PETERS	DIRECTOR	N/A	Director	$0	$0	$0
MS SHANA SMITH	DIRECTOR	N/A	Director	$0	$0	$0
DR JEFF SZYMANSKI	DIRECTOR	N/A	Director	$0	$0	$0
MR GREG TAPOCSI	SECRETARY-TR	N/A	Officer Director	$0	$0	$0
DR SAMANTHA ZACZYK	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$45,848	$166,986	$268,826	$-121,138
2022	$204,918	$113,603	$386,638	$91,315
2020	$11,144	$25,662	$304,252	$-14,518
2019	$49,437	$37,471	$321,189	$11,966
2018	$57,210	$27,011	$306,804	$30,199

OHIO OPTOMETRIC FOUNDATION INC