CONNECTICUT ASSOCIATION OF OPTOMETRISTS INC (EIN 060874713) - 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

1908

Legal Domicile

Principal Officer

STEPHANIE BARTOS

Phone

8605291900

Tax Period

2023-01-01 to 2023-12-31

CONNECTICUT ASSOCIATION OF OPTOMETRISTS INC, founded in 1908, is a small nonprofit that reported $839K in total revenue in fiscal year 2023.

Mission

ADVANCING THE PROFESSION OF OPTOMETRY TO THE FOREFRONT OF 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 $0

Program Service Revenue $756,146

Investment Income $76,250

Other Revenue $7,095

TOTAL REVENUE $839,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,196

Fundraising Expenses $0

Other Expenses $694,481

TOTAL EXPENSES $839,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$839,491	$848,650	0.0%
Expenses	$839,677	$749,596	+0.1%
Net Income	$-186	$99,054	-1.0%

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

Volunteers

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

$136,920

Total Directors

$136,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BARTOS	EXECUTIVE DIRECTOR	40.00	Officer Director	$77,400	$2,322	$79,722
LYNN SEDLAK MBA CAE	EXECUTIVE DIRECTOR (THRU 07/23)	40.00	Officer Director	$56,550	$648	$57,198
JOHN NEDELCU OD	PRESIDENT	0.50	Officer Director	$0	$0	$0
BARBARA DUNE OD	PRESIDENT-ELECT	0.50	Officer Director	$0	$0	$0
GARY MAGLIO OD	IMMEDIATE PAST-PRESIDENT	0.50	Officer Director	$0	$0	$0
STEPHEN N POLEZONIS OD	PAST-PRESIDENT (THRU 10/23)	0.50	Officer Director	$0	$0	$0
MARIA DELLA PORTA OD	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CHRISTOPHER ARGO OD	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
PATRICK DOTY OD	DIRECTOR	0.50	Director	$0	$0	$0
MARC KALLINEN OD	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL KELLEMAN OD	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET MOORE OD	DIRECTOR	0.50	Director	$0	$0	$0
NILKA PABON OD	DIRECTOR	0.50	Director	$0	$0	$0
NICHOLAS PARADIS OD	DIRECTOR	0.50	Director	$0	$0	$0
DEVINA PATEL OD	DIRECTOR	0.50	Director	$0	$0	$0
BETH SCHRAMM OD	DIRECTOR	0.50	Director	$0	$0	$0
GEORGE TZEPOS OD	DIRECTOR	0.50	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	$839,491	$839,677	$1,332,302	$-186
2022	$848,650	$749,596	$1,268,190	$99,054
2021	$665,284	$713,027	$1,486,209	$-47,743
2020	$571,882	$520,477	$1,271,176	$51,405
2019	$785,269	$908,684	$1,282,118	$-123,415
2018	$777,035	$842,947	$1,178,401	$-65,912

CONNECTICUT ASSOCIATION OF OPTOMETRISTS INC