PALM BEACH CNTY OPTOMETRIC ASS INC (EIN 204927383) - 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

Principal Officer

STEPHANIE CUELLAR

Phone

5617972231

Tax Period

2025-01-01 to 2025-12-31

PALM BEACH CNTY OPTOMETRIC ASS is a small nonprofit in the Community Improvement sector that reported $204K in total revenue in fiscal year 2019. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 18% operating margin.

Mission

PUBLIC AWARENESS OF OPTOMETRY

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $170,734

TOTAL REVENUE $170,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $98,827

TOTAL EXPENSES $98,827

Year-over-Year Comparison

	2025	2024	Change
Revenue	$170,734	$177,607	0.0%
Expenses	$98,827	$156,544	-0.4%
Net Income	$71,907	$21,063	+2.4%

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

105

Independent Members

105

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
ALYSSA PANAGOS	VICE PRESIDE	N/A	Director	$0	$0	$0
SARA RASEKHI	PRESIDENT	N/A	Director	$0	$0	$0
MARCUS ERICKSON	JUNIOR TRUST	N/A		$0	$0	$0
NICHOLAS GREEN	SENIOR TRUST	N/A		$0	$0	$0
JUSTINA VASILIAUSKAS	JUNIOR TRUST	N/A		$0	$0	$0
KIMBERLY CARACCI	SECRETARY	N/A	Officer	$0	$0	$0
STEPHANIE CUELLAR	TREASURER	N/A	Officer	$0	$0	$0
TAMARA MAULE	REGISTRATION	N/A	Officer	$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
2025	$170,734	$98,827	$194,420	$71,907
2024	$177,607	$156,544	$122,513	$21,063
2023	$243,230	$216,490	$101,450	$26,740
2022	$187,420	$214,869	$74,710	$-27,449
2021	$80,768	$54,801	$102,159	$25,967
2020	$95,381	$85,041	$76,192	$10,340
2019	$204,324	$166,632	$65,852	$37,692

PALM BEACH CNTY OPTOMETRIC ASS INC