NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS (EIN 210612458) - 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

1903

Legal Domicile

Principal Officer

KEIRA BOERTZEL-SMITH

Phone

6093234012

Tax Period

2024-01-01 to 2024-12-31

NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS, founded in 1903, is a small nonprofit that reported $815K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $927K exceeded revenue, resulting in a 14% operating deficit.

Mission

SUPPORTS OPTOMETRY AND SERVES OPTOMETRISTS BY PROVIDING CONTINUING EDUCATION AND OTHER SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $435,047

Program Service Revenue $300,006

Investment Income $44,082

Other Revenue $35,673

TOTAL REVENUE $814,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $402,431

Fundraising Expenses $0

Other Expenses $506,157

TOTAL EXPENSES $926,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$814,808	$858,702	-0.1%
Expenses	$926,611	$943,208	0.0%
Net Income	$-111,803	$-84,506	+0.3%

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

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

$184,077

Total Directors

$10,508

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN ARNOLD OD	PRESIDENT	2.20	Officer Director	$3,552	$0	$3,552
MARIA CARDONA OD	PRESIDENT-ELECT	2.20	Officer Director	$1,332	$0	$1,332
DAVID KONG OD	VICE PRESIDENT	2.20	Officer Director	$0	$0	$0
MARK DONLON OD	SECRETARY-TREASURER	2.20	Officer Director	$0	$0	$0
JESUS BARRIOS OD	IMMEDIATE PAST PRESIDENT	2.20	Officer Director	$0	$0	$0
DANIELLE GAETA OD	DIRECTOR	1.30	Director	$0	$0	$0
MARY ANN HODLE OD	DIRECTOR	1.30	Director	$1,006	$0	$1,006
ARUN KAISTHA OD	DIRECTOR	1.30	Director	$0	$0	$0
AMY LAM OD	DIRECTOR	1.30	Director	$1,578	$0	$1,578
KATHLEEN KINZEY OD	DIRECTOR	1.30	Director	$556	$0	$556
KEITH LEVINSON OD	DIRECTOR	1.30	Director	$0	$0	$0
ROBERT LEVY OD	DIRECTOR	1.30	Director	$0	$0	$0
VITTORIO MENA JR OD	DIRECTOR	1.30	Director	$0	$0	$0
TALIA MISHKIN OD	DIRECTOR	1.30	Director	$0	$0	$0
SIMI BHARDWAJ SETHI OD	DIRECTOR	1.30	Director	$0	$0	$0
STEVEN SORKIN OD	DIRECTOR	1.30	Director	$2,484	$0	$2,484
KEIRA BOERTZEL-SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$168,000	$11,193	$179,193

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	$814,808	$926,611	$1,076,993	$-111,803
2023	$858,702	$943,208	$1,193,886	$-84,506
2022	$974,959	$850,380	$1,228,672	$124,579
2021	$942,365	$880,849	$1,441,788	$61,516
2020	$704,732	$827,112	$1,276,812	$-122,380
2019	$969,544	$970,530	$1,324,947	$-986
2018	$1,031,009	$964,125	$1,145,885	$66,884

NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS