RETINA SOCIETY INC (EIN 237055681) - 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

1968

Legal Domicile

Principal Officer

JENNIFER LIM MD

Phone

6172278767

Tax Period

2023-01-01 to 2023-12-31

RETINA SOCIETY INC, founded in 1968, is a community nonprofit in the Diseases & Disorders sector that reported $1.7M in total revenue in fiscal year 2023. Expenses of $2.0M exceeded revenue, resulting in a 18% operating deficit.

Mission

THE SOCIETY EXISTS TO PROVIDE EDUCATIONAL ADVANCEMENT IN OPHTHALMOLOGY.

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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 $303,865

Program Service Revenue $1,240,705

Investment Income $119,334

Other Revenue $0

TOTAL REVENUE $1,663,904

Expense Breakdown

Grants Paid $147,984

Salaries & Benefits $107,603

Fundraising Expenses $0

Program Expenses $1,722,385

Other Expenses $1,707,398

TOTAL EXPENSES $1,962,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,663,904	$1,568,033	+0.1%
Expenses	$1,962,985	$1,364,458	+0.4%
Net Income	$-299,081	$203,575	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LIM MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVID ZACKS MD PHD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TIMOTHY MURRAY MD MBA	SECRETARY	5.00	Officer Director	$0	$0	$0
ANTONIO CAPONE JR MD	TREASURER	5.00	Officer Director	$0	$0	$0
JEFFREY HEIER MD	IMMEDIATE PAST PRESIDENT	5.00	Director	$0	$0	$0
CARL REGILLO MD	MEMBER AT LARGE	5.00	Director	$0	$0	$0
DEAN ELLIOT MD	MEMBER AT LARGE	5.00	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
2023	$1,663,904	$1,962,985	$3,999,525	$-299,081
2022	$1,568,033	$1,364,458	$4,100,246	$203,575
2021	$1,448,166	$1,096,906	$4,396,793	$351,260
2020	$655,303	$462,559	$3,932,929	$192,744
2019	$1,210,252	$1,260,612	$3,483,635	$-50,360
2018	$1,225,847	$1,035,986	$3,220,890	$189,861

RETINA SOCIETY INC