OHIO OPHTHALMOLOGICAL SOCIETY

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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

1961

Legal Domicile

Principal Officer

TODD BAKER

Phone

6145276799

Tax Period

2025-01-01 to 2025-12-31

OHIO OPHTHALMOLOGICAL SOCIETY, founded in 1961, is a small nonprofit that reported $869K in total revenue in fiscal year 2025. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $821K left a modest 6% surplus.

Mission

THE OHIO OPHTHALMOLOGICAL SOCIETY IS THE MOST COMPREHENSIVE, COHESIVE GROUP OF PROFESSIONALS DEDICATED TO OPHTHALMOLOGY IN OHIO. SINCE ITS CREATION IN 1961, THE OHIO OPHTHALMOLOGICAL SOCIETY HAS EVOLVED INTO MORE THAN JUST A CONGLOMERATION OF PEERS, IT IS RECOGNIZED AS A VITAL RESOURCE FOR MEMBERS PROVIDING VALUABLE PROFESSIONAL KNOWLEDGE, SERVICES, AND DETERMINED LEGISLATIVE ADVOCACY.

Program Service Accomplishments

Program 1

THE OOS OFFERS PRACTICE MANAGEMENT REFERENCE TOOLS TO ASSIST MEMBER PHYSICIANS IN RUNNING AN EFFICIENT OPHTHALMOLOGICAL PRACTICE. THE OOS ADMINISTERS SEVERAL PUBLIC SERVICE PROGRAMS TO HELP SERVE THE COMMUNITY AND THEIR VISION NEEDS. THROUGH THE SAVE OUR SIGHT PROGRAM, THE OOS PROVIDES PROTECTIVE EYEWEAR FOR YOUTH SPORTS, TRAINING, CERTIFICATION AND EQUIPPING OF VISION SCREENERS.

Program 2

THE OOS OFFERS ANNUAL MEETINGS THAT PROVIDE CLINICAL AND SOCIO-ECONOMIC INFORMATION TO MEMBERS AND THEIR STAFFS THAT WILL HELP THEM PROVIDE BETTER CARE AND RUN THEIR PRACTICES MORE EFFICIENTLY.

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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 $713,567

Program Service Revenue $142,225

Investment Income $13,463

Other Revenue $0

TOTAL REVENUE $869,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $820,868

TOTAL EXPENSES $820,868

Year-over-Year Comparison

	2025	2024	Change
Revenue	$869,255	$630,541	+0.4%
Expenses	$820,868	$663,483	+0.2%
Net Income	$48,387	$-32,942	-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

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

$31,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD BAKER	EXECUTIVE DI	5.00	Officer	$0	$0	$31,250
LISA BORKOWSKI MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
NICOLE BAJIC MD	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
STEPHEN DIXON MD	SECRET/TREAS	1.00	Officer Director	$0	$0	$0
ALEXSANDRA RACHITSKAYA MD	PAST PRESIDE	1.00	Director	$0	$0	$0
CARL A MINING JR MD	LEGISLATIVE	1.00	Director	$0	$0	$0
JOHN STECHSCHULTE MD	OHIO MEDICAL	1.00	Director	$0	$0	$0
CARLA FORD MD	AAO COUNCILO	1.00	Officer Director	$0	$0	$0
JOSEPH CONEY MD	AAO COUNCILO	1.00	Director	$0	$0	$0
BRIAN MIHOK MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
IYAD AZRAK MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
SYDNI COLEMAN MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
ANG LI MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
SARAH SMITH MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
MELISSA TRIPOLI MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
MATT OHR MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
RYAN CHENEVEY MD	GOVERNOR/DIS	1.00	Director	$0	$0	$0
SHANIKA ESPARAZ MD	GOVERNOR/DIS	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
2025	$869,255	$820,868	$523,108	$48,387
2024	No data	No data	No data	No data
2023	$815,831	$705,869	$507,062	$109,962
2022	$575,142	$910,885	$397,100	$-335,743
2021	$691,959	$830,353	$732,843	$-138,394
2020	$1,483,711	$1,132,281	$871,237	$351,430
2019	$1,009,764	$935,589	$519,807	$74,175
2018	$875,575	$856,832	$445,632	$18,743