OHIO OPTOMETRIC ASSOCIATION

EIN: 314442955

WORTHINGTON, OH

Total Revenue
$2,151,089
Total Expenses
$2,278,229
Total Assets
$2,012,952
Net Assets
$1,577,004
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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
1920
Legal Domicile
OH
Principal Officer
ELIZABETH MUCKLEY
Phone
8008749111
Tax Period
2023-01-01 to 2023-12-31

OHIO OPTOMETRIC ASSOCIATION, founded in 1920, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023.

Mission

THE MISSION OF THE OHIO OPTOMETRIC ASSOCIATION IS TO SERVE ITS MEMBERS AND THEIR PATIENTS BY ADVOCATING FOR THE PROFESSION TO THE PUBLIC AND POLICYMAKERS, PROMOTING THE IMPORTANCE OF AND ACCESS TO COMPREHENSIVE EYE CARE, AND PROVIDING MEANINGFUL RESOURCES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $596,106
Program Service Revenue $1,471,073
Investment Income $54,792
Other Revenue $29,118
TOTAL REVENUE $2,151,089

Expense Breakdown

Grants Paid $0
Salaries & Benefits $938,177
Fundraising Expenses $0
Program Expenses $2,023,274
Other Expenses $1,340,052
TOTAL EXPENSES $2,278,229

Year-over-Year Comparison

2023 2022 Change
Revenue $2,151,089 $2,097,223 +0.0%
Expenses $2,278,229 $2,021,136 +0.1%
Net Income $-127,140 $76,087 -2.7%
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

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Governance

Voting Members
10
Independent Members
10
Employees
16
Volunteers
450

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
5
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEITH KERNS EXECUTIVE DI 40.00
$158,625 $15,330 $173,955
DR TAYLOR BABCOCK TRUSTEE N/A
Director
$0 $0 $0
DR DAVID BEJOT TRUSTEE N/A
Director
$0 $0 $0
DR SAN-SAN COOLEY TRUSTEE N/A
Director
$0 $0 $0
DR BRIAN DIETZ PRESIDENT N/A
Officer Director
$0 $0 $0
DR KATHERINE FISHER TRUSTEE N/A
Director
$0 $0 $0
DR LINDSAY FLORKEY PRESIDENT-EL N/A
Officer Director
$0 $0 $0
DR SHANE FOSTER IMMEDIATE PA N/A
Officer Director
$0 $0 $0
DR TIM FRIES SECRETARY-TR N/A
Officer Director
$0 $0 $0
DR GREG NIXON TRUSTEE N/A
Director
$0 $0 $0
DR JENNIFER VINCENT TRUSTEE N/A
Director
$0 $0 $0
ELIZABETH MUCKLEY EXECUTIVE DI 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
2024 No data No data No data No data
2023 $2,151,089 $2,278,229 $2,012,952 $-127,140
2022 $2,097,223 $2,021,136 $2,323,092 $76,087
2021 $2,293,263 $2,086,277 $2,491,263 $206,986
2020 $1,377,197 $1,474,369 $2,331,267 $-97,172
2019 $2,211,319 $2,095,876 $2,141,522 $115,443
2018 $2,153,414 $2,004,172 $2,006,965 $149,242
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