OHIO OPTOMETRIC ASSOCIATION

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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

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.

Program Service Accomplishments

Program 1

Expenses: $539,511 Revenue: $539,249

REALEYES SAVE OUR SIGHT GRANT - EDUCATION OF OHIO SCHOOL STUDENTS. OVER 1.7 MILLION OHIO RESIDENTS REACHED THROUGH PRESENTATIONS, NURSE MATERIALS, HEALTH FAIRS AND CONFERENCES. APPROXIMATELY 71,000 OHIO STUDENTS REACHED IN CLASSROOM PRESENTATIONS AND 93,000 REACHED WITH SOLAR ECLIPSE MATERIALS FOR A TOTAL OF 163,898 STUDENTS DURING THE 2023- 2024 GRANT CYCLE.

Program 2

Expenses: $784,635 Revenue: $669,767

EASTWEST EYE CONFERENCES - CONTINUING EDUCATION OF OPTOMETRISTS AND THEIR STAFF. BETWEEN 2 SEPARATE CONFERENCES, CUMULATIVELY 119 HOURS OFFERED, 104 EXHIBITORS, AND 1,374 ATTENDEES.

Program 3

Expenses: $634,102 Revenue: $732,973

MEMBER 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 (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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

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