AMERICAN OPHTHALMOLOGICAL SOCIETY CHARITABLE EDUC AND SCIENTIFIC FUND (EIN 411872794) - 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

1997

Legal Domicile

Principal Officer

DAVID K WALLACE MD MPH

Phone

4155618578

Tax Period

2024-01-01 to 2024-12-31

AMERICAN OPHTHALMOLOGICAL SOCIETY CHARITABLE EDUC AND SCIENTIFIC FUND, founded in 1997, is a micro nonprofit in the Medical Research sector that reported $80K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $1.6M represent 245 months of operating reserves.

Mission

THE ADVANCEMENT OF OPHTHALMOLOGY AND SUPPORT OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY.

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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 $0

Program Service Revenue $0

Investment Income $79,597

Other Revenue $579

TOTAL REVENUE $80,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,500

Fundraising Expenses $0

Program Expenses $52,011

Other Expenses $81,441

TOTAL EXPENSES $83,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,176	$68,603	+0.2%
Expenses	$83,941	$76,853	+0.1%
Net Income	$-3,765	$-8,250	-0.5%

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

100

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

$50,000

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID J WILSON MD	SECRETARY / TREASURER	1.00	Officer Director	$0	$0	$50,000
PRESTON H BLOMQUIST MD	PRESIDENT THROUGH 5/2024	1.00	Officer Director	$0	$0	$0
EMILY Y CHEW MD	PRESIDENT START 5/2024	1.00	Officer Director	$0	$0	$0
JULIA A HALLER MD	DIRECTOR START 5/2024	1.00	Director	$0	$0	$0
MARY E HARTNETT MD	DIRECTOR	1.00	Director	$0	$0	$0
PETER A NETLAND MD PHD	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY W OLSEN MD	DIRECTOR THROUGH 5/2024	1.00	Director	$0	$0	$0
DAVID K WALLACE MD MPH	DIRECTOR	1.00	Director	$0	$0	$0
JAYNE S WEISS MD	DIRECTOR START 5/2024	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
2024	$80,176	$83,941	$1,634,309	$-3,765
2023	$68,603	$76,853	$1,584,420	$-8,250
2022	$48,737	$74,771	$1,468,067	$-26,034
2021	$98,513	$68,312	$1,807,526	$30,201
2020	$82,872	$65,499	$1,712,421	$17,373
2019	$46,018	$69,634	$1,583,365	$-23,616
2018	$-106,198	$77,342	$1,402,949	$-183,540

AMERICAN OPHTHALMOLOGICAL SOCIETY CHARITABLE EDUC AND SCIENTIFIC FUND