MISSOURI OPTOMETRIC ASSOCIATION (EIN 440592856) - 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

1908

Legal Domicile

Principal Officer

LEEANN BARRETT OD

Phone

5736356151

Tax Period

2023-01-01 to 2023-12-31

MISSOURI OPTOMETRIC ASSOCIATION, founded in 1908, is a small nonprofit that reported $652K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $104K, a strong 16% operating margin.

Mission

THE MISSOURI OPTOMETRIC ASSOCIATION PROMOTES THE ADVANCEMENT OF OPTOMETRY BY ADVOCATING FOR AND EDUCATING ITS MEMBERS AND PROTECTING ACCESS TO THE HIGHEST QUALITY EYE AND VISION CARE FOR THE CITIZENS OF MISSOURI.

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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 $330,090

Program Service Revenue $296,459

Investment Income $11,350

Other Revenue $13,794

TOTAL REVENUE $651,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,405

Fundraising Expenses $0

Other Expenses $395,589

TOTAL EXPENSES $547,994

Year-over-Year Comparison

	2023	2022	Change
Revenue	$651,693	$598,284	+0.1%
Expenses	$547,994	$475,968	+0.2%
Net Income	$103,699	$122,316	-0.2%

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

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

$89,224

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEEANN BARRETT OD	EXECUTIVE DI	32.00	Officer	$86,625	$2,599	$89,224
ALYSSA SHERWOOD OD	TRUSTEE	1.00	Director	$0	$0	$0
BRET BODENHAMER OD	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS BOSCHEN OD	TRUSTEE	1.00	Director	$0	$0	$0
ERICA BURTON OD	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER HOWARD OD	TRUSTEE	1.00	Director	$0	$0	$0
KELLY DEERING OD	TRUSTEE	1.00	Director	$0	$0	$0
KRYSTAL MATSON OD	TRUSTEE	1.00	Director	$0	$0	$0
MATT MCCOY OD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GOERSS OD	TRUSTEE	1.00	Director	$0	$0	$0
SHELBY BAUGH BRUNER OD	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY FAST OD	PRESIDENT	2.00	Officer	$0	$0	$0
JOE RICH OD	TREASURER	2.00	Officer	$0	$0	$0
JULIE HART OD	SECRETARY	2.00	Officer	$0	$0	$0
KEVIN HARRIS OD	PRESIDENT-EL	2.00	Officer	$0	$0	$0
KORY SCULLAWL OD	IMMEDIATE PA	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$651,693	$547,994	$1,136,257	$103,699
2022	$598,284	$475,968	$1,020,145	$122,316
2021	$638,326	$553,471	$1,155,930	$84,855
2020	$396,558	$400,706	$1,091,862	$-4,148
2019	$525,807	$463,779	$1,128,887	$62,028
2018	$519,986	$500,003	$1,094,409	$19,983

MISSOURI OPTOMETRIC ASSOCIATION