COGAN OPHTHALMIC HISTORY 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

2014

Legal Domicile

Principal Officer

Danny H Kauffmann Jokl MD

Phone

9143641421

Tax Period

2020-01-01 to 2020-12-31

COGAN OPHTHALMIC HISTORY SOCIETY, founded in 2014, is a micro nonprofit in the Education sector that reported $17K in total revenue in fiscal year 2020. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 48% operating margin.

Mission

Research & education in ophthalmic history and education

Program Service Accomplishments

Program 1

Expenses: $3,418 Revenue: $8,336

ANNUAL CONFERENCE TO DISCUSS RESEARCH IN OPHTHALMIC HISTORY, WAS SCHEDULED TO BE HELD IN LONDON, IN JUNE OF 2020 BUT WAS CANCELLED DUE TO THE COVID PANDEMIC.

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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 (2020)

Revenue Breakdown

Contributions & Grants $8,290

Program Service Revenue $0

Investment Income $1

Other Revenue $8,336

TOTAL REVENUE $16,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,418

Other Expenses $8,575

TOTAL EXPENSES $8,575

Year-over-Year Comparison

	2020	2019	Change
Revenue	$16,627	$26,984	-0.4%
Expenses	$8,575	$52,667	-0.8%
Net Income	$8,052	$-25,683	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Danny H Kauffmann Jokl MD	President	5.00	Officer Director	$0	$0	$0
Albert Franceschetti MD	Treasurer	1.00	Officer Director	$0	$0	$0
Christopher Blodi MD	Director	1.00	Director	$0	$0	$0
Curtis Margo MD	Director	1.00	Director	$0	$0	$0
Alice Gasch MD	Director	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
2020	$16,627	$8,575	$33,110	$8,052
2019	$26,984	$52,667	$36,800	$-25,683
2018	$44,564	$31,433	$47,641	$13,131