SOUTH DAKOTA OPTOMETRIC SOCIETY (EIN 466040533) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

DEB MORTENSON

Phone

6052809372

Tax Period

2024-01-01 to 2024-12-31

SOUTH DAKOTA OPTOMETRIC SOCIETY, founded in 1971, is a small nonprofit that reported $318K in total revenue in fiscal year 2018. Expenses of $301K left a modest 5% surplus.

Mission

ASSIST IN THE ORGANIZATION AND DEVELOPMENT OF SOUTH DAKOTA OPTOMETRISTS IN ORDER TO BETTER SERVE SOUTH DAKOTA RESIDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $144,580

Program Service Revenue $180,380

Investment Income $29,764

Other Revenue $0

TOTAL REVENUE $354,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,952

Fundraising Expenses $0

Other Expenses $273,397

TOTAL EXPENSES $345,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,724	$328,964	+0.1%
Expenses	$345,349	$365,326	-0.1%
Net Income	$9,375	$-36,362	-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

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

$66,839

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JUSTIN SCHWEITZER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR ASHLEY CRABTREE	PRESIDENT ELECT	1.00	Director	$0	$0	$0
DR ERIC PORISCH	TREASURER	1.00	Officer Director	$0	$0	$0
DR AIMEE SCHULTE	PAST PRESIDENT	1.00	Director	$0	$0	$0
DR ROSS ENGLISH	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JERIKA KIRWAN OD	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON SCHMIT OD	BOARD MEMBER	1.00	Director	$0	$0	$0
DR RENAE WELKE	BOARD MEMBER	1.00	Director	$0	$0	$0
DEB MORTENSON	EXECUTIVE DIRECTOR	1.00	Officer	$66,839	$0	$66,839

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	$354,724	$345,349	$901,478	$9,375
2023	$328,964	$365,326	$853,355	$-36,362
2022	$342,936	$360,148	$889,888	$-17,212
2021	$376,821	$288,185	$906,951	$88,636
2020	$298,624	$265,224	$817,875	$33,400
2019	$362,167	$307,741	$827,736	$54,426
2018	$317,716	$301,185	$774,336	$16,531

SOUTH DAKOTA OPTOMETRIC SOCIETY