KENTUCKY OPTOMETRIC FOUNDATION (EIN 611111678) - 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

1985

Legal Domicile

Principal Officer

STEVE COMPTON OD

Phone

5028753516

Tax Period

2024-01-01 to 2024-12-31

KENTUCKY OPTOMETRIC FOUNDATION, founded in 1985, is a micro nonprofit in the Diseases & Disorders sector that reported $61K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $26K, a strong 42% operating margin.

Mission

INCREASE PUBLIC AWARENESS OF POTENTIAL PROBLEMS IN OPTOMETRY

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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 $46,391

Program Service Revenue $0

Investment Income $14,320

Other Revenue $106

TOTAL REVENUE $60,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,933

Other Expenses $35,124

TOTAL EXPENSES $35,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,817	$75,547	-0.2%
Expenses	$35,124	$33,618	+0.0%
Net Income	$25,693	$41,929	-0.4%

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

N/A

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
DINAH BEVINGTON	EX DIRECTOR	N/A	Director	$0	$0	$0
KRIS KERESTAN OD	VICE PRES	N/A	Director	$0	$0	$0
STEVE COMPTON OD	PRESIDENT	N/A	Director	$0	$0	$0
TAMMY LOVE OD	SEC/TREAS	N/A	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	$60,817	$35,124	$323,764	$25,693
2023	$75,547	$33,618	$306,627	$41,929
2022	$61,405	$33,921	$266,003	$27,484
2021	$53,962	$23,681	$287,125	$30,281
2020	$65,853	$26,921	$269,163	$38,932
2019	$51,718	$97,643	$242,438	$-45,925
2018	$46,057	$53,405	$227,791	$-7,348

KENTUCKY OPTOMETRIC FOUNDATION