ALABAMA OPTOMETRIC ASSOCIATION (EIN 630702579) - 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

1915

Legal Domicile

Principal Officer

AMANDA BUTTENSHAW

Phone

3342737895

Tax Period

2023-01-01 to 2023-12-31

ALABAMA OPTOMETRIC ASSOCIATION, founded in 1915, is a small nonprofit in the Community Improvement sector that reported $587K in total revenue in fiscal year 2018. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $556K left a modest 5% surplus.

Mission

TO ADVANCE THE PROFESSION OF OPTOMETRY THROUGH PROFESSIONAL DEVELOPMENT, EDUCATION, AND PUBLIC POLICY ADVOCACY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $550,635

Investment Income $3,943

Other Revenue $61,040

TOTAL REVENUE $615,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,807

Fundraising Expenses $0

Other Expenses $497,615

TOTAL EXPENSES $703,422

Year-over-Year Comparison

	2023	2022	Change
Revenue	$615,618	$506,952	+0.2%
Expenses	$703,422	$573,366	+0.2%
Net Income	$-87,804	$-66,414	+0.3%

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

$144,795

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUSSIE B BRANCH OD	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW S CARTER OD	DIRECTOR	0.00	Director	$0	$0	$0
MEGAN M KENTROS OD	DIRECTOR	0.00	Director	$0	$0	$0
MELANIE LAWRENCE OD	DIRECTOR	0.00	Director	$0	$0	$0
BONNIE-KIM SCHWERTZ OD	DIRECTOR	0.00	Director	$0	$0	$0
LAUREN N STIRLING OD	DIRECTOR	0.00	Director	$0	$0	$0
PATRICIA M FULMER OD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
HOWARD DAY OD	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTIN SULLINS OD	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
TIM ANSLEY OD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VALENCIA WELLS OD	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
CALEB GARDNER OD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA BUTTENSHAW	EXECUTIVE DIRECTOR	37.50	Officer	$123,681	$21,114	$144,795

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	No data	No data	No data	No data
2023	$615,618	$703,422	$278,686	$-87,804
2022	$506,952	$573,366	$423,870	$-66,414
2021	$526,314	$426,746	$414,183	$99,568
2020	$487,229	$372,654	$396,603	$114,575
2019	$551,912	$519,220	$383,688	$32,692
2018	$587,260	$556,224	$321,446	$31,036

ALABAMA OPTOMETRIC ASSOCIATION