OKLAHOMA OPTOMETRIC ASSOCIATION

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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

1906

Legal Domicile

Principal Officer

JOEL B ROBISON

Phone

4055241075

Tax Period

2023-07-01 to 2024-06-30

OKLAHOMA OPTOMETRIC ASSOCIATION, founded in 1906, is a small nonprofit that reported $805K in total revenue in fiscal year 2023. Expenses of $733K left a modest 9% surplus.

Mission

STATE ASSOC. OF OPTOMETRISTS

Program Service Accomplishments

Program 1

STATEWIDE ASSOCIATION FOR INDIVIDUALS IN THE OPTOMETRIC PROFESSION. 551 MEMBERS.

Program 2

ENCOURAGE, PROMOTE, AND MAINTAIN A HIGH STANDARD OF EDUCATION IN THE SCIENCE AND PROFESSION OF OPTOMETRY. TO STUDY AND KEEP ABREAST OF THE LATEST SCIENTIFIC ADVANCES AND PRACTICES.

Program 3

TO PROMOTE PUBLIC AWARENESS OF THE OPTOMETRIC PROFESSION AND SERVICES PROVIDED BY MEMBERS. FOSTER FRIENDLY RELATIONSHIPS AND COOPERATION WITHIN THE PROFESSION.

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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 $0

Program Service Revenue $782,719

Investment Income $14,171

Other Revenue $7,762

TOTAL REVENUE $804,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $304,747

Fundraising Expenses $0

Other Expenses $428,502

TOTAL EXPENSES $733,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$804,652	$833,228	0.0%
Expenses	$733,249	$869,501	-0.2%
Net Income	$71,403	$-36,273	-3.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JEFF EDWARDS	PRESIDENT	N/A	Officer	$0	$0	$0
DR DAWN HOLSTED	TREASURER	N/A	Officer	$0	$0	$0
DR JUSTIN LINDSEY	PRESIDENT EL	N/A	Officer	$0	$0	$0
DR JASON RHYNES	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR KYLE TATE	PAST PRESIDE	N/A	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	$804,652	$733,249	$1,843,104	$71,403
2023	$833,228	$869,501	$1,764,318	$-36,273
2022	$803,307	$734,190	$1,811,106	$69,117
2020	$990,222	$934,014	$1,799,574	$56,208
2019	$1,581,266	$2,279,407	$1,848,158	$-698,141