MONTANA OPTOMETRIC ASSOCIATION (EIN 810331594) - 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

1936

Legal Domicile

Principal Officer

SUE A WEINGARTNER

Phone

4064431160

Tax Period

2024-01-01 to 2024-12-31

MONTANA OPTOMETRIC ASSOCIATION, founded in 1936, is a small nonprofit that reported $397K in total revenue in fiscal year 2024. The organization ran a surplus of $134K, a strong 34% operating margin.

Mission

TO PROMOTE OPTOMETRIC INTERESTS

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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 $159,910

Program Service Revenue $223,719

Investment Income $13,132

Other Revenue $0

TOTAL REVENUE $396,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $357,343

Other Expenses $263,245

TOTAL EXPENSES $263,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$396,761	$386,705	+0.0%
Expenses	$263,245	$276,875	0.0%
Net Income	$133,516	$109,830	+0.2%

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
PAIGE NASH-RAUEN OD	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE A WEINGARTNER SEE SCHED L	EXECUTIVE DIR/REGISTER AGENT	20.00	Director	$0	$0	$0
MARTI WANGEN CAE	CO-EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
DEVIN DESPAIN	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ROBERT SIMONS OD	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM THOMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CAITLIN CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CREGER	2ND VICE PRESIDENT	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
2024	$396,761	$263,245	$773,016	$133,516
2023	$386,705	$276,875	$829,103	$109,830
2022	$353,632	$293,106	$753,437	$60,526
2021	$256,067	$289,872	$660,838	$-33,805
2020	$273,510	$273,602	$711,639	$-92
2020	$257,206	$274,519	$694,643	$-17,313
2019	$614,631	$390,096	$747,476	$224,535
2018	$541,261	$360,856	$555,802	$180,405

MONTANA OPTOMETRIC ASSOCIATION