IDAHO OPTOMETRIC PHYSICIANS INC (EIN 820332851) - 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

1907

Legal Domicile

Principal Officer

Lisa White

Phone

2088903556

Tax Period

2025-01-01 to 2025-12-31

IDAHO OPTOMETRIC PHYSICIANS INC, founded in 1907, is a small nonprofit that reported $342K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $70K, a strong 20% operating margin.

Mission

NEWSLETTER, BULLETINS, AND CONTINUING EDUCATION AIMED AT KEEPING IDAHO OPTOMETRISTS INFORMED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $290,645

Investment Income $51,834

Other Revenue $0

TOTAL REVENUE $342,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,361

Fundraising Expenses $0

Program Expenses $271,618

Other Expenses $172,545

TOTAL EXPENSES $272,906

Year-over-Year Comparison

	2025	2024	Change
Revenue	$342,479	$300,163	+0.1%
Expenses	$272,906	$317,450	-0.1%
Net Income	$69,573	$-17,287	-5.0%

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

N/A

Volunteers

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

$76,419

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA WHITE	EXECUTIVE DIRECTOR	32	Director	$52,621	$23,798	$76,419
JEFF COLLINS	DIRECTOR	2.0	Director	$0	$0	$0
JEREMIAH GAGNON	DIRECTOR	2.0	Director	$0	$0	$0
JENNIFER ERICKSON	DIRECTOR	2.0	Director	$0	$0	$0
JAIME RODRIGUEZ	DIRECTOR	2.0	Director	$0	$0	$0
STEPHEN FARRIS	DIRECTOR	2.0	Director	$0	$0	$0
KATIE NATE	DIRECTOR	2.0	Director	$0	$0	$0
CHASE FRANCOEUR	VICE PRESIDENT	2.0	Officer	$0	$0	$0
DOUG ADAMS	PRESIDENT	2.0	Officer	$0	$0	$0
BRIAN MILLER	PAST PRESIDENT	2.0	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	$342,479	$272,906	$545,434	$69,573
2024	$300,163	$317,450	$474,351	$-17,287
2023	$270,492	$293,718	$493,019	$-23,226
2022	$259,170	$269,373	$480,026	$-10,203
2021	$261,395	$243,355	$486,970	$18,040
2020	$191,458	$229,069	$465,768	$-37,611
2019	$299,605	$292,429	$503,382	$7,176
2018	$265,613	$277,774	$496,637	$-12,161

IDAHO OPTOMETRIC PHYSICIANS INC