MOUNTAIN STATE CONGRESS OF OPTOMETRY (EIN 840691247) - 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

1974

Legal Domicile

Phone

3038408725

Tax Period

2024-04-01 to 2025-03-31

MOUNTAIN STATE CONGRESS OF OPTOMETRY, founded in 1974, is a small nonprofit in the Diseases & Disorders sector that reported $206K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $231K exceeded revenue, resulting in a 12% operating deficit.

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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 $13,500

Program Service Revenue $182,849

Investment Income $9,946

Other Revenue $0

TOTAL REVENUE $206,295

Expense Breakdown

Grants Paid $90,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,863

Other Expenses $140,550

TOTAL EXPENSES $231,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,295	$362,725	-0.4%
Expenses	$231,050	$317,925	-0.3%
Net Income	$-24,755	$44,800	-1.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN DEMOSS	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG ECKROTH	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY ELSILA	BOARD MEMBER	1.00	Director	$0	$0	$0
ZOEY LOOMIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX BENTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JERI SCHNEEBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA DEROSE	SECRETARY TREASURER	1.00	Officer	$0	$0	$0
DAN HOCK	CHAIRMAN	1.00	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	$206,295	$231,050	$244,961	$-24,755
2024	$362,725	$317,925	$269,716	$44,800
2023	$254,542	$281,939	$198,950	$-27,397
2022	$76,380	$66,352	$226,347	$10,028
2021	$24,598	$16,648	$216,319	$7,950
2020	$214,430	$211,532	$208,369	$2,898
2019	$61,979	$44,119	$205,471	$17,860

MOUNTAIN STATE CONGRESS OF OPTOMETRY