NEW MEXICO OPTOMETRIC ASSOCIATION INC (EIN 850163794) - 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

1995

Legal Domicile

Phone

5059835111

Tax Period

2021-01-01 to 2021-12-31

NEW MEXICO OPTOMETRIC ASSOCIATION INC, founded in 1995, is a small nonprofit that reported $339K in total revenue in fiscal year 2021.

Mission

TRAINING FOR MEMBERS

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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 (2021)

Revenue Breakdown

Contributions & Grants $256,627

Program Service Revenue $82,525

Investment Income $0

Other Revenue $0

TOTAL REVENUE $339,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $344,577

Other Expenses $344,579

TOTAL EXPENSES $344,579

Year-over-Year Comparison

	2021	2020	Change
Revenue	$339,152	$323,887	+0.0%
Expenses	$344,579	$316,228	+0.1%
Net Income	$-5,427	$7,659	-1.7%

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
B HICKS	PRESIDENT	10.00	Officer Director	$0	$0	$0
A COLBUM	VP	10.00	Officer Director	$0	$0	$0
A MORGAN	TREASURER	10.00	Officer Director	$0	$0	$0
S FRANZ	SECRETARY	10.00	Officer Director	$0	$0	$0
S BONTZ	PAST PRES	10.00	Officer Director	$0	$0	$0
S BERRY	PRES ELECT	10.00	Officer Director	$0	$0	$0
E BYME	DIRECTOR	5.00	Director	$0	$0	$0
G RUSSELL	DIRECTOR	5.00	Director	$0	$0	$0
D REBER	DIRECTOR	5.00	Director	$0	$0	$0
B PETRACCA	DIRECTOR	5.00	Director	$0	$0	$0
J DUNN	DIRECTOR	5.00	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
2021	$339,152	$344,579	$66,896	$-5,427

NEW MEXICO OPTOMETRIC ASSOCIATION INC