Arizona Optometric Association Inc (EIN 866050628) - 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

Legal Domicile

Phone

6022790055

Tax Period

2023-01-01 to 2023-12-31

Arizona Optometric Association Inc is a small nonprofit that reported $814K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

Advocate of Eye Care 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 $425,816

Program Service Revenue $344,500

Investment Income $17,715

Other Revenue $25,947

TOTAL REVENUE $813,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,275

Fundraising Expenses $0

Other Expenses $741,062

TOTAL EXPENSES $890,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$813,978	$934,936	-0.1%
Expenses	$890,337	$751,766	+0.2%
Net Income	$-76,359	$183,170	-1.4%

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

$78,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Stacey Meier	Executive Dir.	40.00	Director	$78,462	$0	$78,462
Dr Danielle Remington	President	1.00	Director	$0	$0	$0
Dr Logan Ragan	President	1.00	Director	$0	$0	$0
Dr Jamie Kuhn	President	1.00	Director	$0	$0	$0
Dr Jon Beeson	Treasurer	1.00	Director	$0	$0	$0
Dr Cory Lappin	Secretary	1.00	Director	$0	$0	$0
Dr Bryan Grossman	Director	1.00	Director	$0	$0	$0
Dr Cameron Loe	Director	0.00	Director	$0	$0	$0
Dr Taylor McMullen	Director	0.00	Director	$0	$0	$0
Dr Alicia Feis	Director	0.00	Director	$0	$0	$0
Dr Thuy Yath	Director	0.00	Director	$0	$0	$0
Dr Amber Dunn	Executive Dir.	0.00	Director	$0	$0	$0
Jane Lynch	Executive Director	0.00		$0	$0	$0
Jennifer Parker	Executive Director	0.00		$0	$0	$0
Linda Stiles	Executive Director	0.00		$0	$0	$0
Sara Polansky	Executive Director	0.00		$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	No data	No data	No data	No data
2023	$813,978	$890,337	$1,179,113	$-76,359
2022	$934,936	$751,766	$1,261,839	$183,170
2021	$953,489	$875,691	$1,159,907	$77,798
2020	$661,329	$649,021	$903,456	$12,308
2019	$1,005,899	$787,777	$1,066,696	$218,122
2019	$1,006,898	$922,942	$1,015,028	$83,956
2018	$1,014,125	$937,622	$821,953	$76,503

Arizona Optometric Association Inc