OPTOMETRIC PHYSICIANS OF WASHINGTON (EIN 916056476) - 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

1942

Legal Domicile

Principal Officer

DEBORAH GONZALES

Phone

4254550874

Tax Period

2024-07-01 to 2025-06-30

OPTOMETRIC PHYSICIANS OF WASHINGTON, founded in 1942, is a small nonprofit that reported $822K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 28% operating deficit.

Mission

PROFESSIONAL INTERACTION, EDUCATION, STANDARDS, AND QUALIFICATIONS OF OPTOMETRISTS.

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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 $120,725

Program Service Revenue $572,168

Investment Income $112,651

Other Revenue $16,011

TOTAL REVENUE $821,555

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $452,395

Fundraising Expenses $0

Other Expenses $593,262

TOTAL EXPENSES $1,050,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$821,555	$850,140	0.0%
Expenses	$1,050,657	$935,306	+0.1%
Net Income	$-229,102	$-85,166	+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

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

$146,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA COCKE OD	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREA MORTON OD	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
MIKE SIROTT OD	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL WAGNER OD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALISON JENSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
TERESA ERICKSON OD	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON SOPER JANKOWSKI OD	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL SPILLANE OD	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SILVERMAN OD	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH LEE OD	TRUSTEE	1.00	Director	$0	$0	$0
DJ GONZALES	EXECUTIVE DIRECTOR	40.00	Officer	$134,183	$12,369	$146,552

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	$821,555	$1,050,657	$3,475,912	$-229,102
2024	$850,140	$935,306	$3,449,200	$-85,166
2023	$798,659	$1,089,309	$3,203,166	$-290,650
2022	$293,246	$919,541	$3,346,975	$-626,295
2021	$1,226,752	$648,406	$3,964,702	$578,346
2020	$615,193	$813,048	$3,438,497	$-197,855

OPTOMETRIC PHYSICIANS OF WASHINGTON