OREGON ACADEMY OF OPHTHALMOLOGY

EIN: 930691877

LAKE OSWEGO, OR

Total Revenue
$207,122
Total Expenses
$213,035
Total Assets
$182,621
Net Assets
$182,621
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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
1976
Legal Domicile
OR
Principal Officer
JONATHAN YOKEN MD
Phone
5032223937
Tax Period
2023-01-01 to 2023-12-31

OREGON ACADEMY OF OPHTHALMOLOGY, founded in 1976, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

OPHTHALOMOLOGY TRAINING SEMINARS AND CONVENTIONS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $195,829
Investment Income $1,518
Other Revenue $9,775
TOTAL REVENUE $207,122

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $212,260
Other Expenses $213,035
TOTAL EXPENSES $213,035

Year-over-Year Comparison

2023 2022 Change
Revenue $207,122 $158,468 +0.3%
Expenses $213,035 $169,918 +0.3%
Net Income $-5,913 $-11,450 -0.5%
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

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Governance

Voting Members
22
Independent Members
173
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONATHAN YOKEN MD PRESIDENT N/A
Officer
$0 $0 $0
NISHA NAGARKATTI-GUDE MD VICE PRESIDE N/A
Officer
$0 $0 $0
HELEN KOENIGSMAN MD SECRETARY/TR N/A
Officer
$0 $0 $0
MICHAEL LEE MD OMA DELEGATE N/A
Officer
$0 $0 $0
JULIE FALARDEAU MD PAST PRESIDE N/A
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
2024 No data No data No data No data
2023 $207,122 $213,035 $182,621 $-5,913
2022 $158,468 $169,918 $188,534 $-11,450
2021 $214,061 $172,119 $199,984 $41,942
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