AMERICAN SOCIETY OF OCULARISTS

EIN: 953200865 501(c)(3) Education

PLACITAS, NM

Total Revenue
$422,726
Total Expenses
$436,855
Total Assets
$331,327
Net Assets
$159,029
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
Principal Officer
TINA SCHOTT
Phone
8885085182
Tax Period
2024-01-01 to 2024-12-31

AMERICAN SOCIETY OF OCULARISTS, founded in 1979, is a small nonprofit in the Education sector that reported $423K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE EDUCATIONAL COURSES AND ADVANCE THE SKILLS OF THE OCULARIST PROFESSION.

Program Service Accomplishments

Program 1
Expenses: $351,246 Revenue: $410,908

THE ORGANIZATION PROVIDES EDUCATIONAL COURSES AT CONFERENCES PERTAINING TO OCULARISTRY TO ADVANCE THE METHODS, TECHNIQUES, AND SKILLS OF THE OCULARIST PROFESSION THROUGHOUT THE COUNTRY. MOST COURSES...

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THE ORGANIZATION PROVIDES EDUCATIONAL COURSES AT CONFERENCES PERTAINING TO OCULARISTRY TO ADVANCE THE METHODS, TECHNIQUES, AND SKILLS OF THE OCULARIST PROFESSION THROUGHOUT THE COUNTRY. MOST COURSES ARE PROVIDED BY OPHTHALMOLOGISTS AND MEMBERS.

Program 2

THE SOCIETY PUBLISHES THE JOURNAL OF OCULARISTS TO DISSEMINATE AND TEACH PERTINENT NEW TECHNIQUES IN THE FIELD OF OCULARISTRY. THE NEXT ISSUE WILL BE PUBLISHED IN SPRING 2025.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,105
Program Service Revenue $410,908
Investment Income $0
Other Revenue $1,713
TOTAL REVENUE $422,726

Expense Breakdown

Grants Paid $2,725
Salaries & Benefits $0
Fundraising Expenses $2,973
Program Expenses $351,246
Other Expenses $434,130
TOTAL EXPENSES $436,855

Year-over-Year Comparison

2024 2023 Change
Revenue $422,726 $370,546 +0.1%
Expenses $436,855 $419,584 +0.0%
Net Income $-14,129 $-49,038 -0.7%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
55

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TINA SCHOTT EXECUTIVE DI 20.00
Officer
$0 $0 $0
TIMOTHY BARRETT BCO BADO DIRECTOR 0.50
Director
$0 $0 $0
JONATHAN BRETT BCO BADO DIRECTOR 0.50
Director
$0 $0 $0
JOHN BRINKLEY BCO BADO DIRECTOR 0.50
Director
$0 $0 $0
EDWIN BULLARD BCO BADO DIRECTOR 0.50
Director
$0 $0 $0
BEVERLY A WOLTMAN BCO BADO DIRECTOR 0.50
Director
$0 $0 $0
DONALD KLUGE JR BCO BADO PRESIDENT 0.50
Officer Director
$0 $0 $0
CAMERAN HADLOCK BCO BADO VICE PRESIDE 0.50
Officer Director
$0 $0 $0
DAVID GOUGELMANN BCO BADO SECRETARY/TR 0.50
Officer 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
2024 $422,726 $436,855 $331,327 $-14,129
2023 $370,546 $419,584 $335,358 $-49,038
2022 $339,104 $326,803 $330,709 $12,301
2021 $320,801 $267,328 $290,401 $53,473
2020 $171,801 $102,165 $249,373 $69,636
2020 $243,935 $272,963 $143,537 $-29,028
2019 $324,464 $331,200 $168,530 $-6,736
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