New Jersey Society of Optometric Physicians

Nonprofit profile at a glance

EIN
210612458
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Hamilton, NJ, USA
Phone
6093234012
Rating confidence
Limited

Official website

Reported finances

Revenue
$842,104
Expenses
$908,409
Assets
$1,072,901
Liabilities
$113,533

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • MARIA CARDONA OD (PRESIDENT)
  • DAVID KONG OD (PRESIDENT-ELECT)
  • MARK DONLON OD (VICE PRESIDENT)
  • DAWN ARNOLD OD (IMMEDIATE PAST PRESIDENT)
  • KEIRA BOERTZEL-SMITH (EXECUTIVE DIRECTOR)
  • SHARON KAIS (ASSOCIATE EXECUTIVE DIRECTOR)

Highest reported compensation

  • KEIRA BOERTZEL-SMITH (EXECUTIVE DIRECTOR): $194,452 total reported compensation
  • SHARON KAIS (ASSOCIATE EXECUTIVE DIRECTOR): $137,516 total reported compensation
  • MARIA CARDONA OD (PRESIDENT): $3,382 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The society is dedicated to advancing the profession of optometry & serving optometrists in meeting the eyecare needs of the public by providing continuing education and other services to optometrists.

What it reported doing in 2025

Njsop's mission is to advocate, communicate, and educate to advance the optometric profession, with a vision to protect and improve health through vision care. In 2025, njsop hosted four in-person continuing education programs and one virtual continuing education event for credit. We hosted an online library of continuing education recordings for credit. We hosted professional development webinars and social events and promoted our membership and member benefits to members and non-members for retention and recruitment purposes. We supported legislation to modernize the scope of practice for optometrists in New Jersey, which will allow optometrists to help improve access to care and health equity in our state. Continued on schedule o.we distributed communications via various media that educate the public and provide professional resources and volunteer opportunities for optometrists and rising optometrists. We encourage industry and doctor relationships, to enhance the practice of optometry within New Jersey.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 77
  • Accountability: 95
  • Sustainability: 26
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -7.9%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 1.18; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 37.3%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 6.9% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: -0.9% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: 0.5% per year; rating input score 100; 17th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 16 of 16 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $194K · 18 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 11 of 11 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.