2026-09-18T09:55:46-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 210612458 NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS NEWJ 6093234012 4 AAA DRIVE SUITE 204 HAMILTON NJ 086911813 KEIRA BOERTZEL-SMITH EXECUTIVE DIRECTOR 6093234012 2026-09-03 1 KERRI N BOGDA P00760402 7177404863 2026-09-03 2025 KEIRA BOERTZEL-SMITH 4 AAA DRIVE SUITE 204 HAMILTON NJ 086911813 957395 0 X WWW.NJSOP.ORG X 1903 NJ SUPPORTS OPTOMETRY AND SERVES OPTOMETRISTS BY PROVIDING CONTINUING EDUCATION AND OTHER SERVICES. 16 16 3 60 24748 2222 435047 432212 300006 311214 44082 57098 35673 41580 814808 842104 0 0 18023 14562 402431 410705 0 0 0 506157 483142 926611 908409 -111803 -66305 1076993 1072901 121068 113533 955925 959368 X 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. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 3 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X KEIRA BOERTZEL-SMITH EXECUTIVE DIR 6093234012 4 AAA DRIVE SUITE 204 HAMILTON NJ 086911813 MARIA CARDONA OD PRESIDENT 2.20 X X 3382 0 0 DAVID KONG OD PRESIDENT-ELECT 2.20 X X 0 0 0 MARK DONLON OD VICE PRESIDENT 2.20 X X 0 0 0 DAWN ARNOLD OD IMMEDIATE PAST PRESIDENT 2.20 X X 795 0 0 STEVEN SORKIN OD SECRETARY-TREASURER 1.30 X X 0 0 0 KATHLEEN KINZEY OD DIRECTOR 1.30 X 73 0 0 MARY ANN HODLE OD DIRECTOR 1.30 X 544 0 0 ARUN KAISTHA OD DIRECTOR 1.30 X 0 0 0 AMY LAM OD DIRECTOR 1.30 X 575 0 0 KEITH LEVINSON OD DIRECTOR 1.30 X 0 0 0 VITTORIO MENA JR OD DIRECTOR 1.30 X 0 0 0 TALIA MISHKIN OD DIRECTOR 1.30 X 543 0 0 SIMI BHARDWAJ SETHI OD DIRECTOR 1.30 X 0 0 0 SEAN PHIBBS OD DIRECTOR 1.30 X 0 0 0 CHELSEA KLEEN OD DIRECTOR 1.30 X 0 0 0 NEDA GIOIA OD DIRECTOR 1.30 X 583 0 0 KEIRA BOERTZEL-SMITH EXECUTIVE DIRECTOR 40.00 X 162500 0 31952 SHARON KAIS ASSOCIATE EXECUTIVE DIRECTOR 35.00 X 104198 0 33318 273193 0 65270 2 0 1 0 0 432212 432212 MEMBERSHIP SERVICES 541900 130000 130000 EVENTS REGISTRATION 541900 116464 116464 EXHIBITOR REVENUE 541900 64750 64750 311214 54606 54606 16639 16639 117783 115291 2492 2492 2492 ADMINISTRATIVE FEE 900099 18748 18748 ADVERTISING REVENUE 541800 6000 6000 LEGAL SERVICES 900099 125 125 68 68 24941 842104 311214 24748 73930 14562 194452 160453 10885 19200 25715 2975 19725 66000 10241 2159 80617 33742 3368 35599 16633 8575 EDUCATIONAL PROGRAMS 114160 PUBLIC RELATIONS - ADVO 50800 PUBLICATION OF OPTOMETR 15000 DUES & SUBSCRIPTIONS 10291 13257 908409 80919 72997 5599 8102 1072 2949 9779 17173 384058 358668 42023 25390 937601 946290 1076993 1072901 17892 21018 42239 44900 60937 47615 121068 113533 X 955925 959368 955925 959368 1076993 1072901 -66305 69748 0 X 1 X 0 1 0 0 0 0 432212 66000 66000 56882 9118 FORM 990, SCHEDULE C, PART I-A, LINE 1 A NON-DEDUCTIBLE PORTION OF THE DUES OF THE ORGANIZATION AND OF THE DUES COLLECTED FOR THE AMERICAN OPTOMETRIC ASSOCIATION IS ALLOCABLE TO LOBBYING ACTIVITIES. EACH MEMBER IS NOTIFIED OF THE NON-DEDUCTIBLE PERCENTAGES OF THE DUES. THE ORGANIZATION ENGAGES A LEGISLATIVE LOBBYIST TO ASSIST ON LEGISLATIVE MATTERS. 234772 220102 14670 77717 66997 10720 71569 71569 0 25390 DUE TO AMERICAN OPTOMETRIC ASSOCIATION 47615 47615 X PART X, LINE 2: THE SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2025 OR 2024. X X X 0 0 0 KEIRA BOERTZEL-SMITH EXECUTIVE DIRECTOR 160000 0 2500 0 0 0 11200 0 20752 0 194452 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 8 CLASSIFICATIONS OF MEMBERS: ACTIVE, ASSOCIATE, STUDENT, HONORARY, LIFE, PRIVILEGED, PARTIAL PRACTICE, AND FACULTY. ACTIVE MEMBERS SHALL BE THOSE OPTOMETRIC PHYSICIANS WHO HAVE EARNED A DOCTOR OF OPTOMETRY DEGREE FROM AN ACOE ACCREDITED COLLEGE OR SCHOOL OF OPTOMETRY OR ITS EQUIVALENT, AND WHO ARE APPROVED FOR MEMBERSHIP BY THE BOARD OF DIRECTORS. ASSOCIATE MEMBERS SHALL BE OF THREE CATEGORIES AND MAY BE ADMITTED AT THE DISCRETION OF THE BOARD OF DIRECTORS. (A) THOSE HOLDING RECOGNIZED DEGREES IN NON-OPTOMETRIC DISCIPLINES. (B) NON-OPTOMETRISTS HAVING INTERESTS CONSISTENT WITH THE OBJECTIVES AND PURPOSES OF THE NJSOP. (C) MILITARY, CIVIL SERVICE, RESEARCH OR OTHER OPTOMETRIC PHYSICIANS WHO ARE NOT PRIMARILY IN ACTIVE PRIVATE PRACTICE IN NEW JERSEY, WHO ARE MEMBERS OF THE AMERICAN OPTOMETRIC ASSOCIATION, AND WHO WISH TO AFFILIATE THEMSELVES WITH THE NJSOP. STUDENT MEMBERS SHALL BE THOSE PERSONS ENROLLED AS STUDENTS IN A SCHOOL OR COLLEGE OF OPTOMETRY ACCREDITED BY THE COUNCIL ON OPTOMETRIC EDUCATION AND RECOGNIZED BY THE NEW JERSEY STATE BOARD OF OPTOMETRISTS, AND/OR THOSE NONPRACTICING OPTOMETRIC PHYSICIANS WHO ARE FULL-TIME STUDENTS IN AN ACCREDITED INSTITUTION OF HIGHER EDUCATION AND WHO PROFESS AN INTENTION OF ENTERING OR RETURNING TO THE PRACTICE OF OPTOMETRY OR TO A FACULTY OR ADMINISTRATIVE POSITION WITH AN ACCREDITED SCHOOL OR COLLEGE OF OPTOMETRY. HONORARY MEMBERSHIP MAY BE CONFERRED ON ANY PERSON WHO HAS CONTRIBUTED DISTINGUISHED VALUABLE SERVICE TO THE CONSERVATION OF VISION, TO THE PROFESSION OF OPTOMETRY, OR TO THE NJSOP. LIFE MEMBERSHIP A MEMBER WHO HAS BEEN A MEMBER OF THE NJSOP FOR 45 YEARS SHALL BE ELIGIBLE TO CONTINUE MEMBERSHIP AS A LIFE MEMBER OF THIS ASSOCIATION IN ACCORDANCE WITH RULES AND REGULATIONS ADOPTED BY THE BOARD OF DIRECTORS. PRIVILEGED MEMBERS SHALL BE THOSE MEMBERS, WHO THROUGH SICKNESS, AGE OR FINANCIAL HARDSHIP, ARE UNABLE TO PAY FULL DUES. SUCH MEMBERS MAY UPON ACTION BY THE BOARD OF DIRECTORS, HAVE THEIR DUES WAIVED OR REDUCED FOR ANY GIVEN YEAR. PARTIAL PRACTICE MEMBERS SHALL BE THOSE MEMBERS WHO WORK TWENTY (20) OR FEWER HOURS PER WEEK IN COMPENSATED OPTOMETRICALLY RELATED ACTIVITIES AND WHOSE STATUS AS A PARTIAL PRACTICE MEMBER IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. FACULTY MEMBERS SHALL BE THOSE MEMBERS WHO HOLD A FULL-TIME FACULTY OR ADMINISTRATIVE POSITION AT AN ACCREDITED SCHOOL OR COLLEGE OF OPTOMETRY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ANNUAL BUDGET OF THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990. A COPY OF FORM 990 IS PRESENTED TO THE FULL BOARD PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR BY THE BOARD. COMPLIANCE RELIES UPON SELF-DISCLOSURE. THE NJSOP LEADERSHIP HAS A FIDUCIARY DUTY TO CONDUCT THEMSELVES WITHOUT CONFLICT TO THE INTERESTS OF NJSOP. IN THEIR CAPACITY AS BOARD MEMBERS, THEY MUST SUBORDINATE PERSONAL, INDIVIDUAL BUSINESS, THIRD-PARTY, AND OTHER INTERESTS TO THE WELFARE AND BEST INTERESTS OF NJSOP. THIS INCLUDES CONDUCT ON THE NJSOP LISTSERV. ALL CONFLICTS OF INTEREST ARE NOT NECESSARILY PROHIBITED OR HARMFUL TO NJSOP. HOWEVER, FULL DISCLOSURE IS REQUIRED OF ALL ACTUAL AND POTENTIAL CONFLICTS, INCLUDING ANY FAMILY MEMBERS WHO COULD GIVE RISE TO CONFLICTS OF INTEREST. A DETERMINATION BY THE DISINTERESTED NJSOP LEADERSHIP MEMBERS IS REQUIRED, WITH THE INTERESTED NJSOP BOARD OR COMMITTEE MEMBER RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER. DISCLOSURES SHALL BE MADE TO THE NJSOP PRESIDENT, AND/OR THE EXECUTIVE DIRECTOR. THE NJSOP OFFICERS SHALL DECIDE AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE, IF ANY, WITH THE INTERESTED NJSOP BOARD OR COMMITTEE MEMBER RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER. THE NJSOP PRESIDENT SHALL INFORM THE BOARD OF SUCH DETERMINATION AND ACTION WITH THE INTERESTED NJSOP BOARD OR COMMITTEE MEMBER RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR COMPLETED HER INITIAL CONTRACT WITH NJSOP, WITH A LAST YEAR END DATE OF DECEMBER 2024. IN NOVEMBER 2024, A NEW CONTRACT WAS SIGNED STARTING JANUARY 2025. IF NOT TERMINATED IT CAN CONTINUE THROUGH YEAR 2026, THEN YEAR 2027. BEFORE EXECUTION OF THE CONTRACT, THE BOARD REVIEWED SIMILAR POSITIONS IN COMPARABLE NON-PROFIT ORGANIZATIONS AND A NATIONAL COMPENSATION REPORT DONE BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND THE FORM 990 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.