Nonprofit · EIN 21-0612458
NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS
Tax-exempt · HAMILTON, NJ 08691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $842,104 | $908,409 | -$66,305 | $1,072,901 | $113,533 | $959,368 |
| December 31, 2024 | 990 | $814,808 | $926,611 | -$111,803 | $1,076,993 | $121,068 | $955,925 |
| December 31, 2023 | 990 | $858,702 | $943,208 | -$84,506 | $1,193,886 | $160,510 | $1,033,376 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $432,212
- Membership dues
- $432,212
- Program service revenue
- $311,214
- Investment income
- $57,098
- Royalties
- $16,639
- Net gain from sales of assets
- $2,492
- Other revenue
- $41,580
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,562
- Compensation of officers, directors and key employees
- $194,452
- Other salaries and wages
- $160,453
- Salaries, compensation and benefits (total)
- $410,705
- Professional fundraising fees
- $0
- Legal fees
- $2,975
- Accounting fees
- $19,725
- Occupancy
- $33,742
- Travel
- $3,368
- Depreciation
- $16,633
Balance sheet and other
- Total assets, start of year
- $1,076,993
- Total assets, end of year
- $1,072,901
- Total liabilities, end of year
- $113,533
- Net assets, end of year
- $959,368
- Land, buildings and equipment
- $25,390
- Publicly traded securities
- $946,290
- Net assets without donor restrictions
- $959,368
- Gross unrelated business income
- $24,748
- Gross receipts
- $957,395
- Employees
- 3
- Volunteers
- 60
- Year formed
- 1903
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEIRA BOERTZEL-SMITH | EXECUTIVE DIRECTOR Officer | 40 | $162,500 | $31,952 |
| SHARON KAIS | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 35 | $104,198 | $33,318 |
| MARIA CARDONA OD | PRESIDENT Trustee or director, Officer | 2.2 | $3,382 | $0 |
| DAWN ARNOLD OD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2.2 | $795 | $0 |
| NEDA GIOIA OD | DIRECTOR Trustee or director | 1.3 | $583 | $0 |
| AMY LAM OD | DIRECTOR Trustee or director | 1.3 | $575 | $0 |
| MARY ANN HODLE OD | DIRECTOR Trustee or director | 1.3 | $544 | $0 |
| TALIA MISHKIN OD | DIRECTOR Trustee or director | 1.3 | $543 | $0 |
| KATHLEEN KINZEY OD | DIRECTOR Trustee or director | 1.3 | $73 | $0 |
| DAVID KONG OD | PRESIDENT-ELECT Trustee or director, Officer | 2.2 | $0 | $0 |
| MARK DONLON OD | VICE PRESIDENT Trustee or director, Officer | 2.2 | $0 | $0 |
| STEVEN SORKIN OD | SECRETARY-TREASURER Trustee or director, Officer | 1.3 | $0 | $0 |
| ARUN KAISTHA OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| KEITH LEVINSON OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| VITTORIO MENA JR OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMI BHARDWAJ SETHI OD | DIRECTOR Trustee or director | 1.3 | $0 |
| SEAN PHIBBS OD | DIRECTOR Trustee or director | 1.3 | $0 |
| CHELSEA KLEEN OD | DIRECTOR Trustee or director | 1.3 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEIRA BOERTZEL-SMITH | EXECUTIVE DIRECTOR Officer | 40 | $168,000 | $11,193 |
| DAWN ARNOLD OD | PRESIDENT Trustee or director, Officer | 2.2 | $3,552 | $0 |
| STEVEN SORKIN OD | DIRECTOR Trustee or director | 1.3 | $2,484 | $0 |
| AMY LAM OD | DIRECTOR Trustee or director | 1.3 | $1,578 | $0 |
| MARIA CARDONA OD | PRESIDENT-ELECT Trustee or director, Officer | 2.2 | $1,332 | $0 |
| MARY ANN HODLE OD | DIRECTOR Trustee or director | 1.3 | $1,006 | $0 |
| KATHLEEN KINZEY OD | DIRECTOR Trustee or director | 1.3 | $556 | $0 |
| DAVID KONG OD | VICE PRESIDENT Trustee or director, Officer | 2.2 | $0 | $0 |
| MARK DONLON OD | SECRETARY-TREASURER Trustee or director, Officer | 2.2 | $0 | $0 |
| JESUS BARRIOS OD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2.2 | $0 | $0 |
| DANIELLE GAETA OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| ARUN KAISTHA OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| KEITH LEVINSON OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| ROBERT LEVY OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| VITTORIO MENA JR OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| TALIA MISHKIN OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| SIMI BHARDWAJ SETHI OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEIRA BOERTZEL-SMITH | EXECUTIVE DIRECTOR Officer | 40 | $164,590 | $10,845 |
| JESUS BARRIOS OD | PRESIDENT Trustee or director, Officer | 2.2 | $2,473 | $0 |
| DAWN ARNOLD OD | PRESIDENT-ELECT Trustee or director, Officer | 2.2 | $2,061 | $0 |
| KATHLEEN KINZLEY OD | DIRECTOR Trustee or director | 1.3 | $350 | $0 |
| DAVID KONG OD | SECRETARY-TREASURER Trustee or director, Officer | 2.2 | $0 | $0 |
| MARIA CARDONA OD | VICE PRESIDENT Trustee or director, Officer | 2.2 | $0 | $0 |
| TODD H GERSHENOW OD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1.3 | $0 | $0 |
| DANIELLE GAETA OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| DAVID GUBMAN OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| KEITH LEVINSON OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| KERRY GELB OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| MARK DONLON OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| ROBERT LEVY OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| SIMI BHARDWAJ SETHI OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| STEVEN SORKIN OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| TALIA MISHKIN OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
| VITTORIA MENA JR OD | DIRECTOR Trustee or director | 1.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4 AAA DR STE 204, HAMILTON, NJ 08691-1813
- Principal officer (990 for 2025)
- KEIRA BOERTZEL-SMITH, 4 AAA DRIVE SUITE 204, HAMILTON, NJ 086911813
- Signed the 990
- KEIRA BOERTZEL-SMITH, EXECUTIVE DIRECTOR
- Phone
- (609) 323-4012
- Website
- WWW.NJSOP.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 21-0612458
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,072,901
- Income (IRS master file)
- $957,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $842,104 | $908,409 | $1,072,901 | XML |
| 990 | December 2024 | $814,808 | $926,611 | $1,076,993 | XML |
| 990 | December 2023 | $858,702 | $943,208 | $1,193,886 | XML |
| 990 | December 2022 | $974,959 | $850,380 | $1,228,672 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 21-0612458).
Questions about NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS
- What is the EIN of NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS?
- The employer identification number (EIN) of NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS is 21-0612458.
- Is NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS?
- The 990 for the year ended December 31, 2025 names KEIRA BOERTZEL-SMITH.
- Who are the officers and directors of NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS?
- The 990 for the year ended December 31, 2025 lists 18 people; 9 received compensation from the organization, the highest $162,500 (KEIRA BOERTZEL-SMITH, EXECUTIVE DIRECTOR).
- How much revenue does NEW JERSEY SOCIETY OF OPTOMETRIC PHYSICIANS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $842,104, expenses of $908,409 and total assets of $1,072,901 at year end.
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