OPTOMETRY CARES-THE AOA FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPTOMETRY CARES-THE AOA FOUNDATION (EIN 23-7292391)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349303164
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:27:13-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237292391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTOMETRY CARES - THE AOA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RYAN P HAYES | InCareOfNm |
| Business Name Control | OPTO | BusinessNameControlTxt |
| Phone | 3149914100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 NORTH LINDBERGH BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN HAYES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3149914100 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ryan | PersonFirstNm |
| Person Last | Hayes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristen M Hankins | PreparerPersonNm |
| PTIN | P01256574 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN F HYMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 NORTH LINDBERGH BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $642,671 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AOAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | OPTOMETRY CARES, THE AOA FOUNDATION, IS COMMITTED TO EXPAND EYE CARE AWARENESS, EDUCATION, RESEARCH, AND ACCESS TO EYE HEALTH AND VISION CARE TO EVERYONE IN THE U.S. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $698,818 | PYContributionsGrantsAmt |
| CY Contributions Grants | $577,312 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,088 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,366 | PYOtherRevenueAmt |
| CY Other Revenue | $44,841 | CYOtherRevenueAmt |
| PY Total Revenue | $720,272 | PYTotalRevenueAmt |
| CY Total Revenue | $626,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $169,668 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150,848 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $149,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $174,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $228,515 | PYOtherExpensesAmt |
| CY Other Expenses | $287,839 | CYOtherExpensesAmt |
| PY Total Expenses | $548,059 | PYTotalExpensesAmt |
| CY Total Expenses | $612,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $172,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,557 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $545,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $544,990 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $68,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,369 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $477,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $476,621 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EXPANDING EYE CARE AWARENESS, EDUCATION AND RESEARCH AND ACCESS TO EYE HEALTH AND VISION CARE TO EVERYONE IN THE U.S. IN ORDER TO EXPAND HUMAN PERFORMANCE AND QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $94,000 | ExpenseAmt |
| Grant | $94,000 | GrantAmt |
| Desc | OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,500 | ExpenseAmt |
| Grant | $28,500 | GrantAmt |
| Desc | OPPORTUNITIES IN OPTOMETRY IS DESIGNED AS A ONE-TIME STIPEND FOR UNDER-REPRESENTED MINORITY STUDENTS INTERESTED IN THE FIELD OF OPTOMETRY TO HELP DEFRAY COSTS ASSOCIATED WITH APPLYING TO OPTOMETRY SCHOOL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,393 | ExpenseAmt |
| Grant | $4,206 | GrantAmt |
| Desc | INFANTSEE IS A PUBLIC HEALTH PROGRAM DESIGNED TO ENSURE THAT EYE AND VISION CARE BECOMES AN INTEGRAL PART OF INFANT WELLNESS CARE TO IMPROVE A CHILD'S QUALITY OF LIFE. UNDER THIS PROGRAM, AOA OPTOMETRISTS PROVIDE A NO-COST COMPREHENSIVE EYE AND VISION ASSESSMENT FOR INFANTS WITHIN THE FIRST YEAR OF LIFE REGARDLESS OF A FAMILY'S INCOME OR ACCESS TO INSURANCE COVERAGE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $293,396 | ExpenseAmt |
| Grant | $24,142 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $293,396 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $24,142 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $428,289 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN P HAYES | PersonNm |
| Phone | 8003652219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JONATHAN HYMES | |||||||
| EXECUTIVE DIRECTOR | 2.0 | 40.0 | Yes (X) | $0 | $471,283 | $27,872 | |
| RYAN P HAYES | |||||||
| CHIEF FINANCIAL AND TECHNOLOGY | 2.0 | 40.0 | Yes (X) | $0 | $250,534 | $35,694 | |
| REBECCA HILDEBRAND | |||||||
| EXECUTIVE DIRECTOR | 8.0 | 40.0 | Yes (X) | $0 | $251,237 | $15,602 | |
| STEVEN T REED OD | |||||||
| TRUSTEE | 2.0 | 17.0 | $0 | $55,831 | $0 | Yes (X) | |
| JACQUIE BOWEN OD | |||||||
| TRUSTEE | 2.0 | 14.0 | $0 | $49,070 | $0 | Yes (X) | |
| TERI GEIST OD | |||||||
| TRUSTEE | 2.0 | 16.0 | $0 | $44,710 | $0 | Yes (X) | |
| TERRI GOSSARD OD | |||||||
| TRUSTEE | 2.0 | 15.0 | $0 | $43,640 | $0 | Yes (X) | |
| BELINDA STARKEY OD | |||||||
| TRUSTEE | 2.0 | 11.0 | $0 | $42,080 | $0 | Yes (X) | |
| MARGARET MARIE READ OD | |||||||
| TRUSTEE | 2.0 | 8.0 | $0 | $20,620 | $0 | Yes (X) | |
| PAUL BARNEY OD | |||||||
| TRUSTEE | 2.0 | 6.0 | $0 | $14,740 | $0 | Yes (X) | |
| CAROL RECORD OD | |||||||
| PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HILARY HAWTHORNE OD | |||||||
| VICE PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES DEOM OD | |||||||
| SECRETARY/TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON COMPTON OD | |||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JASON HARROLD | |||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| PETER KEHOE OD | |||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MAHSA MASOUDI OD | |||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JILL SCULLION OD | |||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,243,745 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,168 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $200,000 | RelatedOrganizationsAmt |
| All Other Contributions | $377,312 | AllOtherContributionsAmt |
| Total Contributions | $577,312 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,277 | TotalRevenueColumnAmt |
| Exclusion | $1,277 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,915 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,915 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,915 | TotalRevenueColumnAmt |
| Exclusion | $2,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,167 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $16,326 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,841 | TotalRevenueColumnAmt |
| Exclusion | $44,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $626,345 | TotalRevenueColumnAmt |
| Exclusion | $49,033 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,848 | TotalAmt |
| Program Services | $150,848 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,395 | TotalAmt |
| Program Services | $110,716 | ProgramServicesAmt |
| Management And General | $27,679 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,853 | TotalAmt |
| Program Services | $6,282 | ProgramServicesAmt |
| Management And General | $1,571 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,443 | TotalAmt |
| Program Services | $13,155 | ProgramServicesAmt |
| Management And General | $3,288 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,410 | TotalAmt |
| Program Services | $9,128 | ProgramServicesAmt |
| Management And General | $2,282 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $120,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179 | TotalAmt |
| Program Services | $4,143 | ProgramServicesAmt |
| Management And General | $1,036 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,562 | TotalAmt |
| Program Services | $36,646 | ProgramServicesAmt |
| Management And General | $8,916 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031 | TotalAmt |
| Program Services | $1,031 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149 | TotalAmt |
| Program Services | $964 | ProgramServicesAmt |
| Management And General | $185 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,385 | TotalAmt |
| Program Services | $12,776 | ProgramServicesAmt |
| Management And General | $1,609 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,764 | TotalAmt |
| Program Services | $12,297 | ProgramServicesAmt |
| Management And General | $1,467 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,261 | TotalAmt |
| Program Services | $64,297 | ProgramServicesAmt |
| Management And General | $14,964 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $573 | $458 | $115 |
| STAFF TRAINING/CONTINUING EDU. | $60 | $48 | $12 |
| STAFF RECRUITMENT | $150 | $120 | $30 |
| EXCHANGE FEES | $6,725 | $5,380 | $1,345 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,788 | TotalAmt |
| Program Services | $428,289 | ProgramServicesAmt |
| Management And General | $184,499 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,479 | BOYAmt |
| EOY | $292,939 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,813 | BOYAmt |
| EOY | $6,715 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,441 | BOYAmt |
| EOY | $90,702 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,137 | BOYAmt |
| EOY | $154,634 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,870 | BOYAmt |
| EOY | $544,990 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,152 | BOYAmt |
| EOY | $68,369 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,152 | BOYAmt |
| EOY | $68,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$680,319 | BOYAmt |
| EOY | -$743,190 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,037 | BOYAmt |
| EOY | $1,219,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,718 | BOYAmt |
| EOY | $476,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,870 | BOYAmt |
| EOY | $544,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,557 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,654 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,872 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,312 | CurrentTaxYearAmt |
| Total | $3,960,566 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,872 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,312 | CurrentTaxYearAmt |
| Total | $3,960,566 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,960,566 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,277 | CurrentTaxYearAmt |
| Total | $5,298 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,277 | CurrentTaxYearAmt |
| Total | $5,298 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,167 | CurrentTaxYearAmt |
| Total | $170,904 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $686,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,106,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $639,756 | CurrentTaxYearAmt |
| Total | $4,136,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95741 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96704 | PublicSupportPY509Pct |
| Investment Income CY | 0.00128 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00084 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,836 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $67,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,336 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $69,836 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,836 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $72,336 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,336 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $74,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,836 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $2,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $77,336 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES, SHORT TERM | $141,726 |
| OTHER RECEIVABLES, LONG TERM | $12,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $154,634 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,001,619 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$14,654 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $669,507 | OtherRevenueAmt |
| Revenue Not Reported | $654,853 | RevenueNotReportedAmt |
| Revenue Subtotal | $346,766 | RevenueSubtotalAmt |
| Other Revenues Not Included | $279,579 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $279,579 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $626,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,102,336 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $489,548 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $489,548 | ExpensesNotReportedAmt |
| Expenses Subtotal | $612,788 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $612,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE GALINA FUND WAS ESTABLISHED FOR THE PURPOSE OF OPTOMETRIC STUDENT EDUCATION SCHOLARSHIPS. |
| SCHEDULE D, PART IX, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D AND 4B | LINE 2D SPECIAL EVENT EXPENSES: $16,326 CONTRIBUTED SERVICES: $473,222 NET ASSETS RELEASED FROM RESTRICTION: $179,959 ----------- $669,507 LINE 4B RESTRICTED CONTRIBUTIONS: $279,579 |
| SCHEDULE D, PART XII, LINE 2D | SPECIAL EVENT EXPENSES: $16,326 CONTRIBUTED SERVICES: $473,222 ------------ $489,548 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 5K RUN/WALK | Event1Nm |
| Gross Receipts Event1 | $45,086 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $45,086 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,326 | OtherDirectExpensesEvent1Amt |
| Event2 | SUNSALE | Event2Nm |
| Gross Receipts Event2 | $16,081 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,081 | GrossRevenueEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $61,167 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $61,167 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,326 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,326 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $44,841 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DISASTER RELIEF | 35 | $94,000 |
| OPPORTUNITIES IN OPTOMETRY | 19 | $28,500 |
| SCHOLARSHIP AWARDS | 4 | $20,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS THE FOLLOWING RECORDS FOR SCHOLARSHIPS ISSUED TO INDIVIDUALS: ALL SUBMITTED ESSAYS FOR EACH RESPECTIVE SCHOLARSHIP TOPICS, ALL CANDIDATE SUBMISSION FORMS CONTAINING CONTACT INFORMATION OF THE COLLEGE APPLICANT AND THE COLLEGE DESIGNEE, ALL PRESS RELEASES, ALL INVOICE AND CHECK COPIES TO/FROM THE SPONSORSHIP COMPANIES FOR THE SCHOLARSHIP, ALL GRANT CHECKS AND ACKNOWLEDGEMENT LETTERS MAILED TO THE COLLEGE, ALL MISCELLANEOUS CORRESPONDENCE REGARDING THE SCHOLARSHIP PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA HILDEBRAND | ||||||||||||
| EXECUTIVE DIRECTOR | $0 | $239,137 | $0 | $10,000 | $0 | $2,100 | $0 | $13,156 | $0 | $2,446 | $0 | $266,839 |
| JONATHAN HYMES | ||||||||||||
| EXECUTIVE DIRECTOR | $0 | $447,922 | $0 | $0 | $0 | $23,361 | $0 | $16,775 | $0 | $11,097 | $0 | $499,155 |
| RYAN P HAYES | ||||||||||||
| CHIEF FINANCIAL AND TECHNOLOGY | $0 | $238,503 | $0 | $10,000 | $0 | $2,031 | $0 | $13,068 | $0 | $22,626 | $0 | $286,228 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY AMERICAN OPTOMETRIC ASSOCIATION, A RELATED ORGANIZATION. AMERICAN OPTOMETRIC ASSOCIATION USES THE FOLLOWING TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THROUGH A MANAGEMENT, SERVICES, AND AFFILIATION AGREEMENT, THE AMERICAN OPTOMETRIC ASSOCIATION PROVIDES STAFFING AND SUPPORT TO OPTOMETRY CARES - THE AOA FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | ACCORDING TO THE BYLAWS THE AMERICAN OPTOMETRIC ASSOCIATION IS THE SOLE MEMBER OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACCORDING TO THE ORGANIZATION'S BYLAWS, THE AMERICAN OPTOMETRIC ASSOCIATION APPOINTS, DESIGNATES OR ELECTS THE INDIVIDUALS TO SERVE AS DIRECTORS. THE BOARD MAY NOMINATE INDIVIDUALS FOR CONSIDERATION BY THE AMERICAN OPTOMETRIC ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A 990 ONLINE ORGANIZER IS COMPILED BY AOA FINANCE. IT IS REVIEWED BY THE CFO AND IS THEN FORWARDED TO AN EXTERNAL ACCOUNTING FIRM FOR THEIR REVIEW. THE INFORMATION PROVIDED IN THE ORGANIZER IS THEN ENTERED INTO THE ELECTRONIC 990 FORMS AND RETURNED TO THE FOUNDATION. THE FINANCIAL ANALYST PERFORMS A SECOND REVIEW AND FORWARDS THE 990 TO THE CFO. THE CFO THEN PERFORMS A FINAL REVIEW AND SENDS A FINAL COPY TO THE BOARD OF TRUSTEES FOR REVIEW. THE 990 IS SUBMITTED BACK TO THE EXTERNAL ACCOUNTING FIRM FOR SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, DIRECTORS, VOLUNTEERS AND/OR TRUSTEES ARE REQUIRED ANNUALLY (AND AT THE INITIAL POINT OF SERVICE) TO SIGN THE CONFLICT OF INTEREST POLICY AND NOTIFY THE ORGANIZATION OF ANY POTENTIAL CONFLICTS. INDIVIDUALS ARE NOT PAID OR REIMBURSED FOR EXPENSES UNTIL SUCH DISCLOSURE HAS BEEN SUBMITTED TO LEGAL EACH YEAR. LEGAL REVIEWS ALL COMPLETED POLICIES AND NOTIFIES SENIOR MANAGEMENT OF ANY POTENTIAL CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND LEGAL THEN DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION HAS A MANAGEMENT, STAFFING AND SERVICES CONTRACT WITH THE AMERICAN OPTOMETRIC ASSOCIATION (AOA). THROUGH THIS CONTRACT, STAFFING AND OTHER SERVICES ARE PROVIDED BY THE AOA AS APPROVED BY THE FOUNDATION`S BOARD OF DIRECTORS. BASED UPON THIS ARRANGEMENT, THE EXECUTIVE DIRECTOR`S COMPENSATION IS SET AND APPROVED BY THE AOA EXECUTIVE DIRECTOR IN CONJUNCTION WITH AN INDEPENDENT COMPENSATION ANALYSIS BY A THIRD PARTY. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION UTILIZES AN EXTERNAL CONSULTANT TO PROVIDE A MARKET-BASED COMPENSATION RANGE FOR EVERY POSITION WITHIN THE ORGANIZATION. THESE RANGES ARE REVIEWED BY HUMAN RESOURCES TO DETERMINE ANY IRREGULARITIES IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION POLICY. THE ORGANIZATION PERFORMS THIS PROCESS TYPICALLY ON AN ANNUAL BASIS OR AS MARKET CONDITIONS REQUIRE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART III, LINE 4D | OTHER SERVICES, INCLUDING OPPORTUNITIES IN OPTOMETRY grants, ARCHIVES AND MUSEUM OF OPTOMETRY, STUDENT SCHOLARSHIP ENDOWMENT FUNDS AND OTHER FUNCTIONS TO SUPPORT THE MISSION OF EXPANDING EYE HEALTH AND VISION CARE ACCESS FOR EVERYONE IN THE U.S. IN ORDER TO ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN OPTOMETRIC ASSOCIATION | |||||||||
| 243 N LINDBERGH BLVD | ST LOUIS | MO | 63141 | 430684708 | MEMBERSHIP | MO | 501(C)(6) | NA | false |
| HEALTH CARE ALLIANCE FOR PATIENT SAFETY | |||||||||
| 1505 PRINCE STREET | ALEXANDRIA | VA | 22314 | 823930070 | ADVOCACY | DE | 501(C)(6) | NA | false |
| AOA - PAC | |||||||||
| 1505 PRINCE STREET | ALEXANDRIA | VA | 22314 | 521226965 | ADVOCACY | VA | 527 | AOA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOA EXCEL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455262310 | EIN |
| Primary Activities | MEMBERSHIP SRV | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| C | $200,000 | FMV |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| K | $120,000 | FMV |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| O | $266,839 | FMV |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| P | $279,861 | FMV |
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