2023-11-10T12:27:13-06:00 2022-12-31 FORVIS LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2022-01-01 237292391 OPTOMETRY CARES - THE AOA FOUNDATION % RYAN P HAYES OPTO 3149914100 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 RYAN HAYES CFO 3149914100 2023-11-15 true Ryan Hayes 999009999 Kristen M Hankins P01256574 3142315544 2023-11-15 3 2022 2023-04-26 12:10:37Z JONATHAN F HYMES 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 642671 false X WWW.AOAFOUNDATION.ORG X 1973 MO 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. 13 13 0 57 0 698818 577312 0 0 2088 4192 19366 44841 720272 626345 169668 150848 0 0 149876 174101 0 0 0 228515 287839 548059 612788 172213 13557 545870 544990 68152 68369 477718 476621 X 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. false false 94000 94000 OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. 28500 28500 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. 12393 4206 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. 293396 24142 SEE SCHEDULE O 293396 24142 428289 true true false false false false false false false true false false false true false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true false true false true 11 0 true 0 false false false false false false false false false false false false X 13 13 false true false false true true false true true false false true true true true true true true true false AL AR CA FL GA HI KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X RYAN P HAYES 8003652219 243 N LINDBERGH BLVD ST LOUIS MO 63141 JONATHAN HYMES EXECUTIVE DIRECTOR 2.0 40.0 X 0 471283 27872 RYAN P HAYES CHIEF FINANCIAL AND TECHNOLOGY 2.0 40.0 X 0 250534 35694 REBECCA HILDEBRAND EXECUTIVE DIRECTOR 8.0 40.0 X 0 251237 15602 STEVEN T REED OD TRUSTEE 2.0 17.0 X 0 55831 0 JACQUIE BOWEN OD TRUSTEE 2.0 14.0 X 0 49070 0 TERI GEIST OD TRUSTEE 2.0 16.0 X 0 44710 0 TERRI GOSSARD OD TRUSTEE 2.0 15.0 X 0 43640 0 BELINDA STARKEY OD TRUSTEE 2.0 11.0 X 0 42080 0 MARGARET MARIE READ OD TRUSTEE 2.0 8.0 X 0 20620 0 PAUL BARNEY OD TRUSTEE 2.0 6.0 X 0 14740 0 CAROL RECORD OD PRESIDENT 2.0 0.0 X X 0 0 0 HILARY HAWTHORNE OD VICE PRESIDENT 2.0 0.0 X X 0 0 0 JAMES DEOM OD SECRETARY/TREASURER 2.0 0.0 X X 0 0 0 JASON COMPTON OD TRUSTEE 2.0 0.0 X 0 0 0 JASON HARROLD TRUSTEE 2.0 0.0 X 0 0 0 PETER KEHOE OD TRUSTEE 2.0 0.0 X 0 0 0 MAHSA MASOUDI OD TRUSTEE 2.0 0.0 X 0 0 0 JILL SCULLION OD TRUSTEE 2.0 0.0 X 0 0 0 0 1243745 79168 0 false true false 0 200000 377312 577312 0 1277 1277 0 0 0 0 0 2915 2915 2915 2915 61167 16326 44841 44841 0 0 0 0 0 0 0 626345 49033 0 150848 150848 0 0 0 0 138395 110716 27679 0 7853 6282 1571 0 16443 13155 3288 0 11410 9128 2282 0 120000 0 120000 0 0 5179 4143 1036 0 0 0 0 45562 36646 8916 1031 1031 0 0 1149 964 185 0 14385 12776 1609 0 0 0 13764 12297 1467 0 0 79261 64297 14964 0 0 0 0 0 BAD DEBT EXPENSE 573 458 115 STAFF TRAINING/CONTINUING EDU. 60 48 12 STAFF RECRUITMENT 150 120 30 EXCHANGE FEES 6725 5380 1345 612788 428289 184499 0 190479 292939 0 0 0 0 3813 6715 0 0 0 0 0 0 0 0 0 0 0 0 102441 90702 0 0 0 0 0 0 249137 154634 545870 544990 68152 68369 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 68152 68369 X -680319 -743190 1158037 1219811 477718 476621 545870 544990 13557 -14654 X false true X true false X 946872 654230 1083334 698818 577312 3960566 0 0 0 0 946872 654230 1083334 698818 577312 3960566 0 0 0 3960566 0 0 1933 2088 1277 5298 0 0 0 1933 2088 1277 5298 0 37001 32513 20857 19366 61167 170904 983873 686743 1106124 720272 639756 4136768 0.95741 0.96704 0.00128 0.00084 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69836 2500 67336 72336 2500 69836 74836 2500 72336 77336 2500 74836 79836 2500 77336 0.74000 0.26000 false false OTHER RECEIVABLES, SHORT TERM 141726 OTHER RECEIVABLES, LONG TERM 12908 154634 1001619 -14654 669507 654853 346766 279579 279579 626345 1102336 489548 489548 612788 612788 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 5K RUN/WALK 45086 45086 16326 SUNSALE 16081 16081 0 61167 61167 16326 16326 44841 true DISASTER RELIEF 35 94000 OPPORTUNITIES IN OPTOMETRY 19 28500 SCHOLARSHIP AWARDS 4 20000 SCHEDULE I, PART I, LINE 2 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. false false false false false false false false false REBECCA HILDEBRAND EXECUTIVE DIRECTOR 0 239137 0 10000 0 2100 0 13156 0 2446 0 266839 JONATHAN HYMES EXECUTIVE DIRECTOR 0 447922 0 0 0 23361 0 16775 0 11097 0 499155 RYAN P HAYES CHIEF FINANCIAL AND TECHNOLOGY 0 238503 0 10000 0 2031 0 13068 0 22626 0 286228 SCHEDULE J, PART I, LINE 3 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 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. 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 AOA EXCEL INC 243 N LINDBERGH BLVD ST LOUIS MO 63141 455262310 MEMBERSHIP SRV MO AOA C CORP false false false true false false false false false false false true false true false true true false false false AMERICAN OPTOMETRIC ASSOCIATION C 200000 FMV AMERICAN OPTOMETRIC ASSOCIATION K 120000 FMV AMERICAN OPTOMETRIC ASSOCIATION O 266839 FMV AMERICAN OPTOMETRIC ASSOCIATION P 279861 FMV