2021-11-11T11:04:54-06:00 2020-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2020-01-01 237292391 Optometry Cares - The AOA Foundation % RYAN P HAYES OPTO 3149914100 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 Ryan Hayes CFO 3149914100 2021-11-15 true Ryan Hayes 999009999 Troy A Lindsey P01041237 3142315544 2 2020 2022-09-23 18:48:47Z JONATHAN F HYMES 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 1108967 false X WWW.AOAFOUNDATION.ORG X 1973 MO OPTOMETRY CARES, THE AOA FOUNDATION, IS A CHARITABLE ORGANIZATION COMMITTED TO EXPANDING EYE HEALTH AND VISION CARE ACCESS IN THE U.S. 14 14 0 39 0 654230 1083334 0 0 0 1933 32513 20857 686743 1106124 109421 646328 0 0 402382 285760 0 0 0 386004 192303 897807 1124391 -211064 -18267 473859 948686 150087 643181 323772 305505 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 523660 508875 THE AOA FOUNDATION RECOVERY FUND HAS BEEN CREATED AS PART OF THE AMERICAN OPTOMETRIC ASSOCIATION`S BROAD RECOVERY AND RELIEF PLAN FOR THE COVID-19 PANDEMIC 208444 66203 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. 68283 51250 OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. 171580 20000 971967 true true false false false false false false false true true 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 7 0 true 0 false false false false false false false false false false false false X 14 14 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 JOHNATHAN HYMES EXECUTIVE DIRECTOR 2.0 40.0 X 0 382572 45952 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 2.0 40.0 X 0 365449 25674 RYAN P HAYES CHIEF FINANCIAL OFFICER 2.0 40.0 X 0 202278 38956 REBECCA HILDEBRAND EXECUTIVE DIRECTOR 20.0 20.0 X 0 168340 11092 Brittany Broombaugh FORMER EXECUTIVE DIRECTOR 40.0 0.0 X 0 91592 10907 LORI L GROVER TRUSTEE 2.0 5.6 X 0 21287 0 JACQUELINE BOWEN OD TRUSTEE 2.0 7.6 X 0 20769 0 CAROL MARUSICH OD TRUSTEE 2.0 0.0 X 0 0 0 JACK SCHAEFFER OD TRUSTEE 2.0 0.0 X 0 0 0 ALAN CLEINMAN TRUSTEE 2.0 0.0 X 0 0 0 HILARY HAWTHORNE SECRETARY-TREASUER 2.0 0.0 X X 0 0 0 JAMES DEOM OD TRUSTEE 2.0 0.0 X 0 0 0 JASON HARROLD TRUSTEE 2.0 0.0 X 0 0 0 JILL SCULLION OD TRUSTEE 2.0 0.0 X 0 0 0 JOSEPH MALLINGER OD TRUSTEE 2.0 0.0 X 0 0 0 MARK FEDER OD TRUSTEE 2.0 0.0 X 0 0 0 PETER KEHOE OD PRESIDENT 4.0 0.0 X X 0 0 0 CAROL RECORD OD VICE PRESIDENT 2.0 0.0 X X 0 0 0 TAKETO MIURA TRUSTEE 2.0 0.0 X 0 0 0 0 1252287 132581 0 false true false 0 200000 883334 1083334 0 1933 1933 0 0 0 0 0 0 23700 2843 20857 20857 0 0 0 0 0 0 0 1106124 22790 0 646328 646328 0 0 0 0 217522 198348 19174 11229 10778 451 38681 35952 2729 18328 16715 1613 120000 120000 0 8081 6465 1616 0 0 0 17089 14211 2878 16440 16403 37 13213 11551 1662 9026 7521 1505 0 0 0 0 4456 4266 190 0 0 0 0 AV RENTAL 1154 1154 0 0 BAD DEBT EXPENSE 2844 2275 569 1124391 971967 152424 0 284567 555185 0 0 0 0 110 110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1933 0 0 0 0 0 0 189182 391458 473859 948686 150087 574681 0 0 0 0 0 0 0 0 0 0 0 0 0 68500 0 0 150087 643181 X -898330 -830359 1222102 1135864 323772 305505 473859 948686 -18267 X false true X true false X 931281 1240054 946872 654230 1083334 4855771 0 0 0 0 931281 1240054 946872 654230 1083334 4855771 0 0 0 4855771 0 0 0 0 1933 1933 0 0 0 0 0 1933 1933 0 17884 43827 37001 32513 20857 152082 949165 1283881 983873 686743 1106124 5009786 0.96926 0.96889 0.00039 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74836 2500 72336 77336 2500 74836 79836 2500 77336 82336 2500 79836 84836 2500 82336 0.69000 0.31000 false false OTHER RECEIVABLES, SHORT TERM 317386 OTHER RECEIVABLES, LONG TERM 71072 OTHER CURRENT ASSETS 3000 391458 1603092 397762 230553 628315 974777 131347 131347 1106124 1522153 397762 397762 1124391 1124391 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 NET ASSETS RELEASED FROM RESTRICTION $230,553 SCHEDULE D, PART XI, LINE 4B RESTRICTED CONTRIBUTIONS $131,347 5K FUN RUN/WALK 23700 23700 2843 0 23700 23700 2843 2843 20857 true SCHOLARSHIP AWARDS 6 20000 DISASTER RELIEF 21 51250 RECOVERY FUND 406 508875 INFANTSEE 15 66203 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. true false false false false false false false false REBECCA HILDEBRAND EXECUTIVE DIRECTOR 0 166106 0 135 0 2099 0 9278 0 1814 0 179432 JOHNATHAN HYMES EXECUTIVE DIRECTOR 0 365041 0 170 0 17361 0 15675 0 30277 0 428524 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 0 363181 0 200 0 2068 0 15675 0 9999 0 391123 RYAN P HAYES CHIEF FINANCIAL OFFICER 0 200567 0 145 0 1566 0 11442 0 27514 0 241234 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 SCHEDULE J, PART I, LINE 4A FORMER EXECUTIVE DIRECTOR, BRITTANY BROOMBAUGH, RECEIVED A SEVERANCE PAYMENT DURING THE YEAR. FORM 990, PART III, LINE 4D OTHER SERVICES, INCLUDING THE OPTOMETRY RECOVERY FUND, 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. 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 ISSUES. 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 A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) TO PROVIDE A MARKET BASED COMPENSATION RANGE FOR EVERY POSITION WITHIN THE ORGANIZATION AT LEAST ANNUALLY. THESE RANGES ARE REVIEWED TO DETERMINE ANY IRREGULARITIES IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. AMERICAN OPTOMETRIC ASSOCIATION 243 N LINDBERGH BLVD FL 1 ST LOUIS MO 63141 430684708 MEMBERSHIP MO 501(C)(6) NA false HEALTH CARE ALLIANCE FOR PATIENT SAFETY 1505 PRINCE ST ALEXANDRIA VA 22314 823930070 ADVOCACY DE 501(C)(6) NA false AOA EXCEL INC 243 N LINDBERGH BLVD ST LOUIS MO 63141 455262310 MEMBERSHIP SR MO AOA C - CORPORATION 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 P 310064 FMV AMERICAN OPTOMETRIC ASSOCIATION M 750 FMV