2020-11-13T15:57:17-06:00 2019-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2019-01-01 237292391 Optometry Cares - The AOA Foundation % RYAN P HAYES OPTO 3149914100 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 RYAN P HAYES CFO 3149914100 2020-07-15 true Troy A Lindsey P01041237 3142315544 167.68.126.162 43032820203185000008 2020-11-13 P 8240B93EEBBF9B4FFDA791108FA0EB593F6A38E9 A1AFD53B8CDC5B6409CF83EA36CAA4753B23C1B0 2019 2021-01-29 14:40:06Z JONATHAN F HYMES 243 NORTH LINDBERGH BLVD ST LOUIS MO 63141 698842 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. 12 12 0 28 0 946872 654230 0 0 0 0 37001 32513 983873 686743 146925 109421 0 0 339137 402382 0 0 0 445278 386004 931340 897807 52533 -211064 679613 473859 144777 150087 534836 323772 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 392840 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. 93171 69400 HEALTHY EYES HEALTHY CHILDREN (HEHC) GRANTS PROVIDE FUNDING FOR IMPLEMENTATION OF COMMUNITY-BASED SOLUTIONS WITH SPECIAL ATTENTION TO THE UNDERSERVED CHILDREN IN THE U.S. 26450 9500 OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. 224239 30521 736700 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 14 0 true 0 false false false false false false false false false false false false X 12 12 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 38.0 X 0 415981 43337 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 2.0 38.0 X 0 345944 25968 RYAN P HAYES CHIEF FINANCIAL OFFICER 2.0 38.0 X 0 202739 36317 RON BENNER OD MEMBER 2.0 11.3 X 0 37966 0 JACQUELINE BOWEN OD MEMBER 2.0 10.7 X 0 33439 0 JOSEPH MALLINGER OD PRESIDENT 5.0 0.0 X X 0 0 0 PETER KEHOE OD VICE PRESIDENT 2.0 0.0 X X 0 0 0 CAROL RECORD OD SECRETARY-TREASURER 2.0 0.0 X X 0 0 0 ALLAN L BARKER OD MEMBER 2.0 0.0 X 0 0 0 JAMES DEOM OD MEMBER 2.0 0.0 X 0 0 0 JASON HARROLD MEMBER 2.0 0.0 X 0 0 0 HILARY HAWTHORNE OD MEMBER 2.0 0.0 X 0 0 0 CAROL MARUSICH OD MEMBER 2.0 0.0 X 0 0 0 TAKETO MIURA MEMBER 2.0 0.0 X 0 0 0 JACK SCHAEFFER OD MEMBER 2.0 0.0 X 0 0 0 0 1036069 105622 0 false true false 0 200000 454230 654230 0 0 0 0 0 0 0 0 44612 12099 32513 32513 0 0 0 0 0 0 0 686743 32513 69421 69421 40000 40000 0 0 0 0 304767 290415 14352 16225 15325 900 56192 53330 2862 25198 23879 1319 120000 120000 0 11359 9087 2272 0 0 0 29390 26605 2785 9968 9968 28831 27375 1456 9114 7291 1823 0 0 0 25249 22414 2835 146627 136343 10284 0 0 0 0 AV RENTAL 5466 5247 219 897807 736700 161107 0 458147 284567 0 0 0 0 0 110 0 0 0 0 0 0 0 0 22000 0 0 0 0 0 0 0 0 0 0 0 199466 189182 679613 473859 144777 150087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 144777 150087 X -850341 -898330 1385177 1222102 534836 323772 679613 473859 -211064 X false true X true false X 764124 931281 1240054 946872 654230 4536561 0 0 0 0 764124 931281 1240054 946872 654230 4536561 0 0 0 4536561 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14455 17884 43827 37001 32513 145680 778579 949165 1283881 983873 686743 4682241 0.96889 0.97662 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77336 2500 74836 79836 2500 77336 82336 2500 79836 84836 2500 82336 87336 2500 84836 0.67000 0.33000 false false OTHER RECEIVABLES, SHORT TERM 159544 OTHER RECEIVABLES, LONG TERM 29638 189182 1637192 790307 376232 1166539 470653 216090 216090 686743 1688114 790307 790307 897807 897807 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 $376,232 SCHEDULE D, PART XI, LINE 4B RESTRICTED CONTRIBUTIONS $216,090 5K FUN RUN/WALK 44612 44612 12099 0 44612 44612 12099 12099 32513 true SCHOLARSHIP AWARDS 6 30500 DISASTER RELIEF 3 9500 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 JONATHAN HYMES EXECUTIVE DIRECTOR 0 398455 0 165 0 17361 0 15400 0 27937 0 459318 0 0 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 0 343263 0 995 0 1686 0 15400 0 10568 0 371912 0 0 RYAN P HAYES CHIEF FINANCIAL OFFICER 0 188034 0 13140 0 1565 0 11457 0 24860 0 239056 0 0 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 OF DIRECTORS OR A COMPENSATION COMMITTEE. 5. WRITTEN EMPLOYMENT CONTRACT FORM 990, PART III, LINE 4D OTHER SERVICES, INCLUDING 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 BOARD OF TRUSTEES CONDUCTS A REVIEW OF THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR BASED UPON THE TERM OF HIS/HER EMPLOYMENT AGREEMENT AND IT IS REVIEWED ANNUALLY. DURING THE FORMAL REVIEW, LAST PERFORMED IN 2018, THE BOARD OF TRUSTEES GATHERED COMPARABILITY COMPENSATION DATA AND UTILIZED AN INDEPENDENT 3RD PARTY TO ASSIST WITH THE COLLECTION/REVIEW IN ORDER TO DETERMINE A REASONABLE WAGE BASIS. 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. 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