2020-11-16T11:58:20-06:00 2019-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2019-01-01 430684708 AMERICAN OPTOMETRIC ASSOCIATION % RYAN P HAYES AMER 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 RYAN P HAYES CFO 3149914100 2020-11-15 true Donna J Larson P00043751 3142315544 2020-11-15 167.68.126.162 43032820203215000007 2020-11-16 P 8240B93EEBBF9B4FFDA791108FA0EB593F6A38E9 B60A4EE9D24CBCA4447F2481469D084F848E2D39 2019 2021-04-22 16:20:28Z JONATHAN F HYMES 243 N LINDBERGH BLVD ST LOUIS MO 63141 33688664 false X WWW.AOA.ORG X 1936 MO AOA ADVOCATES FOR THE PROFESSION OF OPTOMETRY AND SERVES OPTOMETRISTS IN MEETING THE EYE CARE NEEDS OF THE PUBLIC. 11 11 111 226 546002 0 0 25152820 25137656 831953 759581 650196 526743 26634969 26423980 200000 200000 302985 306342 10329193 10410895 0 0 0 14423651 16819831 25255829 27737068 1379140 -1313088 28341914 30089094 10980486 11620491 17361428 18468603 X HEALTH CARE AND PUBLIC POLICY RELATED TO EYE CARE WILL UNIFORMLY RECOGNIZE OPTOMETRISTS AS PRIMARY HEALTH CARE PROVIDERS AND ENSURE THE PUBLIC HAS ACCESS TO THE FULL SCOPE OF OPTOMETRIC CARE. OPTOMETRISTS AND OTHER PROFESSIONALS WILL LOOK TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR PROFESSIONAL STANDARDS, RESEARCH AND EDUCATION LEADERSHIP THAT SERVE TO ENHANCE AND ENSURE COMPETENT, QUALITY PATIENT CARE. THE PUBLIC, OPTOMETRISTS AND OTHER PROFESSIONALS WILL TURN TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR RELIABLE AND CURRENT INFORMATION RELATED TO OPTOMETRY, EYE CARE AND HEALTH CARE POLICY. false false ADVOCACY WORKS TO PROTECT AND ENHANCE HEALTH CARE AND PUBLIC POLICY RELATING TO EYE CARE AND TO ENSURE FULL PUBLIC ACCESS TO THE ENTIRE SCOPE OF OPTOMETRIC CARE. COMMUNICATIONS MANAGES THE PUBLIC AFFAIRS CAMPAIGN FOR OPTOMETRIC AWARENESS ISSUES AND MANAGES/RELEASES INFORMATION ON ISSUES AFFECTING THE PROFESSION OF OPTOMETRY. CLINICAL CARE PROVIDES INFORMATION AND SERVICES TO ENHANCE THE SCOPE, QUALITY, AND AVAILABILITY OF PROFESSIONAL OPTOMETRIC SERVICES. IT DEVELOPS AND IMPLEMENTS PROGRAMS RELATING TO PRACTICE ADVANCEMENT/ENHANCEMENT, QUALITY ASSESSMENT ON OPTHALMIC STANDARDS AND PRODUCTS, AND CONTINUING EDUCATION. false false false true false false false false false true false false false true false true true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 244 0 true 111 true true true false false false false false false false X 11 11 false false false false true true true true true false true true true true true true true true true false false X X RYAN P HAYES 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 X JONATHAN F HYMES EXECUTIVE DIRECTOR 40.0 2.0 X 415981 0 43337 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 40.0 2.0 X 345944 0 25968 RODNEY PEELE ASSOCIATE GENERAL COUNSEL 40.0 0.0 X 208310 0 38848 DANIEL CAREY SENIOR DIRECTOR, SGR 40.0 0.0 X 206426 0 36423 RYAN P HAYES CHIEF FINANCIAL OFFICER 40.0 2.0 X 202739 0 36317 DEIRDRE MIDDLETON DIRECTOR STRATEGIC & ADVOCACY 40.0 0.0 X 197623 0 38682 MATTHEW WILLETTE DIRECTOR OF CONGRESSIONAL RELA 40.0 0.0 X 189019 0 37136 MICHAEL STOKES GENERAL COUNSEL 40.0 0.0 X 187320 0 38096 BARBARA L HORN PRESIDENT-ELECT 20.3 0.0 X X 100118 0 0 SAMUEL PIERCE OD PRESIDENT 23.5 0.0 X X 82135 0 0 WILLIAM T REYNOLDS OD VICE-PRESIDENT 13.9 0.0 X X 53888 0 0 JAMES P DEVLEMING OD TRUSTEE 11.8 0.0 X 48674 0 0 ROBERT C LAYMAN OD SECRETARY-TREASURER 16.5 0.0 X X 46538 0 0 RONALD BENNER OD TRUSTEE 11.3 2.0 X 37966 0 0 LORI GROVER OD TRUSTEE 11.9 0.0 X 36757 0 0 STEVEN T REED TRUSTEE 11.3 0.0 X 35738 0 0 JACQUELINE BOWEN OD TRUSTEE 10.7 4.0 X 33439 0 0 CHRISTOPHER J QUINN O IMMEDIATE PAST PRESIDENT 7.1 0.0 X X 19649 0 0 TERESA ANN GOSSARD OD TRUSTEE 5.2 0.0 X 14518 0 0 TERI GEIST OD TRUSTEE 4.5 0.0 X 13972 0 0 ANDREA THAU INTERIM TRUSTEE 3.0 0.0 X 7255 0 0 2484009 0 294807 24 false true false EDELMAN 21992 NETWORK PLACE CHICAGO IL 60673 CONSULTANT 1227724 PARTNERSHIP FOR VISION HEALTH 225 REINEKERS LN STE 700 ALEXANDRIA VA 22314 CONSULTANT 1000000 IMAGINATION PUBLISHING LLC 600 W FULTON ST STE 600 CHICAGO IL 60661 PUBLISHING 582924 FREEMAN AUDIO VISUAL LLC 1155 EUGENIA PLACE CARPINTERIA CA 93013 AUDIO/VISUAL 391590 INSPERITY PEO SERVICES LP 1901 CRESCENT SPRINGS DRIVE KINGWOOD TX 77339 PEO SERVICES 200000 19 0 MEMBERSHIP DUES 561499 18852238 18852238 MEMBERSHIP SERVICES 561499 2386801 1606200 20000 760601 ANNUAL CONVENTION 561499 3898601 3898601 OTHER PROGRAM SERVICE REVENUE 561499 16 16 25137656 0 0 6225 6225 278240 283724 -5484 0 -5484 -5484 7655097 6895516 759581 759581 759581 0 0 0 0 0 0 407452 85444 322008 322008 ADVERTISING & SUBSCRIPTION 541800 203994 203994 203994 26423980 20452970 546002 5425008 X 200000 0 0 306342 3335007 0 5044000 397895 1054618 579375 0 206560 71077 86019 0 51518 4575479 1591236 810361 672874 0 411576 2095281 0 3230161 264994 270570 1427098 140868 EQUIPMENT RENTAL & MAINT 91581 LOSS ON DISPOSAL OF EQUIPMENT 19292 PROFESSIONAL DUES 336531 STAFF TRAINING 183559 283196 27737068 0 0 950196 1180776 0 0 3185526 3353749 0 0 0 0 0 0 31665 33020 695648 473454 18049443 8278739 10983294 9770704 12495585 15277391 0 0 0 0 0 0 0 0 28341914 30089094 1200184 2001280 0 0 1020969 932249 0 0 0 0 0 0 7898725 7868089 0 0 860608 818873 10980486 11620491 X 17204490 18367717 156938 100886 17361428 18468603 28341914 30089094 X -1313088 2073742 346521 X false true X true false false false true 18629524 2233494 -1437598 795896 2049248 -1253352 978647 978647 9715030 2860727 6854303 1161226 467809 693417 6014540 4770203 1244337 180000 180000 9770704 0 INVESTMENT IN SUBSIDIARY 488985 INTEREST RATE SWAP AGREEMENT 329888 818873 28866878 2073742 369156 2442898 26423980 26423980 28106234 369166 369166 27737068 27737068 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS: COST OF GOODS SOLD NETTED WITH REVENUE $ 85,444 RENTAL EXPENSES NETTED WITH REVENUE $ 283,724 MISC - OTHER - ROUNDING $ (12) ---------- TOTAL $ 369,156 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS: COST OF GOODS SOLD NETTED WITH REVENUE $ 85,444 RENTAL EXPENSES NETTED WITH REVENUE $ 283,724 MISC - OTHER - ROUNDING $ (2) ---------- TOTAL $ 369,166 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS 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. true OPTOMETRY CARES THE AOA FOUNDATION 243 N LINDBERGH BLVD ST LOUIS MO 63141 237292391 501(C)(3) 200000 CHARITY 1 SCHEDULE I, PART I, LINE 2 THE GRANTS WERE MADE TO A RELATED ORGANIZATION THAT REPORTS ON THE USE OF THE FUNDS. X X X true true X X X X X false false false RYAN P HAYES CHIEF FINANCIAL OFFICER 188034 0 13140 0 1565 0 11457 0 24860 0 239056 0 0 JONATHAN F HYMES EXECUTIVE DIRECTOR 398455 0 165 0 17361 0 15400 0 27937 0 459318 0 0 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 343263 0 995 0 1686 0 15400 0 10568 0 371912 0 0 RODNEY PEELE ASSOCIATE GENERAL COUNSEL 205522 0 2150 0 638 0 11517 0 27331 0 247158 0 0 DANIEL CAREY SENIOR DIRECTOR, SGR 202305 0 2615 0 1506 0 11692 0 24731 0 242849 0 0 DEIRDRE MIDDLETON DIRECTOR STRATEGIC & ADVOCACY 192189 0 3110 0 2324 0 11351 0 27331 0 236305 0 0 MATTHEW WILLETTE DIRECTOR OF CONGRESSIONAL RELA 183624 0 3155 0 2240 0 9885 0 27251 0 226155 0 0 MICHAEL STOKES GENERAL COUNSEL 177293 0 8130 0 1897 0 10501 0 27595 0 225416 0 0 SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS WAS PROVIDED TO SAMUEL PIERCE, BARBARA HORN, WILLIAM REYNOLDS, ROBERT LAYMAN, CHRISTOPHER QUINN, JAMES DEVLEMING, RONALD BENNER, STEVEN REED, JACQUELINE BOWEN, LORI GROVER, ANDREA THAU, TERI GEIST, TERESA GOSSARD. THESE ALLOWANCES WERE GROSSED UP FOR TAX PURPOSES AND WERE INCLUDED IN TAXABLE EARNINGS. GYM REIMBURSEMENTS WERE PROVIDED TO JONATHAN HYMES, RODNEY PEELE, MATTHEW WILLETTE, DEIRDRE MIDDLETON AND MICHAEL STOKES. THESE ALLOWANCES WERE INCLUDED IN TAXABLE EARNINGS. CELL PHONE REIMBURSEMENT WAS PROVIDED TO RYAN HAYES, JONATHAN HYMES, RENEE BRAUNS, DANIEL CAREY, MATTHEW WILLETTE, DEIRDRE MIDDLETON, MICHAEL STOKES. THE REIMBURSEMENTS WERE GROSSED UP FOR TAX PURPOSES AND INCLUDED IN TAXABLE EARNINGS. AN AUTOMOBILE ALLOWANCE WAS PAID TO JONATHAN HYMES. THE ALLOWANCE WAS GROSSED UP FOR TAX PURPOSES AND WAS INCLUDED IN TAXABLE INCOME. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF VARIOUS CLASSES OF OPTOMETRISTS, PARAOPTOMETRICS, OPTOMETRIC STUDENTS, AND OTHER KEY INDIVIDUALS WHO HAVE A SUBSTANTIAL ROLE OR INTEREST IN THE PROFESSION OF OPTOMETRY. FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES, CONSISTING OF THE ASSOCIATION'S MEMBERS, MEETS ANNUALLY AT CONGRESS TO ELECT TWO TRUSTEES, EACH FOR A THREE YEAR TERM, SECRETARY/TREASURER, VICE PRESIDENT, AND PRESIDENT-ELECT TO THE BOARD OF TRUSTEES. THE HOUSE OF DELEGATES CONSISTS OF REPRESENTATIVES FROM EACH AFFILIATE WHOM RECEIVE VOTES BASED UPON THEIR NUMBER OF ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES RETAINS THE DUTIES TO ELECT THE BOARD OF TRUSTEES, RATIFY THE DECISIONS OF THE BOARD OF TRUSTEES, APPROVE THE LOCATION OF THE ANNUAL CONGRESS, AND RECEIVE AND ACT, AS DEEMED APPROPRIATE, UPON REPORTS OF ANY COMMITTEES ESTABLISHED BY THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE FINANCE DEPARTMENT IN CONJUNCTION WITH ASSISTANCE FROM EXTERNAL TAX PROFESSIONALS. THE 990 IS REVIEWED BY MANAGEMENT AND FORWARDED TO THE BOARD OF TRUSTEES PRIOR TO FINAL SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, DIRECTORS, VOLUNTEERS AND/OR TRUSTEES ARE REQUIRED ANNUALLY (OR 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 THE LEGAL DEPARTMENT EACH YEAR. THE LEGAL DEPARTMENT REVIEWS ALL COMPLETED POLICIES AND NOTIFIES SENIOR MANAGEMENT OF ANY POTENTIAL CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND EXTERNAL LEGAL COUNCIL THEN REVIEW THE CONFLICTS DISCLOSED TO 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 TRUSEES 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 AN EXTERNAL CONSULTANT TO PROVIDE A MARKET-BASED COMPENSATION RANGE FOR EVERY POSITION WITHIN THE ORGANIZATION AT LEAST ANNUALLY. THESE RANGES ARE REVIEWED BY HUMAN RESOURCES 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 EQUITY IN NET INCOME OF SUBSIDIARY $346,521 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FESS TOTAL FEES:3560198 FORM 990 PART IX LINE 11G DESCRIPTION:EDITORIAL FEES TOTAL FEES:14190 FORM 990 PART IX LINE 11G DESCRIPTION:ARTWORK/PHOTO FEES TOTAL FEES:175567 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER EXPENSES TOTAL FEES:825524 OPTOMETRY CARES THE AOA FOUNDATION 243 N LINDBERGH BLVD ST LOUIS MO 63141 237292391 CHARITY MO 501(C)(3) 10 AOA true HEALTH CARE ALLIANCE FOR PATIENT SAFETY 1015 PRINCE ST ALEXANDRIA VA 22314 823930070 ADVOCACY VA 501(C)(6) NA false AOAEXCEL INC 243 N LINDDBERGH ST LOUIS MO 63141 455262310 MEMBERSHIP SERVIC MO AOA C CORPORATION 1390225 490712 1.00000 true true true false true false false false false false true false true false false false false true false false OPTOMETRY CARES - THE AOA FOUNDATION B 200000 FMV OPTOMETRY CARES - THE AOA FOUNDATION J 120000 COST OPTOMETRY CARES - THE AOA FOUNDATION Q 335510 FMV OPTOMETRY CARES - THE AOA FOUNDATION L 11655 FMV AOA EXCEL INC A 6504 FMV AOA EXCEL INC J 120000 COST AOA EXCEL INC Q 293180 FMV HEALTH CARE ALLIANCE FOR PATIENT SAFETY INC J 30000 COST HEALTH CARE ALLIANCE FOR PATIENT SAFETY INC O 214283 COST