2016-11-15T10:27:37-06:00 2015-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2015-01-01 237292391 Optometry Cares - The AOA Foundation % RYAN P HAYES OPTO 3149914100 243 North Lindbergh Blvd St Louis MO 631417881 RYAN P HAYES CHIEF FINANCIAL OFFI 2016-11-14 true Troy A Lindsey P01041237 3142315544 2015 2017-02-10 21:41:12Z JONATHAN F HYMES 243 North Lindbergh Blvd St Louis MO 631417881 794134 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 US, TO ENHANCE HUMAN PERFORMANCE & QUALITY OF LIFE. 15 15 0 45 0 1086148 764124 0 0 0 0 5766 14455 1091914 778579 110109 45756 0 0 341705 335397 0 0 0 430946 568410 882760 949563 209154 -170984 845107 615958 138002 79837 707105 536121 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 ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE. false false 381170 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. 42937 VISION USA VOLUNTEERS IN SERVICE IN OUR NATION DONATE THEIR SERVICE AT NO COST TO PROVIDE BASIC EYE EXAMINATIONS TO AMERICANS IN NEED. 31474 THE ARCHIVES AND MUSEUM OF OPTOMETRY SERVES AS THE PRIMARY REPOSITORY OF INFORMATION AND RESOURCES ON THE HISTORY OF THE AMERICAN OPTOMETRIC ASSOCIATION AND THE PROFESSION OF OPTOMETRY. REFERENCE SERVICE IS PROVIDED TO AOA MEMBERS, OPTOMETRISTS, AOA STAFF AND OTHERS INTERESTED IN OPTOMETRY'S HISTORY. 402701 45756 858282 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 8 0 true 0 false false false false false false false false false false X 15 15 false true false false true true false true true false false true true true true true true true false false X RYAN P HAYES 3149914100 243 N LINDBERGH BLVD St Louis MO 63141 T JOEL BYARS OD PRESIDENT 5.0 0.0 X X 0 0 0 ALLAN L BARKER OD VICE-PRESIDENT 5.0 0.0 X X 0 0 0 DAVE SATTLER SECRETARY-TREASURER 5.0 0.0 X X 0 0 0 CHERYL ARCHER OD MEMBER 2.0 0.0 X 0 0 0 KERRY L BEEBE OD MEMBER 2.0 0.0 X 0 0 0 R MICHAEL DALEY MEMBER 2.0 0.0 X 0 0 0 JULIAN S GANGOLLI MEMBER 2.0 0.0 X 0 0 0 JASON HARROLD MEMBER 2.0 0.0 X 0 0 0 JOE MALLINGER OD MEMBER 2.0 0.0 X 0 0 0 MARTHA R MORROW OD MEMBER 2.0 0.0 X 0 0 0 JACK SCHAEFFER OD MEMBER 2.0 0.0 X 0 0 0 HON ALBERT B CHANDLER MEMBER 2.0 0.0 X 0 0 0 KENJI HAMADA OD MEMBER 2.0 0.0 X 0 0 0 CHRISTOPHER QUINN OD MEMBER 2.0 17.85 X 0 47195 0 WILLIAM REYNOLDS JR OD MEMBER 2.0 13.6 X 0 41816 0 JONATHAN HYMES EXECUTIVE DIRECTOR 2.0 38.0 X 0 308888 40400 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 2.0 38.0 X 0 270362 23513 RYAN P HAYES CHIEF FINANCIAL OFFICER 2.0 38.0 X 0 154390 28282 0 822651 92195 0 false true false 0 7515 200004 556605 764124 0 0 0 0 0 0 0 0 30010 7515 15555 14455 14455 0 0 0 778579 14455 0 45756 45756 0 0 0 0 266966 213573 53393 13468 10774 2694 33881 27148 6733 21082 16866 4216 120000 120000 0 2575 2060 515 0 0 0 26966 22839 4127 77669 77188 481 44045 40054 3991 2016 1613 403 0 0 53268 47862 5406 0 112183 104237 7946 0 0 0 0 BAD DEBT EXPENSE 100000 100000 EQUIPMENT RENTAL & MAINTENANCE 3631 3242 389 AV RENTAL & ARCHIVAL 26057 25070 987 949563 858282 91281 0 549718 458209 0 0 0 0 133489 24564 0 0 0 0 0 0 0 0 0 0 46667 46667 0 0 0 0 0 0 0 0 161900 133185 845107 615958 138002 79837 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 138002 79837 X -486471 -587769 1143576 1073890 50000 50000 707105 536121 845107 615958 -170984 X false true X true false X 1410489 1016893 1026199 1086148 764124 5303853 0 0 0 0 1410489 1016893 1026199 1086148 764124 5303853 0 0 0 5303853 218 0 0 0 0 218 0 218 0 0 0 0 218 0 15208 0 0 5766 14455 35429 1425915 1016893 1026199 1091914 778579 5339500 0.99332 0.99603 0.00004 0.00005 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87336 2500 84836 89836 2500 87336 92336 2500 89836 94836 2500 92336 97121 215 2500 94836 0.58900 0.41100 false false 46667 46667 0 0 OTHER RECEIVABLES 133185 133185 2516060 1220396 517085 1737481 778579 778579 2169959 1220396 1220396 949563 949563 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 517,085 5K RUN/WALK 37525 7515 30010 15555 0 37525 7515 30010 15555 15555 14455 true SCHOLARSHIP AWARDS 5 25000 CAMP COURAGE PROGRAM 1 20756 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 290541 0 0 0 18347 0 14575 0 25825 0 349288 0 0 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 0 263071 0 5000 0 2291 0 14575 0 8938 0 293875 0 0 RYAN P HAYES CHIEF FINANCIAL OFFICER 0 144261 0 7500 0 2629 0 8917 0 19365 0 182672 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. WRITTEN EMPLOYMENT CONTRACT, 4. COMPENSATION SURVEY OR STUDY, 5. APPROVAL BY THE BOARD OF DIRECTORS OR A COMPENSATION COMMITTEE. FORM 990, PART III, LINE 4D OTHER SERVICES, INCLUDING DISASTER RELIEF, STUDENT SCHOLARSHIP ENDOWMENT FUNDS, BOOK OF MEMORY AND TRIBUTES, AND OTHER FUNCTIONS TO SUPPORT OUR 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 THE CONTROLLER. IT IS REVIEWED BY THE FINANCIAL ANALYST 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 ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND AN INDEPENDENT COMPENSATION SURVEY TO ACCUMULATE A REASONABLE WAGE BASIS FOR THE EXECUTIVE DIRECTOR. THE PERSONNEL COMMITTEE REVIEWS THE INFORMATION AT THE TIME IT IS COMPLETED AND APPROVES THE COMPENSATION LEVEL OF THE EXECUTIVE DIRECTOR AS DOCUMENTED IN A WRITTEN AGREEMENT. THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY. THE COMPENSATION REVIEW WAS PERFORMED IN JUNE 2012 BY CBIZ. FORM 990, PART VI, SECTION B, 15B THE ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT TO PERFORM AND ANALYZE AN INDEPENDENT COMPENSATION SURVEY AND REPORT THOSE RESULTS TO HUMAN RESOURCES FOR DETERMINATION OF REASONABLE COMPENSATION OF ALL EMPLOYEES. THE EXECUTIVE DIRECTOR MUST APPROVE ALL EMPLOYEEE WAGE CHANGES. THE COMPENSATION REVIEW WAS PERFORMED IN JUNE 2012 CBIZ. 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 ST LOUIS MO 63141 430684708 MEMBERSHIP MO 501(C)(6) NA false AOAEXCEL INC 243 N LINDBERGH BLVD ST LOUIS MO 63141 455262310 MEMBERSHIP SERV 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 200004 FMV AMERICAN OPTOMETRIC ASSOCIATION K 120000 COST AMERICAN OPTOMETRIC ASSOCIATION M 7515 COST AMERICAN OPTOMETRIC ASSOCIATION O 24200 COST AMERICAN OPTOMETRIC ASSOCIATION P 289483 COST