AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC (EIN 43-0768182)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-06
- IRS object ID
- 201641279349300919
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T12:32:45-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430768182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OPTOMETRIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3217103936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS SCHOENBRUN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3217103936 | PhoneNum |
| Signature | 2016-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2016-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOIS SCHOENBRUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,302,334 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAOPT.ORG/AOF/ABOUT/INDEX.ASP | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $596,253 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,244,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,282 | PYInvestmentIncomeAmt |
| CY Investment Income | $399,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,717 | CYOtherRevenueAmt |
| PY Total Revenue | $786,535 | PYTotalRevenueAmt |
| CY Total Revenue | $1,640,194 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $233,634 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $380,661 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $124,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $249,985 | PYOtherExpensesAmt |
| CY Other Expenses | $259,127 | CYOtherExpensesAmt |
| PY Total Expenses | $483,619 | PYTotalExpensesAmt |
| CY Total Expenses | $639,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $302,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,000,406 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,270,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,003,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,075 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,253,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,980,013 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $472,456 | ExpenseAmt |
| Grant | $380,661 | GrantAmt |
| Desc | THE FOUNDATION PROMOTES THE ADVANCEMENT OF VISION SCIENCE BY PROVIDING FELLOWSHIPS, SCHOLARSHIPS, AND RESEARCH GRANTS TO OUTSTANDING GRADUATE STUDENTS OF OPTOMETRY AND VISION SCIENCE, AND THROUGH PUBLICATIONS, THE TORCH (NEWSLETTER) AND WEBSITE. | Desc |
| Total Program Service Expenses | $472,456 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH JONES | PersonNm |
| Phone | 3217103936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| CATHERINE AMOS | |||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN DUMBLETON | |||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KIRSCHEN | |||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETE KOLLBAUM | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| JUDITH CLAY | |||||||
| PRESIDENT - ELECT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN EGER | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY HARRISON | |||||||
| SECRETARY - TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD MADONNA | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON NICHOLS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS QUINN JR | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY WALLINE | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $1,000 | $0 | 10.00 | |
| KARLA ZADNIK | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $1,000 | $0 | 10.00 | |
| MELISSA BAILEY | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DORI CARLSON | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS SCHOENBRUN | |||||||
| EXECUTIVE DIRECTOR | 8.00 | $0 | $191,082 | $28,827 | Yes (X) | 32.00 | |
| RICHARD JONES | |||||||
| DIRECTOR OF FINANCE | 12.00 | $0 | $111,362 | $18,607 | Yes (X) | 28.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $304,444 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,434 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,625 | FundraisingAmt |
| Related Organizations | $153,348 | RelatedOrganizationsAmt |
| All Other Contributions | $1,087,694 | AllOtherContributionsAmt |
| Total Contributions | $1,244,667 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,723 | TotalRevenueColumnAmt |
| Exclusion | $365,723 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,691,944 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,658,423 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,521 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,521 | TotalRevenueColumnAmt |
| Exclusion | $33,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,625 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,717 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,717 | TotalRevenueColumnAmt |
| Exclusion | -$3,717 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,640,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $395,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,000 | TotalAmt |
| Program Services | $247,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,545 | TotalAmt |
| Program Services | $106,545 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,116 | TotalAmt |
| Program Services | $27,116 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,695 | TotalAmt |
| Management And General | $9,695 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,162 | TotalAmt |
| Management And General | $21,162 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,600 | TotalAmt |
| Program Services | $74,642 | ProgramServicesAmt |
| Management And General | $8,954 | ManagementAndGeneralAmt |
| Fundraising | $46,004 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,662 | TotalAmt |
| Fundraising | $11,662 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,284 | TotalAmt |
| Program Services | $9,059 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $7,423 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,210 | TotalAmt |
| Program Services | $8,094 | ProgramServicesAmt |
| Management And General | $2,208 | ManagementAndGeneralAmt |
| Fundraising | $8,908 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,514 | TotalAmt |
| Fundraising | $50,514 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,788 | TotalAmt |
| Program Services | $472,456 | ProgramServicesAmt |
| Management And General | $42,821 | ManagementAndGeneralAmt |
| Fundraising | $124,511 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,907 | BOYAmt |
| EOY | $673,430 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,059 | BOYAmt |
| EOY | $724,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,775 | BOYAmt |
| EOY | $4,593,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,625 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,846 | BOYAmt |
| EOY | $10,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,270,712 | BOYAmt |
| EOY | $6,003,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,869 | BOYAmt |
| EOY | $10,817 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750 | BOYAmt |
| EOY | $3,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,543 | BOYAmt |
| EOY | $8,508 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,162 | BOYAmt |
| EOY | $23,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,039 | BOYAmt |
| EOY | $1,751,238 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,602,725 | BOYAmt |
| EOY | $4,027,155 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,786 | BOYAmt |
| EOY | $201,620 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,253,550 | BOYAmt |
| EOY | $5,980,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,270,712 | BOYAmt |
| EOY | $6,003,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,000,406 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$273,943 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $856,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,244,667 | CurrentTaxYearAmt |
| Total | $3,960,160 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $856,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,244,667 | CurrentTaxYearAmt |
| Total | $3,960,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $854,888 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,105,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,723 | CurrentTaxYearAmt |
| Total | $818,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,778,572 | TotalSupportAmt |
| Public Support CY170 | 0.64980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $580,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,623 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,515 | GrantsOrScholarshipsAmt |
| End Year Balance | $579,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $558,896 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,600 | GrantsOrScholarshipsAmt |
| End Year Balance | $580,406 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $501,514 | BeginningYearBalanceAmt |
| Contributions | $300,368 | ContributionsAmt |
| Investment Earnings Or Losses | $17,807 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $255,543 | OtherExpendituresAmt |
| End Year Balance | $558,896 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,534 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,648 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,668 | GrantsOrScholarshipsAmt |
| End Year Balance | $501,514 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $482,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,250 | GrantsOrScholarshipsAmt |
| End Year Balance | $505,534 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.52090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34790 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,796 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AAO | Desc |
| Amt | $8,508 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,508 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,467,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$273,943 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $118,443 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,717 | OtherRevenueAmt |
| Revenue Not Reported | -$151,783 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,619,032 | RevenueSubtotalAmt |
| Other Revenues Not Included | $21,162 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,162 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,640,194 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $740,786 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $118,443 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,717 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $122,160 | ExpensesNotReportedAmt |
| Expenses Subtotal | $618,626 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,162 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,162 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $639,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS A DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC DONOR-RESTRICTED ACTIVITIES. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(2) OF THE IRC. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES REPORTED ON REVENUE PAGE 3,717. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 21,162. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES REPORTED ON REVENUE PAGE 3,717. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 21,162. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA | RegionTxt |
| Purpose Of Grant | AWARDS AND SCHOLARSHIP | PurposeOfGrantTxt |
| Cash Grant | $5,866 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Valuation Method Used | CASH VALUE | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| RESEARCH AND FELLOWSHIP GRANTS | EAST ASIA & THE PACIFIC | 1 | $9,500 | CHECK/WIRE TRANSFER |
| RESEARCH AND FELLOWSHIP GRANTS | NORTH AMERICA | 9 | $9,250 | CHECK/WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR EDUCATION AND RESEARCH | ||||||||||
| 505 J DAVIS ARMISTEAD BLDG | HOUSTON | TX | 772042020 | 760216422 | 501(C)(3) | $8,000 | SCHOLARSHIP | |||
| ILLINOIS COLLEGE OF OPTOMETRY | ||||||||||
| 3241 S MICHIGAN AVE | CHICAGO | IL | 60616 | 362310478 | 501(C)(3) | $7,500 | SCHOLARSHIP | |||
| INDIANA UNIVERSITY | ||||||||||
| 800 E ATWATER AVE RM 310 | BLOOMINGTON | IN | 47405 | 356002673 | $7,500 | SCHOLARSHIP | ||||
| INTERAMERICAN UNIV OF PUERTO RICO | ||||||||||
| 660177776 | 501(C)(3) | $8,000 | SCHOLARSHIP | 500 JOHN WILL HARRIS AVE | BAYAMON | RQ | ||||
| MICHIGAN COLLEGE OF OPTOMETRY | ||||||||||
| 1124 STATE STREET | BIG RAPIDS | MI | 49307 | 386005159 | $7,500 | SCHOLARSHIP | ||||
| MIDWESTERN UNIVERSITY | ||||||||||
| 19555 N 59TH AVE | GLENDALE | AZ | 85308 | 363377698 | $8,000 | SCHOLARSHIP | ||||
| NEW ENGLAND COLLEGE OF OPTOMETRY | ||||||||||
| 424 BEACON STREET | BOSTON | MA | 02115 | 041591060 | 501(C)(3) | $13,500 | SCHOLARSHIPS | |||
| NORTHEASTERN STATE UNIVERSITY | ||||||||||
| 601 N GRAND AVE | TAHLEQUAH | OK | 74464 | 736017987 | $10,000 | SCHOLARSHIP | ||||
| NOVA SOUTHEASTERN UNIVERSITY | ||||||||||
| 3200 SOUTH UNIVERSITY DRIVE | FORT LAUDERDALE | FL | 33328 | 591083502 | 501(C)(3) | $7,500 | SCHOLARSHIP | |||
| PACIFIC UNIVERSITY | ||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 930386892 | 501(C)(3) | $13,000 | SCHOLARSHIPS | |||
| SALUS UNIVERSITY | ||||||||||
| 8360 OLD YORK RD | ELKINS PARK | PA | 190271598 | 231413680 | 501(C)(3) | $8,000 | SCHOLARSHIP | |||
| SOUTHERN CALIFORNIA COLLEGE OF OPT | ||||||||||
| 2575 YORBA LINDA BLVD | FULLERTON | CA | 92831 | 951644593 | 501(C)(3) | $8,000 | SCHOLARSHIP | |||
| SOUTHERN COLLEGE OF OPTOMETRY | ||||||||||
| 1245 MADISON AVE | MEMPHIS | TN | 38104 | 620548917 | 501(C)(3) | $10,000 | SCHOLARSHIP | |||
| SUNY STATE COLLEGE OF OPTOMETRY | ||||||||||
| 33 WEST 42ND ST | NEW YORK | NY | 10036 | 146013200 | $7,500 | SCHOLARSHIP | ||||
| THE OHIO STATE UNIVERSITY | ||||||||||
| 338 W 10TH AVE | COLUMBUS | OH | 432101240 | 316025986 | $8,000 | SCHOLARSHIP | ||||
| UNIVERSITY OF ALABAMA | ||||||||||
| 1716 UNIVERSITY BLVD ROOM 124J | BIRMINGHAM | AL | 35124 | 636005396 | $8,000 | SCHOLARSHIP | ||||
| UNIVERSITY OF CALIFORNIA | ||||||||||
| 380 MINOR HALL | BERKELEY | CA | 94720 | 940002123 | $68,000 | SCHOLARSHIP AND RESEARCH GRANT | ||||
| UNIVERSITY OF MISSOURI AT ST LOUIS COLLEGE OF OPTOMETRY | ||||||||||
| ONE UNIVERSITY BLVD | ST LOUIS | MO | 631214400 | 436003859 | $9,000 | SCHOLARSHIP | ||||
| UNIVERSITY OF THE INCARNATE WORD | ||||||||||
| 9725 DATAPOINT DRIVE | SAN ANTONIO | TX | 78229 | 741109661 | 501(C)(3) | $19,000 | SCHOLARSHIPS | |||
| WESTERN UNIVERSITY OF HEALTH SCIENCES | ||||||||||
| 309 E SECOND ST | POMONA | CA | 91766 | 953127273 | 501(C)(3) | $7,500 | SCHOLARSHIP | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH/FELLOWSHIP GRANTS | GrantTypeTxt |
| Recipient | 68 | RecipientCnt |
| Cash Grant | $106,545 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS MUST SUBMIT A REPORT OF THEIR RESEARCH FINDINGS NO LATER THAN ONE YEAR POST AWARD. TRAVEL FELLOWSHIPS MUST ATTEND THE ANNUAL MEETING IN ORDER TO RECEIVE THEIR FUNDING/AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS SCHOENBRUN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $186,082 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $5,000 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $14,975 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $13,852 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $219,909 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: HEALTH CLUB DUES - LOIS SCHOENBRUN - $220 - NOT INCLUDIBLE IN TAXABLE INCOME |
| PART I, LINE 3 | LOIS SCHOENBRUN'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY VIA WRITTEN EMPLOYEE CONTRACT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO BEING FILED WITH THE IRS, THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AMERICAN OPTOMETRIC FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF THE AMERICAN ACADEMY OF OPTOMETRY. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS, STAFF AND CONTRACTORS. WHEN A POTENTIAL OR ACTUAL CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS REQUIRED TO NOTIFY THE BOARD OF DIRECTORS OF THE CONFLICT, ABSTAIN FROM ANY DISCUSSION OF THE TRANSACTION, AND ABSTAIN FROM VOTING ON THE TRANSACTION. ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A DISCLOSURE FORM EVERY TWO YEARS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. A PERFORMANCE EVALUATION IS CONDUCTED BI-ANNUALLY USING A 360-DEGREE EVALUATION BY STAFF, COMMITTEES AND SECTION OFFICERS, AS WELL AS THE BOARD. THE MANAGEMENT COMMITTEE MAKES A RECOMMENDATION TO THE BOARD, TAKING INTO ACCOUNT A REVIEW OF COMPARABLE SALARIES, PROVIDED IN SALARY SURVEYS OF NOT-FOR-PROFITS. THE BOARD REVIEWS THE MANAGEMENT COMMITTEE'S RECOMMENDATION. THE DECISION/APPROVAL IS DOCUMENTED IN THE MINUTES AND IN THE EXECUTIVE DIRECTOR CONTRACT. THIS PROCESSED LAST OCCURRED IN 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A | ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS LOIS SCHOENBRUN IS THE EXECUTIVE DIRECTOR OF AMERICAN OPTOMETRIC FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HER AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 32 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 8 HOURS PER WEEK RICHARD JONES IS THE DIRECTOR OF FINANCE OF AMERICAN OPTOMETRIC FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 28 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 12 HOURS PER WEEK JEFFREY WALLINE, KARLA ZADNIK AND PETE KOLLBAUM ARE BOARD MEMBERS OF AMERICAN OPTOMETRIC FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. THEIR AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 10 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 5 HOURS PER WEEK |
| FORM 990, PART IX, LINE 11G | FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 74,642. MANAGEMENT AND GENERAL EXPENSES 8,954. FUNDRAISING EXPENSES 46,004. TOTAL EXPENSES 129,600. |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT THE BOARD OF DIRECTORS OF THE AMERICAN ACADEMY OF OPTOMETRY (A RELATED ORGANIZATION) IS RESPONSIBLE FOR THE ANNUAL SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS PROCESS LAST OCCURRED IN 2014 AND THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411227642 | EIN |
| Primary Activities | OPTOMETRIC RESEARCH & SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| AMERICAN ACADEMY OF OPTOMETRY | |
| N | $118,443 |
| AMERICAN ACADEMY OF OPTOMETRY | |
| C | $153,348 |
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