2014-11-17T15:53:30-06:00 2013-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2013-01-01 237292391 Optometry Cares - The AOA Foundation % RYAN HAYES OPTO 3149914100 243 North Lindbergh Blvd Suite St Louis MO 631417881 RYAN P HAYES CHIEF FINANCIAL OFFICER - AOA 3149914100 2014-11-17 true Troy A Lindsey P01041237 3149914100 2013 2015-11-30 17:44:51Z JONATHAN F HYMES 243 NORTH LINDBERGH BLVD ST LOUIS MO 631417881 1026199 false X WWW.AOAFOUNDATION.ORG X 1973 MO OPTOMETRY CARES, THE AOA FOUNDATION, IS A CHARITABLE ORGANIZATION COMMITTED TO EXPANDING EYE HEALTH & VISION CARE ACCESS IN THE US, TO ENHANCE HUMAN PERFORMANCE & QUALITY OF LIFE. 11 11 0 32 0 1016893 1026199 0 0 0 0 0 0 1016893 1026199 93127 99985 0 0 289851 321065 0 0 0 588325 656396 971303 1077446 45590 -51247 600338 598630 51140 100679 549198 497951 X OPTOMETRY CARES - THE AOA FOUNDATION IS TO EXPAND EYE HEALTH AND VISION CARE ACCESS TO EVERYONE IN THE U.S. IN ORDER TO ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE. false false 433921 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 THE 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. 49697 VOLUNTEERS IN SERVICE IN OUR NATION ("VISION USA") PROVIDES BASIC EYE, HEALTH, AND VISION SERVICES FREE OF CHARGE TO LOW-INCOME, UNINSURED INDIVIDUALS AND THEIR FAMILIES. 35934 THE ARCHIVES & MUSEUM OF OPTOMETRY IS THE PRIMARY SOURCE OF INFORMATION AND RESOURCES ON THE HISTORY AND EVOLUTION OF OPTOMETRY. ACCESS TO THE INFORMATION STORED HERE IS USED FOR RESEARCH BY OPTOMETRISTS AND OPTOMETRY STUDENTS. 452168 99985 971720 true true false false false false false false false true true false false true false false false true false false false false false false false false false true true true false false false false false false false false false false false false false true false true false true 18 0 true 0 false false false false false false false false false false X 11 11 false true false false true true false true true false false true true true true true true true false false X RYAN HAYES 3149834287 243 NORTH LINDBERGH BLVD ST LOUIS MO 631417881 MARTHA ROSEMORE MORROW OD MEMBER 2.0 0.0 X 0 0 0 JOSEPH MALLINGER OD MEMBER 2.0 0.0 X 0 0 0 CHERYL ARCHER OD PRESIDENT 5.0 0.0 X X 0 0 0 KERRY BEEBE OD MEMBER 2.0 0.0 X 0 0 0 T JOEL BYARS OD VICE PRESIDENT 5.0 0.0 X X 0 0 0 R MICHAEL DALEY OD MEMBER 2.0 0.0 X 0 0 0 JACK SCHAEFFER OD MEMBER 2.0 0.0 X 0 0 0 DAVE SATTLER MEMBER 2.0 0.0 X 0 0 0 ALLAN BARKER OD SECRETARY-TREASURER 5.0 0.0 X X 0 0 0 JULIAN GANGOLLI MEMBER 2.0 0.0 X 0 0 0 JASON HARROLD OD MEMBER 2.0 0.0 X 0 0 0 BARRY BARRESI OD PHD EXECUTIVE DIRECTOR 2.0 38.0 X 0 361539 29387 RYAN P HAYES INTERIM CFO 2.0 38.0 X 0 124872 24339 TIMOTHY J NEYER CFO 2.0 38.0 X 0 103124 11183 DENNIS HOLTER CHIEF ADVANCEMENT OFFICER 40.0 0.0 X 0 143226 25225 0 732761 90134 0 false true false 0 300000 726199 1026199 0 0 0 0 0 0 0 0 0 0 0 0 1026199 58535 58535 41450 41450 0 0 0 0 261529 209223 52306 12680 11506 1174 27248 25846 1402 19608 17884 1724 150000 120000 30000 0 2600 2080 520 0 0 0 101860 95593 6267 145383 145346 37 64525 58412 6113 4000 3223 777 0 0 48395 44834 3561 0 114025 112611 1414 0 0 0 0 EQUIPMENT RENTAL & MAINTENANCE 25608 25177 431 0 1077446 971720 105726 0 575870 383683 0 0 0 0 8152 121705 0 0 0 0 0 0 0 0 2496 5517 46667 46667 0 0 0 0 0 0 0 0 13820 87725 600338 598630 51140 100679 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 51140 100679 X -438285 -486391 937483 934342 50000 50000 549198 497951 600338 598630 -51247 X false true X true false X 919988 2230530 1410489 1016893 1026199 6604099 0 0 0 0 919988 2230530 1410489 1016893 1026199 6604099 0 0 0 6604099 338 119 218 0 0 675 0 338 119 218 0 0 675 0 17502 5690 15208 0 0 38400 937828 2236339 1425915 1016893 1026199 6643174 0.99412 0.98345 0.00010 0.00178 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92336 2500 89836 94836 2500 92336 97121 215 2500 94836 99502 119 2500 97121 101854 148 2500 99502 0.00000 0.55700 0.44300 false false 46667 46667 0 0 OTHER RECEIVABLES 87725 87725 2972093 1485300 460594 1945894 1026199 1026199 2562746 1485300 1485300 1077446 1077446 PART V, LINE 4 THE GALINA FUND WAS ESTABLISHED FOR THE PURPOSE OF OPTOMETRIC STUDENT EDUCATION SCHOLARSHIPS. PART X, 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. PART XI, LINE 2D NET ASSETS RELEASED FROM RESTRICTION 460,594 true EDUCATIONAL SCHOLARSHIPS 2 7500 DISASTER RELIEF FINANCIAL ASSISTANCE 8 20000 GALINA SCHOLARSHIP 1 2500 HELEN KELLER PASSTHROUGH 1 10000 MISCELLANEOUS SUPPORT 9 1319 SULLINS MEMORIAL 1 131 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 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 BARRY BARRESI OD PHD EXECUTIVE DIRECTOR 0 328757 0 0 0 32782 0 12831 0 16556 0 390926 0 0 DENNIS HOLTER CHIEF ADVANCEMENT OFFICER 0 141066 0 0 0 2160 0 7409 0 17816 0 168451 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. INDEPENDENT COMPENSATION CONSULTANT, 2. WRITTEN EMPLOYMENT CONTRACT, 3. COMPENSATION SURVEY OR STUDY, 4. APPROVAL BY THE BOARD OF DIRECTORS OR A COMPENSATION COMMITTEE. 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. 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. PART VI, SECTION A, LINE 6 ACCORDING TO THE BYLAWS, THE AMERICAN OPTOMETRIC ASSOCIATION IS THE SOLE MEMBER OF THE FOUNDATION. 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. PART VI, SECTION B, LINE 11B A 990 ORGANIZER IS COMPILED BY THE CONTROLLER. IT IS REVIEWED BY THE FINANCIAL ANALYST AND IS THEN FORWARDED TO AN EXTERNAL ACCOUNTING FIRM. IT IS REVIEWED AND KEYED INTO THE ELECTRONIC 990 FORMS AND RETURNED. THE FINANCIAL ANALYST PERFORMS A SECOND REVIEW AND FORWARDS THE 990 TO THE CFO. THE CFO 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. 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 HUMAN RESOURCES EACH YEAR. HUMAN RESOURCES REVIEWS ALL COMPLETED POLICIES AND NOTIFIES SENIOR MANAGEMENT OF ANY POTENTIAL CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND LEGAL COUNCIL THEN REVIEW THE CONFLICTS DISCLOSED TO DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. 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 BOARD OF TRUSTESS ANNUALLY REVIEWS THE INFORMATION AND SURVEY PROVIDED BY THE INDEPENDENT CONSULTANT AND APPROVES THE COMPENSATION LEVEL OF THE EXECUTIVE DIRECTOR AS DOCUMENTED IN A WRITTEN AGREEMENT. THE COMPENSATION REVIEW WAS PERFORMED IN JUNE 2012 BY CBIZ. PART VI, SECTION B, LINE 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 BY CBIZ. 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 SAINT LOUIS MO 63141 430684708 MEMBERSHIP MO 501(C)(6) NA false AOAEXCEL INC 243 N LINDBERGH SAINT LOUIS MO 63141 455262310 MEMBERSHIP SRVCS MO AOA C CORP 0.00000 false false false true false false false false false false true false true false false true false false false AMERICAN OPTOMETRIC ASSOCIATION C 300000 FMV AMERICAN OPTOMETRIC ASSOCIATION K 150000 COST AMERICAN OPTOMETRIC ASSOCIATION M 9868 COST AMERICAN OPTOMETRIC ASSOCIATION P 174970 COST