2014-12-22T11:18:38-06:00 2014-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2013-07-01 521147697 AMERICAN BOARD OF OPTICIANRY AMER 7037195800 6506 LOISDALE ROAD NO 209 SPRINGFIELD VA 221501815 THOMAS HICKS CHAIRMAN 7037195800 2014-12-22 1 FRANK H SMITH P00639053 2028225000 2014-12-22 2013 2015-11-30 17:44:51Z THOMAS HICKS 6506 LOISDALE ROAD NO 209 SPRINGFIELD VA 221501815 2565363 0 X WWW.ABO-NCLE.ORG X 1979 DC RECOGNIZE QUALIFIED OPHTHALMIC DISPENSERS AT VARIOUS LEVELS OF PROFICIENCY FOR CONSUMERS. 24 24 6 46 0 0 0 0 826217 2356014 54168 45658 8701 16141 889086 2417813 30868 322929 0 0 138465 414571 0 0 0 484243 1761160 653576 2498660 235510 -80847 2667600 3825924 1210181 1744068 1457419 2081856 AMERICAN BOARD OF OPTICIANRY'S (ABO) MISSION IS TO IDENTIFY QUALIFIED EYEWEAR PROVIDERS BY EXAMINATION, URGE GROWTH OF OPTICAL SKILLS WITH CONTINUING EDUCATION AND APPROVE CONTINUING EDUCATION. 0 0 EXAMINATION - MAINTAIN AND ADMINISTER THE NATIONAL OPTICIANRY COMPETENCY EXAM, THE ADVANCED OPTICIANRY COMPETENCY EXAM, AND THE MASTER IN OPTHALMIC OPTICS PROGRAM. ADOPT CONTINUING EDUCATION REQUIREMENTS FOR RECERTIFICATION. THE AWARENESS AND OUTREACH INVOLVES OUR ATTENDANCE AT STATE SOCIETY CONFERENCES, CORPORATE CONFERENCES, AND REGIONAL MEETINGS/CONFERENCES. WE PROVIDE FINANCIAL AND OTHER SUPPORT TO NON-PROFIT OPTICIANRY PROGRAMS, IN ORDER TO PROMOTE THE NEED FOR CERTIFICATION AND CONTINUING EDUCATION IN THE FIELDS OF OPTICIANRY AND CONTACT LENS. RECERTIFICATION - TO DEVELOP CONTINUING EDUCATION PROGRAMS, MAINTAINING MINIMUM CONTINUING EDUCATION REQUIREMENTS FOR OPTICIANS, AND DEVELOPING AN EDUCATIONAL CONFERENCE FOR THE PURPOSES OF IMPROVING THE EDUCATION AND QUALIFICATIONS OF OPTICIANS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 11 0 1 6 1 0 0 0 0 0 0 X 24 24 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES MORRIS 7037195800 6506 LOISDALE ROAD NO 209 SPRINGFIELD VA 221501815 X THOMAS S HICKS CHAIR 5.00 X X 0 0 0 PHYLLIS RAKOW CHAIR 5.00 X X 0 0 0 DIANNA L FINISECY VICE CHAIR 2.00 X X 0 0 0 PATRICK GOUGHARY VICE CHAIR 2.00 X X 0 0 0 LARRY HARPER TREASURER 3.00 X X 0 0 0 DAVID F MELDRUM TREASURER 3.00 X X 0 0 0 RUSSEL B FRITZ SECRETARY 2.00 X X 0 0 0 VICKIE PORTIS SECRETARY 2.00 X X 0 0 0 TOM BARRACATO DIRECTOR (UNTIL 10/2013) 1.00 X 0 0 0 JON BRIGHT DIRECTOR 1.00 X 0 0 0 DIANE CHARLES DIRECTOR 1.00 X 0 0 0 MARC CLOER DIRECTOR 1.00 X 0 0 0 CURT DUFF DIRECTOR 1.00 X 0 0 0 MIKE GZIK DIRECTOR 1.00 X 0 0 0 TERRI KLEIN DIRECTOR 1.00 X 0 0 0 DAVID MELDRUM DIRECTOR 1.00 X 0 0 0 JONATHAN PARRELLI DIRECTOR 1.00 X 0 0 0 MICHELLE SELF DIRECTOR 1.00 X 0 0 0 GRANVILLE SMITH DIRECTOR 1.00 X 0 0 0 RANDY SMITH DIRECTOR 1.00 X 0 0 0 BRUCE SPRINGER DIRECTOR 1.00 X 0 0 0 ROBERT STRATTON DIRECTOR 1.00 X 0 0 0 DAN SULLIVAN DIRECTOR 1.00 X 0 0 0 MIKE SZCZERBIAK DIRECTOR 1.00 X 0 0 0 BILL UNDERWOOD DIRECTOR 1.00 X 0 0 0 TOM ZIZKA DIRECTOR (UNTIL 10/2013) 1.00 X 0 0 0 0 0 0 0 0 0 0 MORRIS & MORRIS PSC 217 N UPPER STREET LEXINGTON KY 40507 PROFESSIONAL MANAGEMENT 235683 ACT PO BOX 4072 IOWA CITY IA 52243 EXAMINATION ADMINISTRATION 145395 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVENUE BETHESDA MD 20814 ACCOUNTING SERVICES 119412 3 EXAMINATION FEES 900099 1400674 1400674 RECERTIFICATION FEES 900099 694430 694430 CONT. EDU. CERTIF FEES 900099 176000 176000 CONFERENCE REVENUE 900099 84910 41610 43300 2356014 59940 59940 133268 147550 -14282 -14282 -14282 SHIPPING INCOME 900099 10399 10399 MISCELLANEOUS REVENUE 900099 3350 3350 MERCHANDISE SALES 900099 2392 2392 16141 2417813 2312714 0 105099 322929 346180 7239 32093 29059 273867 69953 162633 23894 324359 103930 68520 250402 152853 69613 2748 EXAM ADMINISTRATION 213519 MISCELLANEOUS EXPENSES 44869 2498660 230751 256550 706039 929138 2972 21037 34131 41908 533868 162100 151056 371768 1501507 2199307 41144 6216 2667600 3825924 212653 67927 997528 1676141 1210181 1744068 X 1457419 2081856 1457419 2081856 2667600 3825924 X -80847 235586 469698 X 0 1 X 1 0 10383 10383 0 54470 42895 11575 469015 108822 360193 371768 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE COMBINED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 NATIONAL ACADEMY OF OPTICIANRY 8401 CORPORATE DRIVE SUITE 606 LANDOVER MD 20785 382177815 501(C)(3) 87500 QUARTERLY GRANT FOR NEWSLETTER. OPTICIANS ASSOC OF AMERICA 4064 E FIR HILL DRIVE LAKELAND TN 38002 135573087 501(C)(6) 109375 QUARTERLY GRANT FOR NEWSLETTER. CONTACT LENS SOCIETY OF AMERICA 441 CARLISLE DRIVE HERNDON VA 20170 237037064 501(C)(6) 56250 QUARTERLY GRANT FOR NEWSLETTER. NATIONAL FEDERATION OF OPTICIANRY SCHOOLS 2800 SPRINGPORT ROAD JACKSON MI 49202 541964270 501(C)(3) 47500 QUARTERLY GRANT FOR NEWSLETTER. COMMISSION ON OPTICIANRY ACCREDITATION PO BOX 592 CANTON NY 13617 521244580 501(C)(3) 10000 QUARTERLY GRANT FOR NEWSLETTER. 3 2 PART I, LINE 2: ABO WORKS WITH THE GRANTEE ORGANIZATIONS, REQUIRES DOCUMENTATION AND EXPLANATION OF THE UTILIZATION OF MONIES FROM ABO, AND RECEIVES WRITTEN EXPLANATIONS AND REPORTS ON HOW THE FUNDS ARE SPENT. 0 0 0 SCHEDULE J, PART II ABO HIRED AN UNRELATED MANAGEMENT COMPANY, MORRIS & MORRIS, PSC TO PROVIDE EXECUTIVE DIRECTOR SERVICES ALONG WITH OTHER STAFFING SERVICES, OVERHEAD, ETC. FOR THE YEAR ENDED DECEMBER 31, 2013 ABO PAID $235,683 TO MORRIS & MORRIS, PSC FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 3 ABO HIRED AN UNRELATED MANAGEMENT COMPANY, MORRIS & MORRIS, PSC TO PROVIDE EXECUTIVE DIRECTOR SERVICES ALONG WITH OTHER STAFFING SERVICES, OVERHEAD, ETC. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE AND FINANCE COMMITTEES INDEPENDENTLY. THE DRAFT FORM 990 IS SENT TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT AND THE BYLAWS OUTLINE THE BOARD MEMBERS RESPONSIBILITY IN MATTERS WHERE A CONFLICT MIGHT EXIST. IN ADDITION, THE BOARD OF DIRECTORS, DURING EXECUTIVE SESSION, DISCUSS POSSIBLE CONFLICTS AND DETERMINE THE APPROPRIATE COURSE OF ACTION. FINALLY, A REPORTING STRUCTURE HAS BEEN ESTABLISHED SO AS TO INFORM ABO OF ANY POTENTIAL CONFLICTS OF INTEREST BY EMPLOYEES AND/OR BOARD MEMBERS, WHICH THEN RESULTS IN AN INVESTIGATION INTO ANY SUCH ALLEGATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND THE FILED FEDERAL FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM LEGAL MERGER 469,698. EDUCATIONAL FOUNDATION IN OPTHALMIC OPTICS 6506 LOISDALE ROAD SUITE 209 SPRINGFIELD VA 221501815 416035017 TO PROMOTE DEVELOPMENT OF STUDY IN THE FIELD OF OPTHALMIC OPTICS MN 501(C)(3) LINE 11A, I AMERICAN BOARD OF OPTICIANRY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0