AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC: Form 990, tax year 2011
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- Organization
- AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC (EIN 43-0768182)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331349349306868
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T15:02:30-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430768182 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OPTOMETRIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3217103936 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS SCHOENBRUN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3217103936 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY CHAPMAN | Name |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOIS SCHOENBRUN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1075113 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAOPT.ORG/AOF/ABOUT/INDEX.ASP | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 856822 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 626639 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -112675 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28924 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 744147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 655563 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 399250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 335000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 58250 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 70742 | OtherExpensePriorYear |
| Other Expenses Current Year | 220264 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 469992 | TotalExpensesPriorYear |
| Total Expenses Current Year | 555264 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 274155 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 100299 | RevenuesLessExpensesCY |
| Total Assets BOY | 4199869 | TotalAssetsBOY |
| Total Assets EOY | 4202086 | TotalAssetsEOY |
| Total Liabilities BOY | 63137 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30754 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4136732 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4171332 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 414944 | Expense |
| Grants | 335000 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 414944 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3217103936 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANTHONY ADAMS | ||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| CATHERINE AMOS | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| COLLEEN RILEY | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| KATHRYN DUMBLETON | ||||||
| PRESIDENT-ELECT | 5.00 | X | X | 0 | 0 | 0 |
| JAMES SHEEDY | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| DAVID KIRSCHEN | ||||||
| SECRETARY-TREASURY | 5.00 | X | X | 0 | 0 | 0 |
| JOSEPH BARR | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| HOWARD PURCELL | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| PETE KOLLBAUM | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| W LEE BALL | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| LOIS SCHOENBRUN | ||||||
| EXECUTIVE DIRECTOR | 10.00 | X | 0 | 177079 | 22932 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 177079 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22932 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 126644 | RelatedOrganizations |
| All Other Contributions | 499995 | AllOtherContributions |
| Total Contributions | 626639 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79560 | TotalRevenueColumn |
| Exclusion | $79,560 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 368914 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 419550 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -50636 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -50636 | TotalRevenueColumn |
| Exclusion | -$50,636 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 655563 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $28,924 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112000 | Total |
| Program Services | 112000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139000 | Total |
| Program Services | 139000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84000 | Total |
| Program Services | 84000 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9403 | Total |
| Management And General | 9403 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116133 | Total |
| Program Services | 69679 | ProgramServices |
| Management And General | 23227 | ManagementAndGeneral |
| Fundraising | 23227 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12019 | Total |
| Program Services | 5884 | ProgramServices |
| Management And General | 1352 | ManagementAndGeneral |
| Fundraising | 4783 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7301 | Total |
| Program Services | 4381 | ProgramServices |
| Management And General | 1460 | ManagementAndGeneral |
| Fundraising | 1460 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28780 | Total |
| Fundraising | 28780 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT | Description |
| Total | 46628 | Total |
| Management And General | 46628 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555264 | Total |
| Program Services | 414944 | ProgramServices |
| Management And General | 82070 | ManagementAndGeneral |
| Fundraising | 58250 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347560 | BOY |
| EOY | 705685 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225679 | BOY |
| EOY | 221823 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379522 | BOY |
| EOY | 128951 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9796 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9796 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2389290 | BOY |
| EOY | 2244880 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 857818 | BOY |
| EOY | 900747 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4199869 | BOY |
| EOY | 4202086 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2492 | BOY |
| EOY | 2156 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15750 | BOY |
| EOY | 15750 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44895 | BOY |
| EOY | 12848 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63137 | BOY |
| EOY | 30754 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100431 | BOY |
| EOY | 1020498 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2589773 | BOY |
| EOY | 2696100 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446528 | BOY |
| EOY | 454734 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4136732 | BOY |
| EOY | 4171332 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4199869 | BOY |
| EOY | 4202086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 100299 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -65699 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 791373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1166131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 578321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 856822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 626637 | CurrentTaxYear |
| Total | 4019284 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 791373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1166131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 578321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 856822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 626637 | CurrentTaxYear |
| Total | 4019284 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1512524 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2506760 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61120 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72836 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79560 | CurrentTaxYear |
| Total | 444730 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4464014 | TotalSupport |
| Public Support Pertcentage170 | 0.56150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 505534 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1648 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5668 | GrantsOrScholarships |
| End Of Year Balance | 501514 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 482868 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 35916 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13250 | GrantsOrScholarships |
| End Of Year Balance | 505534 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 482907 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3038 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3077 | GrantsOrScholarships |
| End Of Year Balance | 482868 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 479440 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | -6283 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5250 | GrantsOrScholarships |
| End Of Year Balance | 482907 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.91000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9796 | OtherCostOrOtherBasis |
| Depreciation | 9796 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES | Description |
| Book Value | 900747 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 900747 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATE | Description |
| Amount | $12,848 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12848 | TotalOfAmounts |
| Total Revenue | 655563 | TotalRevenue |
| Total Expenses | 555264 | TotalExpenses |
| Excess Or Deficit For Year | 100299 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -131308 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 65609 | PriorPeriodAdjustments |
| Total Adjustments | -65699 | TotalAdjustments |
| Excess Or Deficit Per FS | 34600 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 594426 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -131308 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 70171 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -61137 | RevenueNotRptdF990 |
| Revenue Subtotal | 655563 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 655563 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 625433 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 70169 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 70169 | ExpensesNotRptdF990 |
| Expenses Subtotal | 555264 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 555264 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 JEAPARDIZE 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. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Purpose Of Grant | RESEARCH | PurposeOfGrant |
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| RESEARCH AND FELLOWSHIP | EAST ASIA AND THE PACIFIC | 1 | 9500 | CHECK |
| RESEARCH AND FELLOWSHIP | NORTH AMERICA | 3 | 27000 | CHECK |
| RESEARCH AND FELLOWSHIP | EUROPE | 1 | 9500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVENUE | MEMPHIS | TN | 38104 | 620548917 | 501(C)(3) | 6000 | RESEARCH & FELLOWSHIP GRANTS |
| STATE UNIVERSITY OF NY COLLEGE OF OPTOMETRY | |||||||
| 33 WEST 42ND STREET | NEW YORK | NY | 10036 | 146013200 | 501(C)(3) | 21000 | RESEARCH & FELLOWSHIP GRANTS |
| THE OHIO STATE UNIV COLLEGE OF OPTOMETRY | |||||||
| 338 WEST 10TH AVE | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | 23500 | RESEARCH & FELLOWSHIP GRANTS |
| UNIVERSITY OF CALIFORNIA AT BERKELEY SCHOOL OF OPTOMETRY | |||||||
| 397 MINOR HALL MC 2020 | BERKELEY | CA | 94720 | 940002123 | 501(C)(3) | 23500 | RESEARCH & FELLOWSHIP GRANTS |
| WESTERN UNIVERSITY | |||||||
| 309 EAST SECOND STREET | PARMONA | CA | 91766 | 953127273 | 501(C)(3) | 11000 | RESEARCH & FELLOWSHIP GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT GRANTS/AWARDS | TypeOfGrant |
| Number Of Recipients | 9 | NumberOfRecipients |
| Amount Of Cash Grant | 84000 | AmountOfCashGrant |
| Method Of Valuation | CHECK | MethodOfValuation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOIS SCHOENBRUN | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 172079 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 5000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 13766 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 9166 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 200011 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | PART I, LINE 1A: HEALTH CLUB DUES - LOIS SCHOENBRUN - $420 - NOT INCLUDIBLE IN TAXABLE INCOME | |
| PART III | SCHEDULE J 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. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO BEING FILED, THE FORM 990 IS 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. | |
| THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY WITH THE BOARD OF DIRECTORS OF THE ACADEMY. 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 PROCESS LAST OCCURED IN 2011. THE FOUNDATION HAS NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. | ||
| 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 | LOIS SCHOENBRUN IS ALSO THE EXECUTIVE DIRECTOR OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HER AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 30 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 10 HOURS PER WEEK | ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -131,308. PRIOR PERIOD ADJUSTMENTS: 65,609. TOTAL TO FORM 990, PART XI, LINE 5: -65,699. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS OF THE AMERICAN ACADEMY OF OPTOMETRY (A RELATED ORGANIZATION) IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. | OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT |
| FORM 990, PART VI, SECTION A, LINE 1: | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO RELIEVE ANY OFFICER OF THE CORPORATION OF HIS DUTIES NOR SHALL IT HAVE THE AUTHORITY TO FILL ANY OFFICE OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OTHER POWER OF THE BOARD OF DIRECTORS WHEN THE BOARD OF DIRECTORS SHALL NOT BE IN SESSION UNLESS THOSE POWERS ARE SPECIFICALLY RETAINED BY THE BOARD OF DIRECTORS IN OTHER SECTIONS OF THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO INVEST OR REINVEST THE SURPLUS FUNDS OF THE CORPORATION, SUBJECT TO CERTAIN LIMITATIONS. HOWEVER, THE EXECUTIVE COMMITTEE MUST EXERCISE THE SAME DISCRETION AND JUDGEMENT THAT A PRUDENT BUSINESS PERSON WOULD EXERCISE IN THE INVESTMENT OF HIS/HER OWN FUNDS UNDER SIMILAR CIRCUMSTANCES. THE EXECUTIVE COMMITTEE SHALL PRESENT AN ANNUAL REPORT TO THE BOARD OF DIRECTORS, SETTING FORTH THE IMPORTANT FACTS IN THE OPERATION OF THE CORPORATION DURING THE PRECEDING YEAR. THE EXECUTIVE COMMITTEE MAY MAKE SUCH OTHER REPORTS TO THE BOARD AS IT DEEMS NECESSARY OR AS IT IS REQUESTED TO DO BY THE BOARD. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2909 FAIRGREEN STREET | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411227642 | EIN |
| Primary Activities | OPTOMETRIC RESEARCH & SUPPORT | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| AMERICAN ACADEMY OF OPTOMETRY | |
| N | 112644 |
| AMERICAN ACADEMY OF OPTOMETRY | |
| M | 70171 |
| AMERICAN ACADEMY OF OPTOMETRY | |
| C | 196795 |
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