2013-11-15T09:52:53-06:00 2012-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2012-01-01 237292391 Optometry Cares - The AOA Foundation % TIMOTHY NEYER OPTO 3149914100 243 North Lindbergh Blvd Suite St Louis MO 631417881 TIMOTHY NEYER 3149914100 2013-11-12 true Troy A Lindsey 3142315544 2012 2016-03-07 17:11:31Z BARRY J BARRESI OD PHD 243 NORTH LINDBERGH BLVD ST LOUIS MO 631417881 1016893 false X WWW.OPTOMETRYSCHARITY.ORG X 1973 MO OPTOMETRY CARES, THE AOA FOUNDATION, IS A CHARITABLE ORGANIZATION COMMITTED TO EXPANDING EYE HEALTH AND VISION CARE ACCESS IN THE U.S. IN ORDER TO ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE. 10 10 0 31 0 1410489 1016893 0 0 218 0 15208 0 1425915 1016893 102615 93127 0 0 451401 289851 5548 0 0 885566 588325 1445130 971303 -19215 45590 1023702 600338 520094 51140 503608 549198 X OPTOMETRY CARES, THE AOA FOUNDATION, IS A CHARITABLE ORGANIZATION COMMITTED TO EXPANDING EYE HEALTH AND VISION CARE ACCESS FOR EVERYONE IN THE U.S. IN ORDER TO ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE. OPTOMETRY CARES, THE AOAF SUPPORTS VISION USA, INFANTSEE, THE ENDOWMENT FUND, THE ARCHIVES & MUSEUM OF OPTOMETRY AS WELL AS OPTOMETRY'S FUND FOR DISASTER RELIEF. false false 405800 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 IN 2012, OVER 7,600 OPTOMETRISTS PROVIDED APPROXIMATELY $1.5 MILLION WORTH OF 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. 45092 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. 24760 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. 403637 93127 879289 true true false false false false false false false true true false false false 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 19 0 true 0 false false false false false false false false false false X 10 10 false true false false true true false true true false false true true true true true true true false false X TIMOTHY NEYER 3149834240 243 NORTH LINDBERGH BLVD ST LOUIS MO 631417881 MARTHA ROSEMORE MORROW OD 1.0 X 0 0 0 JOSEPH MALLINGER OD 1.0 X 0 0 0 CHERYL ARCHER OD 1.0 X X 0 0 0 KERRY BEEBE OD 1.0 X X 0 0 0 T JOEL BYARS OD 1.0 X X 0 0 0 R MICHAEL DALEY 1.0 X 0 0 0 JACK SCHAEFFER OD 1.0 X 0 0 0 DAVE SATTLER 1.0 X 0 0 0 ALLAN BARKER OD 1.0 X 0 0 0 KENJI HAMADA OD 1.0 X 0 0 0 BARRY BARRESI OD PHD 2.0 38.0 X 0 350512 29254 ROBERT BRODERICK 2.0 38.0 X 0 136416 24393 DENNIS HOLTER 40.0 X 0 141688 20735 0 628616 74382 0 false true false 0 300000 220900 495993 1016893 0 0 0 0 0 0 0 0 0 0 0 0 1016893 X 58501 58501 34626 34626 0 0 0 0 242066 193958 48108 11925 10797 1128 17629 17629 18231 16581 1650 150001 120001 30000 0 13133 10506 2627 0 0 0 196020 192736 3284 329 329 33495 32123 1372 659 527 132 0 0 49107 46577 2530 0 138481 137384 1097 0 0 6667 6667 0 EQUIPMENT RENTAL & MAINTENANCE 413 330 83 OTHER EXPENSES 20 17 3 971303 879289 92014 0 929378 575870 0 0 0 0 76203 8152 0 0 0 0 0 0 0 0 0 2496 46667 46667 6667 0 0 0 0 0 0 0 0 11454 13820 1023702 600338 520094 51140 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 520094 51140 X -376735 -438285 830343 937483 50000 50000 503608 549198 1023702 600338 45590 X false true X true false X 510190 919988 2230530 1410489 1016893 6088090 0 0 0 0 510190 919988 2230530 1410489 1016893 6088090 0 0 0 6088090 10336 338 119 218 0 11011 0 10336 338 119 218 0 11011 0 53041 17502 5690 15208 0 91441 573567 937828 2236339 1425915 1016893 6190542 0.98345 0.97739 0.00178 0.00352 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94836 2500 92336 97121 215 2500 94836 99502 119 2500 97121 101854 148 2500 99502 101637 2717 2500 101854 0.00000 0.54150 0.45850 false false 46667 46667 0 0 2890146 1660908 212345 1873253 1016893 1016893 2632211 1660908 1660908 971303 971303 INTENDED USE OF ENDOWMENT FUNDS PART V, LINE 4 THE GALINA FUND WAS ESTABLISHED FOR THE PURPOSE OF OPTOMETRIC STUDENT EDUCATION SCHOLARSHIPS. FIN 48 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. RECONCILIATION OF REVENUE PER FINANCIAL STATEMENTS TO REVENUE PER RETURN PART XI, LINE 2D NET ASSETS RELEASED FROM RESTRICTION 212,345 true EDUCATIONAL SCHOLARSHIPS 2 7500 DISASTER RELIEF FINANCIAL ASSISTANCE 12 23600 ELK PRODUC/WALNUT PRESENTATION BC 1 52 GALINA SCHOLARSHIP 1 2500 MISC SUPPORT 2 974 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 0 316065 0 0 0 34447 0 13383 0 15871 0 379766 0 0 ROBERT BRODERICK 0 134864 0 0 0 1552 0 8585 0 15808 0 160809 0 0 DENNIS HOLTER 0 137528 0 2000 0 2160 0 3588 0 17147 0 162423 0 0 METHODS USED TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR 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. OTHER PROGRAM SERVICES 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. DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON 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. CLASSES OF MEMBERS OR STOCKHOLDERS PART VI, SECTION A, LINE 6 AMERICAN OPTOMETRIC ASSOCIATION MEETS THE FORM 990 DEFINITION OF A MEMBER ALTHOUGH THE AMERICAN OPTOMETRIC ASSOCIATION IS NOT LISTED AS A MEMBER IN THE CURRENT BY-LAWS OF OPTOMETRY CARES - THE AOA FOUNDATION. MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY PART VI, SECTION A, LINE 7A AMERICAN OPTOMETRIC ASSOCIATION BOARD OF TRUSTEES ELECTS ALL MEMBERS OF THE GOVERNING BODY FOR THE ORGANIZATION. PROCESS TO REVIEW THE FORM 990 PART VI, SECTION B, LINE 11B A 990 ORGANIZER IS COMPILED BY THE FINANCIAL ANALYST. IT IS REVIEWED BY THE CONTROLLER AND FORWARDED TO AN EXTERNAL ACCOUNTING FIRM. IT IS REVIEWED AND KEYED INTO THE ELECTRONIC 990 FORMS AND RETURNED. THE CONTROLLER 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. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY PART VI, SECTION B, LINE 12C ALL EMPLOYEES, DIRECTORS, VOLUNTEERS AND/OR TRUSTEES ARE REQUIRED ANNUALLY (OR 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 EXTERNAL LEGAL COUNCIL THEN REVIEW THE CONFLICTS DISCLOSED TO DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION 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. REVIEW OF OTHER OFFICER OR KEY EMPLOYEE COMPENSATION 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. GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. OTHER FEES FOR SERVICES PART IX, LINE 11G TEMPORARY STAFF FEES $ 38,414 CONSULTING FEES 151,098 ART WORK / PHOTO FEES 6,419 OTHER FEES 89 -------- TOTAL OTHER FEES FOR SERVICES $196,020 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 false true false false false false true false false false AMERICAN OPTOMETRIC ASSOCIATION C 300000 FMV AMERICAN OPTOMETRIC ASSOCIATION K 150000 COST AMERICAN OPTOMETRIC ASSOCIATION P 704381 COST