OPTOMETRY CARES-THE AOA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OPTOMETRY CARES-THE AOA FOUNDATION (EIN 23-7292391)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349304975
- Schema version
- 2011v1.3
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:46:21-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 631022733 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237292391 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optometry Cares - The AOA Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RYAN HAYES | InCareOfName |
| Name Control | OPTO | NameControl |
| Phone | 3149914100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 North Lindbergh Blvd | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 631417881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RYAN HAYES | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Troy A Lindsey | Name |
| Phone | 3142315544 | Phone |
| 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 | BARRY J BARRESI OD PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 NORTH LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 631417881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1432644 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OPTOMETRYSCHARITY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2230530 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1410489 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 119 | InvestmentIncomePriorYear |
| Investment Income Current Year | 218 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5690 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15208 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2236339 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1425915 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 102615 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 445033 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 451401 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 5548 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6100 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 754921 | OtherExpensePriorYear |
| Other Expenses Current Year | 885566 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1209954 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1445130 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1026385 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -19215 | RevenuesLessExpensesCY |
| Total Assets BOY | 604942 | TotalAssetsBOY |
| Total Assets EOY | 1023702 | TotalAssetsEOY |
| Total Liabilities BOY | 82119 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 520094 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 522823 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 503608 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 521239 | Expense |
| Description | 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 2011, OVER 7,600 OPTOMETRISTS PROVIDED APPROXIMATELY $1.6 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 193722 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 72773 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 549437 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 102615 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1337171 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RYAN HAYES | NamePerson |
| Telephone Number | 3149834287 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 NORTH LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 631417881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARTHA ROSEMORE MORROW OD | ||||||
| PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| PAUL BERMAN OD | ||||||
| SECRETARY, TREASURER | 1.0 | X | X | 0 | 0 | 0 |
| CHERYL ARCHER OD | ||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| KERRY BEEBE OD | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| T JOEL BYARS OD | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| R MICHAEL DALEY | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| BEN LYNCH | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DAVE SATTLER | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ALLAN BARKER OD | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| KENJI HAMADA OD | ||||||
| MEMBER | 1.0 | X | 0 | 0 | 0 | |
| BARRY BARRESI OD PHD | ||||||
| EXECUTIVE DIRECTOR | 2.0 | X | 0 | 333126 | 31485 | |
| ROBERT BRODERICK | ||||||
| CHIEF FINANCIAL OFFICER | 2.0 | X | 0 | 153715 | 30711 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 486841 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 62196 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HILL KNOWLTON INC | |||||
| 222 MERCHANDISE MART PLAZA SUITE 2 | CHICAGO | IL | 60654 | MEDIA RELATIONS | 146110 |
| COPLEY RAFF INC | |||||
| 233 NEEDHAM STREET SUITE 300 | NEWTON | MA | 02464 | INTERIM DIRECTOR | 115018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 15850 | FundraisingEvents |
| Related Organizations | 300000 | RelatedOrganizations |
| Government Grants | 242524 | GovernmentGrants |
| All Other Contributions | 852115 | AllOtherContributions |
| Total Contributions | 1410489 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218 | TotalRevenueColumn |
| Exclusion | $218 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21937 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15850 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 6729 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15208 | TotalRevenueColumn |
| Exclusion | $15,208 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1425915 | TotalRevenueColumn |
| Exclusion | $15,426 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74615 | Total |
| Program Services | 74615 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28000 | Total |
| Program Services | 28000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314770 | Total |
| Program Services | 292857 | ProgramServices |
| Management And General | 21913 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13768 | Total |
| Program Services | 12777 | ProgramServices |
| Management And General | 991 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98153 | Total |
| Program Services | 86572 | ProgramServices |
| Management And General | 11581 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24710 | Total |
| Program Services | 22818 | ProgramServices |
| Management And General | 1892 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Program Services | 120000 | ProgramServices |
| Management And General | 30000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9757 | Total |
| Program Services | 7806 | ProgramServices |
| Management And General | 1951 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5548 | Total |
| Fundraising | 5548 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544720 | Total |
| Program Services | 520789 | ProgramServices |
| Management And General | 23931 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5284 | Total |
| Program Services | 5284 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67821 | Total |
| Program Services | 66436 | ProgramServices |
| Management And General | 833 | ManagementAndGeneral |
| Fundraising | 552 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194 | Total |
| Program Services | 955 | ProgramServices |
| Management And General | 239 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41123 | Total |
| Program Services | 35778 | ProgramServices |
| Management And General | 5345 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45333 | Total |
| Program Services | 42187 | ProgramServices |
| Management And General | 3146 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EQUIPMENT RENTAL & MAINTENANCE | Description |
| Total | 334 | Total |
| Program Services | 297 | ProgramServices |
| Management And General | 37 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1445130 | Total |
| Program Services | 1337171 | ProgramServices |
| Management And General | 101859 | ManagementAndGeneral |
| Fundraising | 6100 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434606 | BOY |
| EOY | 929378 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100660 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23895 | BOY |
| EOY | 76203 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 198811 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 192144 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26667 | BOY |
| EOY | 6667 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17881 | BOY |
| EOY | 11454 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604942 | BOY |
| EOY | 1023702 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82119 | BOY |
| EOY | 520094 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82119 | BOY |
| EOY | 520094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53669 | BOY |
| EOY | -376735 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419154 | BOY |
| EOY | 830343 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522823 | BOY |
| EOY | 503608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604942 | BOY |
| EOY | 1023702 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -19215 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 640158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 510190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 919988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2230530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1410489 | CurrentTaxYear |
| Total | 5711355 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 640158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 510190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 919988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2230530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1410489 | CurrentTaxYear |
| Total | 5711355 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5711355 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9557 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218 | CurrentTaxYear |
| Total | 20568 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9557 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218 | CurrentTaxYear |
| Total | 20568 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15208 | CurrentTaxYear |
| Total | 111573 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 669847 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 573567 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 937828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2236339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1425915 | CurrentTaxYear |
| Total | 5843496 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97739 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97435 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00352 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00517 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 97121 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 215 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2500 | GrantsOrScholarships |
| End Of Year Balance | 94836 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99502 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 119 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2500 | GrantsOrScholarships |
| End Of Year Balance | 97121 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101854 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 148 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2500 | GrantsOrScholarships |
| End Of Year Balance | 99502 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101637 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2717 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2500 | GrantsOrScholarships |
| End Of Year Balance | 101854 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52720 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.47280 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 54048 | InvestmentCostOrOtherBasis |
| Depreciation | 47381 | Depreciation |
| Book Value | 6667 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 144763 | InvestmentCostOrOtherBasis |
| Depreciation | 144763 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 6667 | TotalOfBookValueLandBuildings |
| Total Revenue | 1425915 | TotalRevenue |
| Total Expenses | 1445130 | TotalExpenses |
| Excess Or Deficit For Year | -19215 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -19215 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3327333 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 1879434 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 21984 | OtherRevenues |
| Revenue Not Rptd F990 | 1901418 | RevenueNotRptdF990 |
| Revenue Subtotal | 1425915 | RevenueSubtotal |
| Total Revenue Per Form990 | 1425915 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3324564 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1879434 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1879434 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1445130 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1445130 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 XII, LINE 2D | NET ASSETS RELEASED FROM RESTRICTION 21,984 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OPTOMETRY MTG | NameOfEvent1 |
| Gross Receipts Event1 | 37787 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15850 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21937 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 583 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 504 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 135 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5498 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 9 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 37787 | GrossReceiptsTotal |
| Charitable Contributions Total | 15850 | CharitableContributionsTotal |
| Gross Revenue Total Events | 21937 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 583 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 504 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 135 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5498 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6729 | DirectExpenseSummaryEvents |
| Net Income Summary | 15208 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EDUCATIONAL SCHOLARSHIPS | 2 | 7500 |
| DISASTER RELIEF FINANCIAL ASSISTANCE | 9 | 18000 |
| GALINA EDUCATIONAL SCHOLARSHIP | 1 | 2500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY BARRESI OD PHD | |||||||||||||
| 0 | 300336 | 0 | 0 | 0 | 32790 | 0 | 12177 | 0 | 19308 | 0 | 364611 | 0 | 0 |
| ROBERT BRODERICK | |||||||||||||
| 0 | 151861 | 0 | 0 | 0 | 1854 | 0 | 8379 | 0 | 22332 | 0 | 184426 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHODS USED TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 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, 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, 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, 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, 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, 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, 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, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BARRY BARRESI, O.D., PH.D. TITLE:EXECUTIVE DIRECTOR HOURS:38 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT BRODERICK TITLE:CHIEF FINANCIAL OFFICER HOURS:38 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OPTOMETRIC ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430684708 | EIN |
| Primary Activities | MEMBERSHIP | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| C | 300000 | FMV |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| J | 150000 | COST |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| L | 10350 | COST |
| AMERICAN OPTOMETRIC ASSOCIATION | ||
| O | 854785 | COST |
Comments