AMERICAN OPTOMETRIC ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OPTOMETRIC ASSOCIATION INC (EIN 43-0684708)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349301634
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:38:59-06:00 | 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 | 430684708 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Optometric Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RYAN HAYES | InCareOfName |
| Name Control | AMER | NameControl |
| Phone | 3149914100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N Lindbergh Blvd | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63141 | 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 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26584798 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AOA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | AOA ADVOCATES FOR THE PROFESSION OF OPTOMETRY AND TO SERVE OPTOMETRISTS IN MEETING THE EYE CARE NEEDS OF THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 138 | TotalNbrEmployees |
| Total Nbr Volunteers | 325 | TotalNbrVolunteers |
| Total Gross UBI | 1069250 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -93876 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 66914 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20771372 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20958898 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 188745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 304933 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1711453 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1443449 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22738484 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22707280 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1546667 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 300000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 305964 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 250691 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9238671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10026506 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13503756 | OtherExpensePriorYear |
| Other Expenses Current Year | 13460404 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24595058 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24037601 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1856574 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1330321 | RevenuesLessExpensesCY |
| Total Assets BOY | 15206643 | TotalAssetsBOY |
| Total Assets EOY | 15390364 | TotalAssetsEOY |
| Total Liabilities BOY | 2465823 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4226531 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12740820 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11163833 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HEALTH CARE AND PUBLIC POLICY RELATED TO EYE CARE WILL UNIFORMLY RECOGNIZE OPTOMETRISTS AS PRIMARY HEALTH CARE PROVIDERS AND ENSURE THE PUBLIC HAS ACCESS TO THE FULL SCOPE OF OPTOMETRIC CARE. OPTOMETRISTS AND OTHER PROFESSIONALS WILL LOOK TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR PROFESSIONAL STANDARDS, RESEARCH, AND EDUCATION LEADERSHIP WHICH SERVE TO ENHANCE AND ENSURE COMPETENT, QUALITY PATIENT CARE. THE PUBLIC, OPTOMETRISTS AND OTHER PROFESSIONALS WILL TURN TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR RELIABLE AND CURRENT INFORMATION RELATED TO OPTOMETRY, EYE CARE AND HEALTH CARE POLICY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | ADVOCACY WORKS TO PROTECT AND ENHANCE HEALTH CARE AND PUBLIC POLICY RELATING TO EYE CARE AND TO ENSURE FULL PUBLIC ACCESS TO THE ENTIRE SCOPE OF OPTOMETRIC CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNICATIONS MANAGES THE PUBLIC AFFAIRS CAMPAIGN FOR OPTOMETRIC AWARENESS ISSUES AND MANAGES/RELEASES INFORMATION ON ISSUES AFFECTING THE PROFESSION OF OPTOMETRY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLINICAL CARE PROVIDES INFORMATION AND SERVICES TO ENHANCE THE SCOPE, QUALITY, AND AVAILABLILITY OF PROFESSIONAL OPTOMETRIC SERVICES. IT DEVELOPS AND IMPLEMENTS PROGRAMS RELATING TO PRACTICE ADVANCEMENT/ENHANCEMENT, QUALITY ASSESSMENT ON OPTHALMIC STANDARDS AND PRODUCTS, CONTINUING EDUCATION, AND THE AVAILABILITY OF OPTOMETRIC SERVICES TO THOSE UNABLE TO OBTAIN/AFFORD CARE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | 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 | false | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 326 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 138 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | 3149914100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOE E ELLIS OD | |||||||
| IMMEDIATE PAST PRESIDENT | 20.0 | X | X | 72470 | 0 | 0 | |
| DORI CARLSON OD | |||||||
| PRESIDENT | 19.0 | X | X | 81758 | 0 | 0 | |
| RONALD L HOPPING OD | |||||||
| PRESIDENT - ELECT | 14.0 | X | X | 43178 | 0 | 0 | |
| MITCHELL T MUNSON OD | |||||||
| VICE PRESIDENT | 12.0 | X | X | 31370 | 0 | 0 | |
| RANDOLPH BROOKS OD | |||||||
| PAST PRESIDENT | 8.0 | X | X | 18440 | 0 | 0 | |
| DAVID A COCKRELL OD | |||||||
| SECRETARY-TREASURER | 11.0 | X | X | 27485 | 0 | 0 | |
| CHRISTOPHER QUINN OD | |||||||
| TRUSTEE | 7.0 | X | 21090 | 0 | 0 | ||
| SAMUEL PIERCE OD | |||||||
| TRUSTEE | 12.0 | X | 26210 | 0 | 0 | ||
| HILARY HAWTHORNE OD | |||||||
| TRUSTEE | 8.0 | X | 19830 | 0 | 0 | ||
| ANDREA THAU OD | |||||||
| TRUSTEE | 9.0 | X | 20990 | 0 | 0 | ||
| STEVEN LOOMIS OD | |||||||
| TRUSTEE | 11.0 | X | 25050 | 0 | 0 | ||
| BARBARA L HORN OD | |||||||
| TRUSTEE | 5.0 | X | 13495 | 0 | 0 | ||
| BARRY J BARRESI OD | |||||||
| EXECUTIVE DIRECTOR | 38.0 | X | 333126 | 0 | 31485 | ||
| ROBERT W BRODERICK | |||||||
| CHIEF FINANCIAL OFFICER | 38.0 | X | 153715 | 0 | 30711 | ||
| RENEE BRAUNS | |||||||
| CHIEF OPERATING OFFICER | 40.0 | 156997 | 0 | 17557 | X | ||
| REGINALD R SWANIGAN | |||||||
| CHIEF INFORMATION OFFICER | 40.0 | 139790 | 0 | 27026 | X | ||
| JONATHAN F HYMES | |||||||
| ADVOCACY DIRECTOR | 40.0 | 171584 | 0 | 36262 | X | ||
| MICHAEL DUENAS | |||||||
| ASSOCIATE DIRECTOR | 40.0 | 147817 | 0 | 12269 | X | ||
| STEPHEN WASSERMAN | |||||||
| DIRECTOR | 40.0 | 128138 | 0 | 25740 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1632533 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 181050 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HILL KNOWLTON | |||||
| PO BOX 8500-4445 | PHILADELPHIA | PA | 19131 | CONSULTING | 1065443 |
| STINSON MORRISON HECKER LLP | |||||
| PO BOX 219492 | KANSAS CITY | MO | 641062178 | LEGAL SERVICES | 672313 |
| ELSEVIER INC | |||||
| PO BOX 7247-7684 | PHILADELPHIA | PA | 191707684 | PUBLICATIONS | 648788 |
| FREEMAN AUDIO VISUAL SOLUTIONS INC | |||||
| PO BOX 660613 | DALLAS | TX | 75266 | AUDIO VISUAL | 431200 |
| CHAMPION EXPOSITION SERVICES INC | |||||
| 139 CAMPANELLI DRIVE | MIDDLEBORO | MA | 02346 | GENERAL CONTRACTOR | 226699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 561499 | 15347444 | 15347444 | ||
| MEMBERSHIP SERVICES | 561499 | 1812685 | 1780499 | 32186 | |
| ANNUAL CONVENTION | 561499 | 3798739 | $3,798,739 | ||
| OTHER PROGRAM SERVICE REVENUE | 561499 | 30 | 30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20958898 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3367 | TotalRevenueColumn |
| Exclusion | $3,367 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 331192 | TotalRevenueColumn |
| Exclusion | $331,192 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 316946 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 284677 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32269 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32269 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32269 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3720078 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3418512 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 301566 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 301566 | TotalRevenueColumn |
| Exclusion | $301,566 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 539092 | GrossSalesOfInventory |
| Cost Of Goods Sold | 174329 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364763 | TotalRevenueColumn |
| Unrelated Business Revenue | 364763 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| SECTION MISCELLANEOUS INCOME | 561499 | 109697 | 109697 | ||
| ADVERTISING & SUBSCRIPTION | 541800 | 382955 | 382955 | ||
| OTHER REVENUE | 900099 | 222573 | 179649 | 42748 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 715225 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22707280 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17202990 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1069250 | UnrelatedBusinessRevenue |
| Exclusion | $4,435,040 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250691 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950403 | 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 | 6718744 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324165 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1482559 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550635 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673553 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132241 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101645 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20951 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3998517 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247481 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1024291 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442226 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510082 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1974812 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2491154 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1101 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254730 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445991 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100996 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| LEGAL DEFENSE FUND PAYOUT | 780820 |
| EQUIPMENT RENTAL & MAINT | 159632 |
| PRINTING | 39188 |
| NEWS SERVICES | 24920 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36073 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24037601 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103 | BOY |
| EOY | 104 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2064058 | BOY |
| EOY | 2359300 | 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 | 4400112 | BOY |
| EOY | 4873304 | 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 | 130821 | BOY |
| EOY | 137847 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458558 | BOY |
| EOY | 530339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10666477 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6823405 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3540541 | BOY |
| EOY | 3843072 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4612450 | BOY |
| EOY | 3646398 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15206643 | BOY |
| EOY | 15390364 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325029 | BOY |
| EOY | 2118475 | 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 | 1140794 | BOY |
| EOY | 1108056 | 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 | 1000000 | 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 | 2465823 | BOY |
| EOY | 4226531 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12740820 | BOY |
| EOY | 11163833 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12740820 | BOY |
| EOY | 11163833 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15206643 | BOY |
| EOY | 15390364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1330321 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -246666 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | true | AgreeToCarryoverPriorYear |
| Dues Assessments | 14933645 | DuesAssessments |
| Non Ded Lobby Political Current | 1434781 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 249119 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 1683900 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1418696 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 265204 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 978647 | OtherCostOrOtherBasis |
| Book Value | 978647 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3312244 | OtherCostOrOtherBasis |
| Depreciation | 2399403 | Depreciation |
| Book Value | 912841 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2024138 | OtherCostOrOtherBasis |
| Depreciation | 1289883 | Depreciation |
| Book Value | 734255 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4171448 | OtherCostOrOtherBasis |
| Depreciation | 2954119 | Depreciation |
| Book Value | 1217329 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180000 | OtherCostOrOtherBasis |
| Depreciation | 180000 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3843072 | TotalOfBookValueLandBuildings |
| Total Revenue | 22707280 | TotalRevenue |
| Total Expenses | 24037601 | TotalExpenses |
| Excess Or Deficit For Year | -1330321 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -246666 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -246666 | TotalAdjustments |
| Excess Or Deficit Per FS | -1576987 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23162139 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -246666 | NetUnrealizedGainsInvestments |
| Other Revenues | 701525 | OtherRevenues |
| Revenue Not Rptd F990 | 454859 | RevenueNotRptdF990 |
| Revenue Subtotal | 22707280 | RevenueSubtotal |
| Total Revenue Per Form990 | 22707280 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24439126 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 701525 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 701525 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23737601 | ExpensesSubtotal |
| Other Expenses Not Included | 300000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 300000 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24037601 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | PART XII | LINE 2D COST OF GOODS SOLD NETTED WITH REVENUE $ 174,329 RENTAL EXPENSES NETTED WITH REVENUE $ 284,677 AOA FOUNDATION GRANT REVENUE $ 242,519 ---------- TOTAL $ 701,525 ========== |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | PART XIII, LINE 2D | COST OF GOODS SOLD NETTED WITH REVENUE $ 174,329 RENTAL EXPENSES NETTED WITH REVENUE $ 284,677 AOA FOUNDATION GRANT EXPENSE $ 242,519 ---------- TOTAL $ 701,525 ========== |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | PART XIII, LINE 4B | GRANT TO FOUNDATION $300,000 |
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTOMETRY CARES - THE AOA FOUNDATION | BusinessNameLine1 |
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 | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 237292391 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 300000 | AmountOfCashGrant |
| Purpose Of Grant | CONTRIBUTION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF GRANTS MADE | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | THE GRANTS WERE MADE TO A RELATED ORGANIZATION THAT REPORTS ON THE USE OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 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 J BARRESI OD | |||||||||||||
| 300336 | 0 | 0 | 0 | 32790 | 0 | 12177 | 0 | 19308 | 0 | 364611 | 0 | 0 | 0 |
| ROBERT W BRODERICK | |||||||||||||
| 151861 | 0 | 0 | 0 | 1854 | 0 | 8379 | 0 | 22332 | 0 | 184426 | 0 | 0 | 0 |
| RENEE BRAUNS | |||||||||||||
| 150302 | 0 | 5000 | 0 | 1695 | 0 | 7654 | 0 | 9903 | 0 | 174554 | 0 | 0 | 0 |
| REGINALD R SWANIGAN | |||||||||||||
| 138045 | 0 | 0 | 0 | 1745 | 0 | 7242 | 0 | 19784 | 0 | 166816 | 0 | 0 | 0 |
| JONATHAN F HYMES | |||||||||||||
| 164814 | 0 | 5000 | 0 | 1770 | 0 | 8415 | 0 | 27847 | 0 | 207846 | 0 | 0 | 0 |
| MICHAEL DUENAS | |||||||||||||
| 145854 | 0 | 0 | 0 | 1963 | 0 | 7311 | 0 | 4958 | 0 | 160086 | 0 | 0 | 0 |
| STEPHEN WASSERMAN | |||||||||||||
| 126171 | 0 | 0 | 0 | 1967 | 0 | 7135 | 0 | 18605 | 0 | 153878 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BENEFITS PROVIDED TO INDIVIDUALS LISTED ON FORM 990, PART VII | Identifier |
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | SPOUSAL TRAVEL AND COUNTRY CLUB DUES ARE PROVIDED TO THE EXECUTIVE DIRECTOR AND INCLUDED IN TAXABLE INCOME. HEALTH CLUB FEES AND CELL PHONE REIMBURSEMENT GROSS UP PAYMENTS ARE PROVIDED TO ALL EMPLOYEES OF THE ORGANIZATION AND ARE INCLUDED IN TAXABLE INCOME. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CLASSES OF MEMBERS OR STOCKHOLDERS | PART VI, LINE 6 | MEMBERS CONSIST OF VARIOUS CLASSES OF LICENSED OPTOMETRISTS, RETIRED OPTOMETRISTS, PARAOPTOMETRICS, AND OTHER KEY INDIVIDUALS WHO HAVE A SUBSTANTIAL ROLE OR INTEREST IN THE PROFESSION OF OPTOMETRY. |
| MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY | PART VI, LINE 7A | THE HOUSE OF DELEGATES, CONSISTING OF THE ASSOCIATION'S MEMBERS, MEETS ANNUALLY AT CONGRESS TO ELECT TWO TRUSTEES, EACH FOR A THREE YEAR TERM, SECRETARY/TREASURER, VICE PRESIDENT, AND PRESIDENT-ELECT TO THE BOARD OF TRUSTEES. THE HOUSE OF DELEGATES CONSISTS OF REPRESENTATIVES FROM EACH AFFILIATE WHOM RECEIVE VOTES BASED UPON THEIR NUMBER OF ACTIVE MEMBERS. |
| DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR STOCKHOLDERS | PART VI, LINE 7B | THE HOUSE OF DELEGATES RETAINS THE DUTIES TO ELECT THE BOARD OF TRUSTEES, RATIFY THE DECISIONS OF THE BOARD OF TRUSTEES, APPROVE THE LOCATION OF THE ANNUAL CONGRESS, AND RECEIVE AND ACT, AS DEEMED APPROPRIATE, UPON REPORTS OF ANY COMMITTEES ESTABLISHED BY THE HOUSE OF DELEGATES. |
| REVIEW PROCESS | PART VI, LINE 11 | THE 990 IS COMPLETED BY THE FINANCE DEPARTMENT IN CONJUNCTION WITH ASSISTANCE FROM EXTERNAL TAX PROFESSIONALS. THE 990 IS REVIEWED BY MANAGEMENT AND FORWARDED TO THE BOARD OF TRUSTEES PRIOR TO FINAL SUBMISSION TO THE IRS. |
| 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 TOP MANAGEMENT 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 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 PUBLIC | PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | PART XI, LINE 5 | UNREALIZED LOSS ON INVESTMENTS $ 246,666 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BARRY J BARRESI, OD TITLE:EXECUTIVE DIRECTOR HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT W BRODERICK TITLE:CHIEF FINANCIAL OFFICER HOURS:2 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTOMETRY CARES - THE AOA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237292391 | EIN |
| Primary Activities | CHARITY | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| b | 300000 | FMV |
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| i | 150000 | COST |
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| p | 854785 | COST |
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