2024-11-01T14:18:00+00:00 2023-12-31 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2023-01-01 237292391 Optometry Cares - The AOA Foundation OPTO 3149914100 243 North Lindbergh Blvd St Louis MO 63141 Jonathan F Hymes Executive Director 3149914100 2024-11-01 true Kristen Hankins P01256574 3142315544 2024-11-01 2023 2024-10-15 13:58:12Z JONATHAN F HYMES 243 North Lindbergh Blvd St Louis MO 63141 531055 false X WWW.AOAFOUNDATION.ORG X 1973 MO OPTOMETRY CARES, THE AOA FOUNDATION, IS COMMITTED TO EXPAND EYE CARE AWARENESS, EDUCATION, RESEARCH, AND ACCESS TO EYE HEALTH AND VISION CARE TO EVERYONE IN THE U.S. 8 3 0 52 0 0 577312 460321 0 0 4192 6253 44841 46849 626345 513423 150848 85694 0 0 174101 189453 0 0 0 287839 234020 612788 509167 13557 4256 544990 535915 68369 64310 476621 471605 X To empower the optometric profession in providing awareness and access to health and vision care for the public. false false 202212 18148 OPPORTUNITIES IN OPTOMETRY GRANTS, ARCHIVES AND MUSEUM OF OPTOMETRY, STUDENT SCHOLARSHIP ENDOWMENT FUNDS AND OTHER FUNCTIONS TO SUPPORT THE 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. 66470 9346 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 THIS PROGRAM, AOA OPTOMETRISTS PROVIDE A 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. 51793 39000 OPPORTUNITIES IN OPTOMETRY IS DESIGNED AS A ONE-TIME STIPEND FOR UNDER-REPRESENTED MINORITY STUDENTS INTERESTED IN THE FIELD OF OPTOMETRY TO HELP DEFRAY COSTS ASSOCIATED WITH APPLYING TO OPTOMETRY SCHOOL. 31993 19200 OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. 31993 19200 352468 true true false false false false false false true false false false true false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true false true false true 14 0 true 0 false false false false false false false false false false false false X 8 3 false true false false true true false true true false false true true true true true true true true false CA CO CT FL GA AL HI KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA AR WA WV WI X RYAN P HAYES 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 BELINDA STARKEY OD PRESIDENT 2.0 14.0 X X 0 58284 0 HILARY HAWTHORNE OD VICE PRESIDENT 2.0 0.0 X X 0 0 0 MAHSA MASOUDI OD SECRETARY/TREASURER 2.0 0.0 X X 0 0 0 JACQUELINE M BOWEN OD TRUSTEE 2.0 17.0 X 0 58216 0 JASON COMPTON OD TRUSTEE 2.0 0.0 X 0 0 0 PAUL BARNEY OD TRUSTEE 2.0 12.0 X 0 39837 0 STEVEN T REED OD TRUSTEE 2.0 21.0 X 0 65089 0 TERI GEIST OD TRUSTEE 2.0 18.0 X 0 50064 0 JONATHAN F HYMES EXECUTIVE DIRECTOR 2.0 40.0 X 0 520338 31267 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 8.0 40.0 X 0 260336 16491 RYAN P HAYES CHIEF FINANCIAL AND TECHNOLOGY 2.0 40.0 X 0 260631 38829 0 1312795 86587 0 false true false 0 200000 260321 460321 0 0 0 0 0 1624 1624 0 0 4629 4629 0 4629 4629 64481 17632 46849 46849 0 0 0 0 0 513423 0 0 53102 85694 85694 0 0 149669 136841 12828 8059 7388 671 19798 16111 3687 11927 10904 1023 120000 120000 10973 8778 2195 89 89 20230 16352 3878 0 4331 4145 186 17890 14493 3397 15002 13515 1487 41364 34934 6430 ALL OTHER EXPENSES 3701 2961 740 STAFF TRAINING/CONTINUING EDUCATION 440 352 88 0 0 0 0 509167 352468 156699 0 292939 373826 6715 4629 0 0 0 0 0 0 0 0 90702 103518 0 0 154634 53942 544990 535915 68369 64310 0 0 0 0 68369 64310 X -743190 -714488 1219811 1186093 476621 471605 544990 535915 X 4256 8274 -17546 X false true X true false X 654230 1083334 698818 577312 460321 3474015 0 0 0 0 654230 1083334 698818 577312 460321 3474015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3474015 1933 2088 1277 1624 6922 0 0 1933 2088 1277 1624 6922 0 32513 20857 19366 61167 64481 198384 686743 1106124 720272 639756 526426 3679321 0.9442 0.9574 0 0.0013 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 32513.0, COLUMN B - 20857.0, COLUMN C - 19366.0, COLUMN D - 61167.0, COLUMN E - 64481.0, COLUMN F - 198384.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67336 2500 64836 69836 2500 67336 72336 2500 69836 74836 2500 72336 77336 2500 74836 0.0 0.7712 0.2288 false false OTHER RECEIVABLES, SHORT TERM 49270 OTHER RECEIVABLES, LONG TERM 4672 53942 1019585 8274 597563 605837 413748 99675 99675 513423 937997 428830 428830 509167 0 0 509167 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS 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 D, Part V, Line 4 Intended uses of endowment funds THE GALINA FUND WAS ESTABLISHED FOR THE PURPOSE OF OPTOMETRIC STUDENT EDUCATION SCHOLARSHIPS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 17632 CONTRIBUTED SERVICES - 411198 NET ASSETS RELEASED FROM RESTRICTION - 168733 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RESTRICTED CONTRIBUTIONS - 99675 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 17632 CONTRIBUTED SERVICES - 411198 5K RUN/WALK 54481 54481 17632 SUNSALE 10000 10000 0 0 64481 64481 17632 17632 46849 true DISASTER RELIEF 5 19200 OPPORTUNITIES IN OPTOMETRY 26 39000 SCHOLARSHIP AWARDS 3 15000 GIFTS/MEMORIALS 17 12494 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 COLLEGE APPLICANT AND THE COLLEGE DESIGNEE, ALL PRESS RELEASES, ALL INVOICE AND CHECK COPIES TO/FROM THE SPONSORSHIP COMPANIES FOR THE SCHOLARSHIP, ALL GRANT CHECKS AND ACKNOWLEDGEMENT LETTERS MAILED TO THE COLLEGE, ALL MISCELLANEOUS CORRESPONDENCE REGARDING THE SCHOLARSHIP PROGRAM. false false false false false false false false false RYAN P HAYES CHIEF FINANCIAL AND TECHNOLOGY 0 248418 0 10000 0 2213 0 13734 0 25095 0 299460 0 0 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 0 248284 0 10000 0 2052 0 13888 0 2603 0 276827 0 0 JONATHAN F HYMES EXECUTIVE DIRECTOR 0 493250 0 0 0 27088 0 18150 0 13117 0 551605 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Form 990, Part III, Line 4d Description of other program services (Expenses $ 31,993 including grants of $ 19,200) OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. Form 990, Part VI, Line 3 Delegation of management duties THROUGH A MANAGEMENT, SERVICES, AND AFFILIATION AGREEMENT, THE AMERICAN OPTOMETRIC ASSOCIATION PROVIDES STAFFING AND SUPPORT TO OPTOMETRY CARES - THE AOA FOUNDATION. Form 990, Part VI, Line 6 Classes of members or stockholders ACCORDING TO THE BYLAWS THE AMERICAN OPTOMETRIC ASSOCIATION IS THE SOLE MEMBER OF THE FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body ACCORDING TO THE ORGANIZATION'S BYLAWS, THE AMERICAN OPTOMETRIC ASSOCIATION APPOINTS, DESIGNATES OR ELECTS THE INDIVIDUALS TO SERVE AS DIRECTORS. THE BOARD MAY NOMINATE INDIVIDUALS FOR CONSIDERATION BY THE AMERICAN OPTOMETRIC ASSOCIATION. Form 990, Part VI, Line 11b Review of form 990 by governing body A 990 ONLINE ORGANIZER IS COMPILED BY AOA FINANCE. IT IS REVIEWED BY THE CFO AND IS THEN FORWARDED TO AN EXTERNAL ACCOUNTING FIRM FOR THEIR REVIEW. THE INFORMATION PROVIDED IN THE ORGANIZER IS THEN ENTERED INTO THE ELECTRONIC 990 FORMS AND RETURNED TO THE FOUNDATION. THE FINANCIAL ANALYST PERFORMS A SECOND REVIEW AND FORWARDS THE 990 TO THE CFO. THE CFO THEN 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 TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL EMPLOYEES, DIRECTORS, VOLUNTEERS AND/OR TRUSTEES ARE REQUIRED ANNUALLY (AND AT THE INITIAL POINT OF SERVICE) TO SIGN THE CONFLICT OF INTEREST POLICY AND NOTIFY THE ORGANIZATION OF ANY POTENTIAL CONFLICTS. INDIVIDUALS ARE NOT PAID OR REIMBURSED FOR EXPENSES UNTIL SUCH DISCLOSURE HAS BEEN SUBMITTED TO LEGAL EACH YEAR. LEGAL REVIEWS ALL COMPLETED POLICIES AND NOTIFIES SENIOR MANAGEMENT OF ANY POTENTIAL CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND LEGAL THEN DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FOUNDATION HAS A MANAGEMENT, STAFFING AND SERVICES CONTRACT WITH THE AMERICAN OPTOMETRIC ASSOCIATION (AOA). THROUGH THIS CONTRACT, STAFFING AND OTHER SERVICES ARE PROVIDED BY THE AOA AS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. BASED UPON THIS ARRANGEMENT, THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET AND APPROVED BY THE AOA EXECUTIVE DIRECTOR IN CONJUNCTION WITH AN INDEPENDENT COMPENSATIONANALYSIS BY A THIRD PARTY. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION UTILIZES AN EXTERNAL CONSULTANT TO PROVIDE A MARKET-BASED COMPENSATION RANGE FOR EVERY POSITION WITHIN THE ORGANIZATION. THESE RANGES ARE REVIEWED BY HUMAN RESOURCES TO DETERMINE ANY IRREGULARITIES IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION POLICY. THE ORGANIZATION PERFORMS THIS PROCESS TYPICALLY ON AN ANNUAL BASIS OR AS MARKET CONDITIONS REQUIRE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances PLEDGE ADJUSTMENT - -17546; AMERICAN OPTOMETRIC ASSOCIATION 243 N LINDBERGH BLVD ST LOUIS MO 63141 430684708 MEMBERSHIP MO 501(c)(6) NA false HEALTH CARE ALLIANCE FOR PATIENT SAFETY 1505 PRINCE STREET ALEXANDRIA VA 22314 823930070 ADVOCACY DE 501(c)(6) NA false AOA - PAC 1505 PRINCE STREET ALEXANDRIA VA 22314 521226965 ADVOCACY VA 527 AOA false AOA EXCEL INC 243 N LINDBERGH BLVD ST LOUIS MO 63141 455262310 MEMBERSHIP SRV MO AOA C Corporation false false false true false false false false false false false true false true false true true false false false AMERICAN OPTOMETRIC ASSOCIATION C 200000 FMV AMERICAN OPTOMETRIC ASSOCIATION K 120000 FMV AMERICAN OPTOMETRIC ASSOCIATION O 189454 FMV AMERICAN OPTOMETRIC ASSOCIATION P 260587 FMV AMERICAN OPTOMETRIC ASSOCIATION M 16632 FMV