2024-11-12T13:14:23-08:00 2023-12-31 462979080 Allman & Associates Inc 9600 Great Hills Trail Suite 150W Austin TX 78759 990 2023-01-01 741138105 TEXAS OPTOMETRIC ASSOCIATION INC TEXA 5127072020 3011 N LAMAR BLVD AUSTIN TX 78705 JENNIFER DEAKINS PRESIDENT 5127072020 2024-11-12 true true Peter L Allman CPA P00648533 5125023077 2024-11-12 2023 2024-10-15 13:58:12Z SHERRY BALLANCE 3011 N LAMAR BLVD STE 300 AUSTIN TX 78705 2717071 false X WWW.TEXAS.AOA.ORG X 1900 TX DOCTORS OF OPTOMETRY WORKING TOGETHER TO ADVANCE EXCELLENCE IN EYECARE FOR EVERY TEXAN. 13 13 5 0 0 0 1192688 1355886 927554 1021289 41471 65640 79576 94333 2241289 2537148 0 0 475514 488037 0 0 1671083 1899903 2146597 2387940 94692 149208 6160064 6782956 2361550 2336995 3798514 4445961 DOCTORS OF OPTOMETRY WORKING TOGETHER TO ADVANCE EXCELLENCE IN EYECARE FOR EVERY TEXAN. false false PRODUCTION OF ANNUAL CONVENTION - PROVIDES EDUCATIONAL, PROFESSIONAL, AND SOCIAL ACTIVITIES FOR MEMBERS. PRODUCTION OF ASSOCIATIONS JOURNAL - PROVIDES INFORMATION TO MEMBERS CONCERNING THE PROFESSION AND INDUSTRY. ROYALTY PROGRAMS - THE ASSOCIATION ALLOWS CERTAIN BUSINESSES AND ORGANIZATIONS TO PROVIDE GOODS AND SERVICES TO MEMBERS AT DISCOUNTS TO MEMBERS. false true false true false false false true false true false false false true true false true false false false false false false false false false false false false false false false false false false false false false false false true false false true 24 0 5 true true true false false false false false false false X 13 13 false false false false false false true true true false true true false true true true true true true false false X THE ORGANIZATION 5127072020 3011 N LAMAR BLVD STE 300 AUSTIN TX 78705 JENNIFER DEAKINS PRESIDENT 10.00 X X 10000 0 0 KUMAR PATEL PRESIDENT-ELECT 10.00 X X 0 0 0 BETH ROBINSON SECRETARY/TREASURER 10.00 X X 0 0 0 MATT VALDES IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 ADAM COX TRUSTEE 5.00 X 0 0 0 MICHAEL MALDONADO TRUSTEE 5.00 X 1600 0 0 VISSETT SUN TRUSTEE 5.00 X 0 0 0 DAVID DINH TRUSTEE 5.00 X 0 0 0 SHAWN PRAPTA TRUSTEE 5.00 X 0 0 0 AJAY PATEL TRUSTEE 5.00 X 0 0 0 RYAN PATEL TRUSTEE 5.00 X 0 0 0 NEHA PATEL TRUSTEE 5.00 X 0 0 0 KIMBERLY WAMPLER TRUSTEE 5.00 X 0 0 0 SHERRY BALLANCE EXECUTIVE DIRECTOR 40.00 X 129393 0 18287 140993 0 18287 1 false false false NIEMANN & HEYER LLP 1122 COLORADO STE 313 AUSTIN TX 78701 LEGAL 102307 TEXAS POLITICAL SOLUTIONS LLC PO BOX 685201 AUSTIN TX 78768 LOBBYING 120000 2 1200386 155500 1355886 CONFERENCE & MEETINGS 900099 1021289 0 0 1021289 65640 0 65640 28500 0 0 28500 238931 179923 59008 59008 59008 OTHER REVENUE 900999 6825 6825 0 0 6825 2537148 1028114 0 153148 147680 0 0 0 259011 0 0 0 17538 0 0 0 33515 0 0 0 30293 0 0 0 231562 0 0 0 14070 0 0 0 127800 0 0 0 96881 0 0 0 89959 0 0 0 30334 0 0 0 66562 0 0 0 14388 0 0 0 1142400 0 0 0 26760 0 0 0 36201 0 0 0 8322 0 0 0 LEGAL DEFENSE FUND 14664 0 0 0 2387940 0 0 0 549723 629441 50000 11860 30666 45588 46995 3820240 1000084 2854959 2820156 2677854 3190688 20080 15010 6160064 6782956 151752 125833 284317 344822 237398 250391 1650624 1583490 37459 32459 2361550 2336995 X 3798514 4305125 140836 3798514 4445961 6160064 6782956 149208 498239 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 1200386 127800 127800 190861 0 false true 0 753600 753600 2886747 827118 2059629 179893 172966 6927 2820156 SECURITY DEPOSIT 17241 RIGHT OF USE LEASE LIABILITIES 15218 32459 X Pt X, Line 2 THE ASSOCIATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GAAP, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATIONS FINANCIAL POSITION, CHANGES IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2021. THE ASSOCIATION IS SUBJECT TO INCOME TAX AUDITS FOR THE PREVIOUS THREE YEARS WHICH ARE OPEN. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. Pt IV, Line 2b DUES ARE COLLECTED AND HELD IN ESCROW FOR THE NATIONAL TRADE ASSOCIATION (AMERICAN OPTOMETRIC ASSOCIATION) AND REMITTED TO THEM MONTHLY. ALSO ADDITIONAL COLLECTIONS ARE HELD IN ESCROW FOR SPECIFIC RELATED PURPOSES. Pt VI, Line 7b THE ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD WHICH AUTHORIZES THEM AND APPROVES THE MINUTES AT EACH SUBSEQUENT BOARD MEETING. THE ENTIRE YEARS MINUTES ARE THEN VOTED ON AND APPROVED BY THE HOUSE OF DELEGATES AT THE ANNUAL CONVENTION EACH YEAR. THAT BODY ALSO APPROVES THE MINUTES FROM THE PREVIOUS YEARS HOUSE OF DELEGATES. Pt VI, Line 11b THE EXECUTIVE BOARD REVIEWS AND APPROVES THE FORM 990. Pt VI, Line 12c THE BOARD REVIEWS ANY CONFLICT OF INTEREST ISSUES AT LEAST ANNUALLY, BASED ON THE ORGANIZATIONS CONFLICT OF INTEREST POLICY. Pt VI, Line 15a ONCE A YEAR AT BUDGET TIME, THE EXECUTIVE COMMITTEE REVIEWS AND EVALUATES THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTORS COMPENSATION IS RECOMMENDED, REVIEWED AND APPROVED BY THE APPROPRIATE COMMITTEE AND THE BOARD OF DIRECTORS. Pt VI, Line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ANNUAL CONVENTION DURING THE HOUSE OF DELEGATES MEETING. TEXAS OPTOMETRIC PAC 3011 N LAMAR BLVD AUSTIN TX 78705 742460494 ADVANCEMENT OF THE OPTOMETRIC PROFESSION TX 527 false false false false false false false false false false true false false false false false false false false false TEXAS OPTOMETRIC PAC j 9000 ACTUAL CASH VALUE