2026-02-16T17:51:56+00:00 2025-04-30 440160260 Forvis Mazars LLP 1401 50th Street Suite 350 West Des Moines IA 502665935 990 2024-05-01 420659875 Iowa Optometric Association IOWA 5152225679 6150 Village View Drive 105 West Des Moines IA 50266 Gary Ellis EXECUTIVE DIRECTOR 2026-02-17 true Kristin Tynon P01063388 5152230159 2026-02-17 2024 2025-03-06 01:10:19Z Gary Ellis 6150 Village View Drive 105 West Des Moines IA 50266 1306911 false X WWW.IOWAOPTOMETRY.ORG X 1898 IA THE IOWA OPTOMETRIC ASSOCIATION IS A STATEWIDE PROFESSIONAL ASSOCIATION OF OPTOMETRISTS. 10 10 2 65 11160 0 0 0 1231432 1199979 85931 70242 70105 36690 1387468 1306911 12000 12000 0 221579 229476 0 0 1142821 1055290 1376400 1296766 11068 10145 3823315 3980219 1642 1765 3821673 3978454 THE IOWA OPTOMETRIC ASSOCIATION IS A STATEWIDE PROFESSIONAL ASSOCIATION OF OPTOMETRISTS. false false THE ASSOCIATION PROVIDES EDUCATIONAL SEMINARS TO MEMBERS. THESE SEMINARS ARE USED TO MEET CONTINUING EDUCATION REQUIREMENTS FOR LICENSE RENEWAL BY APPROXIMATELY 650 DOCTORS OF OPTOMETRY. THE ASSOCIATION PROMOTES HEALTHY VISION FOR CHILDREN BY ANNUALLY DISTRIBUTING 200,000 STUDENT VISION CARDS TO EVERY SCHOOL DISTRICT IN IOWA. THE ASSOCIATION ATTEMPTS TO INFLUENCE LEGISLATION WHICH IMPACTS MEMBERS BY HIRING A PROFESSIONAL LOBBYIST AND BY PROVIDING MEETINGS FOR MEMBERS TO MEET LEGISLATORS. THIS BENEFITS ALL MEMBERS. THE ASSOCIATION HIRES STAFF TO ASSIST MEMBERS IN MAXIMIZING INCOME FROM THIRD PARTY PAYERS FOR OPTOMETRIC SERVICES. APPROXIMATELY 250 MEMBERS USE THIS SERVICE. 0 false false false false true false false false false true true false false true false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false true 12 0 true 2 true true true false false false false false false false X 10 10 false false false false true true true true true false false false true true true true true true true false false false X GARY ELLIS 5152225679 6150 VILLAGE VIEW DRIVE105 WEST DES MOINES IA 50266 Benjamin Uhl OD Secretary/Treasurer 2.0 0.0 X X 0 0 0 DONALD FURMAN OD Past-President 2.0 0.0 X X 0 0 0 JASON MAASDAM OD Vice President 2.0 0.0 X X 0 0 0 KEITH SCHRUNK OD President-Elect 2.0 0.0 X X 0 0 0 MICHAEL KRUGER OD PRESIDENT 2.0 0.0 X X 0 0 0 Chad Klein OD Trustee 2.0 0.0 X 0 0 0 JAYME WILHELM OD TRUSTEE 2.0 0.0 X 0 0 0 Jeffrey Manternach OD Trustee 2.0 0.0 X 0 0 0 MELISSA BILLINGS OD TRUSTEE 2.0 0.0 X 0 0 0 MOLLY WALKER OD TRUSTEE 2.0 0.0 X 0 0 0 GARY ELLIS EXECUTIVE DIRECTOR 40.0 0.0 X 162612 0 44340 162612 0 44340 1 false true false ASSOCIATION BENEFIT PLANS LLC 4128 25TH AVE NORWALK IA 50211 THIRD PARTY CONSULTING 114400 1 0 MEMBERSHIP DUES 900099 868718 868718 HAWKEYE INS. SEMINAR 900099 142670 142670 ANNUAL CONGRESS 900099 148700 148700 OMAHA SEMINAR 900099 39651 39651 OTHER MEETINGS 900099 240 240 0 0 0 0 1199979 70242 70242 0 0 0 0 MISCELLANEOUS INCOME 900099 12024 12024 COMMISSIONS INCOME 517000 14842 1336 13506 ADVERTISING INCOME 541800 9824 9824 0 0 0 0 36690 1306911 1199979 11160 95772 12000 212942 2355 1056 13123 8400 17480 47000 117400 40723 65969 5041 41950 217629 16784 38746 DUES 373434 PUBLIC RELATIONS 22326 REPAIRS & MAINTENANCE 2324 40084 1296766 407073 411358 1709544 1732310 0 0 0 0 572799 493359 96223 79440 0 0 1610475 1757111 3823315 3980219 1642 1765 0 0 0 0 1642 1765 X 3821673 3978454 3821673 3978454 3823315 3980219 X 10145 146636 X false false false false false true 868718 73806 7710 81516 78185 3331 0 1610475 44061 102575 1757111 1577150 31534 1791 1610475 1523968 43598 9584 1577150 1424228 31534 68206 1523968 1335639 15987 72602 1424228 1.0 0.0 0.0 false false 46200 46200 289471 256231 33240 237128 237128 0 79440 CASH SURRENDER VAL - LIFE INS 1757111 1757111 Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS MAINTAINED FOR THE ASSOCIATION'S FUTURE BENEFIT AND CONTINUATION. true STATE UNIVERSITY OF IOWA FOUNDATION ONE WEST PARK ROAD IOWA CITY IA 52242 420796760 501(C)(3) 12000 KIDSSIGHT VISION 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE GRANT WAS PROVIDED TO A PUBLIC CHARITY WHO HAS A CLOSE WORKING RELATIONSHIP WITH IOA. THE ORGANIZATION STRIVES TO FURTHER SUPPORT THE OPERATIONS OF IOA. THEREFORE, THE USE OF THE GRANTED FUNDS ARE MONITORED THROUGH THE CLOSE WORKING RELATIONSHIP WITH THE ORGANIZATION. X true true X X X false false false GARY ELLIS EXECUTIVE DIRECTOR 162612 0 0 0 0 0 19540 0 24800 0 206952 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE ORGANIZATION PROVIDED SOCIAL CLUB DUES TO GARY ELLIS WHICH ARE NOT INCLUDED AS TAXABLE INCOME IN HIS W-2. Form 990, Part VI, Line 6 Classes of members or stockholders ALL MEMBERS HAVE VOTING RIGHTS IF THEY CHOOSE TO BE A DELEGATE AT THE ANNUAL MEETING. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE ORGANIZATION'S BOARD OF DIRECTORS WILL HAVE MEMBERS VOTE ON CERTAIN ISSUES. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S ACCOUNTING SERVICES PROVIDER. ANY CHANGES OR CLARIFICATIONS THAT NEED TO BE INCORPORATED INTO THE RETURN ARE MADE. A FINAL COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A FORM REGARDING THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR AND THE REST OF THE EXECUTIVE COMMITTEE OVERSEE THE MONITORING PROCESS. IF A POTENTIAL CONFLICT OF INTEREST EXISTS, A BOARD MEMBER IS EXCUSED FROM THE MEETING AND NOT ALLOWED TO PARTICIPATE IN DISCUSSION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE DIRECTOR IS GIVEN A 5-YEAR CONTRACT, BASED ON SALARIES OF OTHER SIMILAR ORGANIZATIONS IN THE AREA. THE FINANCE COMMITTEE DETERMINES THE AMOUNT, AND THE BOARD REVIEWS AND APPROVES THE COMPENSATION. THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEWED AND ESTABLISHED THE CURRENT 5-YEAR CONTRACT IN 2025. Form 990, Part VI, Line 19 Required documents available to the public IOWA OPTOMETRIC ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ENDOWMENT FUNDS CASH SURRENDER VALUE ADJUSTMENT - 146636; Total - 146636;