2025-10-27T14:48:06+00:00 2024-12-31 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2024-01-01 237292391 Optometry Cares - The AOA Foundation OPTO 3149914100 243 North Lindbergh Blvd St Louis MO 63141 Jonathan Hymes Executive Director 3149914100 2025-10-27 true Kristen Hankins P01256574 3142315544 2025-10-27 2024 2025-03-06 01:10:19Z JONATHAN HYMES 243 North Lindbergh Blvd St Louis MO 63141 4667639 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 49 0 460321 4599140 0 0 6253 9062 46849 47350 513423 4655552 85694 470965 0 0 189453 219170 0 0 0 234020 227256 509167 917391 4256 3738161 535915 4279418 64310 68590 471605 4210828 X TO EMPOWER THE OPTOMETRIC PROFESSION IN PROVIDING AWARENESS AND ACCESS TO HEALTH AND VISION CARE FOR THE PUBLIC. false false 304079 276465 OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT. 163844 153000 THE GOLDEN OPPORTUNITY AWARD IS PRESENTED TO APPLICANTS WHO WISH TO ACHIEVE THE DREAM OF OWNING THEIR FIRST INDEPENDENT PRACTICE. 155267 0 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. 147955 41500 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. 147955 41500 771145 true true false 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 false false true false 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 false true true true true true true true true false 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 HAYES 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 BELINDA STARKEY OD PRESIDENT 2.0 14.0 X X 0 42015 0 HILARY HAWTHORNE OD VICE PRESIDENT 2.0 0 X X 0 0 0 TERI GEIST OD SECRETARY TREASURER 2.0 14.0 X X 0 39983 0 BRAD LANE OD TRUSTEE 2.0 0 X 0 0 0 JACQUELINE M BOWEN OD TRUSTEE 2.0 16.0 X 0 63750 0 JASON COMPTON OD TRUSTEE 2.0 0 X 0 0 0 MARGARET MARIE READ OD TRUSTEE 2.0 14.0 X 0 45348 0 PAUL BARNEY OD TRUSTEE 2.0 12.0 X 0 36334 0 JONATHAN HYMES EXECUTIVE DIRECTOR 2.0 40.0 X 0 521085 31267 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 8.0 34.0 X 0 269511 15953 RYAN HAYES CHIEF FINANCIAL/TECHNOLOGY OFFICER 2.0 40.0 X 0 270565 41701 0 1288591 88921 0 false true false 0 325000 4274140 4599140 0 0 0 0 0 655 655 0 0 8407 8407 0 8407 8407 59437 0 12087 47350 47350 0 0 0 0 0 4655552 0 0 56412 470965 470965 0 0 163962 156860 7102 8963 8583 380 32734 31491 1243 13511 12854 657 120000 120000 1003 802 201 12159 9727 2432 401 401 11496 9227 2269 0 3922 3394 528 1568 1374 194 12442 10094 2348 9910 8414 1496 22712 17463 5249 Plaques/Memorials 22876 22876 Bank service charges 8097 6487 1610 Dues/Membership Fees 385 308 77 Staff Training/Continuing Education 160 128 32 125 98 27 0 917391 771145 146246 0 373826 416899 0 3250483 4629 44982 0 0 0 0 4745 0 0 0 0 103518 112586 0 0 53942 449723 535915 4279418 64310 58590 10000 0 0 0 0 64310 68590 X -714488 2720762 1186093 1490066 471605 4210828 535915 4279418 3738161 1062 0 X false true true false X 1083334 698818 577312 460321 4599140 7418925 0 0 0 0 1083334 698818 577312 460321 4599140 7418925 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7418925 1933 2088 1277 1624 655 7577 0 1933 2088 1277 1624 655 7577 0 20857 19366 61167 64481 59437 225308 1106124 720272 639756 526426 4659232 7651810 0.96956 0.94420 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 20857.0, COLUMN B - 19366.0, COLUMN C - 61167.0, COLUMN D - 64481.0, COLUMN E - 59437.0, COLUMN F - 225308.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64836 2500 62336 67336 2500 64836 69836 2500 67336 72336 2500 69836 74836 2500 72336 0.0 0.8021 0.1979 false false OTHER RECEIVABLES 449723 449723 4772209 1062 407481 420850 829393 3942816 712736 712736 4655552 1336959 407481 12087 419568 917391 0 0 917391 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 - 12087 NET ASSETS RELEASED FROM RESTRICTION - 408763 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RESTRICTED CONTRIBUTIONS - 712736 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 12087 5K RUN/WALK 59437 59437 12087 0 0 59437 59437 12087 12087 47350 true DISASTER RELIEF 193 276465 GOLDEN OPPORTUNITY AWARD 6 153000 OPPPORTUNITIES IN OPTOMETRY 17 25500 SCHOLARSHIP AWARDS 3 15000 W. DAVID SULLINS O.D. MEMORIAL FUND 1 1000 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 HAYES CHIEF FINANCIAL/TECHNOLOGY OFFICER 0 259011 0 10000 0 1554 0 14253 0 27448 0 312266 0 0 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 0 258216 0 10000 0 1295 0 13324 0 2629 0 285464 0 0 JONATHAN HYMES EXECUTIVE DIRECTOR 0 493997 0 0 0 27088 0 18150 0 13117 0 552352 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 4a-4c Description of program services (Expenses $ 147,955 including grants of $ 41,500) 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. 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. 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 219170 FMV HEALTH CARE ALLIANCE FOR PATIENT SAFETY C 75000 FMV AOA EXCEL INC C 50000 FMV