2022-05-16T12:02:41-05:00 2021-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-07-01 521147697 AMERICAN BOARD OF OPTICIANRY AND NATIONAL CONTACT LENS EXAMINERS INC AMER 7037195800 217 N UPPER STREET NO 201 LEXINGTON KY 40507 CARRI RIVERA CO-CHAIR 7037195800 2022-05-16 1 CARRI RIVERA 999009999 FRANK H SMITH P00639053 2022274000 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CARRI RIVERA 217 N UPPER STREET NO 201 LEXINGTON KY 40507 2870970 0 X WWW.ABO-NCLE.ORG X 1979 DC RECOGNIZE QUALIFIED OPHTHALMIC DISPENSERS AT VARIOUS LEVELS OF PROFICIENCY FOR CONSUMERS. 21 21 6 106 0 0 0 0 3116799 2789355 352533 71565 18839 10050 3488171 2870970 446875 179725 0 0 494683 531402 0 0 0 2073542 1351928 3015100 2063055 473071 807915 3831350 4919258 549567 295884 3281783 4623374 AMERICAN BOARD OF OPTICIANRY AND NATIONAL CONTACT LENS EXAMINERS, INC.'S (ABO-NCLE) MISSION IS TO IDENTIFY QUALIFIED EYEWEAR PROVIDERS BY EXAMINATION, URGE GROWTH OF OPTICAL SKILLS WITH CONTINUING EDUCATION AND APPROVE CONTINUING EDUCATION. 0 0 EXAMINATIONS - MAINTAIN AND ADMINISTER THE NATIONAL OPTICIANRY COMPETENCY EXAM, THE ADVANCED OPTICIANRY COMPETENCY EXAM, AND THE MASTER IN OPHTHALMIC OPTICS PROGRAM. ADOPT CONTINUING EDUCATION REQUIREMENTS FOR RECERTIFICATION. RECERTIFICATION - WE PAID FOR NEW CERTIFICATES TO BE SENT OUT TO ALL RENEWALS IN ORDER TO STOP SENDING, EVERY YEAR, STICKERS TO BE AFFIXED GM THE CERTIFICATES THAT USED TO CONTAIN "EXPIRATION DATES." INSTEAD, NOW, THERE IS ONE CERTIFICATE, WITH AN UPFRONT COST TO ABO, BUT MUCH LESS EXPENSE GOING FORWARD. WE NOW ISSUE CARDS WITH EXPIRATION DATES AND CLEANED UP THE WALL CERTIFICATES. THAT MEANS THAT ALL 10,000 CURRENT CERTIFICANTS GOT NEW ENGRAVED WALL CERTIFICATES. AWARENESS AND OUTREACH - THE AWARENESS AND OUTREACH PROGRAM INVOLVES OUR ATTENDANCE AT STATE SOCIETY CONFERENCES, CORPORATE CONFERENCES, AND REGIONAL MEETINGS/CONFERENCES. WE PROVIDE FINANCIAL AND OTHER SUPPORT TO NON-PROFIT OPTICIANRY PROGRAMS IN ORDER TO PROMOTE THE NEED FOR CERTIFICATION AND CONTINUING EDUCATION IN THE FIELDS OF OPTICIANRY AND CONTACT LENS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 5 0 1 6 1 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES MORRIS 7037195800 217 N UPPER STREET NO 201 LEXINGTON KY 40507 X DAVE MELDRUM CHAIR 8.00 X X 0 0 0 CARRI RIVERA CHAIR 8.00 X X 0 0 0 SANDY BROWN VICE CHAIR 4.00 X X 0 0 0 DANNY THOMAS VICE CHAIR 4.00 X X 0 0 0 TOM BARRACATO TREASURER 4.00 X X 0 0 0 BW PHILLIPS TREASURER 4.00 X X 0 0 0 RUSS FRITZ SECRETARY 4.00 X X 0 0 0 PHERNELL WALKER SECRETARY 4.00 X X 0 0 0 JANET ACARA DIRECTOR 2.00 X 0 0 0 LADONNA BUCKNER DIRECTOR 2.00 X 0 0 0 CURT DUFF DIRECTOR 2.00 X 0 0 0 ROY FERGUSON DIRECTOR 2.00 X 0 0 0 DIANN FINISECY DIRECTOR 2.00 X 0 0 0 BEV HARPER DIRECTOR 2.00 X 0 0 0 SHERRIE LEE YOUNG DIRECTOR 2.00 X 0 0 0 PABLO MERCADO DIRECTOR 2.00 X 0 0 0 TINA PALUMBO DIRECTOR 2.00 X 0 0 0 MARYANN SANTOS DIRECTOR 2.00 X 0 0 0 BERNIE STEWART DIRECTOR 2.00 X 0 0 0 BILL UNDERWOOD DIRECTOR 2.00 X 0 0 0 BLAIR WONG DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 PROMETRIC PO BOX 223608 PITTSBURGH PA 15251 EXAM ADMINISTRATION SERVICES 608625 MORRIS & MORRIS PSC 217 N UPPER STREET LEXINGTON KY 40507 PROFESSIONAL MANAGEMENT SERVICES 360000 GRF CPAS AND ADVISORS 4550 MONTGOMERY AVE SUITE 800 N BETHESDA MD 20814 OUTSOURCED ACCOUNTING 127520 3 RECERTIFICATION FEES 900099 1387435 1387435 EXAMINATION FEES 900099 1136070 1136070 CONT. EDU. CERTIF FEES 900099 236708 236708 OTHER FEES 900099 29142 29142 2789355 71565 71565 1886 0 1886 1886 SHIPPING & MERCHANDISE 900099 7964 7964 RESTITUTION 900099 200 200 8164 2870970 2797519 0 73451 179725 382006 6403 112883 30110 360000 845 166444 15751 2185 150422 117956 15000 28157 728 143603 620 EXAM ADMINISTRATION 331579 MISCELLANEOUS EXPENSES 18126 TAXES 512 2063055 542453 995715 244238 88131 7035 10660 24899 59368 1133268 634063 465436 499205 2547289 3266179 3831350 4919258 283617 150596 265950 145288 549567 295884 X 3281783 4623374 3281783 4623374 3831350 4919258 X 807915 506969 1707 25000 X 0 1 X 1 0 45231 28654 16577 1088037 605409 482628 499205 X PART X, LINE 2: THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE COMBINED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS, AND THERE ARE CURRENTLY NO EXAMINATIONS IN PROCESS. 1 NATIONAL ACADEMY OF OPTICIANRY 8401 CORPORATE DRIVE SUITE 605 LANDOVER MD 20785 382177815 501(C)(3) 72500 BOARD APPROVED GRANT OPTICIANS ASSOCIATION OF AMERICA 4064 E FIR HILL DRIVE LAKELAND TN 38002 135573087 501(C)(6) 72500 BOARD APPROVED GRANT NATIONAL FEDERATION OF OPTICIANRY SCHOOLS 9450 BENN ROAD PARMA MI 49269 541964270 501(C)(3) 15000 BOARD APPROVED GRANT OPTICIANS ASSOCIATION OF KENTUCKY 233 SOUTH POINT DRIVE LEXINGTON KY 40515 5000 BOARD APPROVED GRANT OPTICIANS ASSOCIATION OF OHIO PO BOX 578 MILFORD OH 45150 346571415 501(C)(6) 6000 BOARD APPROVED GRANT PROFESSIONAL OPTICIANS OF FLORIDA PO BOX 1296 CRAWFORDVILLE FL 32326 592114923 501(C)(6) 6000 BOARD APPROVED GRANT 2 4 PART I, LINE 2: ABO-NCLE WORKS WITH THE GRANTEE ORGANIZATIONS TO ENSURE COMPLIANCE WITH REGULATORY OVERSIGHT AND THE CONTRACTUAL OBLIGATIONS OF THE GRANT. ABO-NCLE REQUIRES DOCUMENTATION AND EXPLANATION OF THE UTILIZATION OF MONIES FROM ABO-NCLE. FURTHERMORE, THE GRANTEE IS REQUIRED TO PROVIDE PERIODIC WRITTEN SUBSTANTIATIONS AND SCHEDULES THAT REPORT ON GRANT USAGE. FORM 990, PART VI, SECTION A, LINE 3 ABO-NCLE HIRED AN UNRELATED MANAGEMENT COMPANY, MORRIS & MORRIS, PSC TO PROVIDE EXECUTIVE DIRECTOR SERVICES ALONG WITH OTHER STAFFING SERVICES, OVERHEAD, ETC. FOR THE YEAR ENDED JUNE 30, 2021, AND PAID $360,000 TO MORRIS & MORRIS, PSC IN 2020 REPORTABLE COMPENSATION FOR THESE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. IT IS THEN REVIEWED BY THE EXECUTIVE AND FINANCE COMMITTEES INDEPENDENTLY. THE FEDERAL FORM 990 IS THEN SENT TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT AND THE BYLAWS OUTLINE THE BOARD MEMBERS RESPONSIBILITY IN MATTERS WHERE A CONFLICT MIGHT EXIST. IN ADDITION, THE BOARD OF DIRECTORS, DURING EXECUTIVE SESSION, DISCUSS POSSIBLE CONFLICTS AND DETERMINE THE APPROPRIATE COURSE OF ACTION. FINALLY, A REPORTING STRUCTURE HAS BEEN ESTABLISHED SO AS TO INFORM ABO-NCLE OF ANY POTENTIAL CONFLICTS OF INTEREST BY EMPLOYEES AND/OR BOARD MEMBERS, WHICH THEN RESULTS IN AN INVESTIGATION INTO ANY SUCH ALLEGATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND THE FILED FEDERAL FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RETURNED GRANTS 25,000. EDUCATIONAL FOUNDATION IN OPHTHALMIC OPTICS 217 N UPPER STREET LEXINGTON KY 40507 416035017 TO PROMOTE DEVELOPMENT OF STUDY IN THE FIELD OF OPHTHALMIC OPTICS MN 501(C)(3) LINE 12A, I ABONCLE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0