OHIO OPTOMETRIC FOUNDATION INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OHIO OPTOMETRIC FOUNDATION INC (EIN 03-0504175)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349206950
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:13:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311401234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCURDY & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 ROBERTS RD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030504175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO OPTOMETRIC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 8008749111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST WILSON BRIDGE ROAD RM 240 | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR KEITH KERNS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8008749111 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEITH | PersonFirstNm |
| Person Last | KERNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512284 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTP://OHIO.AOA.ORG/XP422.XML | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $78,103 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $68,688 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,531 | InvestmentIncomeAmt |
| Fundraising Gross Income | $5,884 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,884 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $292 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$292 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $71,927 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $50,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $17,675 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $19,580 | OtherExpensesTotalAmt |
| Total Expenses | $87,255 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$15,328 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $304,252 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $288,924 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,404 | BOYAmt |
| EOY | $239,731 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,848 | BOYAmt |
| EOY | $67,702 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,252 | BOYAmt |
| EOY | $307,433 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,509 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,252 | BOYAmt |
| EOY | $288,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| THE I-SEE PROGRAM IS A VOLUNTEER PROGRAM ORGANIZED BY THE OHIO OPTOMETRIC FOUNDATION (OOF) AS AN IN-SCHOOL EYE EXAM PROGRAM. I-SEE SERVES GRADE SCHOOL STUDENTS BY PROVIDING FREE EXAMS AND EYE GLASSES FOR THOSE IN NEED. OOF HAS COMMITTED TO CONTRIBUTE 209,500 OVER A THREE YEAR PERIOD TOWARD THE ISEE WITH VISION TO LEARN PROGRAM. VISION TO LEARN PROVIDES FREE EYE CARE FOR SCHOOL AGE CHILDREN THAT ARE UNABLE TO AFFORD OPTOMETRY CARE. IN 2021, OOF CONTRIBUTED 50,000 TO THE PROGRAM. | $50,000 | $72,465 |
| THE OPTOMETRY GIVING SIGHT GRANT AIMS TO PERMANENTLY SOLVE THE PROBLEM OF PREVENTABLE BLINDNESS AND VISION IMPAIRMENT BY TRAINING, ESTABLISH, AND DELIVERING SUSTAINABLE SOLUTIONS IN UNDERSERVED COMMUNITIES WORLDWIDE. OPTOMETRY GIVING SIGHT OFFERS GRANTS TO ORGANIZATIONS THAT ARE INVOLVED IN OPTOMOETRY, SUPPORT OPTOMETRY, DELIVER EYE EXAMS AND LOW COST GLASSES TO THE UNDERPRIVILEGED AND PROVIDERS OF OPTOMETRY AND EDUCATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,465 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DR SHANE FOSTER | ||||
| PRESIDENT | 3.00 | $0 | ||
| DR KATHERINE FISHER | ||||
| VICE-PRESIDE | 000.00 | $0 | ||
| MR GREG TAPOCSI | ||||
| SECRETARY-TR | 000.00 | $0 | ||
| DR JOHN ARCHER | ||||
| DIRECTOR | 000.00 | $0 | ||
| DR BECKIE BROWN | ||||
| DIRECTOR | 000.00 | $0 | ||
| MS ANGIE HARTMAN | ||||
| DIRECTOR | 000.00 | $0 | ||
| MR KEITH KERNS | ||||
| DIRECTOR | 2.00 | $193,935 | $13,574 | $17,067 |
| DR TRACEY G NEEDHAM | ||||
| DIRECTOR | 2.00 | $0 | ||
| MS SHANA SMITH | ||||
| DIRECTOR | 000.00 | $0 | ||
| DR JEFF SZYMANSKI | ||||
| DIRECTOR | 000.00 | $0 | ||
| DR SAMANTHA ZACZYK | ||||
| DIRECTOR | 000.00 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR KEITH KERNS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E WILSON BRIDGE ROAD RM 240 | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008749111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,688 | CurrentTaxYearAmt |
| Total | $241,433 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,688 | CurrentTaxYearAmt |
| Total | $241,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $241,433 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,531 | CurrentTaxYearAmt |
| Total | $10,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $252,148 | TotalSupportAmt |
| Public Support CY170 | 0.95750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $32,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,866 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,884 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,884 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $32,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,866 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,884 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,884 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: VISION TO LEARN ADDRESS: 12100 WILSHIRE BOULEVARD SUITE 1275 LOS ANGELES, CA 90025 CASH CONTRIBUTION: 50,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSES 3,522 INSURANCE 668 ASSISTANCE AND PROGRAM 2,093 BANK/MERCHANT FEES 1,690 OTHER EXPENSE 296 EQUIPMENT EXPENSE 8,094 NON-INVESTMENT DEPRECIATION 3,217 TOTAL 19,580 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 292 0 PREPAID EXPENSES AND DEFERRED CHARGES 973 0 21,248 45,024 LESS ACCUMULATED DEPRECIATION 5,124 8,342 LIFE INSURANCE - CSV 27,959 31,020 DEPOSITS 500 0 TOTAL 45,848 67,702 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 18,509 |
| FORM 990-EZ, PART III | TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. |
| FORM 990-EZ, PART III, LINE 28 | THE I-SEE PROGRAM IS A VOLUNTEER PROGRAM ORGANIZED BY THE OHIO OPTOMETRIC FOUNDATION (OOF) AS AN IN-SCHOOL EYE EXAM PROGRAM. I-SEE SERVES GRADE SCHOOL STUDENTS BY PROVIDING FREE EXAMS AND EYE GLASSES FOR THOSE IN NEED. OOF HAS COMMITTED TO CONTRIBUTE 209,500 OVER A THREE YEAR PERIOD TOWARD THE ISEE WITH VISION TO LEARN PROGRAM. VISION TO LEARN PROVIDES FREE EYE CARE FOR SCHOOL AGE CHILDREN THAT ARE UNABLE TO AFFORD OPTOMETRY CARE. IN 2021, OOF CONTRIBUTED 50,000 TO THE PROGRAM. |
| FORM 990-EZ, PART III, LINE 29 | THE OPTOMETRY GIVING SIGHT GRANT AIMS TO PERMANENTLY SOLVE THE PROBLEM OF PREVENTABLE BLINDNESS AND VISION IMPAIRMENT BY TRAINING, ESTABLISH, AND DELIVERING SUSTAINABLE SOLUTIONS IN UNDERSERVED COMMUNITIES WORLDWIDE. OPTOMETRY GIVING SIGHT OFFERS GRANTS TO ORGANIZATIONS THAT ARE INVOLVED IN OPTOMOETRY, SUPPORT OPTOMETRY, DELIVER EYE EXAMS AND LOW COST GLASSES TO THE UNDERPRIVILEGED AND PROVIDERS OF OPTOMETRY AND EDUCATION. |