OHIO OPTOMETRIC FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OHIO OPTOMETRIC FOUNDATION INC (EIN 03-0504175)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-15
- IRS object ID
- 201732279349301628
- Schema version
- 2016v3.0
- 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 | 2017-08-15T11:16:48-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 8008749111 | PhoneNum |
| Signature | 2017-08-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MCCURDY CPA | PreparerPersonNm |
| PTIN | P00086054 | PTIN |
| Phone | 6149512298 | PhoneNum |
| Preparation | 2017-08-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 489524A49916DF07C16D8A6D83D47283B4068934 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 489524A49916DF07C16D8A6D83D47283B4068934 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MR KEITH KERNS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NORTH HIGH STREET | AddressLine1Txt |
| Address Line2 | SUITE 315 | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $127,729 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://OHIO.AOA.ORG/XP422.XML | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $64,880 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,354 | PYOtherRevenueAmt |
| CY Other Revenue | $48,557 | CYOtherRevenueAmt |
| PY Total Revenue | $61,654 | PYTotalRevenueAmt |
| CY Total Revenue | $114,998 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $62,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,818 | PYOtherExpensesAmt |
| CY Other Expenses | $34,718 | CYOtherExpensesAmt |
| PY Total Expenses | $98,818 | PYTotalExpensesAmt |
| CY Total Expenses | $104,718 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,280 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $232,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $230,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $240,734 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $80,067 | ExpenseAmt |
| Grant | $70,000 | GrantAmt |
| Desc | SCHOLARSHIPS ARE PROVIDED TO OPTOMETRIC STUDENTS ENROLLED IN AN ACCREDITED COLLEGE OF OPTOMETRY. THE PURPOSE OF THE SCHOLARSHIPS ARE TO PROVIDE RELIEF TO THE EXCESSIVELY HIGH COST OF EDUCATION AND ARE AVAILABLE TO STUDENTS COMMITTED TO SERVE IN THE OPTOMETRIC PROFESSION. | Desc |
| Total Program Service Expenses | $80,067 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH R KERNS | PersonNm |
| Phone | 6147810708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E WILSON BRIDGE ROAD | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MR KEITH KERNS | |||||||
| SECRETARY-TR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $176,038 | $25,640 |
| DR TRACEY G NEEDHAM | |||||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR DENNIS ROARK | |||||||
| VICE-PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR GREG HICKS | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| DR CHERYL ARCHER | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| DR JOHN ART | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| MS STACEY BOROWICZ | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| DR DONALD MURPHY | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT HILL | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $176,038 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,640 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $64,880 | AllOtherContributionsAmt |
| Total Contributions | $64,880 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,561 | TotalRevenueColumnAmt |
| Exclusion | $1,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,850 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,344 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,506 | TotalRevenueColumnAmt |
| Exclusion | $48,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $438 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $387 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,998 | TotalRevenueColumnAmt |
| Exclusion | $50,118 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Program Services | $70,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050 | TotalAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,300 | TotalAmt |
| Management And General | $3,300 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121 | TotalAmt |
| Management And General | $1,121 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775 | TotalAmt |
| Management And General | $1,775 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ASSISTANCE AND PROGRAM | $10,067 | $10,067 | |
| BANK/MERCHANT FEES | $2,305 | $2,305 | |
| OTHER EXPENSE | $100 | $100 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,718 | TotalAmt |
| Program Services | $80,067 | ProgramServicesAmt |
| Management And General | $24,651 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,811 | BOYAmt |
| EOY | $128,923 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,346 | BOYAmt |
| EOY | $85,231 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773 | BOYAmt |
| EOY | $1,386 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973 | BOYAmt |
| EOY | $973 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,326 | BOYAmt |
| EOY | $24,221 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,229 | BOYAmt |
| EOY | $240,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,775 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,775 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,454 | BOYAmt |
| EOY | $240,734 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,454 | BOYAmt |
| EOY | $240,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,229 | BOYAmt |
| EOY | $240,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,280 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $56,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,880 | CurrentTaxYearAmt |
| Total | $239,984 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,880 | CurrentTaxYearAmt |
| Total | $239,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $239,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,561 | CurrentTaxYearAmt |
| Total | $12,778 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $51,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,557 | CurrentTaxYearAmt |
| Total | $98,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $351,673 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,710 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE - CSV | Desc |
| Book Value | $24,221 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,221 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $127,729 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $12,731 | OtherRevenueAmt |
| Revenue Not Reported | $12,731 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,998 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $114,998 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $117,449 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,731 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,731 | ExpensesNotReportedAmt |
| Expenses Subtotal | $104,718 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $104,718 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENTS 12,344 COST OF GOODS SOLD 387 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENTS 12,344 COST OF GOODS SOLD 387 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING AND | Event1Nm |
| Gross Receipts Event1 | $60,850 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $60,850 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $12,344 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $60,850 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $60,850 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,344 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,344 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $48,506 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | OSU ENDOWED SCHOLARSHIP | GrantTypeTxt |
| Cash Grant | $70,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ANNUAL DISTRIBUTION FROM THIS FUND SHALL BE USED TO PROVIDE SCHOLARSHIPS. FIRST-TIME RECIPIENTS MUST BE ENTERING THEIR FOURTH YEAR OF STUDY IN THE COLLEGE OF OPTOMETRY, DEMONSTRATE FINANCIAL NEED, BE STUDENT MEMBERS IN GOOD STANDING OF THE STUDENT OPTOMETRIC ASSOCIATION AND EXHIBIT LEADSHERIP ABILITIES. TO QUALIFY, CANDIDATES MUST HAVE DEMONSTRATED PAST ACHIEVEMENT AND SHOW FUTURE POTENTIAL. SCHOLARSHIP RECIPIENTS SHALL BE SELECTED BY THE COLLEGE'S SCHOLARSHIP COMMITTEE, IN CONSULTATION WITH STUDENT FINANCIAL AID. SCHOLARSHIPS ARE PORTABLE IF THE RECIPIENTS CHANGE CAMPUSES; TRANSFERABLE IF THEY CHANGE MAJOR; AND RENEWABLE FOR UP TO EIGHT SEMESTERS, EVEN IF THE SEMESTERS ARE NON-CONSECUTIVE, AS LONG AS THE STUDENT REMAINS IN GOOD STANDING WITH THE UNIVERSITY. THE ENDOWMENT SCHOLARSHIP FUND IS A COMMITTMENT (OF WHICH 50,000 WAS PAID IN 2015 AND 70,000 WAS PAID IN 2016) OF 120,000 TO THE OHIO STATE UNIVERSITY THAT THE FOUNDATION WILL PAY BEFORE DECEMBER 31, 2019. ONCE THE 120,000 COMMITMENT HAS BEEN SATISFIED, THE OHIO STATE UNIVERSITY WILL MATCH ANY SCHOLARSHIP PAYOUTS IN PERPETUITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR KEITH KERNS | PersonNm |
| Title | SECRETARY-TREASURER | TitleTxt |
| Compensation Based On Rltd Orgs | $176,038 | CompensationBasedOnRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $3,521 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $22,119 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $201,678 | TotalCompensationRltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A: THE ASSOCIATION PAID OHIO OPTOMETRIC DUES ON BEHALF OF THE OFFICERS. THE ASSOCIATION ALSO PAID CLUB MEMBERSHIP DUES AND BUSINESS EXPENSES ON BEHALF OF THE EXECUTIVE DIRECTOR. THE DIRECTOR UTILIZES THE MEMBERSHIP FOR BUSINESS PURPOSES A MAJORITY OF TIME, BUT IT IS AVAILABLE FOR PERSONAL USE AS WELL. NO TAXABLE INCOME WAS REPORTED FOR THESE BENEFITS. ADDITIONAL INFOMRATION ABOUT COMPENSATION FOR EXECUTIVE DIRECTOR: PART II: THE COMPENSATION FOR THE EXECUTIVE DIRECTOR FOR CALENDAR YEAR 2016 IS COMPRISED OF THE FOLLOWING: COLUMN B(I): EXECUTIVE DIRECTOR KERNS RECEIVES BASE COMPENSATION OF 165,038, RETIREMENT DEFERRALS OF 9,000 AND A 2,000 CAR ALLOWANCE FOR TOTAL COMPENSATION OF 176,038. COLUMN D: AS DESCRIBED IN PART 1, LINE 1A, THE ASSOCIATION PAYS FOR CLUB MEMBERSHIP AND BUSINESS EXPENSES FOR THE DIRECTOR. IN 2016, THE TOTAL MEMEBERSHIP EXPENSES PAID BY THE ASSOCIATION FOR MR. KERNS WERE 4,984. THE DIRECTOR'S BASE COMPENSATION, RETIREMENT BENEFITS, AND OTHER NONTAXABLE BENEFITS HAVE BEEN APPROVED BY MEMBERS OF THE BOARD WHO ARE INDEPENDENT OF THE DIRECTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS VOTE FOR NEW OR CONTINUING DIRECTORS WHOSE TERMS HAVE EXPIRED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | RICK GEORGE, FINANCE OFFICER AND KEITH KERNS, EXECUTIVE DIRECTOR REVIEW THE 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUESTED TO REVIEW DISCLOSURE STATEMENTS NO LESS THAN ANNUALLY. IN THE EVENT OF A CONFLICT OF INTEREST, THE OFFICER, DIRECTOR, OR TRUSTEE IS REQUESTED TO RELINQUISH OWNERSHIP/POSITION/TRANCACTIONS WHICH CREATE CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF POLICIES AND GOVERNING DOCUMENTS UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENTS 12,344 COST OF GOODS SOLD 387 SPECIAL EVENTS -12,344 COST OF GOODS SOLD -387 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO OPTOMETRIC ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST WILSON BRIDGE ROAD | AddressLine1Txt |
| Address Line2 | SUITE 240 | AddressLine2Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314442955 | EIN |
| Primary Activities | ADVANCING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501C6 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |