2017-08-15T11:16:48-04:00 2016-12-31 311401234 MCCURDY & ASSOCIATES INC 4800 ROBERTS RD COLUMBUS OH 43228 990 2016-01-01 030504175 OHIO OPTOMETRIC FOUNDATION INC OHIO 8008749111 250 EAST WILSON BRIDGE ROAD RM 240 WORTHINGTON OH 43085 MR KEITH KERNS SECRETARY-TREASURER 8008749111 2017-08-01 ROBERT D MCCURDY CPA P00086054 6149512298 2017-08-14 489524A49916DF07C16D8A6D83D47283B4068934 489524A49916DF07C16D8A6D83D47283B4068934 2016 2021-01-29 14:40:06Z MR KEITH KERNS 1020 NORTH HIGH STREET SUITE 315 COLUMBUS OH 43201 127729 false X HTTP://OHIO.AOA.ORG/XP422.XML X 2003 OH TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. 9 9 0 0 6570 64880 0 2730 1561 52354 48557 61654 114998 62000 70000 0 0 0 0 36818 34718 98818 104718 -37164 10280 232229 240734 1775 0 230454 240734 TO PROMOTE PUBLIC AWARENESS OF THE IMPORTANCE OF A LIFETIME OF COMPREHENSIVE EYE CARE. false false 80067 70000 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. 80067 true false false false false false false false false false false false false true false false true false 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 true false false false true 0 0 true 0 false false false false false false false false false false X 9 9 false false false false false true false true true false false false true true true true true false false false OH X KEITH R KERNS 6147810708 250 E WILSON BRIDGE ROAD WORTHINGTON OH 43085 MR KEITH KERNS SECRETARY-TR 1.00 40.00 X X 0 176038 25640 DR TRACEY G NEEDHAM PRESIDENT X X 0 0 0 DR DENNIS ROARK VICE-PRESIDE X X 0 0 0 DR GREG HICKS DIRECTOR X 0 0 0 DR CHERYL ARCHER DIRECTOR X 0 0 0 DR JOHN ART DIRECTOR X 0 0 0 MS STACEY BOROWICZ DIRECTOR X 0 0 0 DR DONALD MURPHY DIRECTOR X 0 0 0 DR ROBERT HILL DIRECTOR X 0 0 0 176038 25640 false true false 64880 64880 1561 1561 60850 12344 48506 48506 438 387 51 51 114998 50118 70000 70000 15000 15000 1050 1050 3300 3300 1121 1121 1775 1775 ASSISTANCE AND PROGRAM 10067 10067 BANK/MERCHANT FEES 2305 2305 OTHER EXPENSE 100 100 104718 80067 24651 0 13811 128923 192346 85231 1773 1386 973 973 23326 24221 232229 240734 1775 1775 0 X 230454 240734 230454 240734 232229 240734 10280 X false true X true false X 56530 52500 59504 6570 64880 239984 56530 52500 59504 6570 64880 239984 239984 3221 2470 2796 2730 1561 12778 51354 47557 98911 351673 48710 0.68240 0.78200 X LIFE INSURANCE - CSV 24221 24221 127729 12731 12731 114998 114998 117449 12731 12731 104718 104718 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 GOLF OUTING AND 60850 60850 12344 60850 60850 12344 12344 48506 true OSU ENDOWED SCHOLARSHIP 70000 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X true false X X false false false false false false false false false MR KEITH KERNS SECRETARY-TREASURER 176038 3521 22119 201678 SCHEDULE J, PART III 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. 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 OHIO OPTOMETRIC ASSOCIATION 250 EAST WILSON BRIDGE ROAD SUITE 240 WORTHINGTON OH 43085 314442955 ADVANCING OH 501C6 NA false false false false false false false false false false false false false false false false true false false false