2016-11-15T10:23:20-06:00 2015-12-31 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2015-01-01 430684708 American Optometric Association % RYAN HAYES AMER 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 RYAN P HAYES CFO 3149914100 2016-11-14 true Troy A Lindsey P01041237 3142315544 2015 2017-02-10 21:41:12Z JONATHAN F HYMES 243 N LINDBERGH BLVD ST LOUIS MO 63141 28611441 false X WWW.AOA.ORG X 1936 MO AOA ADVOCATES FOR THE PROFESSION OF OPTOMETRY AND TO SERVE OPTOMETRISTS IN MEETING THE EYE CARE NEEDS OF THE PUBLIC. 11 11 124 274 1218004 -613765 0 0 21715545 22508799 785777 520429 1050082 1416031 23551404 24445259 250000 200004 251777 286808 9254752 9711552 0 0 0 12244648 12418329 22001177 22616693 1550227 1828566 18939598 21634126 4802616 5734500 14136982 15899626 X HEALTH CARE AND PUBLIC POLICY RELATED TO EYE CARE WILL UNIFORMLY RECOGNIZE OPTOMETRISTS AS PRIMARY HEALTH CARE PROVIDERS AND ENSURE THE PUBLIC HAS ACCESS TO THE FULL SCOPE OF OPTOMETRIC CARE. OPTOMETRISTS AND OTHER PROFESSIONALS WILL LOOK TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR PROFESSIONAL STANDARDS, RESEARCH, AND EDUCATION LEADERSHIP WHICH SERVE TO ENHANCE AND ENSURE COMPETENT, QUALITY PATIENT CARE. THE PUBLIC, OPTOMETRISTS AND OTHER PROFESSIONALS WILL TURN TO THE AMERICAN OPTOMETRIC ASSOCIATION FOR RELIABLE AND CURRENT INFORMATION RELATED TO OPTOMETRY, EYE CARE AND HEALTH CARE POLICY. false false ADVOCACY WORKS TO PROTECT AND ENHANCE HEALTH CARE AND PUBLIC POLICY RELATING TO EYE CARE AND TO ENSURE FULL PUBLIC ACCESS TO THE ENTIRE SCOPE OF OPTOMETRIC CARE. COMMUNICATIONS MANAGES THE PUBLIC AFFAIRS CAMPAIGN FOR OPTOMETRIC AWARENESS ISSUES AND MANAGES/RELEASES INFORMATION ON ISSUES AFFECTING THE PROFESSION OF OPTOMETRY. CLINICAL CARE PROVIDES INFORMATION AND SERVICES TO ENHANCE THE SCOPE, QUALITY, AND AVAILABILITY OF PROFESSIONAL OPTOMETRIC SERVICES. IT DEVELOPS AND IMPLEMENTS PROGRAMS RELATING TO PRACTICE ADVANCEMENT/ENHANCEMENT, QUALITY ASSESSMENT ON OPTHALMIC STANDARDS AND PRODUCTS, CONTINUING EDUCATION, AND THE AVAILABILITY OF OPTOMETRIC SERVICES TO THOSE UNABLE TO OBTAIN/AFFORD CARE. false false false true false false false false false true false false false true false true true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 308 0 true 124 true true true false false false false false X 11 11 false false false false true true true true true false true true true true true true true true true false false X X RYAN HAYES 3149914100 243 N LINDBERGH BLVD ST LOUIS MO 63141 X DAVID A COCKRELL OD PRESIDENT 30.4 0.0 X X 83282 0 0 STEVEN LOOMIS OD PRESIDENT-ELECT 25.2 0.0 X X 104782 0 0 ANDREA THAU OD VICE PRESIDENT 15.6 0.0 X X 49124 0 0 CHRISTOPHER J QUINN OD SECRETARY-TREASURER 17.5 2.0 X X 47195 0 0 MITCHELL T MUNSON OD IMMEDIATE PAST PRESIDENT 9.9 0.0 X X 25459 0 0 BARBARA L HORN OD TRUSTEE 11.3 0.0 X 33106 0 0 SAMUEL PIERCE OD TRUSTEE 15.0 0.0 X 50793 0 0 WILLIAM T REYNOLDS OD TRUSTEE 13.6 2.0 X 41816 0 0 GREGORY A CALDWELL OD TRUSTEE 9.5 0.0 X 26720 0 0 ROBERT C LAYMAN OD TRUSTEE 10.1 0.0 X 28040 0 0 JAMES P DEVLEMING OD TRUSTEE 12.4 0.0 X 37967 0 0 RON BENNER OD TRUSTEE 5.9 0.0 X 15984 0 0 JONATHAN F HYMES EXECUTIVE DIRECTOR 38.0 2.0 X 308888 0 40400 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 38.0 2.0 X 270362 0 23513 RYAN P HAYES CFO 38.0 2.0 X 154390 0 28282 LENDY PRIDGEN THIRD PARTY CENTER DIRECTOR 40.0 0.0 X 174628 0 13151 BETH KNEIB CLINICAL RESOURCES DIRECTOR 40.0 0.0 X 160102 0 9667 MICHAEL R DUENAS ASSOCIATE DIRECTOR 40.0 0.0 X 163848 0 13567 MICHAEL A STOKES LEGAL COUNSEL 40.0 0.0 X 128404 0 25476 JULIE TRUTE ASSOCIATE DIRECTOR 40.0 0.0 X 123596 0 15665 2028486 0 169721 22 false true false BSI CONSTRUCTORS INC 6767 SOUTHWEST AVE ST LOUIS MO 63143 CONSTRUCTION GC 1362282 MANIFEST LLCMCMURRY TMG 4240 DUNCAN AVE STE 240 ST LOUIS MO 63110 WEB CONTENT & DESIGN 933118 HILL KNOWLTON INC PO BOX 7247-7193 PHILADELPHIA PA 191707193 PUBLIC RELATIONS 601299 FREEMAN AUDIO VISUAL SOLUTIONS INC PO BOX 650519 DALLAS TX 752650519 AUDIO VISUAL 439538 PARTNERSHIP FOR VISION HEALTH 225 REINEKERS LN 700 ALEXANDRIA VA 22314 ADVERTISING 300000 14 0 MEMBERSHIP DUES 561499 17496497 17496497 MEMBERSHIP SERVICES 561499 1856574 1818037 38537 ANNUAL CONVENTION 561499 3155681 3155681 OTHER PROGRAM SERVICE REVENUE 561499 47 47 22508799 0 0 60269 60269 258673 241903 16770 0 16770 16770 4134969 3614540 520429 520429 520429 0 0 1161858 309739 852119 852119 SECTION MISCELLANEOUS INCOME 561499 56 56 ADVERTISING & SUBSCRIPTION 541800 365829 365829 OTHER REVENUE 900099 120988 120100 888 486873 24445259 19451451 1218004 3775804 X 200004 0 0 286808 1358917 0 6202550 353696 1288506 507883 0 201300 110205 144174 0 51524 3353500 372036 937769 574744 0 670996 1941137 0 2347267 252046 244228 858953 117943 EQUIPMENT RENTAL & MAINT 198865 MISCELLANEOUS EXPENSE 41642 22616693 0 0 1677795 1835075 0 0 2892203 2753203 0 0 0 0 0 0 69864 75955 413445 512437 13663537 7350956 3953265 6312581 9933026 10116120 0 0 0 0 0 0 0 28755 18939598 21634126 1351498 2183512 0 0 871940 939652 0 0 0 0 0 0 0 0 0 0 2579178 2611336 4802616 5734500 X 14136982 15899626 0 0 0 0 14136982 15899626 18939598 21634126 X 1828566 -285810 219888 X false true X true false false false true 16249379 1747606 398161 2145767 1543691 602076 0 978647 978647 0 3312245 2780233 532012 0 1966058 1485551 480507 0 7226587 2905172 4321415 0 180000 180000 0 6312581 0 INVESTMENT IN SUBSIDIARY 2359290 INTEREST RATE SWAP AGREEMENT 252046 2611336 X 24711091 -285810 551642 265832 24445259 24445259 23168335 551642 551642 22616693 22616693 SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS COST OF GOODS SOLD NETTED WITH REVENUE $ 309,739 RENTAL EXPENSES NETTED WITH REVENUE $ 241,903 --------- TOTAL $ 551,642 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS COST OF GOODS SOLD NETTED WITH REVENUE $ 309,739 RENTAL EXPENSES NETTED WITH REVENUE $ 241,903 --------- TOTAL $ 551,642 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. true OPTOMETRY CARES - THE AOA FOUNDATION 243 N LINDBERGH BLVD ST LOUIS MO 63141 237292391 501(C)(3) 200004 CONTRIBUTION 1 SCHEDULE I, PART I, LINE 2 EXPLANATION OF GRANTS MADE THE GRANTS WERE MADE TO A RELATED ORGANIZATION THAT REPORTS ON THE USE OF THE FUNDS. X X X true true X X X X X true false false JONATHAN F HYMES EXECUTIVE DIRECTOR 290541 0 0 0 18347 0 14575 0 25825 0 349288 0 0 0 RENEE BRAUNS ASSOCIATE EXECUTIVE DIRECTOR 263071 0 5000 0 2291 0 14575 0 8938 0 293875 0 0 0 RYAN P HAYES CFO 144261 0 7500 0 2629 0 8917 0 19365 0 182672 0 0 0 LENDY PRIDGEN THIRD PARTY CENTER DIRECTOR 173926 0 0 0 702 0 6283 0 6868 0 187779 0 0 0 BETH KNEIB CLINICAL RESOURCES DIRECTOR 156980 0 0 0 3122 0 8791 0 876 0 169769 0 0 0 MICHAEL R DUENAS ASSOCIATE DIRECTOR 161244 0 0 0 2604 0 9155 0 4412 0 177415 0 0 0 MICHAEL A STOKES LEGAL COUNSEL 121314 0 5000 0 2090 0 6343 0 19133 0 153880 0 0 0 SCHEDULE J, PART I, LINE 1A BENEFITS PROVIDED TO INDIVIDUALS LISTED ON FORM 990, PART VII TRAVEL & TRAVEL FOR COMPANIONS WERE PROVIDED TO BARBARA L. HORN, WILLIAM T. REYNOLDS, RON BENNER, DAVID A. COCKRELL, JAMES P. DEVLEMING, STEVEN LOOMIS, MITCHELL T. MUNSON, SAMUEL PIERCE, CHRISTOPHER J. QUINN, AND ANDREA THAU. ALL OF THESE REIMBURSEMENTS WERE INCLUDED IN TAXABLE WAGES. HEALTH CLUB FEE REIMBURSEMENTS WERE PROVIDED TO JONATHAN HYMES, RYAN HAYES, BETH KNEIB, MICHAEL STOKES, AND JULIE TRUTE. ALL OF THESE REIMBURSEMENTS WERE INCLUDED IN TAXABLE WAGES. SCHEDULE J, PART I, LINE 4A LENDY PRIDGEN RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $15,898 AS A TERM OF EMPLOYMENT TERMINATION. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS MEMBERS CONSIST OF VARIOUS CLASSES OF LICENSED OPTOMETRISTS, RETIRED OPTOMETRISTS, PARAOPTOMETRICS, OPTOMETRIC STUDENTS, AND OTHER KEY INDIVIDUALS WHO HAVE A SUBSTANTIAL ROLE OR INTEREST IN THE PROFESSION OF OPTOMETRY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY THE HOUSE OF DELEGATES, CONSISTING OF THE ASSOCIATION'S MEMBERS, MEETS ANNUALLY AT CONGRESS TO ELECT TWO TRUSTEES, EACH FOR A THREE YEAR TERM, SECRETARY/TREASURER, VICE PRESIDENT, AND PRESIDENT-ELECT TO THE BOARD OF TRUSTEES. THE HOUSE OF DELEGATES CONSISTS OF REPRESENTATIVES FROM EACH AFFILIATE WHOM RECEIVE VOTES BASED UPON THEIR NUMBER OF ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR STOCKHOLDERS THE HOUSE OF DELEGATES RETAINS THE DUTIES TO ELECT THE BOARD OF TRUSTEES, RATIFY THE DECISIONS OF THE BOARD OF TRUSTEES, APPROVE THE LOCATION OF THE ANNUAL CONGRESS, AND RECEIVE AND ACT, AS DEEMED APPROPRIATE, UPON REPORTS OF ANY COMMITTEES ESTABLISHED BY THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS THE 990 IS COMPLETED BY THE FINANCE DEPARTMENT IN CONJUNCTION WITH ASSISTANCE FROM EXTERNAL TAX PROFESSIONALS. THE 990 IS REVIEWED BY MANAGEMENT AND FORWARDED TO THE BOARD OF TRUSTEES PRIOR TO FINAL SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ALL EMPLOYEES, DIRECTORS, VOLUNTEERS AND/OR TRUSTEES ARE REQUIRED ANNUALLY (OR AT THE INITIAL POINT OF SERVICE) TO SIGN THE CONFLICT OF INTEREST POLICY AND NOTIFY THE ORGANIZATION OF ANY POTENTIAL ISSUES. INDIVIDUALS ARE NOT PAID OR REIMBURSED FOR EXPENSES UNTIL SUCH DISCLOSURE HAS BEEN SUBMITTED TO THE LEGAL DEPARTMENT EACH YEAR. THE LEGAL DEPARTMENT REVIEWS ALL COMPLETED POLICIES AND NOTIFIES SENIOR MANAGEMENT OF ANY POTENTIAL CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND EXTERNAL LEGAL COUNCIL THEN REVIEW THE CONFLICTS DISCLOSED TO DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF TOP MANAGEMENT COMPENSATION THE ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND AN INDEPENDENT COMPENSATION SURVEY TO ACCUMULATE A REASONABLE WAGE BASIS FOR THE EXECUTIVE DIRECTOR. THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE INFORMATION AND SURVEY PROVIDED BY THE INDEPENDENT CONSULTANT AND APPROVES THE COMPENSATION LEVEL OF THE EXECUTIVE DIRECTOR AS DOCUMENTED IN A WRITTEN AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER COMPENSATION THE ORGANIZATION UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT TO PERFORM AND ANALYZE AN INDEPENDENT COMPENSATION SURVEY AND REPORT THOSE RESULTS TO HUMAN RESOURCES FOR DETERMINATION OF REASONABLE COMPENSATION OF ALL EMPLOYEES. THE EXECUTIVE DIRECTOR MUST APPROVE ALL EMPLOYEE WAGE CHANGES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 EQUITY IN GAIN OF SUBSIDIARY $219,893 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY STAFF FEES TOTAL FEES:295461 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:2595193 FORM 990 PART IX LINE 11G DESCRIPTION:ART WORK/PHOTO FEES TOTAL FEES:119469 FORM 990 PART IX LINE 11G DESCRIPTION:DUES & SUBSCRIPTIONS TOTAL FEES:14293 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:326892 FORM 990 PART IX LINE 11G DESCRIPTION:LOAN SERVICE FEES TOTAL FEES:2192 OPTOMETRY CARES - THE AOA FOUNDATION 243 N LINDBERGH BLVD ST LOUIS MO 63141 237292391 CHARITY MO 501(C)(3) 9 AOA true AOAEXCEL INC 243 N LINDBERGH BLVD ST LOUIS MO 63141 455262310 MEMBERSHIP SRVCS MO AOA C - CORPORATION 1240335 448506 1.00000 true false true false true false false false false false true false true false false true false true false false OPTOMETRY CARES - THE AOA FOUNDATION B 200004 FMV OPTOMETRY CARES - THE AOA FOUNDATION J 120000 COST OPTOMETRY CARES - THE AOA FOUNDATION L 7515 COST OPTOMETRY CARES - THE AOA FOUNDATION O 24200 COST OPTOMETRY CARES - THE AOA FOUNDATION Q 289483 COST AOAEXCEL INC J 120000 COST AOAEXCEL INC Q 322481 COST