2025-10-28T08:27:00+00:00 2024-12-31 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2024-01-01 430684708 The American Optometric Association AMER 3149914100 243 N Lindbergh Blvd St Louis MO 63141 Jonathan Hymes Executive Director 3149914100 2025-10-28 true Kristen Hankins P01256574 3142315544 2025-10-28 2024 2025-03-06 01:10:19Z JONATHAN HYMES 243 N Lindbergh Blvd St Louis MO 63141 33748167 false X www.aoa.org X 1936 OH THE AOA MISSION IS TO ADVOCATE FOR THE PROFESSION AND SERVE DOCTORS OF OPTOMETRY IN MEETING THE HEALTH AND VISION CARE NEEDS OF THE PUBLIC. 11 0 82 305 430753 0 0 0 25642444 26563031 1504517 2498724 436897 542030 27583858 29603785 426500 258300 372202 0 10984672 11374874 0 0 0 18617741 17206361 30401115 28839535 -2817257 764250 42206796 42358819 19819619 18779673 22387177 23579146 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 THAT 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. EDUCATION OFFERS PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION RESOURCES TO DOCTORS, PARAOPTOMETRICS AND STUDENTS THROUGH ONGOING LEARNING EXPERIENCES THAT SUPPORT THE PRACTICE OF CONTEMPORARY OPTOMETRY. 0 false false false false true false false false false false true false false true true false true true false false true false false false false false false true false true false false false false false false false false false false false false false false false true true true false false true 256 0 true 82 true true true false false false false false false false X 11 0 false false false false true true true true true false true true true true true true true true true true false false X RYAN HAYES 3149914100 243 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 JACQUELINE M BOWEN OD PRESIDENT ELECT 16.0 2.0 X X 63750 0 0 ROBERT C LAYMAN OD PT YR TRUSTEE, IMMEDIATE PAST PRESIDENT 4.0 0 X X 19285 0 0 RONALD L BENNER OD PT YR TRUSTEE, IMMEDIATE PAST PRESIDENT 4.0 0 X X 36376 0 0 STEVEN T REED OD PRESIDENT 18.0 0 X X 88672 0 0 TERESA A GOSSARD OD SECRETARY-TREASURER 14.0 0 X X 45857 0 0 TERI GEIST OD VICE PRESIDENT 14.0 2.0 X X 39983 0 0 WILLIAM T REYNOLDS OD IMMEDIATE PAST PRESIDENT 6.0 0 X X 17273 0 0 BELINDA STARKEY OD TRUSTEE 12.0 4.0 X 42015 0 0 CURTIS A ONO OD TRUSTEE 12.0 0 X 41310 0 0 KAROLINE MUNSON OD TRUSTEE 6.0 0 X 18810 0 0 MARGARET MARIE READ OD TRUSTEE 12.0 4.0 X 45348 0 0 PAUL BARNEY OD TRUSTEE 12.0 2.0 X 36334 0 0 TAD KOSANOVICH OD TRUSTEE 12.0 0 X 33879 0 0 JONATHAN HYMES EXECUTIVE DIRECTOR 40.0 2.0 X 521085 0 31267 RYAN HAYES CHIEF FINANCIAL/TECHNOLOGY OFFICER 40.0 2.0 X 270565 0 41701 DEIRDRE MIDDLETON CHIEF COMMUNICATIONS OFFICER 40.0 0 X 257924 0 50380 KARA WEBB CHIEF STRATEGY OFFICER 40.0 0 X 264828 0 48331 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 34.0 8.0 X 269511 0 15953 ADRIANNE DROLLETTE CHIEF ALLIANCE OFFICER 40.0 0 X 242498 0 24536 CHRISTY JENKINS Director, IT Program Management 40.0 0.0 X 191824 0 32982 MATTHEW WILLETTE CHIEF ADVOCACY OFFICER, FED 40.0 0 X 266474 0 51096 MICHAEL STOKES GENERAL COUNSEL 40.0 0 X 227840 0 50912 RODNEY PEELE EXECUTIVE DIR, CENTER FOR IND 40.0 0 X 245013 0 19479 3286454 0 366637 34 false true false EDELMAN 21992 NETWORK PLACE CHICAGO IL 60673 COMMUNICATIONS 2452414 FREEMAN AUDIO VISUAL LLC PO BOX 660613 DALLAS TX 75266 AUDIO/VISUAL 811833 FREEMAN EXPOSITIONS LLC PO BOX 734596 DALLAS TX 75373 EVENT SERVICES 496041 PERSONIFY INC PO BOX 735327 DALLAS TX 75373 SOFTWARE SERVICES 325530 HUBER & ASSOCIATES 1400 CREEK TRAIL DRIVE JEFFERSON CITY MO 65109 IT MANAGED SERVICES 233942 22 0 MEMBERSHIP DUES 561499 18693371 18693371 MEMBERSHIP SERVICES 561499 3584890 1521542 2063348 ANNUAL CONVENTION 561499 4284770 4284770 0 0 0 0 26563031 100213 100213 9492 118428 -108936 0 -108936 -108936 6445707 3946983 2498724 0 2498724 2498724 0 165625 78971 86654 86654 ADVERTISING AND SUBSCRIPTION 541800 344099 0 344099 0 OTHER 561499 120000 120000 0 0 0 0 0 0 464099 29603785 20225977 430753 8947055 X 258300 0 2300436 7024647 364975 1054923 629893 71778 87070 97562 5990915 139398 673545 852285 526909 2046175 4582808 312130 297213 687616 157245 PROFESSIONAL DUES 242820 CERTIFICATION EXPENSES 167186 STAFF TRAINING, RECRUITMENT, AND RETENTION 99487 EQUIPMENT RENTAL AND MAINTENANCE 53837 120382 28839535 1553600 2305635 2912188 2394248 0 0 39521 26739 774147 1048207 16043935 9185196 7282193 6858739 24154621 23773156 0 0 5490526 5952095 42206796 42358819 1637458 1906897 1810550 1530578 0 4245543 3714907 4000000 4000000 8126068 7627291 19819619 18779673 X 22387177 23579146 22387177 23579146 42206796 42358819 X 764250 4407 423312 X false true true false false false true 18485507 2664704 209188 2873892 2033406 840486 0 978647 978647 9720008 4872331 4847677 1122562 681731 440831 4222718 3631134 591584 6858739 INVESTMENT IN SUBSIDIARY 1112968 DIVIDEND ON DEPOSIT 4642147 RIGHT OF USE ASSETS 24686 INTEREST RATE SWAP AGREEMENT 172294 5952095 Federal Income Taxes DIVIDEND ON DEPOSIT LIABILITY 7602605 LEASE LIABILITY 24686 7627291 29816538 4407 208346 212753 29603785 0 0 29603785 29036934 197399 197399 28839535 0 0 28839535 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 COST OF GOODS SOLD NETTED WITH REVENUE - 78971 RENTAL EXPENSES NETTED WITH REVENUE - 118428 CHANGE IN SWAP VALUE - 10947 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD NETTED WITH REVENUE - 78971 RENTAL EXPENSES NETTED WITH REVENUE - 118428 North America (Canada & Mexico only) 0 0 Program Services MEMBERSHIP DUES 0 0 0 0 0 0 0 0 0 0 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual true Patients Rising Now Inc 700 12th St NW Ste 700 Washington DC 20005 611860696 501(c)(4) 25000 Sponsorship Amvets National Service Foundation 4647 Forbes Blvd Lanham MD 207064380 520970963 501(c)(3) 10000 Sponsorship National Consumers League 1701 K St NW Ste 1200 Washington DC 20006 530242038 501(c)(3) 20000 Sponsorship Optometry Cares - The AOA Foundation 243 N Lindbergh Blvd St Louis MO 63141 237292391 501(c)(3) 200000 Charitable Contribution 3 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANTS WERE ISSUED TO ORGANIZATIONS FOR THE STATED PURPOSE WHO REPORTED BACK ON THE USE OF THE FUNDS. X X X true true X X X X X false false false JONATHAN HYMES EXECUTIVE DIRECTOR 493997 0 0 0 27088 0 18150 0 13117 0 552352 0 0 0 RYAN HAYES CHIEF FINANCIAL/TECHNOLOGY OFFICER 259011 0 10000 0 1554 0 14253 0 27448 0 312266 0 0 0 KARA WEBB CHIEF STRATEGY OFFICER 253980 0 10000 0 848 0 14845 0 33486 0 313159 0 0 0 DEIRDRE MIDDLETON CHIEF COMMUNICATIONS OFFICER 246520 0 10000 0 1404 0 12819 0 37561 0 308304 0 0 0 REBECCA HILDEBRAND CHIEF OPERATING OFFICER 258216 0 10000 0 1295 0 13324 0 2629 0 285464 0 0 0 MATTHEW WILLETTE CHIEF ADVOCACY OFFICER, FED 250131 0 15000 0 1343 0 14444 0 36652 0 317570 0 0 0 MICHAEL STOKES GENERAL COUNSEL 216935 0 10000 0 905 0 13088 0 37824 0 278752 0 0 0 ADRIANNE DROLLETTE CHIEF ALLIANCE OFFICER 232178 0 10000 0 320 0 13119 0 11417 0 267034 0 0 0 RODNEY PEELE EXECUTIVE DIR, CENTER FOR IND 243245 0 500 0 1268 0 13646 0 5833 0 264492 0 0 0 CHRISTY JENKINS Director, IT Program Management 187007 0 3000 0 1817 0 9017 0 23965 0 224806 0 0 0 Schedule J, Part I, Line 1a Travel for companions TRAVEL FOR COMPANIONS WAS PROVIDED TO PAUL BARNEY, RONALD BENNER, JACQUELINE BOWEN, TERI GEIST, TERESA GOSSARD, TAD KOSANOVICH, KAROLINE MUNSON, MARGARET MARIE READ, STEVEN REED, WILLIAM REYNOLDS AND BELINDA STARKEY. THIS REIMBURSEMENT WAS GROSSED UP AND INCLUDED IN THEIR TAXABLE INCOME. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments CELL PHONE REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES, RYAN HAYES, REBECCA HILDEBRAND, DEIRDRE MIDDLETON, MATTHEW WILLETTE, KARA WEBB, RODNEY PEELE, ADRIANNE DROLLETTE, AND MICHAEL STOKES. AUTO REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES. BOTH THE CELL PHONE REIMBURSEMENT AND AUTO REIMBURSEMENT WERE GROSSED UP AND INCLUDED IN THEIR TAXABLE INCOME. Schedule J, Part I, Line 1a Health or social club dues or initiation fees FITNESS CLUB OR GYM REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES, RYAN HAYES, REBECCA HILDEBRAND, DEIRDRE MIDDLETON, KARA WEBB, RODNEY PEELE, AND MICHAEL STOKES. THIS REIMBURSEMENT WAS NOT GROSSED UP BUT WAS INCLUDED IN THE RECIPIENT'S TAXABLE INCOME. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS CONSIST OF VARIOUS CLASSES OF OPTOMETRISTS, PARAOPTOMETRICS, OPTOMETRIC STUDENTS, AND OTHER KEY INDIVIDUALS WHO HAVE A SUBSTANTIAL ROLE OR INTEREST IN THE PROFESSION OF OPTOMETRY. Form 990, Part VI, Line 7a Members or stockholders electing members of 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, Line 7b Decisions requiring 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, Line 11b Review of form 990 by governing body 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, 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 AND VOLUNTEER LEADERS REVIEW COMPLETED POLICIES AND NOTIFY SENIOR MANAGEMENT OF ANY RELEVANT CONFLICTS DISCLOSED. SENIOR MANAGEMENT AND LEGAL COUNSEL THEN REVIEW THE CONFLICTS DISCLOSED TO DETERMINE ANY NECESSARY COURSE OF ACTION OR DISCLOSURE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR BASED UPON THE TERM OF HIS/HER EMPLOYMENT AGREEMENT AND IT IS REVIEWED ANNUALLY. THE FORMAL REVIEW WAS CONDUCTED IN APRIL 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION UTILIZES AN EXTERNAL CONSULTANT TO PROVIDE A MARKET-BASED COMPENSATION RANGE FOR EVERY POSITION WITHIN THE ORGANIZATION. THESE RANGES ARE REVIEWED BY HUMAN RESOURCES TO DETERMINE ANY IRREGULARITIES IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION POLICY. THE ORGANIZATION PERFORMS THIS PROCESS TYPICALLY ON AN ANNUAL BASIS OR AS MARKET CONDITIONS REQUIRE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONSULTING FEES - Total Expense: 5356279, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; EDITORIAL FEES - Total Expense: 11222, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; ARTWORK/PHOTO FEES - Total Expense: 224447, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; OTHER FEES FOR SERVICES - Total Expense: 398967, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY IN UNDISTRIBUTED EARNINGS OF SUBSIDIARY - 162365; CHANGE IN SWAP VALUE - 10947; DISTRIBUTED EARNINGS FROM SUBSIDIARY - 250000; Total - 423312; OPTOMETRY CARES THE AOA FOUNDATION 243 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 237292391 CHARITY MO 501(c)(3) 10 AOA true HEALTH CARE ALLIANCE FOR PATIENT SAFETY 1505 PRINCE STREET ALEXANDRIA VA 22314 823930070 ADVOCACY DE 501(c)(6) NA false AOA - PAC 1505 PRINCE STREET ALEXANDRIA VA 22314 521226965 ADVOCACY VA 527 AOA true AOAEXCEL INC 243 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 455262310 MEMBERSHIP SERVICES MO AOA C Corporation 1749822 1286680 1.0000 true true true true true false true false false false true false true true true true false true false false OPTOMETRY CARES - THE AOA FOUNDATION B 200000 FMV OPTOMETRY CARES - THE AOA FOUNDATION L 120000 FMV AOAEXCEL INC L 120000 FMV Health Care Alliance for Patient Safety Q 87270 FMV Health Care Alliance for Patient Safety A 7200 FMV Health Care Alliance for Patient Safety C 265000 FMV Optometry Cares - The AOA Foundation O 219170 FMV Health Care Alliance for Patient Safety O 231037 FMV AOAExcel INC O 464519 FMV Optometry Cares - The AOA Foundation Q 35971 FMV AOAExcel Inc A 6505 FMV AOAExcel Inc F 250000 FMV