AMERICAN OPTOMETRIC ASSOCIATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OPTOMETRIC ASSOCIATION INC (EIN 43-0684708)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349306179
- Schema version
- 2013v3.1
- 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 | 2014-11-17T13:38:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 631022733 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430684708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Optometric Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RYAN HAYES | InCareOfNm |
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3149914100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N Lindbergh Blvd | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN P HAYES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3149914100 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy A Lindsey | PreparerPersonNm |
| PTIN | P01041237 | PTIN |
| Phone | 3149914100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN F HYMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,727,594 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AOA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | AOA ADVOCATES FOR THE PROFESSION OF OPTOMETRY AND TO SERVE OPTOMETRISTS IN MEETING THE EYE CARE NEEDS OF THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 253 | TotalVolunteersCnt |
| Total Gross UBI | $991,901 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$482,119 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,701,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,199,428 | CYProgramServiceRevenueAmt |
| PY Investment Income | $475,874 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,398,960 | PYOtherRevenueAmt |
| CY Other Revenue | $1,214,180 | CYOtherRevenueAmt |
| PY Total Revenue | $23,576,793 | PYTotalRevenueAmt |
| CY Total Revenue | $23,604,801 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $300,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $259,127 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $262,339 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,324,203 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,963,466 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,781,365 | PYOtherExpensesAmt |
| CY Other Expenses | $11,260,636 | CYOtherExpensesAmt |
| PY Total Expenses | $21,664,695 | PYTotalExpensesAmt |
| CY Total Expenses | $21,786,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,912,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,818,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,150,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,887,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,150,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,792,150 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,000,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,095,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATIONS MANAGES THE PUBLIC AFFAIRS CAMPAIGN FOR OPTOMETRIC AWARENESS ISSUES AND MANAGES/RELEASES INFORMATION ON ISSUES AFFECTING THE PROFESSION OF OPTOMETRY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 316 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 131 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN HAYES | PersonNm |
| Phone | 3149914100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GREGORY A CALDWELL OD | ||||||||
| TRUSTEE | 4.0 | Yes (X) | $11,755 | $0 | $0 | |||
| DORI M CARLSON OD | ||||||||
| IMMEDIATE PAST PRESIDENT | 8.0 | Yes (X) | $19,020 | $0 | $0 | Yes (X) | ||
| RONALD L HOPPING OD | ||||||||
| PRESIDENT | 17.0 | Yes (X) | $66,380 | $0 | $0 | Yes (X) | ||
| MITCHELL T MUNSON OD | ||||||||
| PRESIDENT - ELECT | 19.0 | Yes (X) | $82,338 | $0 | $0 | Yes (X) | ||
| WILLIAM T REYNOLDS OD | ||||||||
| TRUSTEE | 10.0 | Yes (X) | $23,600 | $0 | $0 | |||
| DAVID A COCKRELL OD | ||||||||
| VICE PRESIDENT | 14.0 | Yes (X) | $43,468 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER J QUINN OD | ||||||||
| TRUSTEE | 9.0 | Yes (X) | $21,570 | $0 | $0 | |||
| SAMUEL PIERCE OD | ||||||||
| TRUSTEE | 10.0 | Yes (X) | $22,730 | $0 | $0 | |||
| HILARY HAWTHORNE OD | ||||||||
| TRUSTEE | 4.0 | Yes (X) | $9,335 | $0 | $0 | |||
| ANDREA THAU OD | ||||||||
| TRUSTEE | 9.0 | Yes (X) | $26,425 | $0 | $0 | |||
| STEVEN LOOMIS OD | ||||||||
| SECRETARY - TREASURER | 12.0 | Yes (X) | $34,370 | $0 | $0 | Yes (X) | ||
| BARBARA K HORN OD | ||||||||
| TRUSTEE | 11.0 | Yes (X) | $25,050 | $0 | $0 | |||
| ROBERT C LAYMAN OD | ||||||||
| TRUSTEE | 4.0 | Yes (X) | $12,045 | $0 | $0 | |||
| BARRY J BARRESI OD | ||||||||
| EXECUTIVE DIRECTOR | 38.0 | $361,539 | $0 | $29,387 | Yes (X) | 2.0 | ||
| TIMOTHY NEYER | ||||||||
| CHIEF FINANCIAL OFFICER | 38.0 | $103,122 | $0 | $11,183 | Yes (X) | 2.0 | ||
| RYAN P HAYES | ||||||||
| INTERIM CHIEF FINANCIAL OFFICE | 38.0 | $124,872 | $0 | $24,339 | Yes (X) | 2.0 | ||
| RENEE BRAUNS | ||||||||
| CHIEF OPERATING OFFICER | 40.0 | $177,662 | $0 | $17,373 | Yes (X) | |||
| REGINALD R SWANIGAN | ||||||||
| CHIEF INFORMATION OFFICER | 40.0 | $155,317 | $0 | $25,127 | Yes (X) | |||
| JONATHAN F HYMES | ||||||||
| ADVOCACY DIRECTOR | 40.0 | $209,931 | $0 | $34,384 | Yes (X) | |||
| MICHAEL R DUENAS | ||||||||
| ASSOCIATE DIRECTOR | 40.0 | $157,349 | $0 | $12,600 | Yes (X) | |||
| LENDY W PRIDGEN | ||||||||
| ASSOCIATE DIRECTOR | 40.0 | $156,262 | $0 | $14,987 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,844,140 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $169,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TMA RESOURCES INC | |||||
| 1919 GALLOWS ROAD SUITE 400 | VIENNA | VA | 22182 | IT CONSULTING | $324,062 |
| HILL KNOWLTON INC | |||||
| PO BOX 8500-4445 | PHILADELPHIA | PA | 19131 | CONSULTING | $473,587 |
| FREEMAN AUDIO VISUAL SOLUTIONS INC | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | AUDIO VISUAL | $488,463 |
| PERSONIFY INC | |||||
| PO BOX 759470 | BALTIMORE | MD | 21275 | AMS/IT CONSULTING | $254,576 |
| MCMURRY TMG LLC | |||||
| 1129 20TH ST NW SUITE 700 | WASHINGTON | DC | 20036 | WEB CONTENT/DESIGN | $227,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 561499 | $17,160,601 | $17,160,601 | ||
| MEMBERSHIP SERVICES | 561499 | $1,987,291 | $1,980,932 | $4,884 | $1,475 |
| ANNUAL CONVENTION | 561499 | $3,051,528 | $24,695 | $3,026,833 | |
| OTHER PROGRAM SERVICE REVENUE | 561499 | $8 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,199,428 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190 | TotalRevenueColumnAmt |
| Exclusion | $190 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,614 | TotalRevenueColumnAmt |
| Exclusion | $15,614 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $291,866 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $216,519 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,347 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,347 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,904,200 | SecuritiesAmt |
| Other | $2,088 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,585,579 | SecuritiesAmt |
| Other | $129,706 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $318,621 | SecuritiesAmt |
| Other | -$127,618 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,003 | TotalRevenueColumnAmt |
| Exclusion | $191,003 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $706,351 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $190,989 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,362 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $515,362 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SECTION MISCELLANEOUS INCOME | 561499 | $125,651 | $125,651 | ||
| ADVERTISING & SUBSCRIPTION | 541800 | $354,004 | $346,004 | $8,000 | |
| OTHER REVENUE | 900099 | $128,202 | $120,000 | $8,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $607,857 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,604,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,369,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $991,901 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,243,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,339 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,528 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,882,737 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,892 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,093 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,216 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,399 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,405 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,627 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,302 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,908,251 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,105 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,052 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,554 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,658 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,752 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523,773 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,745 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,661 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,021 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,094 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EQUIPMENT RENTAL & MAINT | $162,459 |
| MISCELLANEOUS EXPENSE | $43,778 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,786,441 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,522 | BOYAmt |
| EOY | $1,444,024 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,646,755 | BOYAmt |
| EOY | $3,810,412 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,938 | BOYAmt |
| EOY | $115,362 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,326 | BOYAmt |
| EOY | $385,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,257,458 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,957,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,377,295 | BOYAmt |
| EOY | $4,300,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,218,022 | BOYAmt |
| EOY | $7,831,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,150,858 | BOYAmt |
| EOY | $17,887,418 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,401 | BOYAmt |
| EOY | $1,464,354 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,434 | BOYAmt |
| EOY | $1,103,107 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,297 | BOYAmt |
| EOY | $3,224,689 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,150,132 | BOYAmt |
| EOY | $5,792,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000,726 | BOYAmt |
| EOY | $12,095,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,000,726 | BOYAmt |
| EOY | $12,095,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,150,858 | BOYAmt |
| EOY | $17,887,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,818,360 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $820,574 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,544,392 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (true) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $16,142,705 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,636,806 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $501,165 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,137,971 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,533,557 | AggregateReportedDuesNtcAmt |
| Carried Over | $604,414 | CarriedOverAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $978,647 | OtherCostOrOtherBasisAmt |
| Book Value | $978,647 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,312,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,565,016 | DepreciationAmt |
| Book Value | $747,228 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,070,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,395,629 | DepreciationAmt |
| Book Value | $675,362 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,715,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,816,788 | DepreciationAmt |
| Book Value | $1,898,788 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,300,025 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARY | Desc |
| Amt | $3,224,689 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,224,689 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,960,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $820,574 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $535,125 | OtherRevenueAmt |
| Revenue Not Reported | $1,355,699 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,604,801 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $23,604,801 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,321,566 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $535,125 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $535,125 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,786,441 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,786,441 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | PART XI, LINE 2D COST OF GOODS SOLD NETTED WITH REVENUE $ 190,988 RENTAL EXPENSES NETTED WITH REVENUE $ 216,519 LOSS ON SALE OF EQUIPMENT NETTED WITH REVENUE $ 127,618 --------- TOTAL $ 535,125 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | PART XII, LINE 2D COST OF GOODS SOLD NETTED WITH REVENUE $ 190,988 RENTAL EXPENSES NETTED WITH REVENUE $ 216,519 LOSS ON SALE OF EQUIPMENT NETTED WITH REVENUE $ 127,618 --------- TOTAL $ 535,125 |
| FIN 48 | PART X, LINE 2 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTOMETRY CARES - THE AOA FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 NORTH LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237292391 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $300,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | CONTRIBUTION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION OF GRANTS MADE | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 THE GRANTS WERE MADE TO A RELATED ORGANIZATION THAT REPORTS ON THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY J BARRESI OD | ||||||||||||||
| EXECUTIVE DIRECTOR | $328,757 | $0 | $0 | $0 | $32,782 | $0 | $12,831 | $0 | $16,556 | $0 | $390,926 | $0 | $0 | $0 |
| RENEE BRAUNS | ||||||||||||||
| CHIEF OPERATING OFFICER | $165,461 | $0 | $10,000 | $0 | $2,201 | $0 | $8,648 | $0 | $8,725 | $0 | $195,035 | $0 | $0 | $0 |
| REGINALD R SWANIGAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $149,281 | $0 | $4,000 | $0 | $2,036 | $0 | $7,991 | $0 | $17,136 | $0 | $180,444 | $0 | $0 | $0 |
| JONATHAN F HYMES | ||||||||||||||
| ADVOCACY DIRECTOR | $182,613 | $0 | $10,000 | $0 | $17,318 | $0 | $9,702 | $0 | $24,682 | $0 | $244,315 | $0 | $0 | $0 |
| MICHAEL R DUENAS | ||||||||||||||
| ASSOCIATE DIRECTOR | $154,886 | $0 | $0 | $0 | $2,463 | $0 | $7,865 | $0 | $4,735 | $0 | $169,949 | $0 | $0 | $0 |
| LENDY W PRIDGEN | ||||||||||||||
| ASSOCIATE DIRECTOR | $156,004 | $0 | $0 | $0 | $258 | $0 | $7,785 | $0 | $7,202 | $0 | $171,249 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BENEFITS PROVIDED TO INDIVIDUALS LISTED ON FORM 990, PART VII | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A SPOUSAL TRAVEL AND COUNTRY CLUB DUES ARE PROVIDED TO THE EXECUTIVE DIRECTOR AND INCLUDED IN TAXABLE INCOME. HEALTH CLUB FEES AND CELL PHONE REIMBURSEMENT GROSS UP PAYMENTS ARE PROVIDED TO ALL EMPLOYEES OF THE ORGANIZATION AND ARE INCLUDED IN TAXABLE INCOME. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AOAEXCEL INC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE NOTE | RelationshipDescriptionTxt |
| Transaction | $1,380,189 | TransactionAmt |
| Transaction | REIMBURSEMENT OF EXPENSES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | AOAEXCEL, INC. IS A WHOLLY OWNED TAXABLE SUBSIDIARY OF AMERICAN OPTOMETRIC ASSOCIATION. SEVERAL OFFICERS OF THE ORGANIZATION ALSO SERVE AS OFFICERS OF AOAEXCEL, INC. IN 2013, THESE INDIVIDUALS INCLUDE BARRY J. BARRESI, TIMOTHY NEYER, AND RYAN HAYES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CLASSES OF MEMBERS OR STOCKHOLDERS | PART VI, SECTION A, LINE 6 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. |
| MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY | PART VI, SECTION A, LINE 7A 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. |
| DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR STOCKHOLDERS | PART VI, SECTION A, LINE 7B 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. |
| REVIEW PROCESS | PART VI, SECTION B, LINE 11 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. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12C 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 HUMAN RESOURCES EACH YEAR. HUMAN RESOURCES 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. |
| REVIEW OF TOP MANAGEMENT COMPENSATION | PART VI, SECTION B, LINE 15A 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 TRUSTESS 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. |
| REVIEW OF OTHER OFFICER COMPENSATION | PART VI, SECTION B, LINE 15B 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. |
| GOVERNING DOCUMENTS AVAILABLE TO PUBLIC | PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| PART XI, LINE 9 | EQUITY IN LOSS OF SUBSIDIARY $ -2,544,392 |
| PART IX, LINE 11G | TEMPORARY STAFF FEES $ 184,346 CONSULTING FEES 1,932,737 ART WORK / PHOTO FEES 100,684 DUES & SUBSCRIPTIONS 11,767 OTHER FEES 678,717 ---------- TOTAL OTHER FEES FOR SERVICES $2,908,251 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPTOMETRY CARES - THE AOA FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237292391 | EIN |
| Primary Activities | CHARITY | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOAEXCEL INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455262310 | EIN |
| Primary Activities | MEMBERSHIP SRVCS | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AOA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $850,624 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $584,194 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| B | $300,000 | FMV |
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| J | $150,000 | COST |
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| L | $9,868 | COST |
| OPTOMETRY CARES - THE AOA FOUNDATION | ||
| Q | $174,970 | COST |
| AOAEXCEL INC | ||
| J | $120,000 | COST |
| AOAEXCEL INC | ||
| Q | $1,260,189 | COST |