Form 990 for tax year 2022
Filed by OPTOMETRY CARES-THE AOA FOUNDATION.
Totals
- Total revenue
- $626,345
- Total expenses
- $612,788
- Contributions and grants received
- $577,312
- Grants paid
- $150,848
- Program service revenue
- $0
- Investment income
- $4,192
- Other revenue
- $44,841
- Total assets, end of year
- $544,990
- Total liabilities, end of year
- $68,369
- Net assets or fund balances, end of year
- $476,621
- Program services expenses (Part IX)
- $428,289
- Management and general expenses
- $184,499
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $428,289
Program services were 69.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$200,000
-
1f · All other contributions, gifts and grants
$377,312
-
3 · Investment income
total $1,277 · excluded $1,277
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $2,915
-
7c · Gain or loss
securities $2,915
-
7d · Net gain or loss
total $2,915 · excluded $2,915
-
8a · Fundraising events: gross income
$61,167
-
8b · Fundraising events: direct expenses
$16,326
-
8c · Net income from fundraising events
total $44,841 · excluded $44,841
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $150,848 · program services $150,848
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $138,395 · program services $110,716 · management and general $27,679 · fundraising $0
-
8 · Pension plan contributions
total $7,853 · program services $6,282 · management and general $1,571 · fundraising $0
-
9 · Other employee benefits
total $16,443 · program services $13,155 · management and general $3,288 · fundraising $0
-
10 · Payroll taxes
total $11,410 · program services $9,128 · management and general $2,282 · fundraising $0
-
11a · Fees: management
total $120,000 · program services $0 · management and general $120,000 · fundraising $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $5,179 · program services $4,143 · management and general $1,036 · fundraising $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $45,562 · program services $36,646 · management and general $8,916
-
12 · Advertising and promotion
total $1,031 · program services $1,031 · management and general $0 · fundraising $0
-
13 · Office expenses
total $1,149 · program services $964 · management and general $185 · fundraising $0
-
14 · Information technology
total $14,385 · program services $12,776 · management and general $1,609 · fundraising $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $13,764 · program services $12,297 · management and general $1,467 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $79,261 · program services $64,297 · management and general $14,964 · fundraising $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: BAD DEBT EXPENSE
total $573 · program services $458 · management and general $115
-
24b · Other expenses: STAFF TRAINING/CONTINUING EDU.
total $60 · program services $48 · management and general $12
-
24c · Other expenses: STAFF RECRUITMENT
total $150 · program services $120 · management and general $30
-
24d · Other expenses: EXCHANGE FEES
total $6,725 · program services $5,380 · management and general $1,345
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $190,479 · end of year $292,939
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $3,813 · end of year $6,715
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $102,441 · end of year $90,702
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $249,137 · end of year $154,634
-
17 · Accounts payable and accrued expenses
beginning of year $68,152 · end of year $68,369
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year -$680,319 · end of year -$743,190
-
28 · Net assets with donor restrictions
beginning of year $1,158,037 · end of year $1,219,811
Mission and programs · 2022
Mission
EXPANDING EYE CARE AWARENESS, EDUCATION AND RESEARCH AND ACCESS TO EYE HEALTH AND VISION CARE TO EVERYONE IN THE U.S. IN ORDER TO EXPAND HUMAN PERFORMANCE AND QUALITY OF LIFE.
Activities or mission (Part I)
OPTOMETRY CARES, THE AOA FOUNDATION, IS COMMITTED TO EXPAND EYE CARE AWARENESS, EDUCATION, RESEARCH, AND ACCESS TO EYE HEALTH AND VISION CARE TO EVERYONE IN THE U.S.
-
OPTOMETRY'S FUND FOR DISASTER RELIEF PROVIDES IMMEDIATE FINANCIAL RELIEF FOR OPTOMETRISTS IN NEED AS A RESULT OF EXPERIENCING A CATASTROPHIC EVENT.
Expenses $94,000 · Grants $94,000
-
OPPORTUNITIES IN OPTOMETRY IS DESIGNED AS A ONE-TIME STIPEND FOR UNDER-REPRESENTED MINORITY STUDENTS INTERESTED IN THE FIELD OF OPTOMETRY TO HELP DEFRAY COSTS ASSOCIATED WITH APPLYING TO OPTOMETRY SCHOOL.
Expenses $28,500 · Grants $28,500
-
INFANTSEE IS A PUBLIC HEALTH PROGRAM DESIGNED TO ENSURE THAT EYE AND VISION CARE BECOMES AN INTEGRAL PART OF INFANT WELLNESS CARE TO IMPROVE A CHILD'S QUALITY OF LIFE. UNDER THIS PROGRAM, AOA OPTOMETRISTS PROVIDE A NO-COST COMPREHENSIVE EYE AND VISION ASSESSMENT FOR INFANTS WITHIN THE FIRST YEAR OF LIFE REGARDLESS OF A FAMILY'S INCOME OR ACCESS TO INSURANCE COVERAGE.
Expenses $12,393 · Grants $4,206
-
SEE SCHEDULE O
Expenses $293,396 · Grants $24,142
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan HymesJONATHAN HYMES
EXECUTIVE DIRECTOR
- Total calculated
- $499,155
- From this org
- $0
- From related orgs
- $471,283
- Other
- $27,872
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $447,922 related
- Bonus
- $0
- Other
- $0 + $23,361 related
- Deferred
- $0 + $16,775 related
- Nontaxable benefits
- $0 + $11,097 related
- Filer's total
- $0 + $499,155 related
-
Ryan P HayesRYAN P HAYES
CHIEF FINANCIAL AND TECHNOLOGY
- Total calculated
- $286,228
- From this org
- $0
- From related orgs
- $250,534
- Other
- $35,694
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $238,503 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $2,031 related
- Deferred
- $0 + $13,068 related
- Nontaxable benefits
- $0 + $22,626 related
- Filer's total
- $0 + $286,228 related
-
Rebecca HildebrandREBECCA HILDEBRAND
EXECUTIVE DIRECTOR
- Total calculated
- $266,839
- From this org
- $0
- From related orgs
- $251,237
- Other
- $15,602
- Hours/week
- 8 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $239,137 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $2,100 related
- Deferred
- $0 + $13,156 related
- Nontaxable benefits
- $0 + $2,446 related
- Filer's total
- $0 + $266,839 related
-
Steven T Reed OdSTEVEN T REED OD
TRUSTEE
- Total calculated
- $55,831
- From this org
- $0
- From related orgs
- $55,831
- Other
- $0
- Hours/week
- 2 + 17 related
-
Jacquie Bowen OdJACQUIE BOWEN OD
TRUSTEE
- Total calculated
- $49,070
- From this org
- $0
- From related orgs
- $49,070
- Other
- $0
- Hours/week
- 2 + 14 related
-
Teri Geist OdTERI GEIST OD
TRUSTEE
- Total calculated
- $44,710
- From this org
- $0
- From related orgs
- $44,710
- Other
- $0
- Hours/week
- 2 + 16 related
-
Terri Gossard OdTERRI GOSSARD OD
TRUSTEE
- Total calculated
- $43,640
- From this org
- $0
- From related orgs
- $43,640
- Other
- $0
- Hours/week
- 2 + 15 related
-
Belinda Starkey OdBELINDA STARKEY OD
TRUSTEE
- Total calculated
- $42,080
- From this org
- $0
- From related orgs
- $42,080
- Other
- $0
- Hours/week
- 2 + 11 related
-
Margaret Marie Read OdMARGARET MARIE READ OD
TRUSTEE
- Total calculated
- $20,620
- From this org
- $0
- From related orgs
- $20,620
- Other
- $0
- Hours/week
- 2 + 8 related
-
Paul Barney OdPAUL BARNEY OD
TRUSTEE
- Total calculated
- $14,740
- From this org
- $0
- From related orgs
- $14,740
- Other
- $0
- Hours/week
- 2 + 6 related
-
Carol Record OdCAROL RECORD OD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Hilary Hawthorne OdHILARY HAWTHORNE OD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
James Deom OdJAMES DEOM OD
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Jason Compton OdJASON COMPTON OD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jason HarroldJASON HARROLD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Peter Kehoe OdPETER KEHOE OD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mahsa Masoudi OdMAHSA MASOUDI OD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jill Scullion OdJILL SCULLION OD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3
- THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY AMERICAN OPTOMETRIC ASSOCIATION, A RELATED ORGANIZATION. AMERICAN OPTOMETRIC ASSOCIATION USES THE FOLLOWING TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMERICAN OPTOMETRIC ASSOCIATION
501(C)(6) · MEMBERSHIP · MO
Directly controlled by NA
-
HEALTH CARE ALLIANCE FOR PATIENT SAFETY
501(C)(6) · ADVOCACY · DE
Directly controlled by NA
-
AOA - PAC
527 · ADVOCACY · VA
Directly controlled by AOA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AOA EXCEL INC
C CORP · MEMBERSHIP SRV · MO
Directly controlled by AOA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343149349303164
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