Skip to content
Nonprofiteer
← AMERICAN OPTOMETRIC ASSOCIATION INC

Form 990 for tax year 2022

Filed by AMERICAN OPTOMETRIC ASSOCIATION INC.

Totals

Total revenue
$28,035,373
Total expenses
$26,793,959
Contributions and grants received
$0
Grants paid
$545,303
Program service revenue
$25,440,666
Investment income
$2,113,178
Other revenue
$481,529
Total assets, end of year
$41,591,322
Total liabilities, end of year
$18,150,727
Net assets or fund balances, end of year
$23,440,595
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $18,786,099 · related or exempt $18,786,099

  • 2b · Program service revenue: MEMBERSHIP SERVICES

    total $3,087,680 · related or exempt $1,705,180 · excluded $1,382,500

  • 2c · Program service revenue: ANNUAL CONVENTION

    total $3,566,861 · related or exempt $285 · excluded $3,566,576

  • 2d · Program service revenue: OTHER PROGRAM SERVICE REVENUE

    total $26 · excluded $26

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $57,041 · excluded $57,041

  • 6a · Gross rents

    real property $9,492

  • 6b · Less rental expenses

    real property $119,545

  • 6c · Rental income or loss

    real property -$110,053 · personal property $0

  • 6d · Net rental income or loss

    total -$110,053 · related or exempt -$110,053

  • 7a · Gross sales of assets other than inventory

    securities $5,319,414 · other assets $140

  • 7b · Less cost or other basis and sales expenses

    securities $3,206,376

  • 7c · Gain or loss

    securities $2,113,038 · other assets $140

  • 7d · Net gain or loss

    total $2,113,178 · excluded $2,113,178

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $221,487

  • 10b · Cost of goods sold

    $73,053

  • 10c · Net income from sales of inventory

    total $148,434 · unrelated business $148,434

  • 11a · Other revenue: ADVERTISING AND SUBSCRIPTION

    total $263,607 · unrelated business $263,607

  • 11b · Other revenue: OTHER

    total $122,500 · related or exempt $122,500

  • 11e · Other revenue, total

    $386,107

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $545,303

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $367,985

  • 5 · Compensation of officers, directors and key employees

    total $2,201,205

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,127,492

  • 8 · Pension plan contributions

    total $331,352

  • 9 · Other employee benefits

    total $784,630

  • 10 · Payroll taxes

    total $527,980

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $84,101

  • 11c · Fees: accounting

    total $79,856

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $3,564

  • 11g · Fees: other

    total $6,291,062

  • 12 · Advertising and promotion

    total $114,572

  • 13 · Office expenses

    total $649,775

  • 14 · Information technology

    total $696,066

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $512,615

  • 17 · Travel

    total $1,853,431

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,858,520

  • 20 · Interest

    total $201,877

  • 21 · Payments to affiliates

    total $303,445

  • 22 · Depreciation, depletion and amortization

    total $654,563

  • 23 · Insurance

    total $151,694

  • 24a · Other expenses: EQUIPMENT RENTAL & MAINT

    total $57,158

  • 24b · Other expenses: STAFF TRAINING

    total $136,300

  • 24c · Other expenses: PROFESSIONAL DUES

    total $202,129

  • 24d · Other expenses: MISCELLANEOUS

    total $57,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $846,506 · end of year $1,189,641

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,761,216 · end of year $3,520,436

  • 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 $36,606 · end of year $35,460

  • 9 · Prepaid expenses and deferred charges

    beginning of year $684,264 · end of year $820,416

  • 10a · Land, buildings and equipment: cost or other basis

    $16,211,544

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,434,334

  • 10c · Land, buildings and equipment, net

    beginning of year $8,355,395 · end of year $7,777,210

  • 11 · Investments: publicly traded securities

    beginning of year $19,606,706 · end of year $22,958,229

  • 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 $9,089,783 · end of year $5,289,930

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,082,919 · end of year $1,972,320

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $826,175 · end of year $1,994,647

  • 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 $5,306,817 · end of year $4,776,179

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $1,000,000

  • 25 · Other liabilities

    beginning of year $9,189,456 · end of year $8,407,581

  • 27 · Net assets without donor restrictions

    beginning of year $24,975,109 · end of year $23,440,595

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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 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.

Activities or mission (Part I)

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.

  • 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.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jonathan F Hymes

    EXECUTIVE DIRECTOR

    Total calculated
    $499,155
    From this org
    $471,283
    From related orgs
    $0
    Other
    $27,872
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $447,922
    Bonus
    $0
    Other
    $23,361
    Deferred
    $16,775
    Nontaxable benefits
    $11,097
    Filer's total
    $499,155

  • Daniel Carey

    CHIEF ADVOCACY OFFICER, STATE

    Total calculated
    $295,924
    From this org
    $251,909
    From related orgs
    $0
    Other
    $44,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,648
    Bonus
    $8,749
    Other
    $1,512
    Deferred
    $14,206
    Nontaxable benefits
    $29,809
    Filer's total
    $295,924

  • Kara Webb

    CHIEF STRATEGY OFFICER

    Total calculated
    $287,375
    From this org
    $244,477
    From related orgs
    $0
    Other
    $42,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,752
    Bonus
    $10,000
    Other
    $725
    Deferred
    $13,606
    Nontaxable benefits
    $29,292
    Filer's total
    $287,375

  • Matthew Willette

    CHIEF ADVOCACY OFFICER, FED

    Total calculated
    $287,248
    From this org
    $243,191
    From related orgs
    $0
    Other
    $44,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,083
    Bonus
    $8,368
    Other
    $1,740
    Deferred
    $13,121
    Nontaxable benefits
    $30,936
    Filer's total
    $287,248

  • Ryan P Hayes

    CHIEF FIN/TECH OFFICER

    Total calculated
    $286,228
    From this org
    $250,534
    From related orgs
    $0
    Other
    $35,694
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $238,503
    Bonus
    $10,000
    Other
    $2,031
    Deferred
    $13,068
    Nontaxable benefits
    $22,626
    Filer's total
    $286,228

  • Deirdre Middleton

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $285,151
    From this org
    $241,544
    From related orgs
    $0
    Other
    $43,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,192
    Bonus
    $10,000
    Other
    $2,352
    Deferred
    $13,138
    Nontaxable benefits
    $30,469
    Filer's total
    $285,151

  • Rebecca Hildebrand

    CHIEF OPERATING OFFICER

    Total calculated
    $266,839
    From this org
    $251,237
    From related orgs
    $0
    Other
    $15,602
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $239,137
    Bonus
    $10,000
    Other
    $2,100
    Deferred
    $13,156
    Nontaxable benefits
    $2,446
    Filer's total
    $266,839

  • Adrianne Drollette

    DIRECTOR OF ALLIANCES/PLANNING

    Total calculated
    $263,162
    From this org
    $240,060
    From related orgs
    $0
    Other
    $23,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,144
    Bonus
    $6,370
    Other
    $546
    Deferred
    $12,297
    Nontaxable benefits
    $10,805
    Filer's total
    $263,162

  • Rodney Peele

    EXECUTIVE DIR, CENTER FOR IND

    Total calculated
    $260,932
    From this org
    $242,578
    From related orgs
    $0
    Other
    $18,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,057
    Bonus
    $3,633
    Other
    $888
    Deferred
    $13,492
    Nontaxable benefits
    $4,862
    Filer's total
    $260,932

  • Michael Stokes

    GENERAL COUNSEL

    Total calculated
    $254,413
    From this org
    $209,919
    From related orgs
    $0
    Other
    $44,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,587
    Bonus
    $7,374
    Other
    $1,958
    Deferred
    $12,060
    Nontaxable benefits
    $32,434
    Filer's total
    $254,413

  • Robert C Layman Od

    PRESIDENT

    Total calculated
    $90,480
    From this org
    $90,480
    From related orgs
    $0
    Other
    $0
    Hours/week
    25

  • James P Devleming Od

    PRESIDENT-ELECT

    Total calculated
    $71,190
    From this org
    $71,190
    From related orgs
    $0
    Other
    $0
    Hours/week
    13

  • Steven T Reed Od

    SECRETARY-TREASURER

    Total calculated
    $55,831
    From this org
    $55,831
    From related orgs
    $0
    Other
    $0
    Hours/week
    16 + 3 related

  • Ronald L Benner Od

    VICE-PRESIDENT

    Total calculated
    $49,316
    From this org
    $49,316
    From related orgs
    $0
    Other
    $0
    Hours/week
    12

  • Jacqueline M Bowen Od

    TRUSTEE

    Total calculated
    $49,070
    From this org
    $49,070
    From related orgs
    $0
    Other
    $0
    Hours/week
    13 + 3 related

  • Teri Geist Od

    TRUSTEE

    Total calculated
    $44,710
    From this org
    $44,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    14 + 4 related

  • Terri Gossard Od

    TRUSTEE

    Total calculated
    $43,640
    From this org
    $43,640
    From related orgs
    $0
    Other
    $0
    Hours/week
    13 + 4 related

  • Belinda Starkey Od

    TRUSTEE

    Total calculated
    $42,080
    From this org
    $42,080
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 2 related

  • Curtis A Ono Od

    TRUSTEE

    Total calculated
    $37,510
    From this org
    $37,510
    From related orgs
    $0
    Other
    $0
    Hours/week
    13

  • William T Reynolds Od

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $37,188
    From this org
    $37,188
    From related orgs
    $0
    Other
    $0
    Hours/week
    9

  • Margaret Marie Read Od

    TRUSTEE

    Total calculated
    $20,620
    From this org
    $20,620
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 4 related

  • Lori L Grover Od

    TRUSTEE

    Total calculated
    $20,082
    From this org
    $20,082
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Paul Barney Od

    TRUSTEE

    Total calculated
    $14,740
    From this org
    $14,740
    From related orgs
    $0
    Other
    $0
    Hours/week
    6 + 2 related

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
TRAVEL FOR COMPANIONS WAS PROVIDED TO ROBERT LAYMAN, JAMES DEVLEMING, RONALD BENNER, STEVEN REED, WILLIAM REYNOLDS, JACQUELINE BOWEN, TERI GEIST, TERRI GOSSARD, LORI GROVER, MARGARET MARIE READ AND BELINDA STARKEY. THIS REIMBURSEMENT WAS GROSSED UP AND INCLUDED IN THEIR TAXABLE INCOME. CELL PHONE REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES, RYAN HAYES, REBECCA HILDEBRAND, DEIRDRE MIDDLETON, KARA WEBB, DANIEL CAREY, ADRIANNE DROLLETTE, RODNEY PEEL, MICHAEL STOKES AND MATTHEW WILLETTE. AUTO REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES. BOTH THE CELL PHONE REIMBURSEMENT AND AUTO REIMBURSEMENT WERE GROSSED UP AND INCLUDING IN THEIR TAXABLE INCOME. FITNESS CLUB REIMBURSEMENT WAS PROVIDED TO JONATHAN HYMES, RYAN HAYES, REBECCA HILDEBRAND, DEIRDRE MIDDLETON, KARA WEBB, ADRIANNE DROLLETTE, RODNEY PEELE, MICHAEL STOKES AND MATTHEW WILLETTE. THE FITNESS CLUB REIMBURSEMENT WAS NOT GROSSED UP BUT WAS INCLUDED IN THEIR TAXABLE INCOME.

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

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.

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.

  • AOAEXCEL INC

    C CORPORATION · MEMBERSHIP SERV · MO · 100% owned · share of income $1,590,943 · share of assets $929,377 · controlled entity

    Directly controlled by AOA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202333149349303423

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.