Civic Intelligence

Indiana Optometric Association Inc

EIN 35-0990225 • 501(c)6 • Carmel, IN

Profile

To encourage the advancement of optometric education, promote research in the visual sciences, establish and maintain ethical standards for its members, and preserve and advance legal standards of qualifications for practice of the profession.

PO Box 3363Carmel, IN 46082

www.ioa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

19%

Higher net margin than 82% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

36th percentile

2.4%

Faster revenue growth than 36% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,317,857

Up $495,126 (+18%) from 2023

Liabilities

Up

$9,125

Up $1,533 (+20%) from 2023

Net Assets

Up

$3,308,732

Up $493,593 (+18%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Down

$1,775,882

Down $77,520 (-4.2%) from 2023

Expenses

Down

$1,437,278

Down $205,239 (-12%) from 2023

Net Income

Up

$338,604

Up $127,719 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $740,461Liabilities 2011: $4,950Net Assets 2011: $735,5112011Assets 2012: $773,537Liabilities 2012: $12,325Net Assets 2012: $761,2122012Assets 2013: $840,865Liabilities 2013: $5,843Net Assets 2013: $835,0222013Assets 2014: $991,097Liabilities 2014: $7,185Net Assets 2014: $983,9122014Assets 2015: $1,034,996Liabilities 2015: $7,447Net Assets 2015: $1,027,5492015Assets 2016: $1,129,823Liabilities 2016: $7,001Net Assets 2016: $1,122,8222016Assets 2017: $1,308,268Liabilities 2017: $7,367Net Assets 2017: $1,300,9012017Assets 2018: $1,483,737Liabilities 2018: $18,222Net Assets 2018: $1,465,5152018Assets 2019: $1,613,376Liabilities 2019: $11,493Net Assets 2019: $1,601,8832019Assets 2020: $1,685,224Liabilities 2020: $9,582Net Assets 2020: $1,675,6422020Assets 2021: $2,332,452Liabilities 2021: $7,379Net Assets 2021: $2,325,0732021Assets 2022: $2,434,080Liabilities 2022: $6,275Net Assets 2022: $2,427,8052022Assets 2023: $2,822,731Liabilities 2023: $7,592Net Assets 2023: $2,815,1392023Assets 2024: $3,317,857Liabilities 2024: $9,125Net Assets 2024: $3,308,7322024

Highlighted filing

2024

Assets$3,317,857
Liabilities$9,125
Net Assets$3,308,732
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $727,9212011Expenses 2012: $1,072,5792012Revenue 2013: $1,205,439Expenses 2013: $1,165,552Net Income 2013: $39,8872013Revenue 2014: $1,252,505Expenses 2014: $1,097,305Net Income 2014: $155,2002014Revenue 2015: $1,173,644Expenses 2015: $1,112,071Net Income 2015: $61,5732015Revenue 2016: $1,198,586Expenses 2016: $1,139,689Net Income 2016: $58,8972016Revenue 2017: $1,368,900Expenses 2017: $1,204,863Net Income 2017: $164,0372017Revenue 2018: $1,467,186Expenses 2018: $1,267,310Net Income 2018: $199,8762018Revenue 2019: $1,407,534Expenses 2019: $1,330,664Net Income 2019: $76,8702019Revenue 2020: $1,091,345Expenses 2020: $1,160,357Net Income 2020: -$69,0122020Revenue 2021: $1,838,824Expenses 2021: $1,348,394Net Income 2021: $490,4302021Revenue 2022: $1,694,313Expenses 2022: $1,407,645Net Income 2022: $286,6682022Revenue 2023: $1,853,402Expenses 2023: $1,642,517Net Income 2023: $210,8852023Revenue 2024: $1,775,882Expenses 2024: $1,437,278Net Income 2024: $338,6042024

Highlighted filing

2024

Revenue$1,775,882
Expenses$1,437,278
Net Income$338,604
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,317,857
Liabilities
$9,125
Net assets
$3,308,732
Revenue
$1,775,882
Expenses
$1,437,278
Net income
$338,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.01$3.31$1.78$1.44$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.01$2.82$1.85$1.64$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.43$1.69$1.41$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$1.84$1.35$0.49
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$1.09$1.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$1.41$1.33$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.02$1.47$1.47$1.27$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$1.37$1.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$1.20$1.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.03$1.17$1.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.98$1.25$1.10$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.84$1.21$1.17$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$1,832,733
Mission and Program Overview

Mission

To encourage the advancement of optometric education, promote research in the visual sciences, establish and maintain ethical standards for its members, and preserve and advance legal standards of qualifications for practice of the profession.

The Indiana Optometric Association (IOA) is dedicated to actively supporting(cont. Sch O)(Cont. from Form 990, pg. 1) Indiana Doctors of Optometry by positively impacting advocacy, continuing education, clinical practice, and networking interests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,145,057$1,571,354▲ $426,297
Investments in Publicly Traded Securities$792,673$965,000▲ $172,327
Cash and Non-Interest-Bearing Accounts$882,619$777,957▼ $104,662
Land, Buildings, and Equipment, Net$2,382$3,546▲ $1,164
Total Assets$2,822,731$3,317,857▲ $495,126
Liabilities
Accounts Payable and Accrued Expenses$7,592$9,125▲ $1,533
Total Liabilities$7,592$9,125▲ $1,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,814,293$3,308,732▲ $494,439
Net Assets With Donor Restrictions$846$0▼ $846
Total Net Assets Fund Balance$2,815,139$3,308,732▲ $493,593
Total Liabilities and Net Assets / Fund Balance$2,822,731$3,317,857▲ $495,126

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,546$7,660$11,206
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arnett TabithaExecutive DirectorFT$156,971$2,970$159,941

Board Members and Trustees

NameTitle
James S StickelImmediate Past President
Piper GroppelImmediate Past President-Exit 04/24
Jeffrey D PerottiPresident
Jeremy S GardPresident - Elect
Eric WeigelTrustee
Matthew D MitchellTrustee
Nicole AlbrightTrustee
Scott A MillerTrustee
Susan K KovacichTrustee
Stacy LowdermilkTrustee - Start 04/24
Kyle W KingSecretary
Jennifer L KohnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,183,563
Program Service Revenue
$501,574
Investment Income
$76,269
Other Revenue
$14,476
Change in Net Assets
$338,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,258,429
Revenue Not Reported on Financial Statements
$517,453
Revenue Not Reported on Form 990
$154,989
Other Revenue Adjustments
$505,276
Total Revenue per Audited Statements
$1,413,418
Total Revenue per Form 990
$1,775,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$949,351
Salaries, Compensation, and Employee Benefits$487,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$505,276
Other Salaries and Wages---$243,930
Conferences and Meetings---$170,388
Current Officers, Directors, Trustees, and Key Employees---$159,941
Fees for Services Lobbying---$42,430
Fees for Services Accounting---$33,943
Payroll Taxes---$31,103
Other Employee Benefits---$26,988
Pension Plan Contributions---$25,965
Fees for Services Legal---$17,886
Office Expenses---$15,661
Fees for Service Investment Mgmnt Fees---$12,177
Information Technology---$6,023
Other Expenses---$4,069
Insurance---$2,767
Depreciation Depletion---$1,820
All Other Expenses---$1,708
Total Functional Expenses$0$0$0$1,437,278

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,437,278
Expenses per Audited Statements$919,825
Total Expenses per Audited Statements$919,825
Expenses Not Reported on Financial Statements$517,453
Other Expense Adjustments$505,276
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$42,430
Total Nondeductible Lobbying and Political Cost$42,430
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The association is comprised of active members, special class members, partial practice members, life members, retired members, federal service members, honorary members, student members, post graduate members, optometric educators, and associate members. Each membership class contains various voting rights and other privileges.”

Form 990, Part VI, Section A, line 7A

“The officers and trustees of the association, except for the president and immediate past president are elected by the house of delegates, which is comprised of various members of each region.”

Form 990, Part VI, Section B, line 11B

“The organization is provided a copy of form 990 and the board of trustees review the 990 prior to filing the return”

Form 990, Part VI, Section B, line 12C

“The board of trustees is required to disclose at least annually any conflicts of interest that may exist so any necessary action can be taken. Additionally, board members are reminded about the policy and asked to disclose any conflicts of interest at each board meeting.”

Form 990, Part VI, Section B, line 15A

“The annual salary of the executive director is set by contract based on comparable industry data.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Indiana Optometric Association Inc
EIN
35-0990225
Phone
3172373560
Address
PO BOX 3363, CARMEL, IN 46082
Doing Business As
Indiana Optometry

Signing Officer

Name
Tabitha Arnett
Title
Executive Director
Phone
3172373560
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tabitha Arnett
Formed
1898
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
22

Preparer

Firm
Barnes Dennig & Co LTD
Address
5342 W Vermont St, Indianapolis, IN 46224
Preparer
John W Keller CPA
Phone
3172412999
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“No changes to the process in the current year.”

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“American Optometric Association dues payment 505,276.”

Part XII, Line 4B - Other Adjustments:

“American Optometric Association dues payment 505,276.”

Raw XML AppendixShowing 400 of 445 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Jeremy S Gard
IRS990/Form990PartVIISectionAGrp/PersonNm2Jennifer L Kohn
IRS990/Form990PartVIISectionAGrp/PersonNm3Kyle W King
IRS990/Form990PartVIISectionAGrp/PersonNm4James S Stickel
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric Weigel
IRS990/Form990PartVIISectionAGrp/PersonNm6Matthew D Mitchell
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President - Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee - Start 04/24
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Immediate Past President-Exit 04/24
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Director
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt069945
IRS990/GrossReceiptsAmt01832733
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt06023
IRS990/InsuranceGrp/TotalAmt02767
IRS990/InvestmentIncomeGrp/ExclusionAmt063175
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063175
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0792673
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0965000
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07660
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03546
IRS990/LandBldgEquipCostOrOtherBssAmt011206
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0507
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt056344
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01183563
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Indiana Optometric Association (IOA) is dedicated to actively supporting Indiana Doctors of Optometry by positively impacting advocacy, continuing education, clinical practice, and networking interests.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02815139
IRS990/NetAssetsOrFundBalancesEOYAmt03308732
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013094
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0154989
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02814293
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03308732
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt015661
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026988
IRS990/OtherExpensesGrp/Desc0Education
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Equipment and Maintenan
IRS990/OtherExpensesGrp/Desc3Public Relations
IRS990/OtherExpensesGrp/TotalAmt069293
IRS990/OtherExpensesGrp/TotalAmt153490
IRS990/OtherExpensesGrp/TotalAmt212420
IRS990/OtherExpensesGrp/TotalAmt34069
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc1Patron Program
IRS990/OtherRevenueMiscGrp/ExclusionAmt01286
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010826
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13650
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt09540
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt13650
IRS990/OtherRevenueTotalAmt014476
IRS990/OtherSalariesAndWagesGrp/TotalAmt0243930
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0505276
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt031103
IRS990/PensionPlanContributionsGrp/TotalAmt025965
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Tabitha Arnett
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0Corporate Partnerships
IRS990/ProgramServiceRevenueGrp/Desc1Education Seminar
IRS990/ProgramServiceRevenueGrp/Desc2Convention
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0207234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166302
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2128038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0207234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2128038
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01285075
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05266
IRS990/PYOtherExpensesAmt01163840
IRS990/PYOtherRevenueAmt025191
IRS990/PYProgramServiceRevenueAmt0537870
IRS990/PYRevenuesLessExpensesAmt0210885
IRS990/PYSalariesCompEmpBnftPaidAmt0478677
IRS990/PYTotalExpensesAmt01642517
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01853402
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0338604
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01145057
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01571354
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt033914
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/CarriedOverAmt08516
IRS990ScheduleC/DuesAssessmentsAmt0678287
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt042430
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt042430
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The organization is involved in monitoring state and local legislation and takes action on bills when action is needed. Throughout the year, the organization monitors the activities of various state boards, commissions, agencies, and courts to ensure the profession and the ocular health of patients are not compromised.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1:
IRS990ScheduleD/EquipmentGrp/BookValueAmt03546
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07660
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011206
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0517453
IRS990ScheduleD/ExpensesSubtotalAmt0919825
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012177
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012177
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0154989
IRS990ScheduleD/OtherExpensesNotIncludedAmt0505276
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0505276
IRS990ScheduleD/RevenueNotReportedAmt0154989
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0517453
IRS990ScheduleD/RevenueSubtotalAmt01258429
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0American Optometric Association dues payment 505,276.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1American Optometric Association dues payment 505,276.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03546
IRS990ScheduleD/TotalExpensesPerForm990Amt01437278
IRS990ScheduleD/TotalRevenuePerForm990Amt01775882
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01413418
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0919825
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0156971
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt02970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Arnett Tabitha
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159941
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The association is comprised of active members, special class members, partial practice members, life members, retired members, federal service members, honorary members, student members, post graduate members, optometric educators, and associate members. Each membership class contains various voting rights and other privileges.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The officers and trustees of the association, except for the president and immediate past president are elected by the house of delegates, which is comprised of various members of each region.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization is provided a copy of form 990 and the board of trustees review the 990 prior to filing the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board of trustees is required to disclose at least annually any conflicts of interest that may exist so any necessary action can be taken. Additionally, board members are reminded about the policy and asked to disclose any conflicts of interest at each board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The annual salary of the executive director is set by contract based on comparable industry data.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization makes its governing documents and financial statements available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No changes to the process in the current year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02822731
IRS990/TotalAssetsEOYAmt03317857
IRS990/TotalAssetsGrp/BOYAmt02822731
IRS990/TotalAssetsGrp/EOYAmt03317857
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01183563
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt01437278
IRS990/TotalGrossUBIAmt013190
IRS990/TotalLiabilitiesBOYAmt07592
IRS990/TotalLiabilitiesEOYAmt09125
IRS990/TotalLiabilitiesGrp/BOYAmt07592
IRS990/TotalLiabilitiesGrp/EOYAmt09125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02815139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03308732
IRS990/TotalOtherCompensationAmt02970
IRS990/TotalProgramServiceRevenueAmt0501574
IRS990/TotalReportableCompFromOrgAmt0156971
IRS990/TotalRevenueGrp/ExclusionAmt077555
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0501574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01775882

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