Civic Intelligence

The North Carolina State Optometric

EIN 56-0860206 • 501(c)6 • Raleigh, NC

View Organization Page

Profile

Advocating for optometrists so they can best serve eye health and vision needs in north carolina.

3434 Edwards Mill Rd 112-282Raleigh, NC 27612-4275

www.nceyes.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.19x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.31x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

92nd percentile

32%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

50th percentile

$139,483

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

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

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,587,803

Up $515,007 (+25%) from 2023

Liabilities

Up

$490,953

Up $50,929 (+12%) from 2023

Net Assets

Up

$2,096,850

Up $464,078 (+28%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin92nd percentile

Revenue

Up

$1,606,701

Up $271,048 (+20%) from 2023

Expenses

Down

$1,088,286

Down $40,124 (-3.6%) from 2023

Net Income

Up

$518,415

Up $311,172 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,322,993Liabilities 2012: $868,025Net Assets 2012: $1,454,9682012Assets 2013: $2,718,443Liabilities 2013: $968,908Net Assets 2013: $1,749,5352013Assets 2014: $2,692,302Liabilities 2014: $509,268Net Assets 2014: $2,183,0342014Assets 2015: $2,622,052Liabilities 2015: $326,837Net Assets 2015: $2,295,2152015Assets 2016: $2,363,006Liabilities 2016: $246,678Net Assets 2016: $2,116,3282016Assets 2017: $2,003,652Liabilities 2017: $271,969Net Assets 2017: $1,731,6832017Assets 2018: $1,687,620Liabilities 2018: $404,427Net Assets 2018: $1,283,1932018Assets 2019: $1,619,468Liabilities 2019: $439,228Net Assets 2019: $1,180,2402019Assets 2020: $1,666,629Liabilities 2020: $681,007Net Assets 2020: $985,6222020Assets 2021: $1,793,738Liabilities 2021: $409,262Net Assets 2021: $1,384,4762021Assets 2022: $1,859,360Liabilities 2022: $433,831Net Assets 2022: $1,425,5292022Assets 2023: $2,072,796Liabilities 2023: $440,024Net Assets 2023: $1,632,7722023Assets 2024: $2,587,803Liabilities 2024: $490,953Net Assets 2024: $2,096,8502024

Highlighted filing

2024

Assets$2,587,803
Liabilities$490,953
Net Assets$2,096,850
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $1,294,2882012Expenses 2013: $1,429,9522013Revenue 2014: $316,110Expenses 2014: $241,431Net Income 2014: $74,6792014Revenue 2015: $1,256,050Expenses 2015: $920,332Net Income 2015: $335,7182015Revenue 2016: $1,129,540Expenses 2016: $1,316,456Net Income 2016: -$186,9162016Revenue 2017: $1,401,830Expenses 2017: $1,749,491Net Income 2017: -$347,6612017Revenue 2018: $1,209,562Expenses 2018: $1,549,139Net Income 2018: -$339,5772018Revenue 2019: $1,206,066Expenses 2019: $1,316,813Net Income 2019: -$110,7472019Revenue 2020: $925,460Expenses 2020: $1,073,786Net Income 2020: -$148,3262020Revenue 2021: $986,641Expenses 2021: $829,152Net Income 2021: $157,4892021Revenue 2022: $1,002,682Expenses 2022: $961,629Net Income 2022: $41,0532022Revenue 2023: $1,335,653Expenses 2023: $1,128,410Net Income 2023: $207,2432023Revenue 2024: $1,606,701Expenses 2024: $1,088,286Net Income 2024: $518,4152024

Highlighted filing

2024

Revenue$1,606,701
Expenses$1,088,286
Net Income$518,415
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,587,803
Liabilities
$490,953
Net assets
$2,096,850
Revenue
$1,606,701
Expenses
$1,088,286
Net income
$518,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.49$2.10$1.61$1.09$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.44$1.63$1.34$1.13$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.43$1.43$1.00$0.96$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.41$1.38$0.99$0.83$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.68$0.99$0.93$1.07$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.44$1.18$1.21$1.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.40$1.28$1.21$1.55$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.27$1.73$1.40$1.75$0.35
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.25$2.12$1.13$1.32$0.19
2015Summary only. Only limited summary data is available for this year.$2.62$0.33$2.30$1.26$0.92$0.34
2014Summary only. Only limited summary data is available for this year.$2.69$0.51$2.18$0.32$0.24$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.97$1.75$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.87$1.45$1.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$2,392,444
Mission and Program Overview

Mission

To encourage a higher standard of education in the field of optometry.

Advance and protect the profession of optometry to improve vision and health in north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,069,406$1,366,117▲ $296,711
Cash and Non-Interest-Bearing Accounts$815,542$1,177,923▲ $362,381
Savings and Temporary Cash Investments$58,811$42,503▼ $16,308
Accounts Receivable$5,500--
Land, Buildings, and Equipment, Net$308--
Total Assets$1,950,827$2,587,803▲ $636,976
Other Assets Total$1,260$1,260→ $0
Liabilities
Other Liabilities$207,442$257,467▲ $50,025
Deferred Revenue$157,032$175,058▲ $18,026
Accounts Payable and Accrued Expenses$7,918$58,428▲ $50,510
Total Liabilities$372,392$490,953▲ $118,561
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,578,435$2,096,850▲ $518,415
Total Net Assets Fund Balance$1,578,435$2,096,850▲ $518,415
Total Liabilities and Net Assets / Fund Balance$1,950,827$2,587,803▲ $636,976

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,435$10,435
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyssa BarkleyExecutive DiFT$130,268$9,215$139,483

Board Members and Trustees

NameTitle
Dr Sean SmolenyakPresident
Dr Joanna ReimanPresident-el
Dr Jennifer LyerlyTrustee
Dr Keshav BhatTrustee
Dr Kim OrrTrustee
Dr Will SawyerTrustee
Dr Matt AldrichTrustee/dist
Dr Rebecca GarcesTrustee/dist
Dr Alexandra BoldisDistrict Pre
Dr Arun SubramanianDistrict Pre
Dr Courtney MathewsDistrict Pre
Dr Donald YorkDistrict Pre
Dr Meghan BrooksDistrict Pre
Dr Mollie GlennDistrict Pre
Dr Ryan CorteDistrict Pre
Dr Steven MillerDistrict Pre
Dr Jeffrey SterlingImmed Past P
Dr Rasika WhitesellSecretary/tr
Dr Matt EdwardsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$649,416
Program Service Revenue
$498,753
Investment Income
$294,510
Other Revenue
$164,022
Change in Net Assets
$518,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$648,461
Salaries, Compensation, and Employee Benefits$439,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$218,698$150,518-$369,216
Conferences and Meetings$176,004$44,001-$220,005
Fees for Services Other$115,344$28,836-$144,180
Fees for Services Lobbying$76,800$19,200-$96,000
Travel$35,300$8,825-$44,125
Other Employee Benefits$30,229$12,956-$43,185
Fees for Services Accounting$30,327$7,582-$37,909
Information Technology$14,765$14,764-$29,529
Payroll Taxes$19,197$8,227-$27,424
Office Expenses$11,843$9,233-$21,076
Occupancy$3,719$14,877-$18,596
Fees for Services Legal$11,520$2,880-$14,400
Fees for Service Investment Mgmnt Fees$11,286$2,821-$14,107
Insurance$976$3,903-$4,879
Depreciation Depletion-$308-$308
Other Expenses$2,330$19-$19
Total Functional Expenses$758,338$329,948$0$1,088,286
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$96,000
Total Nondeductible Lobbying and Political Cost$96,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Aoa Dues Payable$175,441
Relief Funds Payable$51,000
District Dues Payable$29,440
Spring Congress 2025 Revenue$1,259
Payroll Liabilities$231
Other$96
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The bylaws changes were strictly administrative in nature for the purpose of adding the post-graduate and optometric educator categories of membership. In addition, language throughout article i (membership) and artle ii (dues) was cleaned up for clarity and consistency, and to better align with the american optometric association's (aoa's) bylaws. No changes affect how membership functions and is administered within the society.”

Form 990, Page 6, Part VI, Line 6

“The association is organized with members”

Form 990, Page 6, Part VI, Line 7A

“The members elect the board of trustees”

Form 990, Page 6, Part VI, Line 7B

“Certain decisions do require the approval of the members”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is sent to each board member for their review prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The society documents and addresses any disclosed conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee determines the salary of the executive director based on comparability data, job performance and market conditions.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The North Carolina State Optometric
EIN
56-0860206
Phone
9199776966
Address
3434 EDWARDS MILL RD 112-282, RALEIGH, NC 27612-4275

Signing Officer

Name
Alyssa Barkley
Title
Executive Director
Phone
9199776966
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyssa Barkley
Formed
1912
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
40

Preparer

Firm
Hodges & Hergenrader Llp
Address
5400 TRINITY ROAD SUITE 106, RALEIGH, NC 27607
Preparer
Anna Hergenrader
Phone
9199108808
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Insurance broker 461 115 0 contract review service 1,200 300 0 third party liason 67,200 16,800 0 legislative consulting servic 3,200 800 0 credit card processing fees 42,403 10,601 0 retirement annual admin fee 880 220 0 total 115,344 28,836 0”

Raw XML AppendixShowing 400 of 475 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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/DIST
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE/DIST
IRS990/Form990PartVIISectionAGrp/TitleTxt8DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16IMMED PAST P
IRS990/Form990PartVIISectionAGrp/TitleTxt17DISTRICT PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DISTRICT PRE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01912
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0252203
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01037946
IRS990/GrossReceiptsAmt02392444
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014764
IRS990/InformationTechnologyGrp/ProgramServicesAmt014765
IRS990/InformationTechnologyGrp/TotalAmt029529
IRS990/InsuranceGrp/ManagementAndGeneralAmt03903
IRS990/InsuranceGrp/ProgramServicesAmt0976
IRS990/InsuranceGrp/TotalAmt04879
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt042307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042307
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01069406
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01366117
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010435
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0308
IRS990/LandBldgEquipCostOrOtherBssAmt010435
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0785743
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0649416
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ADVANCE AND PROTECT THE PROFESSION OF OPTOMETRY TO IMPROVE VISION AND HEALTH IN NORTH CAROLINA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01578435
IRS990/NetAssetsOrFundBalancesEOYAmt02096850
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0252203
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0252203
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01578435
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02096850
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt014877
IRS990/OccupancyGrp/ProgramServicesAmt03719
IRS990/OccupancyGrp/TotalAmt018596
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09233
IRS990/OfficeExpensesGrp/ProgramServicesAmt011843
IRS990/OfficeExpensesGrp/TotalAmt021076
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01260
IRS990/OtherAssetsTotalGrp/EOYAmt01260
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012956
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030229
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043185
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1PROPERTY TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119
IRS990/OtherExpensesGrp/ProgramServicesAmt02330
IRS990/OtherExpensesGrp/TotalAmt03328
IRS990/OtherExpensesGrp/TotalAmt119
IRS990/OtherLiabilitiesGrp/BOYAmt0207442
IRS990/OtherLiabilitiesGrp/EOYAmt0257467
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP PROGRAM REVENUE
IRS990/OtherRevenueMiscGrp/Desc1ROYALTIES, REBATES AND OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0133832
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt130190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0133832
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130190
IRS990/OtherRevenueTotalAmt0164022
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0150518
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IRS990/PayrollTaxesGrp/ProgramServicesAmt019197
IRS990/PayrollTaxesGrp/TotalAmt027424
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALYSSA BARKLEY
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-33883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010435
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0175441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt151000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt229440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt596
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AOA DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELIEF FUNDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DISTRICT DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SPRING CONGRESS 2025 REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5OTHER
IRS990ScheduleD/TotalLiabilityAmt0257467
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BYLAWS CHANGES WERE STRICTLY ADMINISTRATIVE IN NATURE FOR THE PURPOSE OF ADDING THE POST-GRADUATE AND OPTOMETRIC EDUCATOR CATEGORIES OF MEMBERSHIP. IN ADDITION, LANGUAGE THROUGHOUT ARTICLE I (MEMBERSHIP) AND ARTLE II (DUES) WAS CLEANED UP FOR CLARITY AND CONSISTENCY, AND TO BETTER ALIGN WITH THE AMERICAN OPTOMETRIC ASSOCIATION'S (AOA'S) BYLAWS. NO CHANGES AFFECT HOW MEMBERSHIP FUNCTIONS AND IS ADMINISTERED WITHIN THE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS ORGANIZED WITH MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN DECISIONS DO REQUIRE THE APPROVAL OF THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 IS SENT TO EACH BOARD MEMBER FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SOCIETY DOCUMENTS AND ADDRESSES ANY DISCLOSED CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE COMMITTEE DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR BASED ON COMPARABILITY DATA, JOB PERFORMANCE AND MARKET CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE BROKER 461 115 0 CONTRACT REVIEW SERVICE 1,200 300 0 THIRD PARTY LIASON 67,200 16,800 0 LEGISLATIVE CONSULTING SERVIC 3,200 800 0 CREDIT CARD PROCESSING FEES 42,403 10,601 0 RETIREMENT ANNUAL ADMIN FEE 880 220 0 TOTAL 115,344 28,836 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true

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