Armed Forces Optometric Society FY2020 filing

Not tax-deductible

Broomfield, CO501(c)(6)Since 1970EIN 52-1034119Revenue $331K in FY2020

On file with the IRSafos2020.org11705 Airport Way Ste 306, 80021-2711 · Broomfield, COTax-exempt since Nov 1989

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The Armed Forces Optometric Society AFOS is the AOA Affiliate for all Federal services optometrists. Our members include those serving in the US military Air Force Army and Navy and their reserve components Veterans Administration Public Health Service and Indian Health Service as well as various other governmental entities.

$137K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $29K a year · 8% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$137K
to officers and key staff · 40% of spending
Concern: pay to officers and key staff is 40% of spending; over 30%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$331K
-23% vs prior year
Spent
$339K
To programs
0%
Net assets
$154K
By yearFY2018–FY2023
Revenue
$331K
FY2020▼ -23%
Tap a bar for its year
Revenue by fiscal year
FY2018$300K
FY2019$430K
FY2020$331K
FY2021$326K
FY2022$353K
FY2023$416K
Expenses
$339K
FY2020▼ -26%
Tap a bar for its year
Expenses by fiscal year
FY2018$362K
FY2019$456K
FY2020$339K
FY2021$350K
FY2022$369K
FY2023$452K
Net assets
$154K
FY2020▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2018$162K
FY2019$137K
FY2020$154K
FY2021$130K
FY2022$114K
FY2023$78K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Nov 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

18 people listed on the 990; $137K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$137,261Pt VII · Sec A
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Sec-Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2021FY2020FY2019FY2018
Dr H Lindsay Wright———$143,561$112,828
H Lindsay Wright$141,955$107,570$137,261——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Armed Forces Optometric Society executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports optometrists serving in federal government healthcare.

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Provided by the organization

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2 programs · in their own filed words · FY2020
01

AFOS provides two national meetings each year for our member doctors. These national meetings provide essential continuing education that is required for military or federal service optometrists. In addition these meetings provide a forum for key exhibitors to display the latest ophthalmic technology to our members.

Pt IX · col B
02

AFOS monitors all federal guidelines rules and regulations that affect optometrists who serve in the military VA and the federal government and communicates this information to tour member doctors through various means of communication.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$331K
Ln 12
Fees for servicesLn 2g$298K
Other incomeLn 4–11$31K
Investment incomeLn 3$1K
Money outPt IX
$339K
Ln 25
Owns and owesPt X
$154K
net assets · Ln 32
Cash and savingsLn 1–2$85K
Total assetsLn 16$165K
LiabilitiesLn 26$10K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$298K
Investment incomeLn 3$1K
Other incomeLn 4–11$31K
Gains on assetsLn 7$0
Total revenueLn 12$331K
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$50K
Cash and savings togetherLn 1–2$85K
InvestmentsLn 11–13$75K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$165K
LiabilitiesLn 26$10K
Net assetsLn 32$154K
OperationsPt I, VI
EmployeesI 53
VolunteersI 635
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$168K$85K
InvestmentsLn 11–13$0$75K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$172K$165K
LiabilitiesLn 26$35K$10K
Net assetsLn 32$137K$154K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$154K$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$17K$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$12K$0$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$2K$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$16K$0$0$0
Advertising and promotionLn 12$2K$0$0$0
Office expensesLn 13$2K$0$0$0
Information technologyLn 14$0$0$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$16K$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$57K$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$740$0$0$0
Other expenses (24a–d)Ln 24$36K$0$0$0
All other expensesLn 24e$25K$0$0$0
Total functional expensesLn 25$339K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $416K$452K−$36K$78K 990 PDF
FY2022 $353K$369K−$16K$114K 990 PDF
FY2021 $326K$350K−$24K$130K 990 PDF
FY2020 Viewing $331K$339K−$8K$154K 990 PDF
FY2019 $430K$456K−$25K$137K 990 PDF
FY2018 $300K$362K−$62K$162K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $331,113 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $430,328$298,358
I-10 Investment incomePrior year $57$1,391
I-11 Other revenuePrior year $0$31,364
I-12 Total revenuePrior year $430,385$331,113
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $205,691$182,832
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $249,872$156,473
I-18 Total expensesPrior year $455,563$339,305
I-19 Revenue less expensesPrior year −$25,178−$8,192
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $331,113 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $298,358 · Unrelated business $0 · Excluded from tax $0$298,358
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$1,391
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $0$31,364
VIII-12 Total revenueRelated to mission $298,358 · Unrelated business $0 · Excluded from tax $0$331,113
Part IX · Statement of functional expenses $339,305 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$154,001
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$17,090
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$11,741
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$1,998
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$15,856
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$2,076
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$2,192
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$16,029
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$56,760
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$740
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$35,574
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$25,248
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$339,305
Part X · Balance sheet $164,598 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $167,959$35,035
X-2 Savings and temporary cash investmentsStart of year $0$50,000
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$75,335
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $4,228$4,228
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $172,187$164,598
X-17 Accounts payable and accrued expensesStart of year $2,895−$4,406
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $32,045$14,706
X-26 Total liabilitiesStart of year $34,940$10,300
X-27 Net assets without donor restrictionsStart of year $137,247$154,298
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $137,247$154,298
X-33 Total liabilities and net assetsStart of year $172,187$164,598
Part XI · Reconciliation of net assets $154,298 net assets at year end
XI-1 Total revenue$331,113
XI-2 Total expenses$339,305
XI-3 Revenue less expenses−$8,192
XI-4 Net assets at start of year$137,247
XI-5 Net unrealized gains (losses) on investments$25,243
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$154,298

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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