2024-06-28T08:34:41-05:00 2023-12-31 411534805 CARPENTER EVERT & ASSOCIATES LTD 7760 FRANCE AVE S SUITE 940 BLOOMINGTON MN 55435 990 2023-01-01 410849989 MINNESOTA OPTOMETRIC ASSOCIATION MINN 8006788232 3800 AMERICAN BLVD WEST 1500 BLOOMINGTON MN 55431 BETH COLEMAN-JENSEN EXECUTIVE DIR. 8006788232 2024-06-27 1 BETH COLEMAN-JENSEN 999009999 0 NEAL EVERT P00046853 9528310085 2024-06-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DR LAUREN HAVERLY 3800 AMERICAN BLVD WEST 1500 BLOOMINGTON MN 55431 811324 0 X WWW.MINNESOTA.AOA.ORG X 1938 MN THE MINNESOTA OPTOMETRIC ASSOCIATION EMPOWERS AND DEVELOPS OUR MEMBERS TO PROVIDE EXCEPTIONAL EYE CARE TO ALL MINNESOTANS BY ENRICHING THEIR BUSINESSES WITH DYNAMIC EDUCATIONAL, NETWORKING, AND LEGISLATIVE TOOLS. 10 10 3 45 0 0 444981 425789 318963 320228 13098 17784 16843 17523 793885 781324 0 0 0 0 253945 232633 0 0 0 447500 494969 701445 727602 92440 53722 1147061 1193430 436607 387237 710454 806193 THE MINNESOTA OPTOMETRIC ASSOCIATION EMPOWERS AND DEVELOPS OUR MEMBERS TO PROVIDE EXCEPTIONAL EYE CARE TO ALL MINNESOTANS BY ENRICHING THEIR BUSINESSES WITH DYNAMIC EDUCATIONAL, NETWORKING, AND LEGISLATIVE TOOLS. 0 0 474085 332239 ANNUAL MEETING AND CONTINUING EDUCATION FOR APPROXIMATELY 200 OD'S AND STAFF OF ABOUT 60. EDUCATION IS TWO DAYS AND WE ALSO HOLD OUR ANNUAL BUSINESS MEETING AND ELECTION OF OFFICERS ALONG WITH AN EXHIBIT HALL.FALL MEETING WHICH WAS 2 DAYS OF EDUCATION FOR APPROXIMATELY 175 AND AN EXHIBIT HALL 474085 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 3 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X THE ORGANIZATION 8006788232 3800 AMERICAN BLVD WEST 1500 BLOOMINGTON MN 55431 DR LAUREN KELSEY HAVERLY PRESIDENT 1.00 X X 0 0 0 DR STACY HINKEMEYER-COLATRELLA PRESIDENT ELECT 1.00 X X 0 0 0 DR JMATT DOWNS TRUSTEE 1.00 X 0 0 0 DR TATE HERMAN TREASURER 1.00 X X 0 0 0 DR THOMAS ELTON VICE PRESIDENT 1.00 X X 0 0 0 DR KATIE TANCABEL IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DR TERESA RHONE TRUSTEE 1.00 X 0 0 0 DR TARA KEMPFER TRUSTEE 1.00 X 0 0 0 DR MIRANDA LEPINSKI TRUSTEE 1.00 X 0 0 0 DR SASHA NIRANJALI NARAYAN TRUSTEE 1.00 X 0 0 0 BETH COLEMAN-JENSEN EXECUTIVE DIRECTOR 40.00 X 124022 0 15702 124022 0 15702 1 0 0 0 0 425789 425789 MEETING INCOME 900099 320228 320228 320228 26401 26401 21383 30000 -8617 -8617 -8617 OTHER INCOME 900099 12011 12011 ROYALTIES 900099 5512 5512 17523 781324 332239 0 23296 X 139723 70407 7303 15200 7070 114409 3629 4456 8922 46861 2207 6083 FOOD AND BEVERAGE 183345 FACILITY AND ENTERTAINM 25882 BANK AND CREDIT CARD FE 25815 MEDIA SERVICE 23415 42875 727602 315005 333259 317392 272768 11853 6247 11306 8249 14978 10019 4339 4959 487166 567948 1147061 1193430 178823 157900 257784 229337 436607 387237 X 710454 806193 710454 806193 1147061 1193430 53722 42017 0 X 0 1 X 1 0 0 0 0 425789 81600 81600 81600 14978 10019 4959 4959 MONEY MARKET FUNDS 567948 F 567948 X 823341 42017 42017 781324 0 781324 727602 0 727602 0 727602 PART X, LINE 2: THE ORGANIZATION HAS A TAX-EXEMPT STATUS UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10. THE ORGANIZATION'S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. THE ORGANIZATION CONTINUES TO OPERATE CONSISTENT WITH ITS ORIGINAL EXEMPTION APPLICATION AND EACH YEAR TAKES THE NECESSARY ACTIONS TO MAINTAIN ITS EXEMPT STATUS. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. 1 X X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - PROFESSIONAL MEMBERSHIP ORGANIZATION OF OPTOMETRISTS FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE MEMBERS ELECT DIRECTORS AND OFFICERS FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES EXIST FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - BOARD REVIEWS COMPLETED FORM 990 PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF BY LAWS AND POLICIES IS DONE ANNUALLY WITH AN ATTORNEY WHEN NEEDED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER 114,409.