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TIN:
SCHEDULE O
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is atwww.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Inspection
Name of the organization
MARYLAND OPTOMETRIC ASSOCIATION
Employer identification number
52-0822684
52-0822684
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLE II- MEMBERSHIP SECTION 1. APPLICATION FOR MEMBERSHIP-THE PROPOSED CHANGES HERE SIMPLIFY THE MEMBERSHIP PROCESS BY ELIMINATING A REQUIRED MEMBERSHIP COMMITTEE RECOMMENDATION ON APPLICANTS AND ALLOWING APPLICATIONS TO BE IN ELECTRONIC FORM. SECTION 2. CLASSIFICATION OF MEMBERSHIP- THE PROPOSED CHANGES HERE ADD FOUR NEW CLASSIFICATIONS OF MEMBERSHIP: PARAOPTOMETRIC, OPTOMETRIC EDUCATOR, AFFILIATE AND EMERITUS. THE PROPOSED CHANGES ALSO ELIMINATE THE ASSOCIATE MEMBERSHIP CLASSIFICATION. THE PROPOSED QUALIFICATIONS, PRIVILEGES, RESPONSIBILITIES AND APPLICATIONS FOR EACH OF THESE NEW CLASSIFICATIONS ARE OUTLINED IN NEW SECTIONS ADDED TO SECTION 3 OF THIS ARTICLE. SECTION 3. QUALIFICATIONS, PRIVILEGES AND RESPONSIBILITIES OF EACH CLASSIFICATION- THE PROPOSED CHANGES HERE RELATE TO INDIVIDUAL CLASSIFICATIONS OF MEMBERSHIP: ACTIVE MEMBERS- THIS PROPOSED CHANGE BROADENS THE DISCOUNTS ACTIVE MEMBERS MAY RECEIVE FROM JUST BEING INSURANCE DISCOUNTS TO ALL TYPES OF DISCOUNTS. PARTIAL PRACTICE MEMBERS- THIS PROPOSED CHANGE ELIMINATES A REQUIREMENT THAT THE MEMBER BE CERTIFIED ANNUALLY BY THEIR LOCAL SOCIETY. FEDERAL SERVICE MEMBERS- THIS PROPOSED CHANGE ADDS PART-TIME AND RETIRED EMPLOYEES OF THE U.S. DEPARTMENT OF VETERANS AFFAIRS TO THOSE ELIGIBLE FOR THIS MEMBERSHIP CLASSIFICATION. STUDENT MEMBERS- THIS PROPOSED CHANGE ELIMINATES A MARYLAND RESIDENCY REQUIREMENT AND CLARIFIES THAT THE MEMBER MUST ALSO BE A MEMBER OF THE AMERICAN OPTOMETRIC STUDENT ASSOCIATION. IT ALSO CHANGES THE APPLICATION PROCESS AND ALLOWS PREVIOUS STUDENT MEMBERS TO RETAIN THEIR STATUS. CHANGES THE APPLICATION PROCESS AND ALLOWS PREVIOUS STUDENT MEMBERS TO RETAIN THEIR STATUS. RETIRED MEMBERS- THIS PROPOSED CHANGE CREATES TWO SUB-CLASSIFICATIONS OF MEMBERSHIP- RETIRED WITH BENEFITS AND RETIRED WITHOUT BENEFITS. IT THEN LISTS THE PRIVILEGES FOR EACH OF THESE PROPOSED NEW SUBCLASSIFICATIONS. LIFE MEMBERS- THIS PROPOSED CHANGE ELIMINATES ANY AGE OR HOURS OF PRACTICE REQUIREMENT FOR THIS CLASSIFICATION AND INSTEAD REQUIRES MEMBERSHIP IN THE AMERICAN OPTOMETRIC ASSOCIATION (AOA) OF AT LEAST 45 YEARS FOR NEW LIFE MEMBERS. IT ALSO ALLOWS PREVIOUS LIFE MEMBERS TO RETAIN THEIR STATUS. SECTION 4. SUSPENSION- THE PROPOSED CHANGES HERE CLARIFY THE PROCESS OF SUSPENSION OF MEMBERSHIP FOR NONPAYMENT OF DUES. SECTION 6. RESIGNATION- THE PROPOSED CHANGES HERE ALLOW A DESIGNEE OF THE SECRETARY/TREASURER TO INFORM THE BOARD OF RESIGNATIONS. SECTION 7. REINSTATEMENT- THE PROPOSED CHANGE HERE REQUIRES ALL OUTSTANDING DUES BALANCES TO BE PAID PRIOR TO ANY REINSTATEMENT OF A RESIGNED, SUSPENDED OR EXPELLED MEMBER. SECTION 8. ILLNESS OR DISABILITY OF MEMBERS- THE PROPOSED CHANGE HERE CREATES A PROCESS FOR THE BOARD TO WAIVE THE PAYMENT OF DUES FOR AN ILL OR DISABLED MEMBER. ARTICLE III- OFFICERS THERE ARE TWO PROPOSED CHANGES TO THIS ARTICLE. THE FIRST ELIMINATES THE REQUIREMENT THAT THE SECRETARY/TREASURER BE BONDED. THE SECOND ELIMINATES THE REQUIREMENT THAT THE MEMBERSHIP MUST RECEIVE NOTICE OF NOMINATIONS FOR OFFICERS, OTHER THAN THOSE FROM THE NOMINATING COMMITTEE, IN A WRITTEN FORM ONLY. ARTICLE IV- BOARD OF DIRECTORS THERE ARE TWO PROPOSED CHANGES TO THIS ARTICLE. THE FIRST CLARIFIES THE NON-VOTING BOARD MEMBERSHIP OF THE EXECUTIVE DIRECTOR. THE SECOND REDUCES THE NUMBER OF REQUIRED MEETING OF THE BOARD FROM SIX ANNUALLY TO FOUR ANNUALLY. ARTICLE VI- COMMITTEES THE PROPOSED CHANGE IN THIS ARTICLE CLARIFIES THAT THE DUTY OF THE MEMBERSHIP COMMITTEE IS TO PROMOTE MEMBERSHIP IN THE ASSOCIATION. ARTICLE VII- MEETINGS THE PROPOSED CHANGE IN THIS ARTICLE ALLOWS THE ANNUAL MEETING OF THE ASSOCIATION TO BE HELD AT ANYTIME DURING THE YEAR, NOT JUST IN THE FALL. ARTICLE VIII- FISCAL AFFAIRS SECTION 3. AUDIT- THE PROPOSED CHANGE IN THIS SECTION ELIMINATES A REFERENCE TO AN AUDIT COMMITTEE AND PLACES THE RESPONSIBILITY FOR AN ANNUAL REVIEW AND REPORT OF THE ASSOCIATION'S FINANCIAL RECORDS WITH THE BOARD AND WITH THE FINANCE AND BUDGET COMMITTEE. SECTION 4. DUES-THE PROPOSED CHANGES TO THIS SECTION GIVES THE BOARD AUTHORITY TO AT LEAST ANNUALLY SET THE DUES AMOUNT FOR EACH CLASSIFICATION OF MEMBERSHIP. THE CURRENT RESTRICTION LIMITING THE BOARD TO RAISING DUES NOT MORE THAN 5% IN ANY YEAR FOR ANY CLASSIFICATION IS RETAINED. THE PROPOSED CHANGES ALSO CREATE A PAYMENT SCHEDULE AND GIVE THE BOARD AUTHORITY TO PRORATE DUES. ARTICLE X- AMERICAN OPTOMETRIC ASSOCIATION THE PROPOSED CHANGES TO THIS ARTICLE CLARIFY THAT DELEGATES AND ALTERNATES TO THE AOA CONGRESS RECEIVE REIMBURSEMENT FOR EXPENSES. THE PROPOSED CHANGES ALSO ELIMINATE A REQUIREMENT THAT A WRITTEN REPORT OF THE EVENTS AT THE CONGRESS BE DISTRIBUTED TO THE MEMBER OF THE ASSOCIATION. ARTICLE XII- STATE BOARD OF EXAMINERS THE PROPOSED CHANGES TO THIS ARTICLE CLARIFY THE BOARD'S AUTHORITY TO DEVELOP AND MANAGE A BALLOTING PROCESS FOR THE CREATION OF A LIST OF PERSONS TO BE SUBMITTED FOR APPOINTMENT TO THE STATE BOARD OF EXAMINERS IN OPTOMETRY. THE PROPOSED CHANGES ALSO CONFORM THIS ARTICLE TO THE PROVISIONS OF MARYLAND STATE LAW THAT GOVERNS THIS PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS AND THEIR RIGHTS THE ASSOCIATION HAS DUES PAYING MEMBERS COMPRISED OF MAINLY DOCTORS OF OPTOMETRY THAT ANNUALLY ELECT THE BOARD OF DIRECTORS & OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO THE FILING OF THE TAX RETURN, THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER. EACH BOARD MEMBER REVIEWS THE FORM 990 AND RESPONDS TO THE EXECUTIVE DIRECTOR WITH ANY QUESTIONS OR COMMENTS. ONCE THE QUESTIONS HAVE BEEN ADDRESSED THE RETURN IS FINALIZED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY ALL OFFICERS, DIRECTORS AND KEY PERSONNEL REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. THEY SIGN A FORM INDICATING THEIR UNDERSTANDING OF THE POLICY AND AGREEING TO BRING POTENTIAL CONFLICTS TO THE ATTENTION OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015
Additional Data
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