2023-08-24T15:41:48-05:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 222765077 AMERICAN GLAUCOMA SOCIETY INC AMER 4155618587 655 BEACH STREET SAN FRANCISCO CA 94109 GREGORY L SKUTA MD EXECUTIVE VICE PRESIDENT 4155618587 2023-08-24 1 GREGORY SKUTA MD 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2023-08-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEON W HERNDON JR MD 655 BEACH STREET SAN FRANCISCO CA 94109 2680065 0 X WWW.AMERICANGLAUCOMASOCIETY.NET X 1985 CA THE AMERICAN GLAUCOMA SOCIETY (AGS) IS COMPRISED OF GLAUCOMA SPECIALISTS DEDICATED TO SHARING CLINICAL AND SCIENTIFIC INFORMATION FOR THE BENEFIT OF PATIENTS, COLLEAGUES, FELLOWS, AND RESIDENTS. 18 18 0 100 0 0 852500 790000 949766 1326354 200863 118970 15500 22000 2018629 2257324 305000 260000 0 0 0 0 0 0 0 1177028 1844943 1482028 2104943 536601 152381 7562216 6678622 1068688 994107 6493528 5684515 X WE ARE GLAUCOMA CLINICIANS, SURGEONS, AND SCIENTISTS DEDICATED TO IMPROVING THE LIVES OF PEOPLE WITH GLAUCOMA BY ADVANCING KNOWLEDGE AND CARE THROUGH EDUCATION, RESEARCH, ADVOCACY, AND LEADERSHIP. 0 0 798850 0 808115 ANNUAL MEETING OF THE AMERICAN GLAUCOMA SOCIETY - THE AGS HOLDS AN ANNUAL SCIENTIFIC MEETING THAT DRAWS ON AVERAGE OF 950 GLAUCOMA PROFESSIONALS. 150000 150000 0 AGS PROGRAMS INCLUDE AWARDING RESEARCH GRANTS TO YOUNG AND MID-CAREER PHYSICIAN SCIENTISTS; ON AVERAGE FOUR GRANTS ARE AWARDED. THE AGS ALSO HAS A MENTORING FOR THE ADVANCEMENT OF PHYSICIAN SCIENTISTS PROGRAM. THIS PROGRAM IS FUNDED BY A CORPORATE SUPPORTER OR A FOUNDATION AND ITS MISSION IS TO PROVIDE FINANCIAL AID TO YOUNG GLAUCOMATOLOGIST TO OVERCOME BARRIERS IN THEIR EARLY CAREER PATH; SIX TO TEN AWARDS ARE GRANTED ANNUALLY DEPENDING ON FUNDING. 94219 0 0 OPHTHALMOLOGY GLAUCOMA - OPHTHALMOLOGY GLAUCOMA PROVIDES A STIMULATING FORUM FOR DISCUSSION OF CLINICAL, SCIENTIFIC, AND SOCIOECONOMIC ISSUES OF GREATEST CONCERN TO CLINICIANS WHO CARE FOR GLAUCOMA PATIENTS. EACH ISSUE PRESENTS ORIGINAL ARTICLES ON NEW APPROACHES TO DIAGNOSIS, INNOVATIONS IN PHARMACOLOGICAL THERAPY AND SURGICAL TECHNIQUE, AND BASIC SCIENCE ADVANCES THAT IMPACT ON CLINICAL PRACTICE. 283311 110000 518239 OTHER PROGRAM SERVICES INCLUDE GRANTS TO OUTSIDE ORGANIZATIONS WORKING WITH GLAUCOMA AND ISSUES OF THE EYE, MEMBERSHIP DUES ADMINISTRATION, AS WELL AS MISCELLANEOUS BOARD APPROVED SPECIAL PROJECTS. 283311 110000 518239 1326380 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TIM LOSCH 4155618587 655 BEACH STREET SAN FRANCSICO CA 94109 X RONALD L FELLMAN MD PRES THRU 3/2022 / PAST PRESIDENT 1.00 1.00 X X 0 0 0 CHRISTOPHER A GIRKIN MD MSPH VP THRU 3/2022 / PRES START 3/2022 1.00 1.00 X X 0 0 0 LEON W HERNDON JR MD SECR. THRU 3/2022 / VP START 3/2022 1.00 1.00 X X 0 0 0 JOANN A GIACONI MD SECRETARY START 3/2022 1.00 1.00 X X 0 0 0 LISA FRAN ROSENBERG MD TREASURER 1.00 1.00 X X 0 0 0 LAMA A AL-ASWAD MD MPH MEMBER-AT-LARGE START 3/2022 1.00 1.00 X 0 0 0 DONALD L BUDENZ MD MPH PAST PRESIDENT 1.00 1.00 X 0 0 0 PRATAP CHALLA MD MEMBER-AT-LARGE THRU 3/2022 1.00 1.00 X 0 0 0 GEOFFREY T EMERICK MD PATIENT COMMITTEE CHAIR START 3/2022 1.00 1.00 X 0 0 0 STEVEN J GEDDE MD EDUCATION AND COMM CHAIR THRU 3/2022 1.00 1.00 X 0 0 0 DAVINDER S GROVER MD MPH MEMBER-AT-LARGE THRU 3/2022 1.00 1.00 X 0 0 0 DALE K HEUER MD PAST PRESIDENT THRU 3/2022 1.00 1.00 X 0 0 0 RICHARD K LEE MD PHD RESEARCH COMMITTEE CHAIR 1.00 1.00 X 0 0 0 MICHELE C LIM MD PROGRAM COMMITTEE CHAIR START 3/2022 1.00 1.00 X 0 0 0 FELIPE A MEDEIROS MD PHD BYLAWS/STRAT PLANNING COMM CHAIR START 3/2022 1.00 1.00 X 0 0 0 KELLY W MUIR MD EDUCATION AND COMMUNICATION CHAIR 1.00 1.00 X 0 0 0 MILDRED MG OLIVIER MD MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 PRADEEP Y RAMULU MD PHD NOMINATING/PROG COMM CHAIR THRU 3/2022 1.00 1.00 X 0 0 0 SAMUEL P SOLISH MD COUNCILOR TO AAO START 3/2022 1.00 1.00 X 0 0 0 JOSHUA D STEIN MD MS PATIENT COMMITTEE CHAIR THRU 3/2022 1.00 1.00 X 0 0 0 ANGELA V TURALBA MD MMS MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 THASARAT S VAJARANANT MD LEAD AMBASSADOR 1.00 1.00 X 0 0 0 KATEKI VINOD MD MEMBER-AT-LARGE START 3/2022 1.00 1.00 X 0 0 0 JANEY WIGGS MD PHD NOMINATING COMMITTEE CHAIR START 3/2022 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 SWVP NASHVILLE HOTEL PO BOX 25329 NASHVILLE TN 37202 CONVENTION FACILITIES SERVICES 425927 SF-ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 CONTRACT MANAGEMENT SERVICES 401667 BRYN MAWR COMMUNICATIONS GROUP 1008 UPPER GULPH RD WAYNE PA 19087 AUDIO VISUAL SERVICES 174820 ALAN ROBIN MD 655 BEACH STREET SAN FRANCISCO CA 94109 ADVISORY SERVICES (EVP) 131000 POLSINELLI PC PO BOX 878681 KANSAS CITY MO 64187 LOBBYING CONSULTANT 129788 6 285000 505000 790000 REGISTRATION FEES 541900 808115 808115 MEMBERSHIP DUES 541900 502513 502513 CONTINUING ED. COMMISSION REVENUE 541900 15726 15726 1326354 93724 93724 447987 422741 25246 25246 25246 MISCELLANEOUS REVENUE 900099 22000 22000 22000 2257324 1326354 0 140970 X 259500 259500 500 500 401667 401667 9846 9846 15051 15051 987 987 548112 287413 260699 45085 5301 39784 26831 26831 30048 21202 8846 638011 638011 16126 5134 10992 DUES AND SUBSCRIPTIONS 98200 95949 2251 PRINTING/PUBLICATIONS 14979 13370 1609 2104943 1326380 778563 0 722396 1263694 10000 70000 252852 74943 6576968 5269985 7562216 6678622 68515 56949 150000 110000 834928 800790 15245 26368 1068688 994107 X 5699486 4958401 794042 726114 6493528 5684515 7562216 6678622 X 152381 -977966 16572 X 0 1 X 1 0 X 850000 835000 811500 852500 790000 4139000 1298888 1238274 1316584 949766 1326354 6129866 2148888 2073274 2128084 1802266 2116354 10268866 642325 603700 613495 916275 721430 3497225 8431 3265 26216 37912 650756 606965 613495 942491 721430 3535137 6733729 84780 103446 80784 99228 93724 461962 84780 103446 80784 99228 93724 461962 11800 14500 11000 15500 22000 74800 2245468 2191220 2219868 1916994 2232078 10805628 0.62320 0.63940 0.04280 0.04080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 11,800. 2019 AMOUNT: $ 14,500. 2020 AMOUNT: $ 11,000. 2021 AMOUNT: $ 15,500. 2022 AMOUNT: $ 22,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 129788 129788 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTED WITH AN OUTSIDE LOBBYING CONSULTANT FOR CONGRESSIONAL OUTREACH PERTAINING TO THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) PROPOSED REIMBURSEMENT RATES FOR CERTAIN GLAUCOMA SURGERIES, WHICH WERE SLATED TO BE REDUCED BY OVER 90%. 0 DUE TO RELATED ORGANIZATION 26368 26368 1 AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 30000 0 EDUCATION NATIONAL SOCIETY TO PREVENT BLINDNESS 225 WEST WACKER DRIVE SUITE 400 CHICAGO IL 60606 363667121 501(C)(3) 10000 0 GENERAL OPERATING EXPENSES MASSACHUSETTS EAR AND EYE INFIRMARY 243 CHARLES STREET BOSTON MA 02114 042103591 501(C)(3) 60000 0 GLAUCOMA RESEARCH; MENTORING PROGRAM REGENTS OF THE UNIVERSITY OF CALIFORNIA 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 STATE OF CA 50000 0 GLAUCOMA RESEARCH STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 501(C)(3) 50000 0 GLAUCOMA RESEARCH WILMER EYE INSTITUTE AT JOHN HOPKINS 3910 KESWICK ROAD BALTIMORE MD 21211 520595110 501(C)(3) 10000 0 MENTORING PROGRAM UNIVERSITY OF IOWA 200 HAWKINS DRIVE IOWA CITY IA 52242 426004813 STATE OF IA 10000 0 MENTORING PROGRAM UNIVERSITY OF MIAMI 1320 S DIXIE HIGHWAY MIAMI FL 33124 590624458 501(C)(3) 10000 0 MENTORING PROGRAM THE CURATORS OF THE UNIVERSITY OF MISSOURI PO BOX 807012 KANSAS CITY MO 64180 436003859 STATE OF MO 10000 0 MENTORING PROGRAM TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK PO BOX 29789 NEW YORK NY 10087 135598093 501(C)(3) 10000 0 MENTORING PROGRAM 9 1 PART I, LINE 2: THE AGS AWARDS GLAUCOMA RESEARCH FELLOWSHIP CONTRIBUTIONS/GRANTS TO MD'S ASSOCIATED WITH HOSPITALS/EDUCATIONAL INSTITUTIONS. FUNDS ARE TRANSFERRED TO VARIOUS INSTITUTIONS, WHO THEN FUNNEL THE AWARDS TO THE INDIVIDUAL MD APPLICANTS. A COMMITTEE OF THE AGS BOARD WAS ESTABLISHED TO REVIEW THE APPLICATIONS AND TO RECOMMEND AWARDS TO THE BOARD FOR APPROVAL. OTHER FUNDS GRANTED WERE MONITORED VIA CONTINUOUS, CLOSE-WORKING RELATIONSHIPS WITH THE LISTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 3 THE AGS HAS A MANAGEMENT CONTRACT WITH SAN FRANCISCO ASSOCIATION MANAGEMENT SERVICES (SF-AMS). UNDER THE ANNUAL CONTRACT, ALL PERSONNEL DECISIONS AND FINANCIAL OPERATIONS ARE THE RESPONSIBILITY OF SF-AMS. PAYMENTS TO SF-AMS DURING THE 2022 CALENDAR YEAR TOTALED $401,667. FORM 990, PART VI, SECTION A, LINE 6 THE AGS HAS ONE CLASS OF MEMBER (AS DEFINED PER THE FORM 990 INSTRUCTIONS) WHO MAY PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--ACTIVE MEMBERS. ACTIVE MEMBERS ARE OPHTHALMOLOGISTS IN THE UNITED STATES, UNITED STATES TERRITORIES, AND CANADA WHO ARE ACTIVELY ENGAGED IN THE CLINICAL PRACTICE, TEACHING, AND/OR RESEARCH OF GLAUCOMA AS THEIR MAJOR INVOLVEMENT IN OPHTHALMOLOGY. FORM 990, PART VI, SECTION A, LINE 7A EACH ACTIVE MEMBER HAS THE RIGHT TO CAST ONE VOTE FOR THE BOARD MEMBER OF THEIR CHOICE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY AN AFFIRMATIVE VOTE OF A TWO-THIRDS MAJORITY OF ACTIVE MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE FINANCE AND ACCOUNTING STAFF OF THE ORGANIZATION'S MANAGEMENT COMPANY, WITH QUESTIONS REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE BOARD OF DIRECTORS OF AGS THAT ITS DIRECTORS DISCLOSE AND, DEPENDING ON THE CIRCUMSTANCES, AVOID ANY AND ALL POSSIBLE CONFLICTS OF INTEREST. A DIRECTOR HAS A CONFLICT OF INTEREST WHEN A PERSON OR A MEMBER OF HIS OR HER FAMILY HAS A RELATIONSHIP OR AN INTEREST IN ANOTHER ENTITY THAT DOES BUSINESS WITH AGS OR IS A COMPETITOR OF AGS. THIS POLICY IS IMPLEMENTED AND ENFORCED SO AS TO PREVENT THE JUDGMENT OF THE BOARD FROM BEING INFLUENCED BY AN ECONOMIC RELATIONSHIP IN WHICH A DIRECTOR OR HIS/HER FAMILY IS PERSONALLY INVOLVED. DIRECTORS SATISFY TWO OBLIGATIONS IN REGARDS TO THIS CONFLICT OF INTEREST POLICY: (1) ASCERTAINING AND DISCLOSING THEIR OWN FAMILY CONFLICTS, AND (2) DETERMINING WHETHER ANOTHER INVOLVED PERSON SHOULD PARTICIPATE IN DELIBERATIONS AND/OR VOTING ON AN ISSUE WITH RESPECT TO WHICH HE/SHE HAS A CONFLICT. A DIRECTOR WILL DISCLOSE ANY CONFLICT AT BOARD MEETINGS AND RECUSE THEMSELVES IF SUCH CONFLICT EXISTS. TO ACCOMPLISH AND FULFILL THIS POLICY, ALL DIRECTORS ANNUALLY SUBMIT A DISCLOSURE STATEMENT, AND ARE RESPONSIBLE FOR UPDATING THE STATEMENT IF CHANGES OCCUR DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE AGS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES - ANNUAL MEETING: PROGRAM SERVICE EXPENSES 122,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,045. CONTRACTUAL SERVICES - ADMININSTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 129,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,500. CONTRACTUAL SERVICES - OPHTHALMOLOGY GLAUCOMA: PROGRAM SERVICE EXPENSES 270. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270. CONTRACTUAL SERVICES - OTHER: PROGRAM SERVICE EXPENSES 165,098. MANAGEMENT AND GENERAL EXPENSES 131,199. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 296,297. FORM 990, PART XI, LINE 9: RETURNED GRANTS 16,572. AMERICAN GLAUCOMA SOCIETY FOUNDATION 655 BEACH STREET SAN FRANCISCO CA 94109 273868699 SUPPORT FOR GLAUCOMA RESEARCH AND EXCELLENCE IN GLAUCOMA TREATMENT CA 501(C)(3) LINE 7 AMERICAN GLAUCOMA SOCIETY 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 AMERICAN GLAUCOMA SOCIETY FOUNDATION C 285000 BOOK VALUE