2021-10-15T18:00:59-05:00 2020-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2020-01-01 222765077 AMERICAN GLAUCOMA SOCIETY INC AMER 4155618587 655 BEACH STREET SAN FRANCISCO CA 94109 ALAN L ROBIN MD EXECUTIVE VICE PRESIDENT 4155618587 2021-10-15 1 ALAN ROBIN MD 999009999 MICHAEL LUMSDEN P01262236 4159561500 2021-09-28 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RONALD L FELLMAN MD 655 BEACH STREET SAN FRANCISCO CA 94109 6744223 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 835000 811500 1238274 1316584 154355 901144 14500 11000 2242129 3040228 311823 600000 0 0 0 0 0 0 0 1531841 1644326 1843664 2244326 398465 795902 6333371 6381209 1210312 758687 5123059 5622522 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 753583 0 850368 ANNUAL MEETING OF THE AMERICAN GLAUCOMA SOCIETY - THE AGS HOLDS AN ANNUAL SCIENTIFIC MEETING THAT DRAWS AN AVERAGE OF 950 GLAUCOMA PROFESSIONALS. 220000 220000 0 RESEARCH GRANTS - 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. 90000 90000 0 MENTORING FOR THE ADVANCEMENT OF PHYSICIANS-SCIENTISTS AWARDS - THE AWARD ENCOURAGES THE DEVELOPMENT OF YOUNG CLINICIAN SCIENTISTS IN GLAUCOMA BY PROVIDING FUNDING FOR RESEARCH PROJECTS WITHIN THE FIRST 5 YEARS AFTER GRADUATION, A TIME PERIOD CRITICAL FOR DEVELOPING THE SKILLS NECESSARY FOR A RESEARCH CAREER AND ESTABLISHING A TRACK RECORD OF PRODUCTIVITY. 600042 290000 466216 OTHER PROGRAMS INCLUDE THE RESEARCH CONSORTIUM, MEMBERSHIP ADMINISTRATION, THE JOURNAL OF GLAUCOMA, AND CONTINUING EDUCATION ADMINISTRATION/RESOURCES. 600042 290000 466216 1663625 1 1 0 0 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 6 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 DALE K HEUER MD PRES THRU 3/2020 / PAST PRESIDENT 1.00 1.00 X X 0 0 0 DONALD L BUDENZ MD MPH VP THRU 3/2020 / PRES START 3/2020 1.00 1.00 X X 0 0 0 RONALD L FELLMAN MD SECR THRU 3/2020 / VP START 3/2020 1.00 1.00 X X 0 0 0 LEON W HERNDON JR MD SECRETARY START 3/2020 1.00 1.00 X X 0 0 0 RONALD L GROSS MD TREASURER 1.00 1.00 X X 0 0 0 PRATAP CHALLA MD MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 BRIAN A FRANCIS MD MS MEMBER-AT-LARGE THROUGH 3/2020 1.00 1.00 X 0 0 0 STEVEN J GEDDE MD EDUC. AND COMM. COMMITTEE CHAIR 1.00 1.00 X 0 0 0 JOANN A GIACONI MD COUNCILOR TO AAO 1.00 1.00 X 0 0 0 DAVID S GREENFIELD PAST PRESIDENT THROUGH 3/2020 1.00 1.00 X 0 0 0 DAVINDER S GROVER MD MPH MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 RICHARD K LEE MD PHD RESEARCH COMMITTEE CHAIR 1.00 1.00 X 0 0 0 CYNTHIA MATTOX MD PAST PRESIDENT 1.00 1.00 X 0 0 0 FELIPE A MEDEIROS MD PHD PROGRAM COMM. CHAIR THROUGH 3/2020 1.00 1.00 X 0 0 0 EYDIE G MILLER-ELLIS MD NOMINATING COMM. CHAIR START 3/2020 1.00 1.00 X 0 0 0 KELLY W MUIR MD BYLAWS & STRAT. PLANNING COMM. CHAIR 1.00 1.00 X 0 0 0 PAULA ANNE NEWMAN-CASEY MD MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 PRADEEP Y RAMULU MD PHD PROGRAM COMM. CHAIR START 3/2020 1.00 1.00 X 0 0 0 JOEL S SCHUMAN MD MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 CARLA J SIEGFRIED MD NOMINATING COMM. CHAIR THROUGH 3/2020 1.00 1.00 X 0 0 0 JOSHUA D STEIN MD MS PATIENT CARE COMMITTEE CHAIR 1.00 1.00 X 0 0 0 THASARAT S VAJARANANT MD LEAD AMBASSADOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONFERENCE SERVICES 413316 SF-ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 CONTRACT MANAGEMENT SERVICES 355000 ANY SCREEN INC 9356 LAVENDER COURT PARKER CO 80138 AUDIOVISUAL SERVICES 127737 ALAN ROBIN MD 655 BEACH STREET SAN FRANCISCO CA 94109 ADVISORY SERVICES 125000 KENNETH BOYDEN 655 BEACH STREET SAN FRANCISCO CA 94109 CONSULTING SERVICES 117480 5 195000 616500 811500 REGISTRATION FEES 541900 811888 811888 MEMBERSHIP DUES 541900 466216 466216 CONTINUING ED. COMMISSION REVENUE 541900 21204 21204 MISC. ANNUAL MEETING REVENUE 541900 17276 17276 1316584 80784 80784 4524355 3703995 820360 820360 820360 MISCELLANEOUS REVENUE 900099 11000 11000 11000 3040228 1316584 0 912144 X 599500 599500 500 500 355000 355000 2935 1430 1505 17412 17412 514300 381391 132909 40159 5763 34396 19260 19260 20174 19781 393 551914 551914 16389 3132 13257 DUES AND SUBSCRIPTIONS 73351 68271 5080 PRINTING/PUBLICATIONS 33432 31943 1489 2244326 1663625 580701 0 1822513 1226329 110000 146500 25 99791 122583 4301067 4885772 6333371 6381209 211200 52158 60000 265000 885456 419706 53656 21823 1210312 758687 X 4468838 4937301 654221 685221 5123059 5622522 6333371 6381209 X 795902 -316439 20000 X 0 1 X 1 0 X 853670 755000 850000 835000 811500 4105170 940413 1143750 1298888 1238274 1316584 5937909 1794083 1898750 2148888 2073274 2128084 10043079 582750 491900 642325 603700 613495 2934170 6029 8431 3205 17665 582750 497929 650756 606905 613495 2951835 7091244 44040 62243 84780 103446 80784 375293 44040 62243 84780 103446 80784 375293 8900 5900 11800 14500 11000 52100 1847023 1966893 2245468 2191220 2219868 10470472 0.67730 0.68010 0.03580 0.03470 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 8,900. 2017 AMOUNT: $ 5,900. 2018 AMOUNT: $ 11,800. 2019 AMOUNT: $ 14,500. 2020 AMOUNT: $ 11,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 21823 21823 1 AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 35000 SPONSOR OPERATING EXPENSES THE FOUNDATION OF THE AMERICAN ACADEMY OF OPTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 942682387 501(C)(3) 250000 EDUCATION MASSACHUSETTS EYE & EAR INFIRMARY 325 CAMBRIDGE STREET BOSTON MA 02114 042103591 501(C)(3) 110000 GLAUCOMA RESEARCH/MENTORING PROGRAM OREGON HEALTH AND SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 STATE OF OR 40000 GLAUCOMA RESEARCH TRUSTEES OF THE UNIVERSITY OF PENNSYLVANNIA 3451 WALNUT STREET RM 737 PHILADELPHIA PA 19104 231352685 501(C)(3) 40000 GLAUCOMA RESEARCH USC EYE INSTITUTE KECK SCHOOL OF MEDICINE 1450 SAN PABLO STREET LOS ANGELES CA 90033 951642394 501(C)(3) 50000 GLAUCOMA RESEARCH/MENTORING PROGRAM STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 501(C)(3) 10000 MENTORING PROGRAM UNIVERSITY OF MIAMI PO BOX 405803 ATLANTA GA 30384 590624458 501(C)(3) 10000 MENTORING PROGRAM WILLS EYE HOSPITAL 840 WALNUT STREET 15TH FLOOR PHILADELPHIA PA 19107 236000204 501(C)(3) 10000 MENTORING PROGRAM UNIVERSITY OF MINNESOTA 200 OAK ST SE MINNEAPOLIS MN 55455 416007513 STATE OF MN 10000 MENTORING PROGRAM DUKE UNIVERSITY 317A WADSWORTH BLDG DURHAM NC 27710 560532129 501(C)(3) 10000 MENTORING PROGRAM THE CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 340714585 501(C)(3) 10000 MENTORING PROGRAM WILMER EYE INSTITUTE AT JOHN HOPKINS UNIVERSITY 600 NORTH WOLFE STREET BALTIMORE MD 21287 520595110 501(C)(3) 10000 MENTORING PROGRAM 12 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 2020 CALENDAR YEAR TOTALED $355,000. 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 ORGANIZATION'S FINANCE AND ACCOUNTING STAFF, 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 AGS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 381,391. MANAGEMENT AND GENERAL EXPENSES 132,909. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 514,300. FORM 990, PART XI, LINE 9: RETURNED GRANTS 20,000. 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 195000 BOOK VALUE