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ASSOCIATION OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF UNIVERSITY PROFESSORS OF OPHTHALMOLOGY INC (EIN 42-6130779)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202021969349303252
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T12:51:25-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN426130779EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF UNIVERSITY PROFESSORSBusinessNameLine1Txt
Business Name Line2OF OPHTHALMOLOGY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone4155618548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A QUILLEN MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155618548PhoneNum
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone4159561500PhoneNum
Preparation2020-07-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.14.38.113IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-01IPDt
IP Tm18:04:26IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id00C4359F54289D19625D58AABAD73364CEA05A5FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID A QUILLEN MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,304,995GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AUPO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionPROMOTE & REPRESENT ACADEMIC OPHTHALMOLOGY IN ITS MISSIONS OF RESEARCH, EDUCATION & PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$334,861PYContributionsGrantsAmt
CY Contributions Grants$302,296CYContributionsGrantsAmt
PY Program Service Revenue$2,329,222PYProgramServiceRevenueAmt
CY Program Service Revenue$2,408,118CYProgramServiceRevenueAmt
PY Investment Income$94,952PYInvestmentIncomeAmt
CY Investment Income$137,026CYInvestmentIncomeAmt
PY Other Revenue$51,780PYOtherRevenueAmt
CY Other Revenue$52,015CYOtherRevenueAmt
PY Total Revenue$2,810,815PYTotalRevenueAmt
CY Total Revenue$2,899,455CYTotalRevenueAmt
PY Grants And Similar Paid$125,370PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$128,870CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$112,250PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$112,250CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,243,713PYOtherExpensesAmt
CY Other Expenses$2,106,066CYOtherExpensesAmt
PY Total Expenses$2,481,333PYTotalExpensesAmt
CY Total Expenses$2,347,186CYTotalExpensesAmt
PY Revenues Less Expenses$329,482PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$552,269CYRevenuesLessExpensesAmt
Total Assets BOY$5,843,910TotalAssetsBOYAmt
Total Assets EOY$6,903,803TotalAssetsEOYAmt
Total Liabilities BOY$413,457TotalLiabilitiesBOYAmt
Total Liabilities EOY$456,338TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,430,453NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,447,465NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF AUPO IS TO SERVE, STRENGTHEN, AND REPRESENT DEPARTMENTS OF OPHTHALMOLOGY; TO PROVIDE SUPPORT, INFORMATION, AND LEADERSHIP OPPORTUNITIES TO DEPARTMENT CHAIRS, PROGRAM DIRECTORS, AND OTHER FACULTY MEMBERS; TO PROMOTE EXCELLENCE IN OPHTHALMIC EDUCATION; TO FOSTER VISION RESEARCH AND TO PROMOTE ETHICAL PRACTICE AND EXCELLENCE IN EYE CARE IN ORDER TO ENSURE THE BEST POSSIBLE VISION FOR THE PUBLIC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,186,612ExpenseAmt
Revenue$1,761,491RevenueAmt
DescOPHTHALMOLOGY MATCHING PROGRAM: OMP MATCHES OPHTHALMIC RESIDENCY CANDIDATES TO RESIDENCY TRAINING PROGRAMS IN THE UNITED STATES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$378,085ExpenseAmt
Revenue$312,518RevenueAmt
DescANNUAL MEETING: THE AUPO ANNUAL MEETING IS HELD EVERY WINTER. THE EDUCATIONAL MEETING ADDRESSES TRENDS AND TOPICS OF WHICH ACADEMIC DEPARTMENTS SHOULD BE AWARE: CHALLENGES AND OPPORTUNITIES IN FACULTY DEVELOPMENT; OPHTHALMOLOGY TEACHING AND ASSESSMENT; THE EDUCATION AND RESEARCH TRAINING OF MEDICAL STUDENTS; AND THE ROLE OF OPHTHALMOLOGY DEPARTMENTS IN THEIR TRAINING.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$213,499ExpenseAmt
Revenue$105,380RevenueAmt
DescFELLOWSHIP COMPLIANCE COMMITTEE: THE GOALS AND OBJECTIVES OF THE FELLOWSHIP COMPLIANCE COMMITTEE ("FCC") ARE TO PROVIDE A SYSTEM THAT WILL ENCHANCE PATIENT CARE FOR OPHTHALMOLOGIC DISEASES BY PROMOTING UNIFORM STANDARDS FOR FELLOWSHIP TRAINING AND EDUCATIONAL PROGRAMS IN CERTAIN OPHTHALMIC SUBSPECIALTIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$310,481ExpenseAmt
Grant$128,870GrantAmt
Revenue$228,729RevenueAmt
DescOTHER PROGRAMS SUPPORT ADMINISTRATORS, SALARY SURVEYS, GRANTS TO OUTSIDE ORGANIZATIONS, AND BOARD OF TRUSTEES ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$310,481TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$128,870TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$228,729TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,088,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIM LOSCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155618548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCSICOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RUSSELL N VAN GELDER MD PHD
PRESIDENT THRU 3/2019 / PAST-PRES1.00Yes (X)Yes (X)$0$0$0
PAUL STERNBERG JR MD
PRES-ELECT THRU 3/2019 / PRESIDENT1.00Yes (X)Yes (X)$0$0$0
STEVEN E FELDON MD MBA
EXECUTIVE VICE PRESIDENT20.00Yes (X)Yes (X)$112,250$0$0
DAVID A QUILLEN MD
PRESIDENT-ELECT START 4/20191.00Yes (X)Yes (X)$0$0$0
DONALD L BUDENZ MD MPH
TRUSTEE-AT-LARGE1.00Yes (X)$0$0$0
KEITH D CARTER MD
PAST-PRESIDENT THRU 3/20191.00Yes (X)$0$0$0
PAUL P LEE MD JD
TRUSTEE-AT-LARGE1.00Yes (X)$0$0$0
JOAN W MILLER MD
TRUSTEE-AT-LARGE1.00Yes (X)$0$0$0
JOEL S SCHUMAN MD
TRUSTEE-AT-LARGE START 4/20191.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$112,250TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SF-ASSOCIATION MANAGEMENT SERVICES
655 BEACH STREETSAN FRANCISCOCA94109BUSINESS MANAGEMENT$293,000
MARRIOTT BUSINESS SERVICES
PO BOX 403003ATLANTAGA30384CONFERENCE SERVICES$227,849
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$302,296AllOtherContributionsAmt
Total Contributions$302,296TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION - OMP611710$1,761,491$1,761,491
REGISTRATION611710$312,518$312,518
MEMBERSHIP DUES611710$203,709$203,709
APPLICATION FEES611710$105,380$105,380
SALARY SURVEY-MEMBERS611710$23,964$23,964

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,056TotalRevenueColumnAmt
Related Or Exempt Func Income$1,056RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,408,118TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,576TotalRevenueColumnAmt
Exclusion$112,576ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,000TotalRevenueColumnAmt
Exclusion$50,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$429,990SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$405,540SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,450SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,450TotalRevenueColumnAmt
Exclusion$24,450ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMAILING LIST REVENUEDesc
Business900099BusinessCd
Total Revenue Column$2,015TotalRevenueColumnAmt
Exclusion$2,015ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,015OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,899,455TotalRevenueColumnAmt
Related Or Exempt Func Income$2,408,118RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$189,041ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$80,870TotalAmt
Program Services$80,870ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$48,000TotalAmt
Program Services$48,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$112,250TotalAmt
Program Services$67,350ProgramServicesAmt
Management And General$44,900ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$319,000TotalAmt
Program Services$189,625ProgramServicesAmt
Management And General$129,375ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,522TotalAmt
Program Services$439ProgramServicesAmt
Management And General$6,083ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,094TotalAmt
Management And General$16,094ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,440TotalAmt
Management And General$19,440ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$100,133TotalAmt
Program Services$99,399ProgramServicesAmt
Management And General$734ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,049TotalAmt
Program Services$13,586ProgramServicesAmt
Management And General$7,463ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$74,602TotalAmt
Program Services$66,847ProgramServicesAmt
Management And General$7,755ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,335TotalAmt
Program Services$13,939ProgramServicesAmt
Management And General$9,396ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$324,059TotalAmt
Program Services$311,777ProgramServicesAmt
Management And General$12,282ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,420TotalAmt
Program Services$2,628ProgramServicesAmt
Management And General$4,792ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OPHTHALMOLOGY MATCHING$1,186,612$1,186,612
DUES AND SUBSCRIPTIONS$5,215$5,215
PRINTING/PUBLICATIONS$2,585$2,390$195

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,347,186TotalAmt
Program Services$2,088,677ProgramServicesAmt
Management And General$258,509ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$829,157BOYAmt
EOY$769,671EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,000BOYAmt
EOY$65,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,219,682BOYAmt
EOY$1,714,034EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,656BOYAmt
EOY$15,353EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,757,415BOYAmt
EOY$4,339,745EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,843,910BOYAmt
EOY$6,903,803EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,631BOYAmt
EOY$27,269EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$396,826BOYAmt
EOY$429,069EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$413,457BOYAmt
EOY$456,338EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,297,453BOYAmt
EOY$6,277,420EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$133,000BOYAmt
EOY$170,045EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,430,453BOYAmt
EOY$6,447,465EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,843,910BOYAmt
EOY$6,903,803EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$552,269ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$464,743NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$253,992CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$271,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$334,861CurrentTaxYearMinus1YearAmt
Current Tax Year$302,296CurrentTaxYearAmt
Total$1,371,135TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,071,768CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,051,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,204,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,329,222CurrentTaxYearMinus1YearAmt
Current Tax Year$2,408,118CurrentTaxYearAmt
Total$11,064,412TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,325,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,259,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,475,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,664,083CurrentTaxYearMinus1YearAmt
Current Tax Year$2,710,414CurrentTaxYearAmt
Total$12,435,547TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,565CurrentTaxYearMinus1YearAmt
Current Tax Year$68,600CurrentTaxYearAmt
Total$293,327TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,565CurrentTaxYearMinus1YearAmt
Current Tax Year$68,600CurrentTaxYearAmt
Total$293,327TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,142,220PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,952CurrentTaxYearMinus1YearAmt
Current Tax Year$162,576CurrentTaxYearAmt
Total$553,688TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,952CurrentTaxYearMinus1YearAmt
Current Tax Year$162,576CurrentTaxYearAmt
Total$553,688TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,840CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,780CurrentTaxYearMinus1YearAmt
Current Tax Year$2,015CurrentTaxYearAmt
Total$14,898TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,406,903CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,353,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,557,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,810,815CurrentTaxYearMinus1YearAmt
Current Tax Year$2,875,005CurrentTaxYearAmt
Total$13,004,133TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93370PublicSupportCY509Pct
Public Support PY5090.93650PublicSupportPY509Pct
Investment Income CY0.04260InvestmentIncomeCYPct
Investment Income PY0.03930InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2015 AMOUNT: $ 5,337. 2016 AMOUNT: $ 3,926. 2017 AMOUNT: $ 1,840. 2018 AMOUNT: $ 1,780. 2019 AMOUNT: $ 2,015.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,344,758TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$464,743NetUnrealizedGainsInvstAmt
Revenue Not Reported$464,743RevenueNotReportedAmt
Revenue Subtotal$2,880,015RevenueSubtotalAmt
Investment Expenses Not Incld$19,440InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,440RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,899,455TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,327,746TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,327,746ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,440InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,440ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,347,186TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALLIANCE FOR EYE AND VISION RESEARCH INC
1801 ROCKVILLE PIKE SUITE 400ROCKVILLEMD20852521846140501(C)(3)$26,460MEMBERSHIP CONTRIBUTION
AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA94109411336784501(C)(6)$50,000MENTORSHIP SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
RPB DAVID F. WEEKS AWARD FOR OUTSTANDING VISION RESEARCH1$40,000
ANNUAL MEETING SPEAKER STIPEND6$4,500
EXCELLENCE IN MEDICAL STUDENT EDUCATION AWARD1$2,500
PROGRAM DIRECTOR COUNCIL SPEAKER STIPEND1$500
AUPO/RPB RESEARCH STIPEND1$500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE AUPO BOARD OF TRUSTEES REQUIRES AN ANNUAL EXPENSE ANALYSIS AND A REPORT ON DELIVERABLES FROM GRANT RECIPIENTS. THE REPORT IS REVIEWED AND DISCUSSED AT A BOARD MEETING PRIOR TO APPROVING A CONTRIBUTION IN ITS BUDGET FOR THE NEXT FISCAL YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3AUPO 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.
FORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION AMENDED ITS BYLAWS DURING THE 2019 TAX YEAR; THE SIGNIFICANT CHANGE STEMMING FROM THOSE AMENDMENTS INCLUDE THE ADDITION OF A NEW CLASS OF MEMBERS: AFFILIATE MEMBERS. AFFILIATE MEMBERS MAY BE CHIEF RESIDENCY PROGRAM COORDINATORS IN DEPARTMENTS OR DIVISIONS OF OPHTHALMOLOGY IN MEDICAL SCHOOLS IN THE UNITED STATES AND CANADA AND IN OTHER INSTITUTIONS SPONSORING OPHTHALMOLOGY RESIDENCY TRAINING PROGRAMS ACCREDITED BY THE ACGME OR RCPS IN CANADA.
FORM 990, PART VI, SECTION A, LINE 6AUPO'S MEMBERSHIP CONSISTS OF OPHTHALMOLOGISTS WHO ARE CHAIRS OF DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY IN MEDICAL SCHOOLS ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION (LCME) IN THE UNITED STATES, HEADS OF DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY WITH OPHTHALMOLOGY RESIDENCY TRAINING PROGRAMS ACCREDITED BY THE ACGME IN OTHER TEACHING INSTITUTIONS IN THE UNITED STATES, OR HEADS OF DEPARTMENTS/DIVISIONS OF OPHTHALMOLOGY ACCREDITED BY THE ROYAL COLLEGE OF PHYSICIANS AND SURGEONS (RCPS) IN CANADA AND AFFILIATED WITH A CANADIAN MEDICAL SCHOOL.
FORM 990, PART VI, SECTION A, LINE 7AEACH MEMBER HAS THE RIGHT TO CAST ONE VOTE FOR THE BOARD MEMBER OF THEIR CHOICE.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE AUPO HAS A DUTY TO ITS MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ALL OF ITS SCIENTIFIC, EDUCATIONAL, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. EACH AUPO BOARD OF TRUSTEES (BOARD) MEMBER, COMMITTEE CHAIR, AND COMMITTEE MEMBER MUST DISCLOSE AND MANAGE CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. WHERE SUCH CONFLICTS OR PERCEIVED CONFLICTS EXIST, THEY MUST BE APPROPRIATELY AND FULLY DISCLOSED AND MANAGED. THE BOARD HAS DETERMINED THAT A FINANCIAL RELATIONSHIP SHOULD NOT RESTRICT EXPERT SCIENTIFIC, CLINICAL, OR NON-CLINICAL CONTRIBUTIONS TO AUPO'S ACTIVITIES PROVIDED THAT APPROPRIATE DISCLOSURE OF SUCH RELATIONSHIP IS MADE. SIMILARLY, IT SHOULD NOT RESTRICT PARTICIPATION IN AUPO LEADERSHIP OR GOVERNANCE, SO LONG AS APPROPRIATE DISCLOSURE IS MADE. AUPO SEEKS TO ENSURE BALANCE, INDEPENDENCE, OBJECTIVITY, AND SCIENTIFIC RIGOR IN ALL INDIVIDUAL OR JOINTLY SPONSORED EDUCATIONAL AND LEADERSHIP ACTIVITIES. THE AUPO FINANCIAL DISCLOSURE REQUEST MUST BE SUBMITTED ANNUALLY. DISCLOSURE INFORMATION IS KEPT ON FILE AND USED DURING THE CALENDAR YEAR IN WHICH IT WAS COLLECTED FOR ALL AUPO ACTIVITIES. UPDATES TO THE DISCLOSURE INFORMATION FILE ARE MADE WHENEVER THERE IS A CHANGE. WHEN NOMINATED OR APPOINTED TO A LEADERSHIP POSITION, EACH AUPO LEADER SPECIFICALLY REVIEWS HIS/HER STATEMENT ON FILE AND NOTIFIES AUPO OF ANY CHANGES TO HIS/HER FINANCIAL DISCLOSURES. THESE REQUIREMENTS APPLY TO RELATIONSHIPS THAT ARE IN PLACE AT THE TIME OF OR WERE IN PLACE 12 MONTHS PRECEDING THE NOMINATION OR APPOINTMENT TO A LEADERSHIP POSITION.
FORM 990, PART VI, SECTION C, LINE 19AUPO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AUPO FELLOWSHIP COMPLIANCE COMMITTEE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
EIN202548852EIN
Primary ActivitiesESTABLISH UNIFORM TRAINING/EDUC. STANDARDS FOR OPHTHALMOLOGYPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$235,230TotalIncomeAmt
End Of Year Assets$42,601EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF UNIVERSITY PROFESSORS OPHTHALMOLOGY INCBusinessNameLine1Txt