AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-09-11
- IRS object ID
- 201932549349300743
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-11T13:33:06-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411336784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPHTHALMOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4155618500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE MENDENHALL | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4155618500 | PhoneNum |
| Signature | 2019-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-09-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-10 | IPDt |
| IP Tm | 12:14:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32BFBF1104AA8EEBC72962A0CCB0C2C16BC479E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID W PARKE II MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,962,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | AAO IS THE LARGEST NATIONAL MEMBERSHIP ORGANIZATION FOR OPHTHALMOLOGISTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 235 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $3,179,158 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $812,547 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,338,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,259,811 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,038,894 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,697,517 | CYProgramServiceRevenueAmt |
| PY Investment Income | $932,920 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,160,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,378,899 | PYOtherRevenueAmt |
| CY Other Revenue | $10,940,433 | CYOtherRevenueAmt |
| PY Total Revenue | $61,689,219 | PYTotalRevenueAmt |
| CY Total Revenue | $60,057,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,988,886 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,439,602 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,075,605 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,318,676 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,417,649 | PYOtherExpensesAmt |
| CY Other Expenses | $24,332,600 | CYOtherExpensesAmt |
| PY Total Expenses | $54,482,140 | PYTotalExpensesAmt |
| CY Total Expenses | $54,090,878 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,207,079 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,966,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,460,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,858,091 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,475,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,111,922 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,984,549 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,746,169 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY IS TO PROTECT SIGHT AND EMPOWER LIVES BY SERVING AS AN ADVOCATE FOR PATIENTS AND THE PUBLIC, LEADING OPHTHALMIC EDUCATION, AND ADVANCING THE PROFESSION OF OPHTHALMOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | AMERICAN ACADEMY OF OPHTHALMOLOGY, WITH A GLOBAL COMMUNITY OF 32,000, IS THE LARGEST TRADE ORGANIZATION IN THE WORLD FOR OPHTHALMOLOGISTS. WE ARE EYE PHYSICIANS AND SURGEONS, DEDICATED TO PROTECTING SIGHT AND EMPOWERING LIVES. AS THE LEADER IN OPHTHALMIC EDUCATION, THE ACADEMY OFFERS A WEALTH OF MATERIALS TO SUPPORT OUR PHYSICIANS IN EVERY ASPECT OF PRACTICE - INCLUDING THE ONLINE OPHTHALMIC NEWS AND EDUCATION (ONE) NETWORK, PRACTICE MANAGEMENT TOOLS, THE INNOVATIVE IRIS REGISTRY (INTELLIGENT RESEARCH IN SIGHT), AND EYE HEALTH RESOURCES FOR PATIENTS AND THE PUBLIC. WE PRODUCE THE LARGEST ANNUAL OPHTHALMIC CONVENTION IN THE WORLD WHICH FOR THE 2018 ANNUAL MEETING (HELD OCTOBER 12-15, 2018 IN CHICAGO, IL) BROUGHT TOGETHER 15,233 TECHNICIANS, PRACTICE MANAGERS, AND INDUSTRY PROFESSIONALS TO SHARE THE LATEST ADVANCES AND TECHNOLOGY IN OPHTHALMIC MEDICINE. WE RELENTLESSLY ADVOCATE FOR THE HIGHEST QUALITY EYE CARE, REPRESENTING OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE EYE CARE POLICY. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 235 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL ROLL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154470255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID W PARKE II MD | |||||||||
| EXECUTIVE VP/CEO/TREASURER/SECRETARY | 32.00 | 8.00 | Yes (X) | Yes (X) | $960,576 | $0 | $66,548 | ||
| MARIA M AARON MD | |||||||||
| SECRETARY FOR ANNUAL MEETING | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | |||
| CYNTHIA BRADFORD MD | |||||||||
| PAST PRESIDENT THROUGH 12/2018 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J BRICELAND MD | |||||||||
| SENIOR SECRETARY FOR ADVOCACY | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | |||
| LOUIS B CANTOR MD | |||||||||
| SR SECR FOR CLINICAL ED THRU 12/2018 | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | |||
| KEITH D CARTER MD FACS | |||||||||
| PRES. (2018) / PAST PRES. (2019) | 1.00 | 1.00 | Yes (X) | Yes (X) | $85,000 | $0 | $0 | ||
| MICHAEL F CHIANG MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S CLIFFORD MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE LOUISE COLEMAN MD PHD | |||||||||
| PRESIDENT-ELECT (2019) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL B GINSBURG PHD | |||||||||
| PUBLIC TRUSTEE | 1.00 | 1.00 | Yes (X) | $17,500 | $0 | $0 | |||
| SANJAY D GOEL MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN K GORDON MD PHD | |||||||||
| CHAIR, THE COUNCIL | 1.00 | 1.00 | Yes (X) | $15,000 | $0 | $0 | |||
| JUDY E KIM MD | |||||||||
| TRUSTEE-AT-LARGE (2019) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KGAOGELO EDWARD LEGODI MD | |||||||||
| INTERNATIONAL TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA MATTOX MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN D MCLEOD MD | |||||||||
| EDITOR, OPHTHALMOLOGY | 1.00 | 1.00 | Yes (X) | $150,000 | $0 | $0 | |||
| WILLIAM F MIELER MD | |||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIE L MORSE MD | |||||||||
| CHAIR-FAAO ADVIS BOARD THRU 12/2018 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW M PRINCE MD | |||||||||
| TRUSTEE-AT-LARGE THRU 12/2018 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J RAPUANO MD | |||||||||
| SR SECR FOR CLINICAL ED (2019) | 1.00 | 1.00 | Yes (X) | $18,500 | $0 | $0 | |||
| SARWAT SALIM MD | |||||||||
| VICE CHAIR/CHAIR, THE COUNCIL | 1.00 | 1.00 | Yes (X) | $10,000 | $0 | $0 | |||
| GREGORY L SKUTA MD | |||||||||
| CHAIR-FAAO ADVISORY BOARD (2019) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD TAN MD FRCS FRCOPHTH | |||||||||
| INT'L TRUSTEE-AT-LARGE (2019) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E WIGGINS MD MHA | |||||||||
| SR SECRETARY FOR OPHTHALMIC PRACTICE | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | |||
| GEORGE A WILLIAMS MD | |||||||||
| PRES. ELECT (2018) / PRES. (2019) | 1.00 | 1.00 | Yes (X) | Yes (X) | $30,000 | $0 | $0 | ||
| LIHTEH WU MD | |||||||||
| INT'L TRUSTEE-AT-LARGE THRU 12/2018 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL A BOYETT | |||||||||
| VP, ORG SERVICES & CFO THRU 10/2018 | 34.00 | 6.00 | Yes (X) | $358,069 | $0 | $44,670 | |||
| LAWRENCE MENDENHALL | |||||||||
| COO START 11/2018 | 34.00 | 6.00 | Yes (X) | $126,197 | $0 | $0 | |||
| JANE AGUIRRE | |||||||||
| VP, MEMBERSHIPS AND ALLIANCES | 40.00 | 0.00 | $279,799 | $0 | $41,023 | Yes (X) | |||
| JOE CARR | |||||||||
| VP, INFORMATION TECHNOLOGY | 40.00 | 0.00 | $285,483 | $0 | $86,321 | Yes (X) | |||
| CATHY COHEN MHSA CAE | |||||||||
| VP, GOVERNMENTAL AFFAIRS | 40.00 | 0.00 | $334,612 | $0 | $43,089 | Yes (X) | |||
| DALE FAJARDO EDD MBA | |||||||||
| VP, EDUCATION | 40.00 | 0.00 | $337,858 | $0 | $35,536 | Yes (X) | |||
| RENALDO JUANSO | |||||||||
| VP, COMM & MARKETING THRU 3/2019 | 40.00 | 0.00 | $279,910 | $0 | $51,548 | Yes (X) | |||
| FLORA LUM MD | |||||||||
| VP, QUALITY AND DATA SCIENCE | 40.00 | 0.00 | $299,738 | $0 | $45,443 | Yes (X) | |||
| DEBRA ROSENCRANCE CMP CAE | |||||||||
| VP, MEETINGS AND EXHIBITS | 40.00 | 0.00 | $281,080 | $0 | $43,089 | Yes (X) | |||
| ROBERT PALMER | |||||||||
| STATE AFFAIRS POLICY DIRECTOR | 40.00 | 0.00 | $221,239 | $0 | $45,991 | Yes (X) | |||
| CHERIE MCNETT | |||||||||
| DIRECTOR OF HEALTH POLICY | 40.00 | 0.00 | $180,464 | $0 | $17,900 | Yes (X) | |||
| MICHAEL ROLL | |||||||||
| DIRECTOR OF FINANCE | 34.00 | 6.00 | $176,069 | $0 | $78,236 | Yes (X) | |||
| DANIEL MUMMERT | |||||||||
| DIRECTOR OF ONLINE EDUCATION | 40.00 | 0.00 | $175,760 | $0 | $36,991 | Yes (X) | |||
| BRIAN WAECHTER | |||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $169,154 | $0 | $50,866 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,892,008 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $687,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 96 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 85265 | ANNUAL MEETING LOGISTICS SERVICES | $1,979,975 |
| KUSHNER & ASSOCIATES | |||||
| 24003A VENTURA BLVD SUITE 100 | CALABASAS | CA | 91302 | MEETING & CONVENTION TRANSPORTATION SERV | $784,119 |
| THE REGENTS OF THE UNIVERSITY OF CALIFOR | |||||
| BOX 957089 1125 MURPHY HALL 405 H | LOS ANGELES | CA | 90095 | RESEARCH | $621,766 |
| ELSEVIER INC | |||||
| 1600 JFK BLVD SUITE 1800 | PHILADELPHIA | PA | 19103 | PUBLISHING SERVICES | $549,898 |
| TORA PRINT SERVICES INC | |||||
| 1500 N GREENVIEW AVENUE | CHICAGO | IL | 60642 | PRINTING SERVICES | $519,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,689,318 | RelatedOrganizationsAmt |
| All Other Contributions | $1,570,493 | AllOtherContributionsAmt |
| Total Contributions | $6,259,811 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING REVENUE | 611430 | $17,795,122 | $17,795,122 |
| MEMBERSHIP DUES | 900099 | $17,469,086 | $17,469,086 |
| COURSE/SEMINAR FEES | 611430 | $1,729,288 | $1,729,288 |
| ADVERTISING - QUAL TRADE SHOW | 541800 | $1,716,324 | $1,716,324 |
| LICENSING FEES | 900099 | $1,155,651 | $1,155,651 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,832,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,832,046 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,697,517 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,061,115 | TotalRevenueColumnAmt |
| Exclusion | $1,061,115 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,597,015 | TotalRevenueColumnAmt |
| Exclusion | $3,597,015 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,935,665 | SecuritiesAmt |
| Other | $31,125 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,867,861 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,804 | SecuritiesAmt |
| Other | $31,125 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,929 | TotalRevenueColumnAmt |
| Exclusion | $98,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,913,497 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,037,127 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,876,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,876,370 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $1,990,430 | $1,990,430 | |
| JOB POSTING REVENUE | 900099 | $1,054,088 | $1,054,088 | |
| MAILING LIST REVENUE | 900099 | $222,483 | $134,640 | $87,843 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,047 | TotalRevenueColumnAmt |
| Exclusion | $200,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,467,048 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,057,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,573,887 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,179,158 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,044,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,602 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376,588 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,881,453 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,873 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,265 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,497 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,929 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,775 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,358 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,931 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,523,743 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,378 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,284 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,922,879 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,545,058 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,481,227 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,887 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,767 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,624 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING & PUBLICATIONS | $1,464,313 |
| DUES & SUBSCRIPTIONS | $467,078 |
| UNRELATED BUS INC TAX | $121,670 |
| EXPENSE ALLOCATION | -$2,286,753 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,452 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,090,878 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,305 | BOYAmt |
| EOY | $3,202,103 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,593,340 | BOYAmt |
| EOY | $6,493,906 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,000 | BOYAmt |
| EOY | $700,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,890 | BOYAmt |
| EOY | $594,209 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,595,471 | BOYAmt |
| EOY | $1,670,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,672,737 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,826,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033,957 | BOYAmt |
| EOY | $1,846,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,013,646 | BOYAmt |
| EOY | $28,906,704 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,986 | BOYAmt |
| EOY | $499,986 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,450,765 | BOYAmt |
| EOY | $42,944,454 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,460,360 | BOYAmt |
| EOY | $86,858,091 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,670,048 | BOYAmt |
| EOY | $6,470,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,986,342 | BOYAmt |
| EOY | $15,837,542 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,421 | BOYAmt |
| EOY | $803,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,475,811 | BOYAmt |
| EOY | $23,111,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,991,550 | BOYAmt |
| EOY | $61,587,808 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,999 | BOYAmt |
| EOY | $2,158,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,984,549 | BOYAmt |
| EOY | $63,746,169 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,460,360 | BOYAmt |
| EOY | $86,858,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,966,927 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$205,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $15,130,466 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,459,744 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $1,417,175 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $5,876,919 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,596,064 | AggregateReportedDuesNtcAmt |
| Carried Over | $2,280,855 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III-B | FormAndLineReferenceDesc |
| Explanation | THE ACADEMY WORKS TO EDUCATE OTHER HEALTH CARE PROVIDERS AND THE PUBLIC ABOUT EYE CARE AND REPRESENTS OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE THE PROVISION OF EYE CARE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $400,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $198,933 | DepreciationAmt |
| Book Value | $201,688 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,473,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,466,807 | DepreciationAmt |
| Book Value | $1,006,926 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,798,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,160,997 | DepreciationAmt |
| Book Value | $637,386 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,846,000 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $42,924,417 |
| DEPOSITS | $20,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,944,454 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE HEALTH INSURANCE BENEFITS | $519,734 |
| CAPITAL LEASE OBLIGATIONS | $283,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $803,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUND IS UTILIZED AS A RESERVE FOR THE SURGICAL SCOPE FUND, SHOULD THAT FUND RUN DRY. THROUGH THE SURGICAL SCOPE FUND, AAO WORKS WITH OPHTHALMOLOGICAL AND MEDICAL SOCIETIES TO ENSURE PATIENT SAFETY STANDARDS. AAO UPHOLDS THIS COMMITMENT BY OPPOSING STATE-LEVEL EFFORTS TO GRANT MEDICAL AND SURGICAL PRIVILEGES, LEGISLATIVELY OR THROUGH REGULATIONS, TO NON-PHYSICIAN HEALTH CARE PRACTITIONERS. |
| PART X, LINE 2: | AAO FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT AAO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | EDUCATION - TRADESHOWS | $7,019 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION - TRADESHOWS | $8,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,239 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,239 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE ALLIANCE FOR EYE AND VISION RESEARCH | |||||||
| 1801 ROCKVILLE PIKE SUITE 400 | ROCKVILLE | MD | 20852 | 521846140 | 501(C)(3) | $18,740 | GENERAL SUPPORT |
| BLINDED VETERANS ASSOCIATION | |||||||
| 125 N WEST STREET 3RD FLOOR | ALEXANDRIA | VA | 22314 | 530214281 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ARKANSAS OPHTHALMOLOGICAL SOCIETY | |||||||
| PO BOX 55088 | LITTLE ROCK | AR | 72215 | 710583640 | 501(C)(6) | $82,000 | SCOPE OF SURGERY CAMPAIGNS |
| CALIFORNIA ACADEMY OF EYE PHYSICIANS & SURGEONS | |||||||
| 71 STEVENSON STREET SUITE 400 | SAN FRANCISCO | CA | 94105 | 941479836 | 501(C)(6) | $262,000 | SCOPE OF SURGERY CAMPAIGNS |
| FLORIDA SOCIETY OF OPHTHALMOLOGY | |||||||
| 6816 SOUTHPOINT PARKWAY 1000 | JACKSONVILLE | FL | 32216 | 591980531 | 501(C)(6) | $140,000 | SCOPE OF SURGERY CAMPAIGNS |
| IOWA ACADEMY OF OPHTHALMOLOGY | |||||||
| PO BOX 262 | GRIMES | IA | 50111 | 421345104 | 501(C)(6) | $25,000 | SCOPE OF SURGERY CAMPAIGNS |
| ILLINOIS SOCIETY OF EYE PHYSICIANS & SURGEONS | |||||||
| 10 E PHILLIP RD 120 | VERNON HILLS | IL | 60061 | 237123007 | 501(C)(6) | $257,750 | SCOPE OF SURGERY CAMPAIGNS |
| MASSACHUSETTS SOCIETY OF EYE PHYSICIANS & SURGEONS | |||||||
| PO BOX 236 | BOSTON | MA | 02133 | 237208474 | 501(C)(6) | $75,000 | SCOPE OF SURGERY CAMPAIGNS |
| MARYLAND SOCIETY OF EYE PHYSICIANS & SURGEONS | |||||||
| 1211 CATHEDRAL ST | BALTIMORE | MD | 21201 | 521284530 | 501(C)(6) | $40,000 | SCOPE OF SURGERY CAMPAIGNS |
| MISSISSIPPI ACADEMY OF EYE PHYSICIANS & SURGEONS | |||||||
| PO BOX 217 | JACKSON | MS | 39205 | 646023774 | 501(C)(6) | $55,720 | SCOPE OF SURGERY CAMPAIGNS |
| NORTH CAROLINA SOCIETY OF EYE PHYSICIANS & SURGEONS | |||||||
| PO BOX 27167 | RALEIGH | NC | 27611 | 581314518 | 501(C)(6) | $85,000 | SCOPE OF SURGERY CAMPAIGNS |
| ALABAMA ACADEMY OF OPHTHALMOLOGY | |||||||
| 2012 SEATON BLVD | MONTGOMERY | AL | 36116 | 630809050 | 501(C)(6) | $37,500 | SCOPE OF SURGERY CAMPAIGNS |
| WYOMING OPHTHALMOLOGICAL SOCIETY | |||||||
| 122 E 17TH STREET | CHEYENNE | WY | 82001 | 742339259 | 501(C)(6) | $123,030 | SCOPE OF SURGERY CAMPAIGNS |
| VIRGINIA SOCIETY OF OPHTHALMOLOGY | |||||||
| PO BOX 3268 | GLEN ALLEN | VA | 23058 | 541309871 | 501(C)(6) | $25,000 | SCOPE OF SURGERY CAMPAIGNS |
| PENNSYLVANIA ACADEMY OF OPHTHALMOLOGY | |||||||
| 777 EAST PARK DRIVE PO BOX 8820 | HARRISBURG | PA | 17105 | 232611653 | 501(C)(6) | $13,500 | SCOPE OF SURGERY CAMPAIGNS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO SUBMIT RESULT REPORTS ANNUALLY, WHICH INCLUDES A DESCRIPTION OF THE USE OF FUNDS GRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID W PARKE II MD | ||||||||||||||
| EXECUTIVE VP/CEO/TREASURER/SECRETARY | $820,131 | $0 | $121,350 | $0 | $19,095 | $0 | $27,500 | $0 | $39,048 | $0 | $1,027,124 | $0 | $0 | $0 |
| JILL A BOYETT | ||||||||||||||
| VP, ORG SERVICES & CFO THRU 10/2018 | $309,069 | $0 | $49,000 | $0 | $0 | $0 | $27,500 | $0 | $17,170 | $0 | $402,739 | $0 | $0 | $0 |
| JANE AGUIRRE | ||||||||||||||
| VP, MEMBERSHIPS AND ALLIANCES | $234,569 | $0 | $44,000 | $0 | $1,230 | $0 | $27,500 | $0 | $13,523 | $0 | $320,822 | $0 | $0 | $0 |
| JOE CARR | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $243,668 | $0 | $41,000 | $0 | $815 | $0 | $27,500 | $0 | $58,821 | $0 | $371,804 | $0 | $0 | $0 |
| CATHY COHEN MHSA CAE | ||||||||||||||
| VP, GOVERNMENTAL AFFAIRS | $294,417 | $0 | $39,000 | $0 | $1,195 | $0 | $27,500 | $0 | $15,589 | $0 | $377,701 | $0 | $0 | $0 |
| DALE FAJARDO EDD MBA | ||||||||||||||
| VP, EDUCATION | $290,369 | $0 | $44,000 | $0 | $3,489 | $0 | $27,500 | $0 | $8,036 | $0 | $373,394 | $0 | $0 | $0 |
| RENALDO JUANSO | ||||||||||||||
| VP, COMM & MARKETING THRU 3/2019 | $237,630 | $0 | $41,000 | $0 | $1,280 | $0 | $27,500 | $0 | $24,048 | $0 | $331,458 | $0 | $0 | $0 |
| FLORA LUM MD | ||||||||||||||
| VP, QUALITY AND DATA SCIENCE | $251,558 | $0 | $47,000 | $0 | $1,180 | $0 | $27,500 | $0 | $17,943 | $0 | $345,181 | $0 | $0 | $0 |
| DEBRA ROSENCRANCE CMP CAE | ||||||||||||||
| VP, MEETINGS AND EXHIBITS | $233,860 | $0 | $45,000 | $0 | $2,220 | $0 | $27,500 | $0 | $15,589 | $0 | $324,169 | $0 | $0 | $0 |
| ROBERT PALMER | ||||||||||||||
| STATE AFFAIRS POLICY DIRECTOR | $210,379 | $0 | $9,700 | $0 | $1,160 | $0 | $22,447 | $0 | $23,544 | $0 | $267,230 | $0 | $0 | $0 |
| CHERIE MCNETT | ||||||||||||||
| DIRECTOR OF HEALTH POLICY | $172,889 | $0 | $7,100 | $0 | $475 | $0 | $17,822 | $0 | $78 | $0 | $198,364 | $0 | $0 | $0 |
| MICHAEL ROLL | ||||||||||||||
| DIRECTOR OF FINANCE | $167,669 | $0 | $7,500 | $0 | $900 | $0 | $19,415 | $0 | $58,821 | $0 | $254,305 | $0 | $0 | $0 |
| DANIEL MUMMERT | ||||||||||||||
| DIRECTOR OF ONLINE EDUCATION | $165,960 | $0 | $9,150 | $0 | $650 | $0 | $18,043 | $0 | $18,948 | $0 | $212,751 | $0 | $0 | $0 |
| BRIAN WAECHTER | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $161,404 | $0 | $6,850 | $0 | $900 | $0 | $17,816 | $0 | $33,050 | $0 | $220,020 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THESE BENEFITS ARE PROVIDED TO THE CEO UNDER TERMS OF HIS CONTRACT AND ARE INCLUDED IN FORM W-2 AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W PARKE II MD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | HOME LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,800,000 | OriginalPrincipalAmt |
| Balance Due | $700,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $700,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | PUBLIC TRUSTEES AND INTERNATIONAL TRUSTEES-AT-LARGE ARE NOT ENTITLED TO VOTE ON MATTERS INVOLVING GOVERNANCE, RULES, OR PROCEDURES OF AAO; ADDITIONALLY, PUBLIC TRUSTEES AND INTERNATIONAL TRUSTEES-AT-LARGE CANNOT VOTE TO REMOVE ANY TRUSTEE, WHICH CAN OCCUR WITH AN AFFIRMATIVE WRITTEN BALLOT OF FOUR-FIFTHS (4/5THS) VOTE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | EACH OF THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES HAS A BUSINESS RELATIONSHIP WITH ONE ANOTHER: GEORGE A. WILLIAMS, MD; DAVID W. PARKE II, MD; DANIEL J. BRICELAND, MD; ROBERT E. WIGGINS, MD, MHA. AND GREGORY L. SKUTA, MD. |
| FORM 990, PART VI, SECTION A, LINE 6 | AAO IS A MEMBERSHIP ORGANIZATION WITH THE FOLLOWING CLASSES OF MEMBERS ENTITLED TO VOTE ON ANY MATTER OR TO ATTEND ANY ANNUAL OR SPECIAL BUSINESS MEETING: ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, AND LIFE MEMBERS. ONLY ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, AND LIFE FELLOWS SHALL BE ELIGIBLE FOR NOMINATION, ELECTION, OR APPOINTMENT TO A POSITION ON THE BOARD OF TRUSTEES; ONLY INTERNATIONAL MEMBERS, OR THOSE FELLOWS AND MEMBERS WHO PRACTICE EXCLUSIVELY OUTSIDE OF THE UNITED STATES, SHALL BE ELIGIBLE FOR APPOINTMENT AS AN INTERNATIONAL TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING FELLOWS AND MEMBERS (ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, AND LIFE MEMBERS) ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT OR REVISION TO THE ARTICLES OF INCORPORATION, THE BYLAWS, AND THE ACADEMY'S CODE OF ETHICS MUST BE RATIFIED BY THE VOTING FELLOWS OR MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S INTERNAL FINANCE AND ACCOUNTING DEPARTMENT. THE CHIEF OPERATING OFFICER AND DIRECTOR OF FINANCE THEN COMPLETELY REVIEW THE FORM 990; ADJUSTMENTS ARE MADE AS NECESSARY. UPON APPROVAL WITH THE COO AND DIRECTOR OF FINANCE, THE FORM 990 IS THEN MAILED TO EACH MEMBER OF THE BOARD OF DIRECTORS AT LEAST ONE WEEK PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, WHO WERE INVITED TO ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AAO HAS A PROFOUND DUTY TO ITS MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ALL OF ITS SCIENTIFIC, EDUCATIONAL, ADVOCACY, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. THUS, EACH ACADEMY TRUSTEE AND AAO STAFF ARE RESPONSIBLE FOR DISCLOSING INTERACTIONS WITH COMPANIES AND MANAGE CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. AAO LEADERS AND PERSONS IN A POSITION TO INFLUENCE (INCLUDING TRUSTEES, OFFICERS, AND KEY EMPLOYEES) MUST SUBMIT AN ANNUAL DISCLOSURE FORM OF ALL FINANCIAL RELATIONSHIPS IN ANY AMOUNT AND UNCOMPENSATED INTERACTIONS WITH COMPANIES WITHIN THE PREVIOUS 12 MONTHS PRIOR TO THEIR PARTICIPATION IN THE ACTIVITY. IN THE EVENT A CONFLICT OF INTEREST IS IDENTIFIED, THE ACADEMY LEADER WHO DISCLOSES A CONFLICT OR POTENTIAL CONFLICT, OR TO WHOM A FELLOW LEADER IDENTIFIES A PERCEIVED CONFLICT, PREPARES A STATEMENT DESCRIBING THE CONFLICT AND SUGGESTING WAYS OF RESOLVING OR MANAGING IT. THIS STATEMENT OF CONFLICT MANAGEMENT IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD; IF A CHAIRPERSON OR EXECUTIVE COMMITTEE MEMBER IS SUBMITTING THE STATEMENT, TWO INDEPENDENT MEMBERS WILL BE APPOINTED TO REVIEW THE STATEMENT. IF THERE IS A CONSENSUS THAT A CONFLICT EXISTS, METHODS FOR RESOLUTION INCLUDE: HIGHLY SPECIFIC CONFIDENTIALITY AGREEMENTS; RECUSAL FROM SPECIFIC DISCUSSIONS, ACTIVITIES, OR VOTES; OR A REQUIREMENT THAT THE LEADER STEP-DOWN FROM A PARTICULAR POSITION OF LEADERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE AAO COMPENSATION COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT, AND THE MOST RECENT PAST PRESIDENT NO LONGER SERVING ON THE BOARD. THE COMMITTEE ANNUALLY REVIEWS THE STIPEND AND CONTRACT PAYMENTS FOR ALL PHYSICIAN POSITIONS AND USES COMPARATIVE DATA FROM OTHER MEDICAL SPECIALTY SOCIETIES IN THEIR ANALYSIS. THE COMMITTEE IS RESPONSIBLE FOR THE INITIAL CONTRACT NEGOTIATION WITH A NEW CEO/EVP WITH THE ADVICE AND ASSISTANCE OF A PROFESSIONAL COMPENSATION ANALYST WHO PROVIDES COMPARATIVE DATA AND CONSULTATION. FINALLY, THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CEO/EVP IN JUNE OF EACH YEAR TO DETERMINE THE ANNUAL PERFORMANCE BONUS - WHICH IS LIMITED TO A MAXIMUM OF 15% OF HIS SALARY PER THE EMPLOYMENT CONTRACT. FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION, THE ORGANIZATION CONTRACTS WITH AN OUTSIDE COMPENSATION CONSULTANT, WHO USES COMPARATIVE DATA FROM OTHER MEDICAL SPECIALTY SOCIETIES IN THEIR ANALYSIS, TO DETERMINE REASONABLE COMPENSATION FOR EACH JOB CLASSIFICATION; THESE SALARIES ARE THEN APPROVED BY THE CEO/EVP. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, BYLAWS, AS WELL AS OTHER POLICY STATEMENTS FOR ACADEMY LEADERS ARE AVAILABLE ON THE AAO WEBSITE. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLISHED EVERY FALL IN THE JOURNAL OF OPHTHALMOLOGY AND ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES 4,737,404. CONSULTING SERVICES 786,339. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942682387 | SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | LINE 12B, II | AMERICAN ACADEMY OF OPHTHALMOLOGY | Yes (1) |
| AMERICAN ACADEMY OF OPHTHALMOLOGY CES FUND | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 411865087 | SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | LINE 12B, II | AMERICAN ACADEMY OF OPHTHALMOLOGY | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY SERVICES INC AND SUBSIDIARIES | ||||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942960420 | MANAGEMENT | CA | AMERICAN ACADEMY OF OPHTHALMOLOGY | C | $2,358,098 | $3,023,049 | 1.00000 | Yes (1) |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC PAC | ||||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942971109 | POLITICAL ACTION COMMITTEE | CA | AMERICAN ACADEMY OF OPHTHALMOLOGY | C | $604,706 | $196,014 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| C | $4,689,318 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| D | $28,080,202 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| K | $1,563,816 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| O | $91,637 | BOOK VALUE |
| ACADEMY SERVICES INC AND SUBSIDIARIES | ||
| D | $14,844,215 | BOOK VALUE |