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AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-10-05
IRS object ID
201802789349300845
Schema version
2017v2.3
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)
Return2018-10-05T13:13:32-05:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

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 Begin2017-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411336784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone4155618500PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL BOYETTPersonNm
Person TitleCFOPersonTitleTxt
Phone4155618500PhoneNum
Signature2018-10-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOUA V LOPreparerPersonNm
PTINP01225144PTIN
Phone4159561500PhoneNum
Preparation2018-10-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-05IPDt
IP Tm11:15:08IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5029E8FD9FE66385FA59B177B15FCADA276E8E0FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID W PARKE II MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$70,529,269GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionAAO IS THE LARGEST NATIONAL MEMBERSHIP ORGANIZATION FOR OPHTHALMOLOGISTS.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee197TotalEmployeeCnt
Total Volunteers5604TotalVolunteersCnt
Total Gross UBI$3,123,903TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$588,826NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,696,465PYContributionsGrantsAmt
CY Contributions Grants$8,338,506CYContributionsGrantsAmt
PY Program Service Revenue$38,957,561PYProgramServiceRevenueAmt
CY Program Service Revenue$39,038,894CYProgramServiceRevenueAmt
PY Investment Income$801,783PYInvestmentIncomeAmt
CY Investment Income$932,920CYInvestmentIncomeAmt
PY Other Revenue$13,802,239PYOtherRevenueAmt
CY Other Revenue$13,378,899CYOtherRevenueAmt
PY Total Revenue$60,258,048PYTotalRevenueAmt
CY Total Revenue$61,689,219CYTotalRevenueAmt
PY Grants And Similar Paid$2,638,319PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,988,886CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$25,690,691PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$27,075,605CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$28,289,942PYOtherExpensesAmt
CY Other Expenses$25,417,649CYOtherExpensesAmt
PY Total Expenses$56,618,952PYTotalExpensesAmt
CY Total Expenses$54,482,140CYTotalExpensesAmt
PY Revenues Less Expenses$3,639,096PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,207,079CYRevenuesLessExpensesAmt
Total Assets BOY$72,256,801TotalAssetsBOYAmt
Total Assets EOY$80,460,360TotalAssetsEOYAmt
Total Liabilities BOY$22,505,816TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,475,811TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,750,985NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,984,549NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescAMERICAN 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 2017 ANNUAL MEETING, BROUGHT TOGETHER NEARLY 23,000 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 Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
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 Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document146IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee197EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JILL BOYETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155618500PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KEITH D CARTER MD FACS
PRES. ELECT (2017) / PRES. (2018)1.001.00Yes (X)$30,000$0$0
DAVID W PARKE II MD
EXECUTIVE VICE PRESIDENT / CEO32.008.00Yes (X)$911,815$0$53,680Yes (X)
MARIA M AARON MD
SECRETARY FOR ANNUAL MEETING1.001.00Yes (X)$22,000$0$0
CYNTHIA A BRADFORD MD
PRES. (2017) / PAST PRES. (2018)1.001.00Yes (X)$85,000$0$0
DANIEL J BRICELAND MD
SR. SECRETARY FOR ADVOCACY1.001.00Yes (X)$22,000$0$0
LOUIS B CANTOR MD
SR. SECRETARY FOR CLINICAL EDUCATION1.001.00Yes (X)$22,000$0$0
MICHAEL F CHIANG MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
WILLIAM S CLIFFORD MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JAN-TJEERD HN DE FABER MD
INTL TRUSTEE-AT-LARGE THRU 12/20171.001.00Yes (X)$0$0$0
JANE C EDMOND MD
TRUSTEE-AT-LARGE THRU 12/20171.001.00Yes (X)$0$0$0
PAUL B GINSBURG PHD
PUBLIC TRUSTEE1.001.00Yes (X)$14,000$0$0
SANJAY D GOEL MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
LYNN K GORDON MD PHD
VICE CHAIR/CHAIR, THE COUNCIL1.001.00Yes (X)$10,000$0$0
KGAOGELO EDWARD LEGODI MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
MATHEW W MACCUMBER MD PHD
CHAIR, THE COUNCIL THRU 12/20171.001.00Yes (X)$15,000$0$0
CYNTHIA MATTOX MD FACS
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
STEPHEN D MCLEOD MD
EDITOR, OPHTHALMOLOGY1.001.00Yes (X)$150,000$0$0
WILLIAM F MIELER MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
CHRISTIE L MORSE MD
CHAIR, FAAO ADVISORY BOARD1.001.00Yes (X)$0$0$0
ANDREW M PRINCE MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
WILLIAM L RICH III MD FACS
PAST PRESIDENT THRU 12/20171.001.00Yes (X)$150,000$0$0
SARWAT SALIM MD
VICE CHAIR, THE COUNCIL (2018)1.001.00Yes (X)$0$0$0
HUMPHREY JF TAYLOR
PUBLIC TRUSTEE THRU 12/20171.001.00Yes (X)$17,500$0$0
ROBERT E WIGGINS MD MHA
SR. SECR. FOR OPHTHALMIC PRACTICE1.001.00Yes (X)$22,000$0$0
GEORGE A WILLIAMS MD
PRESIDENT ELECT1.001.00Yes (X)$46,500$0$0
LIHTEH WU MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JILL A BOYETT
VP, ORGANIZATIONAL SERVICES AND CFO34.006.00$404,983$0$37,093Yes (X)
JANE AGUIRRE
VP, MEMBERSHIPS AND ALLIANCES40.000.00$266,533$0$37,538Yes (X)
JOE CARR
VP, INFORMATION TECHNOLOGY40.000.00$274,330$0$65,445Yes (X)
CATHY COHEN MHSA CAE
VP, GOVERNMENTAL AFFAIRS40.000.00$311,704$0$44,002Yes (X)
DALE FAJARDO EDD MBA
VP, EDUCATION40.000.00$325,837$0$33,836Yes (X)
RENALDO JUANSO
VP, COMMUNICATIONS AND MARKETING40.000.00$268,781$0$37,093Yes (X)
FLORA LUM MD
VP, QUALITY AND DATA SCIENCE40.000.00$267,150$0$39,140Yes (X)
DEBRA ROSENCRANCE CMP CAE
VP, MEETINGS AND EXHIBITS40.000.00$270,268$0$39,318Yes (X)
ROBERT PALMER
STATE AFFAIRS POLICY DIRECTOR40.000.00$212,722$0$60,000Yes (X)
CHERIE MCNETT
DIRECTOR OF HEALTH POLICY40.000.00$178,088$0$17,636Yes (X)
MICHAEL ROLL
DIRECTOR OF FINANCE40.000.00$166,720$0$56,906Yes (X)
SARAH WILSON
DIR, CONTINUED PROF. DEVELOPMENT40.000.00$161,682$0$43,487Yes (X)
KATHERINE SALAZAR-POSS
GENERAL COUNSEL40.000.00$156,086$0$55,209Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,782,699TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$620,383TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K70IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FIGMD INC
6952 ROTE RD SUITE 400ROCKFORDIL61107IRIS REGISTRY SERVICES$2,099,291
FREEMAN AUDIO VISUAL INC
PO BOX 650519DALLASTX75265ANNUAL MEETING A/V SERVICES$1,637,057
FREEMAN
PO BOX 650036DALLASTX75265ANNUAL MEETING LOGISTICS SERVICES$1,506,202
CENTERPLATE
2187 ATLANTIC STREETSTAMFORDCT06902EVENT CATERING/HOSPITALITY SERVICES$1,067,201
ELSEVIER INC
230 PARK AVENUE SUITE 800NEW YORKNY10169PUBLISHING SERVICES$959,723
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K36CntrctRcvdGreaterThan100KCnt
Related Organizations$6,721,606RelatedOrganizationsAmt
All Other Contributions$1,616,900AllOtherContributionsAmt
Total Contributions$8,338,506TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$17,478,613$17,478,613
ANNUAL MEETING REVENUE611430$16,582,947$16,582,947
COURSE/SEMINAR FEES611430$1,948,754$1,948,754
LICENSING FEES900099$1,175,783$1,175,783
SUBSCRIPTION/JOURNAL REVENUE611430$713,408$713,408

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,139,389TotalRevenueColumnAmt
Related Or Exempt Func Income$1,139,389RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$39,038,894TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$979,817TotalRevenueColumnAmt
Exclusion$979,817ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,427,914TotalRevenueColumnAmt
Exclusion$3,427,914ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,758,343SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,798,699SecuritiesAmt
Other$6,541OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$40,356SecuritiesAmt
Other-$6,541OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$46,897TotalRevenueColumnAmt
Exclusion-$46,897ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,137,465GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,034,810CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,102,655TotalRevenueColumnAmt
Related Or Exempt Func Income$5,102,655RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADVERTISING541800$3,477,901$1,543,715$1,934,186
JOB POSTING REVENUE900099$997,107$997,107
MAILING LIST REVENUE900099$242,391$49,781$192,610

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$130,931TotalRevenueColumnAmt
Exclusion$130,931ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,848,330OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,689,219TotalRevenueColumnAmt
Related Or Exempt Func Income$45,735,045RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,123,903UnrelatedBusinessRevenueAmt
Exclusion$4,491,765ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,988,886TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,294,547TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,819,075TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,582,817TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,888,838TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,490,328TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$441,822TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$110,695TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$855,849TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$146,163TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,386,546TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,629,990TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$447,634TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,955,830TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,462,160TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,168,983TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,892TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$782,193TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$268,010TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PRINTING & PUBLICATIONS$1,509,731
DUES & SUBSCRIPTIONS$372,443
UNRELATED BUS INC TAX$279,899
EXPENSE ALLOCATION-$1,678,591

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$237,400TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$54,482,140TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$772,916BOYAmt
EOY$1,693,305EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,420,356BOYAmt
EOY$7,593,340EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$900,000BOYAmt
EOY$800,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$976,848BOYAmt
EOY$779,890EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,531,445BOYAmt
EOY$1,595,471EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,605,769LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,571,812LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,638,893BOYAmt
EOY$2,033,957EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,058,491BOYAmt
EOY$28,013,632EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt
EOY$500,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$32,457,852BOYAmt
EOY$37,450,765EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,256,801BOYAmt
EOY$80,460,360EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,399,325BOYAmt
EOY$5,670,048EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,175,743BOYAmt
EOY$15,986,342EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$930,748BOYAmt
EOY$819,421EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,505,816BOYAmt
EOY$22,475,811EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,485,750BOYAmt
EOY$55,991,550EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,265,235BOYAmt
EOY$1,992,999EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,750,985BOYAmt
EOY$57,984,549EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,256,801BOYAmt
EOY$80,460,360EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,207,079ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,023,054NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,431OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$15,206,792DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$5,194,157NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$121,598NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$5,072,559NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$3,655,384AggregateReportedDuesNtcAmt
Carried Over$1,417,175CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III-BFormAndLineReferenceDesc
ExplanationTHE 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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$394,773OtherCostOrOtherBasisAmt
Depreciation$176,714DepreciationAmt
Book Value$218,059BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,644,177OtherCostOrOtherBasisAmt
Depreciation$4,391,166DepreciationAmt
Book Value$1,253,011BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,566,819OtherCostOrOtherBasisAmt
Depreciation$3,003,932DepreciationAmt
Book Value$562,887BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,033,957TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM RELATED ORGANIZATIONS$37,431,553
DEPOSITS$19,212
FieldValueIRS element (for citing)
Total Book Value Other Assets$37,450,765TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RETIREE HEALTH INSURANCE BENEFITS$519,734
CAPITAL LEASE OBLIGATIONS$299,687
FieldValueIRS element (for citing)
Total Liability$819,421TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAAO FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENTS 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.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SOUTH AMERICA00PROGRAM SERVICESEDUCATION - TRADESHOWS$4,000
EUROPE00PROGRAM SERVICESEDUCATION - TRADESHOWS$9,500
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATION - TRADESHOWS$5,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$18,500SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$18,500TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationACCRUAL METHODExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALABAMA ACADEMY OF OPHTHALMOLOGY
2012 SEATON PARKMONTGOMERYAL36116630809050501(C)(6)$37,500GENERAL SUPPORT
ALASKA SOCIETY OF EYE PHYSICIANS AND SURGEONS
3500 LATOUCHE STREET SUITE 250ANCHORAGEAK99508453009013501(C)(6)$16,250GENERAL SUPPORT
ALLIANCE FOR EYE AND VISION RESEARCH
1801 ROCKVILLE PIKE SUITE 400ROCKVILLEMD20852521846140501(C)(3)$18,073GENERAL SUPPORT
CALIFORNIA ACADEMY OF EYE PHYSICIANS AND SURGEONS
71 STEVENSON STREET SUITE 400SAN FRANCISCOCA94105941479836501(C)(6)$301,500GENERAL SUPPORT
FLORIDA SOCIETY OF OPHTHALMOLOGY
6816 SOUTH POINT PARKWAY BLDG 1000JACKSONVILLEFL32216591980531501(C)(6)$225,712GENERAL SUPPORT
GEORGIA SOCIETY OF OPHTHALMOLOGY
2700 CUMBERLAND PARKWAY SE 570ATLANTAGA30339581082376501(C)(6)$78,265GENERAL SUPPORT
IOWA ACADEMY OF OPHTHALMOLOGY
PO BOX 262GRIMESIA50111421345104501(C)(6)$50,000GENERAL SUPPORT
MASSACHUSETTS SOCIETY OF EYE PHYSICIANS AND SURGEONS
PO BOX 236BOSTONMA02133237208474501(C)(6)$30,000GENERAL SUPPORT
NEBRASKA ACADEMY OF EYE PHYSICIANS AND SURGEONS
233 S 13TH STREET SUITE 1200LINCOLNNE68502470630498501(C)(6)$10,000GENERAL SUPPORT
NORTH CAROLINA SOCIETY OF EYE PHYSICIANS AND SURGEONS
PO BOX 27167RALIEGHNC27611581314518501(C)(6)$925,555GENERAL SUPPORT
VIRGINIA SOCIETY OF EYE PHYSICIANS AND SURGEONS
PO BOX 3268GLEN ALLENVA23058463758396501(C)(6)$53,000GENERAL SUPPORT
NEVADA ACADEMY OF OPHTHALMOLOGY
PO BOX 15883LAS VEGASNV89032942955020501(C)(6)$33,600GENERAL SUPPORT
ILLINOIS SOCIETY OF EYE PHYSICIANS AND SURGEONS
10 W PHILLIP ROAD SUITE 1200VERNIN HILLSIL60061237123007501(C)(6)$122,599GENERAL SUPPORT
MARYLAND SOCIETY OF EYE PHYSICIANS AND SURGEONS
1211 CATHEDRAL STREETBALTIMOREMD21201521284530501(C)(6)$60,383GENERAL SUPPORT
COLUMBIA LIGHTHOUSE FOR THE BLIND
1825 K STREET NW NO 1103WASHINGTONDC20006530196609501(C)(3)$5,500GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS ARE REQUIRED TO SUBMIT RESULT REPORTS ANNUALLY, WHICH INCLUDES A DESCRIPTION OFO THE USE OF FUNDS GRANTED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID W PARKE II MD
EXECUTIVE VICE PRESIDENT / CEO$772,310$0$117,600$0$21,905$0$27,000$0$26,680$0$965,495$0$0$0
JILL A BOYETT
VP, ORGANIZATIONAL SERVICES AND CFO$359,975$0$39,000$0$6,008$0$27,000$0$10,093$0$442,076$0$0$0
JANE AGUIRRE
VP, MEMBERSHIPS AND ALLIANCES$231,007$0$34,000$0$1,526$0$26,570$0$10,968$0$304,071$0$0$0
JOE CARR
VP, INFORMATION TECHNOLOGY$239,650$0$34,000$0$680$0$27,000$0$38,445$0$339,775$0$0$0
CATHY COHEN MHSA CAE
VP, GOVERNMENTAL AFFAIRS$276,614$0$34,000$0$1,090$0$26,983$0$17,019$0$355,706$0$0$0
DALE FAJARDO EDD MBA
VP, EDUCATION$291,227$0$34,000$0$610$0$27,000$0$6,836$0$359,673$0$0$0
RENALDO JUANSO
VP, COMMUNICATIONS AND MARKETING$234,810$0$33,000$0$971$0$27,000$0$10,093$0$305,874$0$0$0
FLORA LUM MD
VP, QUALITY AND DATA SCIENCE$232,090$0$34,000$0$1,060$0$26,152$0$12,988$0$306,290$0$0$0
DEBRA ROSENCRANCE CMP CAE
VP, MEETINGS AND EXHIBITS$233,433$0$35,000$0$1,835$0$26,899$0$12,419$0$309,586$0$0$0
ROBERT PALMER
STATE AFFAIRS POLICY DIRECTOR$200,674$0$8,000$0$4,048$0$21,863$0$38,137$0$272,722$0$0$0
CHERIE MCNETT
DIRECTOR OF HEALTH POLICY$170,608$0$7,000$0$480$0$17,636$0$0$0$195,724$0$0$0
MICHAEL ROLL
DIRECTOR OF FINANCE$159,970$0$6,000$0$750$0$18,461$0$38,445$0$223,626$0$0$0
SARAH WILSON
DIR, CONTINUED PROF. DEVELOPMENT$153,232$0$7,500$0$950$0$16,807$0$26,680$0$205,169$0$0$0
KATHERINE SALAZAR-POSS
GENERAL COUNSEL$152,886$0$2,700$0$500$0$17,292$0$37,917$0$211,295$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHESE 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

FieldValueIRS element (for citing)
Business Name Line1DAVID W PARKE II MDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgOFFICERRelationshipWithOrgTxt
Loan PurposeHOME LOANLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$1,800,000OriginalPrincipalAmt
Balance Due$800,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$800,000TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1PUBLIC 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 2EACH OF THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER: GEORGE A. WILLIAMS, MD; DAVID W. PARKE II, MD; DANIEL J. BRICELAND, MD; AND ROBERT E. WIGGINS, MD, MHA.
FORM 990, PART VI, SECTION A, LINE 6AAO 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 7ATHE 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 7BANY 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 11BTHE CHIEF FINANCIAL OFFICER, THE DIRECTOR OF FINANCE, AND THE ACCOUNTING MANAGER COMPLETELY REVIEWED THE FORM 990 WITH THE RETURN PREPARERS. THE FORM 990 WAS THEN REVIEWED BY THE EXECUTIVE VICE PRESIDENT. THE FORM 990 WAS ALSO MAILED AT LEAST ONE WEEK PRIOR TO FILING TO EACH MEMBER OF THE BOARD OF TRUSTEES, WHO WERE INVITED TO ASK QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CAAO 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 15THE 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 19THE 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 11GCONTRACT SERVICES 6,024,719. CONTRACTUAL SERVICES 3,854,804. CONSULTING SERVICES 507,023.
FORM 990, PART XI, LINE 9:PENSION-RELATED CHANGES 3,431.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA94109942682387SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)LINE 12B, IIAMERICAN ACADEMY OF OPHTHALMOLOGYYes (1)
AMERICAN ACADEMY OF OPHTHALMOLOGY CES FUND
655 BEACH STREETSAN FRANCISCOCA94109411865087SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)LINE 12B, IIAMERICAN ACADEMY OF OPHTHALMOLOGYYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
ACADEMY SERVICES INC AND SUBSIDIARIES
655 BEACH STREETSAN FRANCISCOCA94109942960420MANAGEMENTCAAMERICAN ACADEMY OF OPHTHALMOLOGYC$2,191,724$2,850,1291.00000Yes (1)
AMERICAN ACADEMY OF OPHTHALMOLOGY INC PAC
655 BEACH STREETSAN FRANCISCOCA94109942971109POLITICAL ACTION COMMITTEECAAMERICAN ACADEMY OF OPHTHALMOLOGYC$533,279$262,9721.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
C$6,721,606BOOK VALUE
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
D$23,832,667BOOK VALUE
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
K$1,573,775BOOK VALUE
THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
O$63,980BOOK VALUE
ACADEMY SERVICES INC AND SUBSIDIARIES
D$1,359,886BOOK VALUE