AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-02-07
- IRS object ID
- 201830389349301273
- Schema version
- 2016v3.0
- 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 | 2018-02-07T16:39:55-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 2016-04-01 | 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 | Jill Boyett | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155618500 | PhoneNum |
| Signature | 2018-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joua V Lo | PreparerPersonNm |
| PTIN | P01225144 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2018-02-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-07 | IPDt |
| IP Tm | 15:19:54 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Federal Original Submission Id | 94022820172960329e66 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B589DF8CAC91EBD49B6CFB2BE63A5A0BB42B02C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5029E8FD9FE66385FA59B177B15FCADA276E8E0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| 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 | $63,110,189 | 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 | CA | LegalDomicileStateCd |
| Activity Or Mission | AAO is the largest national membership organization for ophthalmologists. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 825 | TotalVolunteersCnt |
| Total Gross UBI | $2,971,883 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $339,835 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,384,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,696,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,361,274 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,957,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $887,168 | PYInvestmentIncomeAmt |
| CY Investment Income | $801,783 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,408,360 | PYOtherRevenueAmt |
| CY Other Revenue | $13,802,239 | CYOtherRevenueAmt |
| PY Total Revenue | $60,041,312 | PYTotalRevenueAmt |
| CY Total Revenue | $60,258,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,221,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,638,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,531,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,690,691 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,762,456 | PYOtherExpensesAmt |
| CY Other Expenses | $28,289,942 | CYOtherExpensesAmt |
| PY Total Expenses | $56,515,474 | PYTotalExpensesAmt |
| CY Total Expenses | $56,618,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,525,838 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,639,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,774,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,256,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,376,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,505,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,398,147 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,750,985 | 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 | Schedule OTHE AMERICAN ACADEMY OF OPHTHALMOLOGY 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 BRINGS TOGETHER AN AVERAGE OF 25,000 PHYSICIANS, 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 | 0 | 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 | Yes (1) | 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 | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 182 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Jill Boyett | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Cynthia A Bradford MD | |||||||||
| Pres-Elect (2016), President | 1.00 | 1.00 | Yes (X) | Yes (X) | $30,000 | $0 | $0 | ||
| William L Rich III MD FACS | |||||||||
| President (2016), Past President | 1.00 | 1.00 | Yes (X) | Yes (X) | $272,500 | $0 | $0 | ||
| Maria M Aaron MD | |||||||||
| Secretary for Annual Meeting | 1.00 | 1.00 | Yes (X) | Yes (X) | $9,000 | $0 | $0 | ||
| Daniel J Briceland MD | |||||||||
| Sr Secretary for Advocacy | 1.00 | 1.00 | Yes (X) | Yes (X) | $22,000 | $0 | $0 | ||
| Louis B Cantor MD | |||||||||
| Sr Secretary for Clinical Educ. | 1.00 | 1.00 | Yes (X) | Yes (X) | $22,000 | $0 | $0 | ||
| Robert E Wiggins Jr MD MHA | |||||||||
| Sr Secretary for Ophthalmic Practice | 1.00 | 1.00 | Yes (X) | Yes (X) | $22,000 | $0 | $0 | ||
| George B Bartley MD | |||||||||
| Editor, Ophthalmology thru 12/2016 | 1.00 | 1.00 | Yes (X) | Yes (X) | $112,500 | $0 | $0 | ||
| Jonathan B Rubenstein MD | |||||||||
| Secretary Annual Mtg thru 12/2016 | 1.00 | 1.00 | Yes (X) | Yes (X) | $22,000 | $0 | $0 | ||
| Keith D Carter MD FACS | |||||||||
| President-Elect | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stephen McLeod MD | |||||||||
| Editor, Ophthalmology | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Russell N Van Gelder MD PhD | |||||||||
| Past President thru 12/2016 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael F Chiang MD | |||||||||
| Trustee-at-Large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jan-Tjeerd H N de Faber MD | |||||||||
| International Trustee-at-large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jane C Edmond MD | |||||||||
| Trustee-at-Large | 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 | |||||||||
| Vice Chairperson, Counsel | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mathew W MacCumber MD PhD | |||||||||
| Chairman, Counsel | 1.00 | 1.00 | Yes (X) | $15,000 | $0 | $0 | |||
| Cynthia Maddox MD FACS | |||||||||
| Trustee-at-Large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William F Mieler MD | |||||||||
| Trustee-at-Large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christie L Morse MD | |||||||||
| Chair, FAAO Advisory Board | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas A Oetting MD | |||||||||
| Trustee-at-Large thru 12/2016 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mildred MG Olivier MD | |||||||||
| Trustee-at-Large thru 12/2016 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew M Prince MD | |||||||||
| Trustee-at-Large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Humphrey JF Taylor | |||||||||
| Public Trustee | 1.00 | 1.00 | Yes (X) | $17,500 | $0 | $0 | |||
| Lihteh Wu MD | |||||||||
| International Trustee-at-large | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David W Parke II MD | |||||||||
| Executive VP/CEO | 32.00 | 8.00 | Yes (X) | Yes (X) | $881,804 | $0 | $50,817 | ||
| Jill A Boyett | |||||||||
| VP/CFO | 34.00 | 6.00 | Yes (X) | $424,625 | $0 | $35,861 | |||
| Dale Fajardo | |||||||||
| VP Education | 40.00 | 0.00 | $311,585 | $0 | $33,225 | Yes (X) | |||
| Cathy Cohen | |||||||||
| VP Governmental Affairs | 40.00 | 0.00 | $305,739 | $0 | $49,614 | Yes (X) | |||
| Debra Rosencrance | |||||||||
| VP Meetings & Exhibits | 40.00 | 0.00 | $275,157 | $0 | $37,099 | Yes (X) | |||
| Jane Aguirre | |||||||||
| VP Membership & Alliances | 40.00 | 0.00 | $275,592 | $0 | $36,515 | Yes (X) | |||
| Renaldo Juanso | |||||||||
| VP Comm & Mrkt'g | 40.00 | 0.00 | $271,163 | $0 | $35,861 | Yes (X) | |||
| Joseph Carr | |||||||||
| VP Information Technology | 40.00 | 0.00 | $269,647 | $0 | $61,548 | Yes (X) | |||
| Flora Lum | |||||||||
| VP Quality & Data Science | 40.00 | 0.00 | $259,964 | $0 | $38,686 | Yes (X) | |||
| Robert Palmer | |||||||||
| Policy Director | 40.00 | 0.00 | $201,928 | $0 | $48,530 | Yes (X) | |||
| Cherie McNett | |||||||||
| Director, Health Policy | 40.00 | 0.00 | $175,096 | $0 | $17,440 | Yes (X) | |||
| Katherine Salazar-Poss | |||||||||
| General Counsel | 40.00 | 0.00 | $152,771 | $0 | $50,565 | Yes (X) | |||
| Gail Schmidt | |||||||||
| Dir, Ophthalmic Society Relations | 40.00 | 0.00 | $152,142 | $0 | $21,726 | Yes (X) | |||
| Brandi Brooks | |||||||||
| Director MArketing | 40.00 | 0.00 | $151,360 | $0 | $25,548 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,670,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $543,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | 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 |
|---|---|---|---|---|---|
| Metropolitan Pier and Exposition | |||||
| 301 East Cermak Road | Chicago | IL | 60616 | Annual Meeting Space Rental | $3,715,590 |
| Figmd Inc | |||||
| 2225 Greenbay Drive | Hanover Park | IL | 60133 | IRIS registry development | $2,618,846 |
| Freeman | |||||
| PO Box 650036 | Dallas | TX | 75265 | annual meeting logistics services | $1,901,457 |
| Freeman Audio Visual Inc | |||||
| PO Box 650519 | Dallas | TX | 75265 | Annual Meeting audio and visual services | $1,748,147 |
| Cataract Surgery Telling It Like It Is | |||||
| 1945 CEI Drive | Cincinnati | OH | 45242 | Conference Education Services | $989,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 46 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,106,093 | RelatedOrganizationsAmt |
| All Other Contributions | $1,590,372 | AllOtherContributionsAmt |
| Total Contributions | $6,696,465 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Annual Meeting | 900099 | $17,586,424 | $17,586,424 |
| Membership Dues & Fees | 900099 | $16,871,287 | $16,871,287 |
| Courses/Seminar Fees | 900099 | $2,051,497 | $2,051,497 |
| AAOE & ISRS Fees | 900099 | $1,112,835 | $1,112,835 |
| Subscription/Journal revenue | 900099 | $688,499 | $688,499 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $647,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $647,019 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,957,561 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $713,043 | TotalRevenueColumnAmt |
| Exclusion | $713,043 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,328,401 | TotalRevenueColumnAmt |
| Exclusion | $3,328,401 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,931,320 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,842,580 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,740 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,740 | TotalRevenueColumnAmt |
| Exclusion | $88,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,359,058 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,009,561 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,349,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,349,497 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Advertising | 541800 | $2,611,043 | $669,043 | $1,942,000 |
| Job Placement Revenue | 900099 | $898,035 | $898,035 | |
| Continued Education | 900099 | $393,511 | $393,511 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,752 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $131,848 | UnrelatedBusinessRevenueAmt |
| Exclusion | $89,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,124,341 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,258,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,369,612 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,971,883 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,220,088 | 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 | $2,538,319 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,216,501 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,952,642 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,590 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,707,634 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,324 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,337 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,421 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,780 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,233 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,198,377 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,433 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,476 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,066 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,997 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,295,158 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,979,021 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,085 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,523 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,944 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Printing & Publications | $1,476,111 |
| Miscellaneous | $411,286 |
| Dues & Subscriptions | $378,250 |
| Unrelated Bus Inc Tax | $180,036 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,434,592 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,618,952 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,335,404 | BOYAmt |
| EOY | $772,916 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,581,008 | BOYAmt |
| EOY | $6,420,356 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,000 | BOYAmt |
| EOY | $900,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,964 | BOYAmt |
| EOY | $976,848 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,401 | BOYAmt |
| EOY | $1,531,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,645,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,006,831 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,080,482 | BOYAmt |
| EOY | $2,638,893 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,560,477 | BOYAmt |
| EOY | $26,058,491 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,406,463 | BOYAmt |
| EOY | $32,457,852 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,774,199 | BOYAmt |
| EOY | $72,256,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,582,721 | BOYAmt |
| EOY | $5,399,325 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,759,569 | BOYAmt |
| EOY | $16,175,743 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,762 | BOYAmt |
| EOY | $930,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,376,052 | BOYAmt |
| EOY | $22,505,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,791,491 | BOYAmt |
| EOY | $47,485,750 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,656 | BOYAmt |
| EOY | $2,265,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,398,147 | BOYAmt |
| EOY | $49,750,985 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,774,199 | BOYAmt |
| EOY | $72,256,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,639,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,713,742 | 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | $16,871,287 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $3,505,229 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $3,505,229 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,626,827 | AggregateReportedDuesNtcAmt |
| Taxable | -$121,598 | TaxableAmt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $394,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,642 | DepreciationAmt |
| Book Value | $240,131 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,723,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,993,481 | DepreciationAmt |
| Book Value | $1,730,200 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,527,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,858,708 | DepreciationAmt |
| Book Value | $668,562 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,638,893 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Related Organizations | $32,440,296 |
| Deposits | $17,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $32,457,852 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Retiree Health Insurance Benefits | $509,029 |
| Capital Lease Obligations | $421,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $930,748 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | AAO 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South America | 0 | 0 | Program related educational services, conference fee, education booth | Education - Tradeshows | $20,000 |
| Europe | 0 | 0 | Program related educational services, conference fee, education booth | Education - Tradeshows | $40,000 |
| South Asia | 0 | 0 | Program related educational services, conference fee, education booth | Education - Tradeshows | $15,000 |
| East Asia and the Pacific | 0 | 0 | Program related educational services, conference fee, education booth | Education - Tradeshows | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $100,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $100,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| South America | tradeshow fees incl set-up & operate the booth, various ancillary exp | $20,000 | electronic transfer | FMV |
| Europe (Including Iceland & Greenland) | tradeshow fees incl set-up & operate the booth, various ancillary exp | $40,000 | electronic transfer | FMV |
| South Asia | tradeshow fees incl set-up & operate the booth, various ancillary exp | $15,000 | electronic transfer | FMV |
| East Asia and the Pacific | tradeshow fees incl set-up & operate the booth, various ancillary exp | $25,000 | electronic transfer | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 25 | TotalOtherOrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Education tradeshows conducted in various locations. Attendance at the annual meeting and presentation of education is required. Funds are disbursed after the annual meeting. The amount of funds granted are used to attend and maintain a booth at tradeshows. The method used to account for expenditures was the accrual method. |
| Part II, Line 1: | Program related educational services at tradeshows in various locations. The grant funds are for tradeshow fees, fees to set-up and operate the booth and various ancillary expenditures. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The Foundation of the American Academy of Ophthalmology | |||||||
| 655 Beach Street | San Francisco | CA | 94105 | 942682387 | 501(c)(3) | $2,000,000 | General support |
| Blinded Veterans Assocation | |||||||
| 125 N West Street | Alexandria | VA | 22314 | 530214281 | 501(c)(3) | $16,000 | General support |
| Alliance for Eye and Vision Research Inc | |||||||
| 1801 Rockville Pike Suite 400 | Rockville | MD | 20852 | 521846140 | 501(c)(3) | $17,213 | General support |
| Prevent Blindness America | |||||||
| 211 West Wacker Drive Suite 1700 | Chicago | IL | 60606 | 363667121 | 501(c)(3) | $8,350 | General support |
| North Carolina Society of Eye Physcians and Surgeons | |||||||
| PO Box 27167 | Raliegh | NC | 27611 | 581314518 | 501(c)(6) | $45,000 | General support |
| Goergia Society of Ophthalmology | |||||||
| 2700 Cumberland Parkway SE 570 | Atlanta | GA | 30339 | 581082376 | 501(c)(6) | $33,756 | General support |
| California Academy of Eye Physicians | |||||||
| 425 Market Street 2275 | San Franciaco | CA | 94105 | 941479836 | 501(c)(6) | $112,250 | General support |
| Massachusettes Society of Eye Physicians | |||||||
| 1 Main Street | Cambridge | MA | 02142 | 237208474 | 501(c)(6) | $55,000 | General support |
| West Virginia Academy of Eye Physicians | |||||||
| PO Box 4569 | Morgantown | WV | 26504 | 237101460 | 501(c)(6) | $20,000 | General support |
| Alaska Society of Eye Physicians | |||||||
| 308 G Street Suite 307 | Anchorage | AK | 995012150 | 267158629 | 501(c)(6) | $7,500 | General support |
| Oklahoma Society of Eye Physicians | |||||||
| 401 W 15th Street | Austin | TX | 78701 | 731329023 | 501(c)(6) | $15,000 | General support |
| Alabama Academy of Ophthalmology | |||||||
| 2012 Seaton Park-Sturbridge Commons | Montgomery | AL | 36116 | 630809050 | 501(c)(6) | $12,500 | General support |
| Florida Society of Ophthalmology | |||||||
| 6816 South Point Parkway Suite 1000 | Jacksonville | FL | 32216 | 591980531 | 501(c)(6) | $45,000 | General support |
| Mississippi Academy of Eye hysicians | |||||||
| PO Box 217 | Jackson | MS | 392050217 | 645023776 | 501(c)(6) | $20,000 | General support |
| Delaware Academy of Ophthalmology | |||||||
| 900 Prides Crossing | Newark | DE | 197136100 | 510193073 | 501(c)(6) | $24,000 | General support |
| NE Academy of Eye Physicians | |||||||
| 233 S 13th Street Suite 1200 | Lincoln | NE | 68502 | 470630498 | 501(c)(6) | $45,000 | General support |
| Iowa Academy of Ophthalmology | |||||||
| PO Box 262 | Grimes | IA | 50111 | 421345104 | 501(c)(6) | $50,000 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant recipients are required to submit result reports annually, which include the use of funds. | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William L Rich III MD FACS | ||||||||||||||
| President (2016), Past President | $272,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $272,500 | $0 | $0 | $0 |
| David W Parke II MD | ||||||||||||||
| Executive VP/CEO | $748,138 | $0 | $114,000 | $0 | $19,666 | $0 | $26,500 | $0 | $24,317 | $0 | $932,621 | $0 | $0 | $0 |
| Jill A Boyett | ||||||||||||||
| VP/CFO | $378,345 | $0 | $45,000 | $0 | $1,280 | $0 | $26,500 | $0 | $9,361 | $0 | $460,486 | $0 | $0 | $0 |
| Dale Fajardo | ||||||||||||||
| VP Education | $274,646 | $0 | $36,000 | $0 | $939 | $0 | $26,500 | $0 | $6,725 | $0 | $344,810 | $0 | $0 | $0 |
| Cathy Cohen | ||||||||||||||
| VP Governmental Affairs | $267,494 | $0 | $37,000 | $0 | $1,245 | $0 | $26,500 | $0 | $23,114 | $0 | $355,353 | $0 | $0 | $0 |
| Debra Rosencrance | ||||||||||||||
| VP Meetings & Exhibits | $230,056 | $0 | $38,000 | $0 | $7,101 | $0 | $25,776 | $0 | $11,323 | $0 | $312,256 | $0 | $0 | $0 |
| Jane Aguirre | ||||||||||||||
| VP Membership & Alliances | $237,362 | $0 | $37,000 | $0 | $1,230 | $0 | $26,500 | $0 | $10,015 | $0 | $312,107 | $0 | $0 | $0 |
| Renaldo Juanso | ||||||||||||||
| VP Comm & Mrkt'g | $233,518 | $0 | $37,000 | $0 | $645 | $0 | $26,500 | $0 | $9,361 | $0 | $307,024 | $0 | $0 | $0 |
| Joseph Carr | ||||||||||||||
| VP Information Technology | $231,747 | $0 | $37,000 | $0 | $900 | $0 | $26,500 | $0 | $35,048 | $0 | $331,195 | $0 | $0 | $0 |
| Flora Lum | ||||||||||||||
| VP Quality & Data Science | $224,234 | $0 | $35,000 | $0 | $730 | $0 | $25,915 | $0 | $12,771 | $0 | $298,650 | $0 | $0 | $0 |
| Robert Palmer | ||||||||||||||
| Policy Director | $193,018 | $0 | $7,700 | $0 | $1,210 | $0 | $13,482 | $0 | $35,048 | $0 | $250,458 | $0 | $0 | $0 |
| Cherie McNett | ||||||||||||||
| Director, Health Policy | $165,179 | $0 | $7,700 | $0 | $2,217 | $0 | $17,440 | $0 | $0 | $0 | $192,536 | $0 | $0 | $0 |
| Katherine Salazar-Poss | ||||||||||||||
| General Counsel | $149,396 | $0 | $2,900 | $0 | $475 | $0 | $16,035 | $0 | $34,530 | $0 | $203,336 | $0 | $0 | $0 |
| Gail Schmidt | ||||||||||||||
| Dir, Ophthalmic Society Relations | $138,485 | $0 | $7,700 | $0 | $5,957 | $0 | $15,001 | $0 | $6,725 | $0 | $173,868 | $0 | $0 | $0 |
| Brandi Brooks | ||||||||||||||
| Director MArketing | $143,085 | $0 | $8,000 | $0 | $275 | $0 | $14,917 | $0 | $10,631 | $0 | $176,908 | $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 | $900,000 | 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 | $900,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Each of the following members of the Board of Trustees have a business relationship with one another: Robert E. Wiggins, Jr., MD; Daniel J. Briceland, MD; David W. Parke II, MD; and Gregory L. Skuta, MD. |
| Form 990, Part VI, Section A, line 6 | The American Academy of Ophthalmology is a membership organization with the following classes of membership: Active Fellows, Life Fellows, Honorary Fellows, Inactive Fellows, Active Osteopathic Fellows, Life Osteopathic Fellows, Inactive Osteopathic Fellows, Active Members, International Members, Associate Members, Industry Members, Life Members, Life International Members, Life Associate Members, Life Industry Members, Members in Training, International Members in Training, and Inactive Members. |
| Form 990, Part VI, Section A, line 7a | The only classes of membership entitled to vote on any matter or to attend any annual or special business meeting of the Academy, are Active Fellows, Active Osteopathic Fellows, Life Fellows, Life Osteopathic Fellows, Active Members, and Life Members. Only Active Fellows, Active Osteopathic Fellows, and Life Fellows are eligible for nomination, election, or appointment as an elected or appointed officer or as a Trustee-At-Large of the Academy or as the Chair or Vice Chair of the Council. |
| Form 990, Part VI, Section A, line 7b | THE ACADEMY PROVIDES NOTICE OF PROPOSED WORDING OF AMENDMENTS TO THE ARTICLES OF INCORPORATION, BYLAWS, CODE OF ETHICS, AND PROCEDURAL RULES (WHICH ARE ENDORSED BY THE BOARD OF TRUSTEES) TO ALL VOTING FELLOWS AND MEMBERS, WHICH ARE REQUIRED TO BE VOTED UPON ACCORDING TO THE BYLAWS. THE RESULTS OF VOTING ARE ANNOUNCED TO THE MEMBERS ON THE ACADEMY'S WEBSITE IN THE ACADEMY'S JOURNAL AND "EYENET". |
| Form 990, Part VI, Section B, line 11b | The 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 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 12c | The AAO requires all Board Members to submit an annual Conflict of Interest Disclosure detailing potential conflicts. Upon identification of a potential conflict of interest, AAO seeks resolution of the conflict through a variety of methods including recusal from specific discussions, activities or votes, resignations, or by other means. |
| 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 ammually reviews the performance of the CEO/EVP to determine the annual performance bonus - which is limited to a maximum of 15% of his salary per the employment contract. |
| 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 our website. 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 | Contractual Services IRIS 3,247,746. Annual Meeting A.V. 1,714,167. Other Services 3,236,464. |
| Form 990 - Statement of Changes Pursuant to Filing of Amended Return | The organization is filing an amended return for the 2016 tax year. Below is a list of all changes on the amended Form 990 when compared to the originally filed Form 990: 1) Form 990, Part VII - total reportable compensation from the organization in Column (D) decreased for the following individuals, as the originally filed Form 990 double-counted bonuses as reportable compensation: David W. Parke II, MD, Jill A Boyett, Dale Fajardo, Cathy Cohen, Debra Rosencrance, Jane Aguirre, Renaldo Juanso, Joseph Carr, Flora Lum, Robert Palmer, Cherie McNett, Gail Schmidt, and Brandi Brooks. Additionally, Katherine Salazar-Poss replaced Sarah Wilson as a highest compensated employee, as her 2016 Form W-2, Box 5 wages were higher. 2) Form 990, Part IX, Lines 5 and 7 - "Compensation reported to current officers, directors, trustees, and key employees" on line 5 decreased by $399,736, and "Other salaries and wages" reported on line 7 increased by $399,736 on account of the change in reportable compensation for the individuals listed above. There was no change to total overall expense. 3) Schedule J, Part II - total base compensation reported in Column (B)(i) and total compensation in Column (E) decreased on account of the aforementioned change in reportable compensation. Additionally, Katherine Salazar-Poss replaced Sarah Wilson (as previously mentioned in the changes outlined for "Form 990, Part VII"). |
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 11, Type II | American Academy of Ophthalmology | Yes (1) |
| American Academy of Ophthalmology Charitable Educational & Scientific Fund | ||||||||||
| 655 beach street | san francisco | CA | 94109 | 411865087 | Support charitable mission of the American Academy of Ophthalmology | CA | 501(c)(3) | line 11, Type II | American Academy of Ophthalmology | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Academy Services Inc and Subsidiaries | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 942960420 | EIN |
| Primary Activities | Management | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Academy of Ophthalmology | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $2,130,709 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,424,309 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| The Foundation of the American Academy of Ophthalmology | |
| B | $2,000,000 |
| The Foundation of the American Academy of Ophthalmology | |
| C | $5,106,093 |
| The Foundation of the American Academy of Ophthalmology | |
| D | $20,321,060 |
| The Foundation of the American Academy of Ophthalmology | |
| K | $1,593,815 |
| The Foundation of the American Academy of Ophthalmology | |
| O | $57,969 |
| Academy Services Inc and Subsidiaries | |
| D | $12,119,236 |