2016-12-07T10:18:35-06:00 2016-07-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-08-01 237088065 JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY INC JOIN 6517312944 2025 WOODLANE DRIVE ST PAUL MN 551252995 LYNN D ANDERSON PHD CEO/SECRETARY 6517312944 2016-12-07 1 KOREY BOELTER P00775161 6123764500 2015 2017-02-10 21:41:12Z LYNN D ANDERSON PHD 2025 WOODLANE DRIVE ST PAUL MN 551252995 4787703 0 X WWW.JCAHPO.COM X 1969 DC TO PROMOTE THE VALUE OF ALLIED HEALTH PERSONNEL AND PROVIDE CERTIFICATION AND EDUCATION. 13 13 41 350 87900 0 35000 20100 4473192 4703915 12691 12647 49730 51041 4570613 4787703 0 0 0 0 1403360 1778229 0 0 0 2678821 2728290 4082181 4506519 488432 281184 3791089 3980904 723874 615903 3067215 3365001 TO ENHANCE THE QUALITY AND AVAILABILITY OF OPHTHALMIC PATIENT CARE BY PROMOTING THE VALUE OF QUALIFIED ALLIED HEALTH PERSONNEL AND BY PROVIDING CERTIFICATION AND EDUCATION. 0 0 3221332 0 4703915 THE ORGANIZATION FACILITATES EYE CARE BY ENCOURAGING THE ESTABLISHMENT OF MEDICALLY ORIENTED EDUCATION PROGRAMS FOR ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY, DEVELOPING STANDARDS OF EDUCATION AND TRAINING (RE) CERTIFYING, AND ENCOURAGING CONTINUING OCCUPATIONAL DEVELOPMENT. 3221332 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 24 0 41 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X LAURIE TIMP 6517317232 2025 WOODLANE DRIVE ST PAUL MN 55125 EYDIE MILLER-ELLIS MD PRESIDENT 5.00 5.00 X X 0 0 0 WILLIAM ASTLE MD FRCS DIPL ABO PRESIDENT-ELECT/SEC. OF INT'L RELATIONS 5.00 0.00 X X 0 0 0 NEIL CHOPLIN MD TREASURER 5.00 5.00 X X 0 0 0 JENNINE BAYARD BSN MPN PUBLIC ADVISOR 5.00 0.00 X 0 0 0 JONATHAN COLLINS MD DIRECTOR-AT-LARGE 5.00 0.00 X 0 0 0 PETER DONSHIK MD FOUNDATION PRESIDENT 5.00 5.00 X 0 0 0 WILLIAM EHLERS MD SECRETARY OF ADVOCACY 5.00 5.00 X 0 0 0 KARL GOLNIK MD IMMEDIATE PAST PRESIDENT 5.00 0.00 X 0 0 0 MARC LAFONTAINE BSC COMT COP SECRETARY OF CERTIFICATION 5.00 0.00 X 0 0 0 CHRISTINE MCDONALD COE COA ROUB ATPO REPRESENTATIVE 5.00 0.00 X 0 0 0 WILLIAM MIELER MD DIRECTOR-AT-LARGE 5.00 0.00 X 0 0 0 CRAIG SIMMS COMT ROUB CDOS SECRETARY OF EDUCATION 5.00 0.00 X 0 0 0 JAMES TSAI MD MBA FACS DIRECTOR-AT-LARGE 5.00 0.00 X 0 0 0 WADE DELK PUBLIC ADVISOR THRU FEB 2016 5.00 0.00 X 0 0 0 LYNN ANDERSON PHD SECRETARY/CEO 57.00 5.00 X 284863 0 28424 284863 0 28424 1 0 1 0 NCS PEARSON INC 13036 COLLECTION CENTER DRIVE CHICAGO IL 60693 EXAMINATION ADMINISTRATION 381108 EMERGENT NETWORKS 3600 MINNESOTA DRIVE SUITE 150 EDINA MN 55435 COMPUTER SERVICES 135538 2 20100 20100 CONTINUING EDUCATION 900099 2231260 2155360 75900 EXAMINATION FEES 900099 1478840 1478840 RECERTIFICATION 900099 707148 707148 PROG APPROVAL FEES 900099 220268 220268 PROGRAM SERV REIMB 541610 57907 57907 8492 8492 4703915 12647 12647 9100 0 9100 9100 9100 OTHER REVENUE 900099 41941 12000 29941 41941 4787703 4628015 87900 51688 X 395993 296995 98998 1208051 553207 654844 69787 30066 39721 104398 54903 49495 37467 105 37362 10819 10819 565868 546606 19262 468143 355412 112731 173596 77669 95927 79371 79371 234576 173561 61015 593199 568534 24665 128287 128287 PUBLICATIONS - PRINTING 436964 435987 977 4506519 3221332 1285187 0 136958 144856 949549 885934 64531 103187 143929 122941 281893 220549 3109937 2650588 489470 459349 1108273 1135618 616486 908470 3791089 3980904 419935 362934 303939 252969 723874 615903 X 3067215 3365001 3067215 3365001 3791089 3980904 281184 16602 0 X 0 1 X 1 0 X 50000 72100 35000 20100 177200 3387079 3450889 3587126 4411467 4628015 19464576 3387079 3500889 3659226 4446467 4648115 19641776 0 0 0 19641776 1873 12794 27508 29491 21747 93413 1873 12794 27508 29491 21747 93413 37950 6225 27973 40520 52429 165097 26790 32298 32420 32930 29941 154379 3453692 3552206 3747127 4549408 4752232 20054665 0.97940 0.97710 0.00470 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2011 AMOUNT: $ 26,790. 2012 AMOUNT: $ 32,298. 2013 AMOUNT: $ 32,420. 2014 AMOUNT: $ 32,930. 2015 AMOUNT: $ 29,941. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1135265 906313 228952 1974672 1744275 230397 459349 POSTAGE DEPOSITS 12028 DUE FROM RELATED PARTY 890247 CLSA/CLAO MTG 6195 908470 X PART X, LINE 2: JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY, INC. (JCAHPO) IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CENTER FOR ORGANIZATION MANAGEMENT (CFOM) IS A TAXABLE FOR-PROFIT SUBSIDIARY OF JCAHPO. DEFERRED INCOME TAXES ARE PROVIDED UNDER THE LIABILITY METHOD WHEREBY DEFERRED TAX ASSETS ARE RECOGNIZED FOR DEDUCTIBLE TEMPORARY DIFFERENCES AND NET OPERATING LOSS AND NET OPERATING LOSS AND TAX CREDIT CARRYFORWARDS AND DEFERRED TAX LIABILITIES ARE RECOGNIZED FOR TAXABLE TEMPORARY DIFFERENCES. TEMPORARY DIFFERENCES ARE THE DIFFERENCES BETWEEN THE REPORTED AMOUNTS OF ASSETS AND LIABILITIES AND THEIR TAX BASES. DEFERRED TAX ASSETS ARE REDUCED BY A VALUATION ALLOWANCE WHEN, IN THE OPINION OF MANAGEMENT, IT IS MORE LIKELY THAN NOT THAT SOME OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. DEFERRED TAX ASSETS AND LIABILITIES ARE ADJUSTED FOR THE EFFECTS OF CHANGES IN TAX LAWS AND RATES ON THE DATE OF ENACTMENT. AS OF JULY 31, 2016 AND 2015, THERE ARE NO DEFERRED TAX ASSETS. JCAHPO FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. JCAHPO FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. JCAHPO ALSO FILES UNRELATED BUSINESS INCOME TAX RETURNS. THESE RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION IN THE U.S. FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X X X 0 0 0 0 0 0 0 0 0 LYNN ANDERSON PHD SECRETARY/CEO 284863 0 0 0 0 0 7950 0 20474 0 313287 0 0 0 AMY ANDERSON FAMILY MEMBER OF LYNN ANDERSON, CEO/SECRETARY 68070 EMPLOYEE COMPENSATION 0 ADDIE PETERSON FAMILY MEMBER OF LYNN ANDERSON, CEO/SECRETARY 45900 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE IMMEDIATE PAST PRESIDENT, PRESIDENT, PRESIDENT-ELECT, TREASURER, AND THE SECRETARY, EX-OFFICIO WITHOUT VOTE. THE PRESIDENT SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MANAGES THE AFFAIRS OF JCAHPO FOR THE BOARD OF DIRECTORS BETWEEN REGULAR AND SPECIAL MEETINGS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 DURING FY 2015, THE BYLAWS AMENDMENTS WERE CHANGED TO ADDRESS THE FOLLOWING: 1. BOARD OF DIRECTORS' RECOMMENDATION TO REQUIRE THAT JCAHPO'S PRESIDENT BE AN OPHTHALMOLOGIST 2. MERGE THE COMMITTEES AND SECRETARY POSITIONS FOR EDUCATION AND E-LEARNING 3. DIRECTOR-AT-LARGE SEAT REPRESENTATION AND TERM LIMITS 4. ATPO AND CSOMP REPRESENTATIVES CAN BE ELECTED TO SECRETARY POSITIONS WITH THE REPRESENTATION OF THE VARIOUS ORGANIZATIONS STAYING WITH THE PERSON/POSITION; THEREFORE ALLOWING THE OPEN SEATS TO BE AT-LARGE POSITIONS AND OPEN TO ANY REPRESENTATIVE/COMMISSIONER 5. CRITERIA TO ENSURE THAT WE MEET AAO'S COUNCIL MEMBERSHIP REQUIREMENTS FORM 990, PART VI, SECTION A, LINE 6 JCAHPO HAS TWO CATEGORIES OF MEMBERSHIP CONSISTING OF REGULAR ORGANIZATIONAL MEMBERS AND AFFILIATE ORGANIZATIONAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE REGULAR ORGANIZATIONAL MEMBERS SHALL ELECT TWO AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, THERE SHALL BE TWO SECRETARIATS, ONE EACH FOR CERTIFICATION AND EDUCATION ELECTED BY THE COMMISSION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS TO INCREASE THE QUORUM OR VOTING REQUIREMENT FOR THE BOARD OF DIRECTORS OR COMMISSION MUST BE APPROVED BY TWO-THIRDS OF THE VOTING MEMBERS OF THE COMMISSION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD OF DIRECTORS FOR DISCUSSION AT A BOARD MEETING PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE COMMISSION HAS A STANDARD POLICY PROHIBITING CERTAIN CREDENTIALS FROM PARTICIPATING IN PROJECTS FOR CONFLICT OF INTEREST. ALL VOLUNTEERS MUST ANNUALLY SIGN AND DISCLOSE CONFLICTS OF INTEREST ON A FORM. AT MEETINGS, ALL PRESENTERS MUST DECLARE AND DISCLOSE ANY CONFLICT OF INTEREST AT THE START OF THE SESSION. THE POLICY REQUIRES THAT VOLUNTEERS REGULARLY DISCLOSE POTENTIAL CONFLICTS AT THE OPENING OF MEETINGS. ALL BOARD AND COMMITTEE VOLUNTEERS ARE COVERED UNDER THIS POLICY. THE EXECUTIVE COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS. INDIVIDUALS WITH A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE COMPENSATION COMMITTEE REVIEWS INTERNAL COMPENSATION AND COMPARES TO EXTERNAL RESEARCH TO DETERMINE FAIR AND EQUITABLE COMPENSATION FOR EXECUTIVES, MANAGEMENT, AND ALL OTHER KEY EMPLOYEES. THIS IS DOCUMENTED BY RESEARCH AND MINUTES FROM THE BOD MEETINGS. RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THIS PROCESS WAS LAST COMPLETED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE COMMISSION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 958. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 958. INTERNATIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,476. ORGAN SUPPORT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. PRGRAM & SUPPORT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,828. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,828. EXAMINATION FEES: PROGRAM SERVICE EXPENSES 437,477. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 437,477. CERTIFICATION FEES: PROGRAM SERVICE EXPENSES 1,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,963. CONTINUING EDUCATION FEES: PROGRAM SERVICE EXPENSES 107,166. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,166. JCAHPO EDUCATION AND RESEARCH FOUNDATION 2025 WOODLANE DRIVE ST PAUL MN 55125 411681301 TO EXPAND AND STRENGTHEN THE DELIVERY OF EYE CARE MN 501(C)(3) LINE 11A, I JOINT COMMISSION ON ALLIED PERSONNEL IN OPHTHALMOLOGY 1 CENTER FOR ORGANIZATIONAL MANAGEMENT INC 2025 WOODLAND DR ST PAUL MN 55125 205358340 MANAGEMENT SERVICES MN JOINT COMMISSION ON ALLIED PERSONNEL IN OPHTHALMOLOGY C 558005 787631 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0