2015-02-10T11:39:17-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2013-07-01 411227642 AMERICAN ACADEMY OF OPTOMETRY AMER 3217103937 2909 FAIRGREEN STREET ORLANDO FL 32803 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 3217103937 2015-02-06 1 AMY CHAPMAN P00843460 4078021200 2015-02-05 2013 2016-02-25 16:41:14Z LOIS SCHOENBRUN 2909 FAIRGREEN STREET ORLANDO FL 32803 5606693 0 X HTTP://WWW.AAOPTOM.ORG X 1929 DC TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 8 8 15 200 0 0 352339 107000 4105165 4262130 173873 435435 281336 292172 4912713 5096737 268257 242545 0 0 1061090 1151001 0 0 0 3090916 3451321 4420263 4844867 492450 251870 7389392 7880779 1680514 1454474 5708878 6426305 TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 0 0 2643259 2732047 ANNUAL MEETING: THE ANNUAL MEETING WAS HELD IN SEATTLE, WASHINGTON TO EXCHANGE MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO THE FIELD OF OPTOMETRY. THE ANNUAL MEETING INCLUDES THE CONTINUING EDUCATION PROGRAM THAT CONSISTS OF MORE THAN 100 COURSES AND PROMOTES KNOWLEDGE ON ALL ASPECTS OF THE OPTOMETRY PRACTICE. 601059 2330 PUBLICATIONS: THE ACADEMY'S JOURNAL, OPTOMETRY & VISION SCIENCE, ARCHIVES THE ADVANCEMENT OF PRIMARY EYE CARE BY PUBLISHING CURRENT RESEARCH IN THE FIELD. THE ACADEMY'S NEWSLETTERS INFORMS MEMBERS OF ACTIVITIES AND PROMOTES FELLOWSHIP. 934319 242545 1527753 SECTIONS, SPECIAL INTEREST GROUPS (SIGS), AND MEMBERSHIP: THE ACADEMY'S SECTIONS AND SIGS ALLOW FOR THE EXCHANGE OF MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO SPECIALTIES WITHIN THE FIELD OF OPTOMETRY. MEMBERSHIP DUES AND APPLICATIONS FEES ARE RECEIVED IN EXCHANGE FOR MEMBERSHIP BENEFITS. 4178637 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 251 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 0 0 FL MD X X RICH JONES 3217103937 2909 FAIRGREEN STREET ORLANDO FL 32803 X SUSAN COTTER BOARD MEMBER 10.00 X 1000 0 0 KARLA ZADNIK IMMEDIATE PAST PRESIDENT 10.00 5.00 X X 1000 0 0 BRETT G BENCE PRESIDENT - ELECT 10.00 X X 0 0 0 BERNARD J DOLAN PRESIDENT 10.00 X X 0 0 0 BARBARA CAFFERY BOARD MEMBER 10.00 X 1000 0 0 JOSEPH P SHOVLIN SECRETARY - TREASURER 10.00 X X 1000 0 0 TIMOTHY T MCMAHON BOARD MEMBER 10.00 X 1000 0 0 JEFFREY WALLINE BOARD MEMBER 10.00 5.00 X 1000 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 32.00 8.00 X 182018 0 23706 RICHARD JONES DIRECTOR OF FINANCE 32.00 8.00 X 104360 0 17409 292378 0 41115 2 0 1 0 TRADESHOW LOGISTICS 1720 MARS HILL RD SUITE 8-160 ACKWORTH GA 30101 CONVENTION MEETING SERVICES 554797 WASHINGTON STATE CONVENTION CENTER 800 CONVENTION PLACE SEATTLE WA 98101 CONVENTION MEETING CATERING SERVICES 429921 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DRIVE CHICAGO IL 60693 PUBLISHING 364461 SHERATON SEATTLE DOWNTOWN HOTEL 1400 SIXTH STREET SEATTLE WA 98101 CONVENTION MEETING TRAVEL 350389 4 107000 107000 ANNUAL MEETING 900099 2732047 2732047 MEMBERSHIP DUES 900099 1527753 1527753 PUBLICATIONS 511120 2330 2330 4262130 276776 276776 292172 292172 668615 509956 158659 158659 158659 5096737 4262130 0 727607 126998 126998 95750 95750 19797 19797 344869 171406 173463 586880 464318 122562 41552 33302 8250 107449 79000 28449 70251 48895 21356 8282 8282 15825 15825 28832 28832 22581 20683 1898 121866 121866 363234 330694 32540 147250 73039 74211 30609 21304 9305 260271 176839 83432 1777557 1777557 64616 50462 14154 39253 29527 9726 JOURNAL 501663 501663 OTHER EXPENSES 38988 5043 33945 RECRUITMENT 30494 30494 4844867 4178637 666230 0 161311 252500 161209 50881 324407 378042 1587847 392114 969659 1195733 5770920 5993080 1886 10543 7389392 7880779 103304 121122 1576744 1322506 466 10846 1680514 1454474 X 4913245 5645977 555088 537877 240545 242451 5708878 6426305 7389392 7880779 251870 465557 0 X X 0 1 X 1 0 X 314920 233268 165215 352339 107000 1172742 3019437 3739720 4121717 4105165 4262130 19248169 3334357 3972988 4286932 4457504 4369130 20420911 0 309710 391050 635 59147 16119 776661 309710 391050 635 59147 16119 776661 19644250 178265 252210 224111 454812 568948 1678346 178265 252210 224111 454812 568948 1678346 240 1919 410 276 2845 3512862 4227117 4511453 4912592 4938078 22102102 0.88880 0.89190 0.07590 0.05270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 360305 71135 12436 419004 264363 21437 86755 12250 360305 263918 10000 -805 8750 264363 216749 53169 6000 263918 196710 2500 27539 10000 216749 0.57860 0.42140 0 0 208425 208425 701575 40475 661100 677847 351639 326208 1195733 DUE TO AFFILIATE 10846 10846 X 5533462 465557 465557 5067905 28832 28832 5096737 4816035 0 4816035 28832 28832 4844867 PART V, LINE 4: THE ACADEMY'S ENDOWMENT FUNDS WERE ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC ACTIVITIES. PART X, LINE 2: THE ACADEMY AND THE FOUNDATION ARE EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ACADEMY AND THE FOUNDATION AS PUBLICLY SUPPORTED FOUNDATIONS UNDER SECTION 509(A)(2) OF THE IRC. THE ACADEMY'S AND FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ACADEMY AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ACADEMY AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 0 0 0 0 0 0 0 0 0 EDUCATION TRAVEL AUSTRALIA, NEW ZEALAND 3 2250 CHECK EDUCATION TRAVEL CANADA 12 9000 CHECK EDUCATION TRAVEL INDIA 1 750 CHECK EDUCATION TRAVEL PORTUGAL, UNITED KINGDOM 3 2250 CHECK CCLRT AWARD CANADA 1 2047 CHECK INT'L OPTOMETRIST AWARD HONG KONG 1 3500 CHECK 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE FOR STUDENT/RESIDENT TRAVEL AND AWARDS. ALL RECIPIENTS MUST ATTEND THE MEETING TO RECEIVE THE GRANT. 1 AMERICAN OPTOMETRIC FOUNDATION 2909 FAIRGREEN STREET ORLANDO FL 32803 430768182 501(C)(3) 126998 STAFFING SUPPORT 1 STUDENT TRAVEL GRANTS 123 92250 AWARDEE GRANTS 1 3500 PART I, LINE 2: GRANTS ARE FOR STUDENT/RESIDENT TRAVEL AND AWARDS. ALL RECIPIENTS MUST ATTEND THE MEETING TO RECEIVE THE GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 182018 0 0 0 0 0 14626 0 9080 0 205724 0 0 0 PART I, LINE 1A PART I, LINE 1A: HEALTH CLUB DUES - LOIS SCHOENBRUN - $220 - NOT INCLUDIBLE IN TAXABLE INCOME PART I, LINE 3 LOIS SCHOENBRUN'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY VIA WRITTEN EMPLOYEE CONTRACT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY'S MEMBERSHIP CONSISTS OF FELLOWS (INCLUDING HONORARY FELLOWS, EMERITUS FELLOWS, AND LIFE FELLOWS), CANDIDATES FOR FELLOWSHIP, AND STUDENT MEMBERS. THE FELLOWS CONSTITUTE THE VOTING MEMBERS OF THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND AT-LARGE MEMBERS OF THE ACADEMY'S BOARD OF DIRECTORS ARE ELECTED BY THE VOTING MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ACADEMY'S GOVERNING DOCUMENTS MUST BE RATIFIED BY A TWO-THIRDS VOTE OF THOSE VOTING MEMBERS PRESENT, PROVIDED A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD OF DIRECTORS PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, AND OFFICERS. WHEN A POTENTIAL OR ACTUAL CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS REQUIRED TO NOTIFY THE BOARD OF DIRECTORS OF THE CONFLICT, ABSTAIN FROM ANY DISCUSSION OF THE TRANSACTION, AND ABSTAIN FROM VOTING ON THE TRANSACTION. ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A DISCLOSURE FORM EVERY TWO YEARS. FORM 990, PART VI, SECTION B, LINE 15A A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY WITH THE BOARD OF DIRECTORS. A PERFORMANCE EVALUATION IS CONDUCTED USING A 360-DEGREE EVALUATION BY STAFF, COMMITTEES AND SECTION OFFICERS, AS WELL AS THE BOARD. THE MANAGEMENT COMMITTEE MAKES A RECOMMENDATION TO THE BOARD, TAKING INTO ACCOUNT A REVIEW OF COMPARABLE SALARIES, PROVIDED IN SALARY SURVEYS OF NOT-FOR-PROFITS. THE BOARD REVIEWS THE MANAGEMENT COMMITTEE'S RECOMMENDATION. THE DECISION/APPROVAL IS DOCUMENTED IN THE MINUTES AND IN THE EXECUTIVE DIRECTOR CONTRACT. THIS PROCESS LAST OCCURED IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS LOIS SCHOENBRUN IS THE EXECUTIVE DIRECTOR OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HER AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 32 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 8 HOURS PER WEEK RICHARD JONES IS THE DIRECTOR OF FINANCE OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 32 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 8 HOURS PER WEEK JEFFREY WALLINE AND KARLA ZADNIK ARE BOARD MEMBERS OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. THEIR AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 10 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 5 HOURS PER WEEK FORM 990, PART VII, SECTION A COMPENSATION TO BOARD MEMBERS: EACH BOARD MEMBER RECEIVED $1,000 STIPEND FOR TRAVEL EXPENSES TO ATTEND THE ANNUAL MEETING. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. AMERICAN OPTOMETRIC FOUNDATION INC 6110 EXECUTIVE BOULEVARD 506 ROCKVILLE MD 20852 430768182 FUNDRAISING TO SUPPORT OPTOMETRIC RESEARCH & EDUCATION NY 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 AMERICAN OPTOMETRIC FOUNDATION INC N 90332 AMERICAN OPTOMETRIC FOUNDATION INC B 126998