AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-18
- IRS object ID
- 202540499349301424
- Schema version
- 2023v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-18T11:24:08-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | 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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4155618500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE MENDENHALL | PersonNm |
| Person Title | COO, CFO, & CLRO | PersonTitleTxt |
| Phone | 4155618500 | PhoneNum |
| Signature | 2025-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-02-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN D MCLEOD 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 | $71,258,416 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | AAO IS THE LARGEST NATIONAL MEMBERSHIP ORGANIZATION FOR OPHTHALMOLOGISTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 4000 | TotalVolunteersCnt |
| Total Gross UBI | $7,198,317 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,963,343 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,305,554 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,703,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,131,919 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,529,412 | CYProgramServiceRevenueAmt |
| PY Investment Income | $819,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,313,033 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,116,466 | PYOtherRevenueAmt |
| CY Other Revenue | $12,273,173 | CYOtherRevenueAmt |
| PY Total Revenue | $65,373,861 | PYTotalRevenueAmt |
| CY Total Revenue | $66,819,472 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,352,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,719,322 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,183,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,380,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,092,647 | PYOtherExpensesAmt |
| CY Other Expenses | $27,492,105 | CYOtherExpensesAmt |
| PY Total Expenses | $57,628,777 | PYTotalExpensesAmt |
| CY Total Expenses | $60,591,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,745,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,227,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $132,965,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,947,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,856,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,984,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,108,682 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,962,903 | 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, SUPPORTING RESEARCH, AND ADVANCING THE PROFESSION OF OPHTHALMOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE AMERICAN ACADEMY OF OPHTHALMOLOGY, WITH A GLOBAL COMMUNITY OF 32,000, IS THE LARGEST TRADE ORGANIZATION IN THE WORLD FOR OPHTHALMOLOGISTS. WE ARE EYE PHYSICIANS AND SURGEONS, DEDICATED TO PROTECTING SIGHT AND EMPOWERING LIVES. AS THE LEADER IN OPHTHALMIC EDUCATION, THE ACADEMY OFFERS A WEALTH OF MATERIALS TO SUPPORT OUR PHYSICIANS IN EVERY ASPECT OF PRACTICE - INCLUDING THE ONLINE OPHTHALMIC NEWS AND EDUCATION (ONE) NETWORK, PRACTICE MANAGEMENT TOOLS, THE INNOVATIVE IRIS REGISTRY (INTELLIGENT RESEARCH IN SIGHT), AND EYE HEALTH RESOURCES FOR PATIENTS AND THE PUBLIC. WE PRODUCE THE LARGEST ANNUAL OPHTHALMIC CONVENTION IN THE WORLD, WHICH FOR THE 2023 ANNUAL MEETING (HELD IN-PERSON NOVEMBER 3RD - NOVEMBER 6TH IN SAN FRANCISCO, CA) BROUGHT TOGETHER DOMESTIC PHYSICIANS, INTERNATIONAL PHYSICIANS, OTHER HEALTH PROFESSIONALS, EXHIBITORS, AND GUESTS 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 188 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL ROLL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154470255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BEACH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J BRICELAND MD | ||||||||||
| PRESIDENT (2023) / PAST PRES. (2024) | 1.00 | 1.00 | Yes (X) | Yes (X) | $85,000 | $0 | $0 | |||
| JANE C EDMOND MD | ||||||||||
| PRESIDENT-ELECT (2023) / PRES (2024) | 1.00 | 1.00 | Yes (X) | Yes (X) | $30,000 | $0 | $0 | |||
| MICHAEL X REPKA | ||||||||||
| PRES-ELECT (2024) / MED DIR GOV'T AFFAIRS | 1.00 | 1.00 | Yes (X) | Yes (X) | $120,000 | $0 | $0 | |||
| DUPE S ADEMOLA-POPOOLA MBBS | ||||||||||
| INT'L TRUSTEE-AT-LARGE START 1/2024 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| IQBAL K AHMED MD | ||||||||||
| INTERNATIONAL TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON BLAKE MBBCH MD | ||||||||||
| INT'L TRUSTEE-AT-LARGE THRU 12/2023 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY LOUISE Z COLLINS MD | ||||||||||
| TRUSTEE-AT-LARGE THRU 12/2023 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNA LUISA DI LORENZO MD | ||||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAVI D GOEL MD | ||||||||||
| TRUSTEE / SR SECR FOR OPHTHALMIC PRACTICE | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| THOMAS A GRAUL MD | ||||||||||
| TRUSTEE / CHAIR, THE COUNCIL THRU 12/2023 | 1.00 | 1.00 | Yes (X) | $15,000 | $0 | $0 | ||||
| LAURA K GREEN MD | ||||||||||
| TRUSTEE-AT-LARGE START 1/2024 | 1.00 | 1.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| DAVID C HERMAN MD | ||||||||||
| PUBLIC TRUSTEE | 1.00 | 1.00 | Yes (X) | $17,500 | $0 | $0 | ||||
| BENNIE H JENG MD | ||||||||||
| TRUSTEE-AT-LARGE (2023) / SECR FOR ANNUAL MEETING | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| LISA DIANE KELLY MD | ||||||||||
| TRUSTEE / SECR FOR ANNUAL MEETING (2023) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES A LAWRENCE | ||||||||||
| PUBLIC TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PURNIMA S PATEL MD | ||||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON W PELTON MD PHD | ||||||||||
| TRUSTEE-AT-LARGE THRU 12/2023 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER J RAPUANO MD | ||||||||||
| TRUSTEE / SR SECR FOR CLINICAL EDUCATION | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| ERIN SHRIVER MD | ||||||||||
| TRUSTEE-AT-LARGE START 1/2024 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY L SKUTA MD | ||||||||||
| TRUSTEE / FAAO ADVISORY BOARD CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE A SNYDER MD | ||||||||||
| TRUSTEE / VICE CHAIR, THE COUNCIL (2024) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PREM S SUBRAMANIAN MD PHD | ||||||||||
| TRUSTEE / VICE CHAIR (2023), CHAIR (2024), THE COU | 1.00 | 1.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| RUSSELL N VAN GELDER MD PHD | ||||||||||
| TRUSTEE / EDITOR, OPHTHALMOLOGY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AARON P WEINGEIST MD | ||||||||||
| TRUSTEE-AT-LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E WIGGINS JR MD MHA | ||||||||||
| PAST PRESIDENT THRU 12/2023 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE A WILLIAMS MD | ||||||||||
| TRUSTEE / SR SECR FOR ADVOCACY | 1.00 | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| REZA ZADNO PHD | ||||||||||
| PUBLIC TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN D MCLEOD MD | ||||||||||
| EXEC VP / CEO / TREAS & SECRETARY | 32.00 | 8.00 | Yes (X) | Yes (X) | $1,073,298 | $0 | $125,586 | |||
| LAWRENCE MENDENHALL | ||||||||||
| COO / CFO / CHIEF LEGAL & RISK OFFICER | 34.00 | 6.00 | Yes (X) | $567,851 | $0 | $99,219 | ||||
| DALE E FAJARDO EDD MBA | ||||||||||
| VP, EDUCATION | 40.00 | 0.00 | $387,649 | $0 | $52,961 | Yes (X) | ||||
| JOE CARR | ||||||||||
| VP, INFORMATION TECHNOLOGY | 40.00 | 0.00 | $321,728 | $0 | $93,187 | Yes (X) | ||||
| REBECCA HYDER | ||||||||||
| VP, GOVERNMENTAL AFFAIRS | 40.00 | 0.00 | $323,112 | $0 | $32,388 | Yes (X) | ||||
| FLORA LUM MD | ||||||||||
| VP, QUALITY AND DATA SCIENCE | 40.00 | 0.00 | $350,106 | $0 | $43,766 | Yes (X) | ||||
| BETH HEINRICH MPA | ||||||||||
| VP, COMMUNICATIONS AND MARKETING | 40.00 | 0.00 | $347,785 | $0 | $41,673 | Yes (X) | ||||
| DEBRA ROSENCRANCE CMP CAE | ||||||||||
| VP, MEETINGS AND EXHIBITS | 40.00 | 0.00 | $325,572 | $0 | $32,604 | Yes (X) | ||||
| JANE AGUIRRE | ||||||||||
| VP, MEMB & ALLIANCES THRU 6/2023 | 40.00 | 0.00 | $280,142 | $0 | $48,923 | Yes (X) | ||||
| JESSICA KUO | ||||||||||
| VP, MEMB & ALLIANCES START 6/2023 | 40.00 | 0.00 | $233,307 | $0 | $44,991 | Yes (X) | ||||
| MICHAEL W STEVENS JD | ||||||||||
| GENERAL COUNSEL AND VP, LEGAL AFFAIRS | 40.00 | 0.00 | $277,272 | $0 | $75,635 | Yes (X) | ||||
| GAIL SCHMIDT | ||||||||||
| VP, OPHTHALMIC SOCIETY & GLOBAL RELATIONS | 40.00 | 0.00 | $200,541 | $0 | $28,779 | Yes (X) | ||||
| MICHAEL ROLL | ||||||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $220,775 | $0 | $69,456 | Yes (X) | ||||
| BRENDAN MARR | ||||||||||
| DIRECTOR, STATE GOVERNMENT AFFAIRS | 40.00 | 0.00 | $212,210 | $0 | $21,127 | Yes (X) | ||||
| JENNIFER MAXWELL | ||||||||||
| DIRECTOR OF PEOPLE AND DEI | 40.00 | 0.00 | $208,812 | $0 | $37,667 | Yes (X) | ||||
| BRANDI BROOKS | ||||||||||
| DIRECTOR OF MARKETING | 40.00 | 0.00 | $205,323 | $0 | $21,078 | Yes (X) | ||||
| DANIEL MUMMERT | ||||||||||
| DIRECTOR, ONLINE EDUCATION | 40.00 | 0.00 | $204,808 | $0 | $37,424 | Yes (X) | ||||
| DAVID W PARKE II MD | ||||||||||
| FORMER EVP / CEO / TREAS & SECR | 0.00 | 0.00 | $107,458 | $0 | $6,298 | Yes (X) | ||||
| CATHY COHEN | ||||||||||
| FORMER VP GOVT AFFAIRS THRU 1/2023 | 0.00 | 0.00 | $110,864 | $0 | $6,667 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,346,113 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $919,429 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 128 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| 350 RHODE ISLAND STREET 220N | SAN FRANCISCO | CA | 94103 | ANNUAL MEETING LOGISTIC SERVICES | $3,836,859 |
| SMG FOOD & BEVERAGE | |||||
| 2301 S LAKE SHORE DR | CHICAGO | IL | 60616 | CATERING SERVICES - ANNUAL MEETING | $1,813,489 |
| MCDERMOTT WILL & EMERY LLP | |||||
| PO BOX 1676 | CAROL STREAM | IL | 601321676 | LEGAL SERVICES | $397,000 |
| MJ MRVICA ASSOCIATES | |||||
| 2 WEST TAUTON AVE | BERLIN | NJ | 08009 | ADVERTISING SERVICES | $353,900 |
| DORSEY & WHITNEY LLP | |||||
| 50 SOUTH SIXTH STREET SUITE 1500 | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | $338,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,951,525 | RelatedOrganizationsAmt |
| All Other Contributions | $1,752,329 | AllOtherContributionsAmt |
| Total Contributions | $12,703,854 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANNUAL MEETING REVENUE | 611430 | $21,610,091 | $18,203,367 | $3,406,724 |
| MEMBERSHIP DUES | 611710 | $15,473,826 | $15,473,826 | |
| COURSE/SEMINAR FEES | 611430 | $1,249,923 | $1,249,923 | |
| SUBSCRIPTION/JOURNAL REVENUE | 611430 | $892,621 | $892,621 | |
| APPLICATION FEES | 611710 | $636,169 | $636,169 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,782 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $666,782 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,529,412 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,197,530 | TotalRevenueColumnAmt |
| Exclusion | $1,197,530 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,351,732 | TotalRevenueColumnAmt |
| Exclusion | $5,351,732 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,730,666 | SecuritiesAmt |
| Other | $1,799 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,616,962 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,704 | SecuritiesAmt |
| Other | $1,799 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,503 | TotalRevenueColumnAmt |
| Exclusion | $115,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,862,830 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $821,982 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,040,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,040,848 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $2,228,072 | $2,228,072 | |
| JOB POSTING REVENUE | 561300 | $1,563,521 | $1,563,521 | |
| MAILING LIST REVENUE | 900099 | $89,000 | $89,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,880,593 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,819,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,163,536 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,198,317 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,753,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,322 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,479,202 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,144,471 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,906,103 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057,783 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,792,895 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,428 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,195 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,435 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,038 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,305,729 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,810 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702,434 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,601,221 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632,606 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,459 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,973,582 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,866 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,640 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,680 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAX EXPENSE | $801,748 |
| PRINTING & PUBLICATIONS | $556,800 |
| DUES & SUBSCRIPTIONS | $438,600 |
| EXPENSE ALLOCATION | -$3,378,924 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347,758 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,591,881 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,702,702 | BOYAmt |
| EOY | $2,631,921 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,587,046 | BOYAmt |
| EOY | $13,684,341 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,788 | BOYAmt |
| EOY | $475,013 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,831,817 | BOYAmt |
| EOY | $1,384,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,657,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,275,716 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,829 | BOYAmt |
| EOY | $2,381,975 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,707,051 | BOYAmt |
| EOY | $41,470,815 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,550,281 | BOYAmt |
| EOY | $4,557,762 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,282,604 | BOYAmt |
| EOY | $74,360,677 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,965,118 | BOYAmt |
| EOY | $140,947,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,571,417 | BOYAmt |
| EOY | $5,549,149 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,375,235 | BOYAmt |
| EOY | $19,922,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,909,784 | BOYAmt |
| EOY | $2,512,166 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,856,436 | BOYAmt |
| EOY | $27,984,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,065,302 | BOYAmt |
| EOY | $109,780,433 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,043,380 | BOYAmt |
| EOY | $3,182,470 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,108,682 | BOYAmt |
| EOY | $112,962,903 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,965,118 | BOYAmt |
| EOY | $140,947,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,227,591 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,626,630 | 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 | $14,225,983 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,169,124 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $3,821,522 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $7,990,646 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $3,622,611 | AggregateReportedDuesNtcAmt |
| Carried Over | $4,368,035 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III-B | FormAndLineReferenceDesc |
| Explanation | THE ACADEMY WORKS TO EDUCATE OTHER HEALTH CARE PROVIDERS AND THE PUBLIC ABOUT EYE CARE AND REPRESENTS OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE THE PROVISION OF EYE CARE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,000 | BeginningYearBalanceAmt |
| End Year Balance | $125,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $400,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $310,757 | DepreciationAmt |
| Book Value | $89,864 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,703,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,149,113 | DepreciationAmt |
| Book Value | $1,554,431 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,553,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,815,846 | DepreciationAmt |
| Book Value | $737,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,381,975 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $72,420,145 |
| DEPOSITS | $19,887 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,920,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $74,360,677 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE HEALTH INSURANCE BENEFITS OBLIGATIONS | $180,906 |
| CAPITAL LEASE OBLIGATIONS | $180,514 |
| OPERATING LEASE LIABILITIES | $2,150,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,512,166 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUND IS UTILIZED AS A RESERVE FOR THE SURGICAL SCOPE FUND, SHOULD THAT FUND RUN DRY. THROUGH THE SURGICAL SCOPE FUND, AAO WORKS WITH OPHTHALMOLOGICAL AND MEDICAL SOCIETIES TO ENSURE PATIENT SAFETY STANDARDS. AAO UPHOLDS THIS COMMITMENT BY OPPOSING STATE-LEVEL EFFORTS TO GRANT MEDICAL AND SURGICAL PRIVILEGES, LEGISLATIVELY OR THROUGH REGULATIONS, TO NON-PHYSICIAN HEALTH CARE PRACTITIONERS. |
| PART X, LINE 2: | AAO FOLLOWS ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT AAO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERENCES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $10,500 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,500 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NEW JERSEY ACADEMY OF OPHTHALMOLOGY FOUNDATION INC | ||||||||
| 414 RIVER VIEW PLAZA | TRENTON | NJ | 08611 | 222154251 | 501(C)(3) | $54,000 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| ALABAMA ACADEMY OF EYE PHYSICIANS | ||||||||
| 19 SOUTH JACKSON STREET | MONTGOMERY | AL | 36104 | 630809050 | 501(C)(6) | $115,500 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| CALIFORNIA ACADEMY OF EYE PHYSICIANS AND SURGEONS | ||||||||
| PO BOX 14347 | SAN FRANCISCO | CA | 94114 | 941479836 | 501(C)(6) | $282,750 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| IOWA ACADEMY OF OPHTHALMOLOGY INC | ||||||||
| PO BOX 262 | GRIMES | IA | 50111 | 421345104 | 501(C)(6) | $59,829 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| IDAHO SOCIETY OF OPHTHALMOLOGY INC | ||||||||
| PO BOX 2668 | BOISE | ID | 83701 | 274161002 | 501(C)(6) | $150,500 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| NEBRASKA ACADEMY OF EYE PHYSICIANS AND SURGEONS | ||||||||
| 1045 LINCOLN MALL SUITE 200 | LINCOLN | NE | 68508 | 470630498 | 501(C)(6) | $19,018 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| NEW HAMPSHIRE SOCIETY OF EYE PHYSICIANS AND SURGEONS | ||||||||
| 7 NORTH STATE STREET | CONCORD | NH | 03301 | 222990643 | 501(C)(6) | $60,000 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| SOUTH DAKOTA ACADEMY OF OPHTHALMOLOGY | ||||||||
| 2600 W 49TH STREET SUITE 100 | SIOUX FALLS | SD | 57105 | 460332368 | 501(C)(6) | $155,713 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| TENNESSEE ACADEMY OF OPHTHALMOLOGY | ||||||||
| 701 BRADFORD AVE | NASHVILLE | TN | 37204 | 621135863 | 501(C)(6) | $30,000 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| UTAH OPHTHALMOLOGICAL SOCIETY | ||||||||
| PO BOX 901476 | SANDY | UT | 84090 | 742506447 | 501(C)(6) | $122,000 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| VERMONT OPHTHALMOLOGICAL SOCIETY | ||||||||
| 134 MAIN STREET | MONTPELIER | VT | 05602 | 222539024 | 501(C)(6) | $23,086 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| WASHINGTON ACADEMY OF EYE PHYSICIANS AND SURGEONS | ||||||||
| 2001 6TH AVE SUITE 2700 | SEATTLE | WA | 98121 | 910994722 | 501(C)(6) | $198,500 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| WEST VIRGINIA ACADEMY OF EYE PHYSICIANS AND SURGEONS INC | ||||||||
| PO BOX 4569 | MORGANTOWN | WV | 26504 | 237101460 | 501(C)(6) | $120,068 | $0 | SCOPE OF SURGERY CAMPAIGNS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 12 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO SUBMIT RESULT REPORTS ANNUALLY, WHICH INCLUDES A DESCRIPTION OF THE USE OF FUNDS GRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN D MCLEOD MD | ||||||||||||||
| EXEC VP / CEO / TREAS & SECRETARY | $902,729 | $0 | $170,000 | $0 | $569 | $0 | $33,000 | $0 | $92,586 | $0 | $1,198,884 | $0 | $0 | $0 |
| LAWRENCE MENDENHALL | ||||||||||||||
| COO / CFO / CHIEF LEGAL & RISK OFFIC | $475,761 | $0 | $90,800 | $0 | $1,290 | $0 | $33,000 | $0 | $66,219 | $0 | $667,070 | $0 | $0 | $0 |
| DALE E FAJARDO EDD MBA | ||||||||||||||
| VP, EDUCATION | $336,979 | $0 | $48,000 | $0 | $2,670 | $0 | $33,000 | $0 | $19,961 | $0 | $440,610 | $0 | $0 | $0 |
| JOE CARR | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $281,728 | $0 | $40,000 | $0 | $0 | $0 | $33,000 | $0 | $60,187 | $0 | $414,915 | $0 | $0 | $0 |
| FLORA LUM MD | ||||||||||||||
| VP, QUALITY AND DATA SCIENCE | $302,106 | $0 | $48,000 | $0 | $0 | $0 | $33,000 | $0 | $10,766 | $0 | $393,872 | $0 | $0 | $0 |
| BETH HEINRICH MPA | ||||||||||||||
| VP, COMMUNICATIONS AND MARKETING | $309,785 | $0 | $38,000 | $0 | $0 | $0 | $33,000 | $0 | $8,673 | $0 | $389,458 | $0 | $0 | $0 |
| DEBRA ROSENCRANCE CMP CAE | ||||||||||||||
| VP, MEETINGS AND EXHIBITS | $277,572 | $0 | $48,000 | $0 | $0 | $0 | $32,604 | $0 | $0 | $0 | $358,176 | $0 | $0 | $0 |
| REBECCA HYDER | ||||||||||||||
| VP, GOVERNMENTAL AFFAIRS | $305,112 | $0 | $18,000 | $0 | $0 | $0 | $32,388 | $0 | $0 | $0 | $355,500 | $0 | $0 | $0 |
| MICHAEL W STEVENS JD | ||||||||||||||
| GENERAL COUNSEL AND VP, LEGAL AFFAIR | $255,272 | $0 | $22,000 | $0 | $0 | $0 | $29,670 | $0 | $45,965 | $0 | $352,907 | $0 | $0 | $0 |
| JANE AGUIRRE | ||||||||||||||
| VP, MEMB & ALLIANCES THRU 6/2023 | $225,142 | $0 | $55,000 | $0 | $0 | $0 | $27,857 | $0 | $21,066 | $0 | $329,065 | $0 | $0 | $0 |
| MICHAEL ROLL | ||||||||||||||
| DIRECTOR OF FINANCE | $208,775 | $0 | $12,000 | $0 | $0 | $0 | $23,491 | $0 | $45,965 | $0 | $290,231 | $0 | $0 | $0 |
| JESSICA KUO | ||||||||||||||
| VP, MEMB & ALLIANCES START 6/2023 | $218,307 | $0 | $15,000 | $0 | $0 | $0 | $23,066 | $0 | $21,925 | $0 | $278,298 | $0 | $0 | $0 |
| JENNIFER MAXWELL | ||||||||||||||
| DIRECTOR OF PEOPLE AND DEI | $194,312 | $0 | $12,000 | $0 | $2,500 | $0 | $21,435 | $0 | $16,232 | $0 | $246,479 | $0 | $0 | $0 |
| DANIEL MUMMERT | ||||||||||||||
| DIRECTOR, ONLINE EDUCATION | $195,558 | $0 | $9,250 | $0 | $0 | $0 | $20,952 | $0 | $16,472 | $0 | $242,232 | $0 | $0 | $0 |
| BRENDAN MARR | ||||||||||||||
| DIRECTOR, STATE GOVERNMENT AFFAIRS | $200,910 | $0 | $11,300 | $0 | $0 | $0 | $21,127 | $0 | $0 | $0 | $233,337 | $0 | $0 | $0 |
| GAIL SCHMIDT | ||||||||||||||
| VP, OPHTHALMIC SOCIETY & GLOBAL RELA | $191,041 | $0 | $9,500 | $0 | $0 | $0 | $20,106 | $0 | $8,673 | $0 | $229,320 | $0 | $0 | $0 |
| BRANDI BROOKS | ||||||||||||||
| DIRECTOR OF MARKETING | $196,573 | $0 | $8,750 | $0 | $0 | $0 | $20,914 | $0 | $164 | $0 | $226,401 | $0 | $0 | $0 |
| CATHY COHEN | ||||||||||||||
| FORMER VP GOVT AFFAIRS THRU 1/2023 | $34,200 | $0 | $36,000 | $0 | $40,664 | $0 | $6,667 | $0 | $0 | $0 | $117,531 | $0 | $0 | $0 |
| DAVID W PARKE II MD | ||||||||||||||
| FORMER EVP / CEO / TREAS & SECR | $98,345 | $0 | $0 | $0 | $9,113 | $0 | $6,298 | $0 | $0 | $0 | $113,756 | $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. ANY PAYMENTS MADE FOR TRAVEL FOR COMPANIONS, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, AND HEALTH OR SOCIAL CLUB DUES IS INCLUDED IN FORM W-2 AS TAXABLE COMPENSATION; ANY PAYMENTS MADE FOR FIRST-CLASS OR CHARTER TRAVEL IS NON-TAXABLE, PROVIDED THE BENEFIT IS REASONABLE. IN ADDITION TO THE BENEFITS LISTED THAT ARE PROVIDED TO THE CEO, FIRST CLASS TRAVEL IS PROVIDED TO THE COO, CFO, & CHIEF LEGAL / RISK OFFICER UNDER THE TERMS OF HIS CONTRACT AND ON THE SAME NON-TAXABLE BASIS, PROVIDED THE BENEFIT IS REASONABLE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | PUBLIC TRUSTEES AND INTERNATIONAL TRUSTEES-AT-LARGE ARE NOT ENTITLED TO VOTE ON MATTERS INVOLVING GOVERNANCE, RULES, OR PROCEDURES OF AAO; ADDITIONALLY, PUBLIC TRUSTEES AND INTERNATIONAL TRUSTEES-AT-LARGE CANNOT VOTE TO REMOVE ANY TRUSTEE, WHICH CAN OCCUR WITH AN AFFIRMATIVE WRITTEN BALLOT OF FOUR-FIFTHS (4/5THS) VOTE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | EACH OF THE FOLLOWING MEMBERS OF THE BOARD OF DIRECTORS HAS A BUSINESS RELATIONSHIP WITH ONE ANOTHER: RON W. PELTON, MD, PHD; CHRISTOPHER J. RAPUANO, MD; GREGORY L. SKUTA, MD; ROBERT E. WIGGINS, MD, MHA; STEPHEN D. MCLEOD, MD; AND AARON P. WEINGEIST, MD. |
| FORM 990, PART VI, SECTION A, LINE 6 | AAO IS A MEMBERSHIP ORGANIZATION WITH THE FOLLOWING CLASSES OF MEMBERS ENTITLED TO VOTE ON ANY MATTER OR TO ATTEND ANY ANNUAL OR SPECIAL BUSINESS MEETING: ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, AND LIFE MEMBERS. ONLY ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, AND LIFE FELLOWS SHALL BE ELIGIBLE FOR NOMINATION, ELECTION, OR APPOINTMENT TO A POSITION ON THE BOARD OF TRUSTEES; ONLY INTERNATIONAL MEMBERS, OR THOSE FELLOWS AND MEMBERS WHO PRACTICE EXCLUSIVELY OUTSIDE OF THE UNITED STATES, SHALL BE ELIGIBLE FOR APPOINTMENT AS AN INTERNATIONAL TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING FELLOWS AND MEMBERS (ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, AND LIFE MEMBERS) ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT OR REVISION TO THE ARTICLES OF INCORPORATION, THE BYLAWS, AND THE ACADEMY'S CODE OF ETHICS MUST BE RATIFIED BY THE VOTING FELLOWS OR MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER IN CONJUNCTION WITH THE ORGANIZATION'S INTERNAL FINANCE AND ACCOUNTING DEPARTMENT. THE COO / CFO / CHIEF LEGAL & RISK OFFICER AND DIRECTOR OF FINANCE THEN COMPLETELY REVIEW THE FORM 990; ADJUSTMENTS ARE MADE AS NECESSARY. UPON APPROVAL WITH THE COO / CFO / SENIOR LEGAL COUNSEL AND DIRECTOR OF FINANCE, THE FORM 990 IS THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS AT LEAST ONE WEEK PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, WHO WERE INVITED TO ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AAO HAS A PROFOUND DUTY TO ITS MEMBERS, THE LARGER MEDICAL COMMUNITY, AND THE PUBLIC TO ENSURE THE INTEGRITY OF ALL OF ITS SCIENTIFIC, EDUCATIONAL, ADVOCACY, AND CONSUMER INFORMATION ACTIVITIES AND MATERIALS. THUS, EACH ACADEMY TRUSTEE AND AAO STAFF ARE RESPONSIBLE FOR DISCLOSING INTERACTIONS WITH COMPANIES AND MANAGE CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICTS OF INTEREST THAT AFFECT THIS INTEGRITY. AAO LEADERS AND PERSONS IN A POSITION TO INFLUENCE (INCLUDING TRUSTEES, OFFICERS, AND KEY EMPLOYEES) MUST SUBMIT AN ANNUAL DISCLOSURE FORM OF ALL FINANCIAL RELATIONSHIPS IN ANY AMOUNT AND UNCOMPENSATED INTERACTIONS WITH COMPANIES WITHIN THE PREVIOUS 12 MONTHS PRIOR TO THEIR PARTICIPATION IN THE ACTIVITY. IN THE EVENT A CONFLICT OF INTEREST IS IDENTIFIED, THE ACADEMY LEADER WHO DISCLOSES A CONFLICT OR POTENTIAL CONFLICT, OR TO WHOM A FELLOW LEADER IDENTIFIES A PERCEIVED CONFLICT, PREPARES A STATEMENT DESCRIBING THE CONFLICT AND SUGGESTING WAYS OF RESOLVING OR MANAGING IT. THIS STATEMENT OF CONFLICT MANAGEMENT IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD; IF A CHAIRPERSON OR EXECUTIVE COMMITTEE MEMBER IS SUBMITTING THE STATEMENT, TWO INDEPENDENT MEMBERS WILL BE APPOINTED TO REVIEW THE STATEMENT. IF THERE IS A CONSENSUS THAT A CONFLICT EXISTS, METHODS FOR RESOLUTION INCLUDE: HIGHLY SPECIFIC CONFIDENTIALITY AGREEMENTS; RECUSAL FROM SPECIFIC DISCUSSIONS, ACTIVITIES, OR VOTES; OR A REQUIREMENT THAT THE LEADER STEP-DOWN FROM A PARTICULAR POSITION OF LEADERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE AAO COMPENSATION COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT, AND THE MOST RECENT PAST PRESIDENT NO LONGER SERVING ON THE BOARD. THE COMMITTEE ANNUALLY REVIEWS THE STIPEND AND CONTRACT PAYMENTS FOR ALL PHYSICIAN POSITIONS AND 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. IN ITS WORK, THE COMMITTEE USES COMPARATIVE DATA FROM OTHER COMPARABLE ORGANIZATIONS IN THEIR ANALYSES. 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 20% 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 COMPARABLE ORGANIZATIONS IN THEIR ANALYSIS, TO DETERMINE REASONABLE COMPENSATION FOR EACH JOB CLASSIFICATION; THESE SALARIES ARE THEN APPROVED BY THE CEO/EVP. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, BYLAWS, AS WELL AS OTHER POLICY STATEMENTS FOR ACADEMY LEADERS ARE AVAILABLE ON THE AAO WEBSITE. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLISHED EVERY FALL IN THE JOURNAL OF OPHTHALMOLOGY AND ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES 344,081. CONTRACTUAL SERVICES 2,860,183. PHYSICIAN SERVICES 1,019,265. TEMPORARY HELP 81,821. RECRUITMENT 48,701. EDITORIAL & PUBLISHING SERVICES 328,280. PRODUCT PRODUCTION SERVICES 900,401. FULFILLMENT SERVICES 30,186. SALES COMMISSIONS 350,620. PAYROLL PROCESSING 317,790. PHOTOGRAPHY 24,401. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942682387 | SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | LINE 12B, II | AMERICAN ACADEMY OF OPHTHALMOLOGY | Yes (1) |
| AMERICAN ACADEMY OF OPHTHALMOLOGY CES FUND | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 411865087 | SUPPORT CHARITABLE MISSION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | CA | 501(C)(3) | LINE 12B, II | AMERICAN ACADEMY OF OPHTHALMOLOGY | Yes (1) |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC PAC | ||||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 94109 | 942971109 | POLITICAL ACTION COMMITTEE | CA | 527 | 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 | MN | 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 | $3,324,377 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,680,855 | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| C | $10,951,525 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| D | $48,983,389 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| K | $1,590,616 | BOOK VALUE |
| THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | ||
| O | $102,559 | BOOK VALUE |
| ACADEMY SERVICES INC AND SUBSIDIARIES | ||
| D | $23,436,756 | BOOK VALUE |