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AMERICAN OPHTHALMOLOGICAL SOCIETY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMERICAN OPHTHALMOLOGICAL SOCIETY (EIN 41-1235482)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201522259349302842
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T15:12:13-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263839190PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR PILGER MAYER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 NORTH MAIN STREET SUITE 360AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94596ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411235482EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN OPHTHALMOLOGICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone4155618568PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941091336ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD P MILLS MD MPHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155618568PhoneNum
Signature2015-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STEPHEN SCHAFFERPreparerPersonNm
PTINP00210063PTIN
Phone9252961040PhoneNum
Preparation2015-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD P MILLS MD MPHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941091336ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$285,511GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AOSONLINE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1864FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionPROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGIC EDUCATION AND RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$180,670PYProgramServiceRevenueAmt
CY Program Service Revenue$221,275CYProgramServiceRevenueAmt
PY Investment Income$25,012PYInvestmentIncomeAmt
CY Investment Income$29,589CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$205,682PYTotalRevenueAmt
CY Total Revenue$250,864CYTotalRevenueAmt
PY Grants And Similar Paid$600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,200CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,750PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,750CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$252,053PYOtherExpensesAmt
CY Other Expenses$395,890CYOtherExpensesAmt
PY Total Expenses$276,403PYTotalExpensesAmt
CY Total Expenses$420,840CYTotalExpensesAmt
PY Revenues Less Expenses-$70,721PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$169,976CYRevenuesLessExpensesAmt
Total Assets BOY$517,080TotalAssetsBOYAmt
Total Assets EOY$628,415TotalAssetsEOYAmt
Total Liabilities BOY$362,278TotalLiabilitiesBOYAmt
Total Liabilities EOY$643,589TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$154,802NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$15,174NetAssetsOrFundBalancesEOYAmt
MissionTHE AMERICAN OPHTHALMOLOGICAL SOCIETY IS A PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGIC EDUCATION, RESEARCH, AND THE ART AND SCIENCE OF OPHTHALMOLOGY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$240,542ExpenseAmt
Revenue$132,275RevenueAmt
DescTHE AMERICAN OPHTHALMOLOGICAL SOCIETY IS A PROFESSIONAL ORGANIZATION FORMED PRIMARILY TO PROMOTE OPHTHALMOLOGICAL EDUCATION, RESEARCH, & THE ART AND SCIENCE OF OPHTHALMOLOGY. THE AOS SERVED 365 MEMBERS IN 2014. THE EDUCATION MISSION IS SERVED BY AOS'S ANNUAL SCIENTIFIC MEETING WHICH IS ATTENDED BY APPROXIMATELY 235 MEMBERS AND OTHER PROFESSIONALS INTERESTED IN THE DELIVERY OF HIGH QUALITY PATIENT EYE CARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$34,086ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE ORGANIZATION PUBLISHED A BOOK TO HONOR THE 150TH ANNIVERSARY OF THE AMERICAN OPHTHALMOLOGICAL SOCIETY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,908ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE ORGANIZATION SUPPORTS THE LUCIAN HOWE MEDAL ANNUAL AWARD, WHICH RECOGNIZES AN INDIVIDUAL WHO HAS MADE SIGNIFICANT CONTRIBUTIONS IN THE OPHTHALMIC FIELD AS A LEADER, EDUCATOR AND/OR INVESTIGATOR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$30,783ExpenseAmt
Grant$1,200GrantAmt
Revenue$89,000RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$30,783TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,200TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$89,000TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$309,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN FRANCISCO ASSOC MANAGEMENT SERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155618568PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANNE LOUISE COLEMAN MD
COUNCIL MEMBER 05/13-05/151.00Yes (X)$0$0$0
DAVID J WILSON MD
COUNCIL MEMBER 05/13-05/141.00Yes (X)$0$0$0
EMILY Y CHEW MD
EDITOR 05/13-05/151.00Yes (X)$0$0$0Yes (X)
HANS E GROSSNIKLAUS MD
PRESIDENT 05/13-05/141.00Yes (X)$0$0$0Yes (X)
JAY C ERIE MD
COUNCIL MEMBER 05/13-05/15 COUNCIL CHAIR 5/14-5/151.00Yes (X)$0$0$0
M EDWARD WILSON JR MD
COUNCIL MEMBER 05/13-05/151.00Yes (X)$0$0$0
MARCO ZARBIN MD PHD
COUNCIL MEMBER 05/14-05/151.00Yes (X)$0$0$0
THOMAS J LIESEGANG MD
EXECUTIVE VICE PRESIDENT1.00Yes (X)$23,750$1,250$0Yes (X)
WOODFORD S VAN METER MD
COUNCIL MEMBER 05/13-05/151.00Yes (X)$0$0$0
RICHARD P MILLS MD MPH
PRESIDENT 05/14-05/151.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$23,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,250TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARRIOTT BUSINESS SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 402642AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30384ZIPCd
FieldValueIRS element (for citing)
ServicesANNUAL MEETING FACILITIESServicesDesc
Compensation$231,389CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES541900$132,275$132,275
MEMBERSHIP DUES & ASSE541900$87,600$87,600
INITIATION FEES541900$1,400$1,400
FieldValueIRS element (for citing)
Total Program Service Revenue$221,275TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,201TotalRevenueColumnAmt
Exclusion$12,201ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$52,035SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$34,647SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,388SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,388TotalRevenueColumnAmt
Exclusion$17,388ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$250,864TotalRevenueColumnAmt
Related Or Exempt Func Income$221,275RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$29,589ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Program Services$1,200ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$23,750TotalAmt
Program Services$2,500ProgramServicesAmt
Management And General$21,250ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$66,504TotalAmt
Program Services$21,000ProgramServicesAmt
Management And General$45,504ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,911TotalAmt
Management And General$3,911ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,118TotalAmt
Management And General$1,118ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39,117TotalAmt
Program Services$38,335ProgramServicesAmt
Management And General$782ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,817TotalAmt
Management And General$10,817ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$255,424TotalAmt
Program Services$240,542ProgramServicesAmt
Management And General$14,882ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$796TotalAmt
Management And General$796ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BANK FEES$6,927$6,927
DUES AND SUBSCRIPTIONS$4,545$4,483$62
POSTAGE/SHIPPING$2,531$747$1,784
PRINTING/PUBLICATION$2,032$190$1,842

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,168TotalAmt
Program Services$2,054ProgramServicesAmt
Management And General$114ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$420,840TotalAmt
Program Services$309,319ProgramServicesAmt
Management And General$111,521ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,636BOYAmt
EOY$107,978EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$654BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,072BOYAmt
EOY$15,248EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$476,718BOYAmt
EOY$505,189EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$517,080BOYAmt
EOY$628,415EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,027BOYAmt
EOY$1,986EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,660BOYAmt
EOY$41,260EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$320,591BOYAmt
EOY$600,343EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$362,278BOYAmt
EOY$643,589EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$35,461BOYAmt
EOY-$208,021EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$133,763BOYAmt
EOY$136,347EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,500BOYAmt
EOY$56,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,802BOYAmt
EOY-$15,174EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,080BOYAmt
EOY$628,415EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$169,976ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,950CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,900CurrentTaxYearMinus1YearAmt
Current Tax Year$89,000CurrentTaxYearAmt
Total$449,900TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,885CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,770CurrentTaxYearMinus1YearAmt
Current Tax Year$132,275CurrentTaxYearAmt
Total$504,400TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$190,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$177,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$184,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$180,670CurrentTaxYearMinus1YearAmt
Current Tax Year$221,275CurrentTaxYearAmt
Total$954,300TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$954,300PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,076CurrentTaxYearMinus1YearAmt
Current Tax Year$12,201CurrentTaxYearAmt
Total$53,234TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,076CurrentTaxYearMinus1YearAmt
Current Tax Year$12,201CurrentTaxYearAmt
Total$53,234TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$188,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$194,526CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$191,746CurrentTaxYearMinus1YearAmt
Current Tax Year$233,476CurrentTaxYearAmt
Total$1,007,534TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94720PublicSupportCY509Pct
Public Support PY5090.94730PublicSupportPY509Pct
Investment Income CY0.05280InvestmentIncomeCYPct
Investment Income PY0.05270InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$385,428BeginningYearBalanceAmt
Contributions$1,400ContributionsAmt
Investment Earnings Or Losses$24,909InvestmentEarningsOrLossesAmt
Administrative Expenses$9,971AdministrativeExpensesAmt
End Year Balance$401,766EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$334,183BeginningYearBalanceAmt
Contributions$1,100ContributionsAmt
Investment Earnings Or Losses$54,059InvestmentEarningsOrLossesAmt
Administrative Expenses$3,914AdministrativeExpensesAmt
End Year Balance$385,428EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$296,404BeginningYearBalanceAmt
Investment Earnings Or Losses$37,148InvestmentEarningsOrLossesAmt
Administrative Expenses-$631AdministrativeExpensesAmt
End Year Balance$334,183EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,319BeginningYearBalanceAmt
Contributions$800ContributionsAmt
Investment Earnings Or Losses$1,374InvestmentEarningsOrLossesAmt
Administrative Expenses$3,089AdministrativeExpensesAmt
End Year Balance$296,404EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$186,659BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$16,060InvestmentEarningsOrLossesAmt
Administrative Expenses$392AdministrativeExpensesAmt
End Year Balance$202,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.52000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33940PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14060TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY PAYABLEDesc
Amt$600,343Amt
FieldValueIRS element (for citing)
Total Liability$600,343TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED PRIMARILY FOR THREE PURPOSES: THE HOWE MEDAL FUND, THE VERHOEFF LECTURE FUND AND THE KENNEDY-SNELL FUND. THE EARNINGS FROM THE FIRST TWO FUNDS MAY BE USED TO DEFRAY EXPENSES, AND THE EARNINGS FROM THE THIRD FUND ARE TO BE USED FOR THE ADVANCEMENT OF OPHTHALMIC SCIENCE AND ART.
PART X, LINE 2:THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) IN THE INTERNAL REVENUE CODE (IRC). THE CES FUND AND KNAPP FUND ARE BOTH SUPPORTING ORGANIZATIONS OF AOS, UNDER SECTION 509(A)(3) OF THE IRC. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO ITS TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SOCIETY FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2014. AOS FILES ANNUAL INFORMATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE CALIFORNIA STATE JURISDICTION. PURSUANT TO THE STATUTE OF LIMITATIONS, TAX YEARS OPEN TO AUDIT BY THE INTERNAL REVENUE SERVICE (IRS) ARE 2011-2013 AND BY THE CALIFORNIA FRANCHISE TAX BOARD (FTB) TAXING AUTHORITY ARE 2010-2013.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3AOS HAS A MANAGEMENT CONTRACT WITH SAN FRANCISCO ASSOCIATION MANAGEMENT SERVICES (SF-AMS). UNDER THE ANNUAL CONTRACT, ALL PERSONNEL DECISIONS AND FINANCIAL OPERATIONS ARE THE RESPONSIBILITY OF SF-AMS.
FORM 990, PART VI, SECTION A, LINE 6THE AMERICAN OPHTHALMOLOGICAL SOCIETY HAS MEMBERS WHO ANNUALLY ELECT OTHER MEMBERS TO THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7ATHE ACTIVE MEMBERSHIP IN ATTENDANCE AT THE ANNUAL MEETING VOTES AND ELECTS THE GOVERNING BODY EVERY YEAR DURING THE ANNUAL MEETING IN MAY. THE AOS COUNCIL HAS A SUBCOMMITTEE THAT PUTS FORTH CANDIDATES FOR THE VARIOUS POSITIONS AND THEN THE MEMBERSHIP VOTES ON THE CANDIDATES.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE STAFF AND MANAGEMENT STAFF, AND QUESTIONS ARE REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY. A REPRESENTATIVE OF THE BOARD AUTHORIZES THE FINAL FORM 990, WHICH IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CAT EACH COUNCIL MEETING, COUNCIL MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OR ANY CONFLICTS OF INTEREST TO THE ENTIRE COUNCIL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ROLE AND OPERATION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AOS-CES
655 BEACH STREEETSAN FRANCISCOCA94109411872794SUPPORT OF AOSMN501(C)(3)509(A)(3), TYPE IAMERICAN OPHTHALMOLOGICAL SOCIETYYes (1)
HERMAN KNAPP TESTIMONIAL FUND
655 BEACH STREEETSAN FRANCISCOCA94109046042338SUPPORT OF AOSMD501(C)(3)509(A)(3), TYPE IAMERICAN OPHTHALMOLOGICAL SOCIETYYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd