AMERICAN ACADEMY OF OPTOMETRY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OPTOMETRY (EIN 41-1227642)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202441279349302654
- Schema version
- 2022v5.0
- 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 A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T12:17:06-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411227642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3213194860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST WASHINGTON ST 300 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRISH SHOMION | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3213194860 | PhoneNum |
| Signature | 2024-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRISH | PersonFirstNm |
| Person Last | SHOMION | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRISH SHOMION | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST WASHINGTON ST 300 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,636,641 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAOPTOM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 377 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $896,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $413,423 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,222,978 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,288,157 | CYProgramServiceRevenueAmt |
| PY Investment Income | $906,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $626,682 | CYInvestmentIncomeAmt |
| PY Other Revenue | $244,157 | PYOtherRevenueAmt |
| CY Other Revenue | $235,309 | CYOtherRevenueAmt |
| PY Total Revenue | $8,270,170 | PYTotalRevenueAmt |
| CY Total Revenue | $8,563,571 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $577,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $507,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,023,382 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,152,444 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,438,433 | PYOtherExpensesAmt |
| CY Other Expenses | $7,273,960 | CYOtherExpensesAmt |
| PY Total Expenses | $8,039,565 | PYTotalExpensesAmt |
| CY Total Expenses | $9,933,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $230,605 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,369,833 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,994,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,107,546 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,575,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,885,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,419,273 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,221,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,670,892 | ExpenseAmt |
| Revenue | $5,127,111 | RevenueAmt |
| Desc | ANNUAL MEETING: THE ANNUAL MEETING WAS HELD 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 280 COURSES AND PROMOTES KNOWLEDGE ON ALL ASPECTS OF THE OPTOMETRY PRACTICE. THE ANNUAL MEETING HAD 8,246 ATTENDEES, 6,719 OF THOSE ATTENDEES WERE NON-EXHIBITORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,255,969 | ExpenseAmt |
| Revenue | $2,160,796 | RevenueAmt |
| Desc | SECTIONS AND MEMBERSHIP: THE AMERICAN ACADEMY OF OPTOMETRY'S (ACADEMY OR AAO) SECTIONS 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 SUCH AS ACCESS TO LOCAL CHAPTERS TO MAKE IT EASY TO KEEP IN TOUCH THROUGH SOCIAL FUNCTIONS AND STUDY BETWEEN REGULAR ANNUAL MEETINGS AND ABILITY TO JOIN ONE OR MORE OF THE SECTIONS AND SPECIAL INTEREST GROUPS DEVOTED TO VARIOUS AREAS OF FOCUS. THERE WERE 7,038 ACTIVE MEMBERS AS OF THE LAST DAY OF FISCAL YEAR 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,143,378 | ExpenseAmt |
| Grant | $507,000 | GrantAmt |
| Desc | THE ACADEMY PROVIDES DIRECT SUPPORT FOR STUDENTS PURSUING EDUCATION, PROFESSIONALS PURSUING RESEARCH, AND/OR OVERALL ADVANCEMENT IN THE OPTOMETRY PROFESSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $588,324 | ExpenseAmt |
| Revenue | $250 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $588,324 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $250 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,658,563 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 359 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD JONES | PersonNm |
| Phone | 3213194860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST WASHINGTON ST 300 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD JONES | ||||||||
| CHIEF FINANCIAL OFFICER | 27.00 | 13.00 | Yes (X) | $193,638 | $0 | $24,288 | ||
| PETER SCOTT | ||||||||
| CHIEF EXECUTIVE OFFICER (THRU 8/22) | 30.00 | 10.00 | Yes (X) | $173,201 | $0 | $21,721 | ||
| HELEN VIKSNINS | ||||||||
| VP, EDUCATION/PROFESSIONAL RELATIONS | 40.00 | 0.00 | $140,814 | $0 | $21,357 | Yes (X) | ||
| ELIZABETH TAYLOR | ||||||||
| VP, MEETINGS & INDUSTRY RELATIONS | 40.00 | 0.00 | $118,406 | $0 | $10,226 | Yes (X) | ||
| JOEL LABORDE | ||||||||
| VP OF STRATEGIC INITIATIVES | 30.00 | 10.00 | $103,389 | $0 | $17,916 | Yes (X) | ||
| TRISH SHOMION | ||||||||
| CHIEF EXECUTIVE OFFICER (AS OF 3/23) | 30.00 | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN COTTER | ||||||||
| PRESIDENT | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARBARA CAFFERY | ||||||||
| IMMEDIATE PAST-PRES. (THRU 10/22) | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY MCMAHON | ||||||||
| IMMEDIATE PAST-PRES. (AS OF 10/22) | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY WALLINE | ||||||||
| PRESIDENT-ELECT | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARL SPEAR | ||||||||
| SECRETARY-TREASURER | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NICHOLAS COLATRELLA | ||||||||
| BOARD MEMBER (AS OF 10/22) | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER COYLE | ||||||||
| BOARD MEMBER (THRU 10/22) | 10.00 | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW MICK | ||||||||
| BOARD MEMBER | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRIS WILMER | ||||||||
| BOARD MEMBER | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY WONG | ||||||||
| BOARD MEMBER (AS OF 10/22) | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $729,448 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HILTON SAN DIEGO BAYFRONT | |||||
| 120 VANTIS - SUITE 350 | ALISO VIEJO | CA | 926562686 | HOTEL SERVICES | $1,185,984 |
| JCPK GROUP | |||||
| 220 E TRADEWINDS ROAD | WINTER SPRINGS | FL | 32708 | CONSTRUCTION (NEW OFFICE) | $817,640 |
| PROJECTION PRESENTATION TECHNOLOGY | |||||
| 5803 ROLLING RD - STE 200 | SPRINGFIELD | VA | 22152 | AUDIO VISUAL EQUIPMENT | $722,639 |
| SERVICE AMERICA CORP DBA CENTERPLATE | |||||
| 111 W HARBOR DRIVE | SAN DIEGO | CA | 92101 | MEETING CATERING | $661,760 |
| FERN EXPOSITION SERVICES | |||||
| 645 LINN ST | CINCINNATI | OH | 45203 | MEETING SETUP | $629,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $413,423 | AllOtherContributionsAmt |
| Total Contributions | $413,423 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 813920 | $5,127,111 | $5,127,111 |
| MEMBERSHIP DUES | 813920 | $2,160,796 | $2,160,796 |
| PUBLICATIONS | 513120 | $250 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,288,157 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,786 | TotalRevenueColumnAmt |
| Exclusion | $308,786 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,209 | TotalRevenueColumnAmt |
| Exclusion | $235,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,390,966 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,073,070 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $317,896 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,896 | TotalRevenueColumnAmt |
| Exclusion | $317,896 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $100 | TotalRevenueColumnAmt |
| Exclusion | $100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,563,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,288,157 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $861,991 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,000 | TotalAmt |
| Program Services | $436,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Program Services | $63,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Program Services | $8,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,522 | TotalAmt |
| Program Services | $298,982 | ProgramServicesAmt |
| Management And General | $103,540 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,345,558 | TotalAmt |
| Program Services | $999,430 | ProgramServicesAmt |
| Management And General | $346,128 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,472 | TotalAmt |
| Program Services | $69,429 | ProgramServicesAmt |
| Management And General | $24,043 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,369 | TotalAmt |
| Program Services | $124,352 | ProgramServicesAmt |
| Management And General | $43,017 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,523 | TotalAmt |
| Program Services | $106,604 | ProgramServicesAmt |
| Management And General | $36,919 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,883 | TotalAmt |
| Management And General | $36,883 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,663 | TotalAmt |
| Management And General | $29,663 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,680 | TotalAmt |
| Management And General | $36,680 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,655 | TotalAmt |
| Program Services | $553,569 | ProgramServicesAmt |
| Management And General | $30,086 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,808 | TotalAmt |
| Program Services | $96,808 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,822 | TotalAmt |
| Program Services | $393,215 | ProgramServicesAmt |
| Management And General | $39,607 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,580 | TotalAmt |
| Program Services | $497,427 | ProgramServicesAmt |
| Management And General | $63,153 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,170 | TotalAmt |
| Program Services | $147,936 | ProgramServicesAmt |
| Management And General | $51,234 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,621 | TotalAmt |
| Program Services | $291,873 | ProgramServicesAmt |
| Management And General | $45,748 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,665,947 | TotalAmt |
| Program Services | $3,381,766 | ProgramServicesAmt |
| Management And General | $284,181 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,300 | TotalAmt |
| Program Services | $225,280 | ProgramServicesAmt |
| Management And General | $78,020 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,500 | TotalAmt |
| Program Services | $66,592 | ProgramServicesAmt |
| Management And General | $13,908 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| JOURNAL | $535,575 | $535,575 | |
| SPEAKERS | $230,918 | $220,300 | $10,618 |
| PRINTING | $108,756 | $108,756 | |
| DUES TO OTHER ORG. | $26,567 | $26,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,515 | TotalAmt |
| Program Services | $7,102 | ProgramServicesAmt |
| Management And General | $1,413 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,933,404 | TotalAmt |
| Program Services | $8,658,563 | ProgramServicesAmt |
| Management And General | $1,274,841 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,909 | BOYAmt |
| EOY | $103,461 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,245 | BOYAmt |
| EOY | $137,383 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,000 | BOYAmt |
| EOY | $140,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,034 | BOYAmt |
| EOY | $295,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,932 | BOYAmt |
| EOY | $348,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,718,168 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $435,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,352 | BOYAmt |
| EOY | $2,282,817 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,303,242 | BOYAmt |
| EOY | $8,178,662 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,769 | BOYAmt |
| EOY | $621,576 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,994,483 | BOYAmt |
| EOY | $12,107,546 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,608 | BOYAmt |
| EOY | $538,374 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,243,198 | BOYAmt |
| EOY | $2,034,325 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,404 | BOYAmt |
| EOY | $313,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,575,210 | BOYAmt |
| EOY | $2,885,876 | 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 | $8,794,882 | BOYAmt |
| EOY | $7,339,988 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,391 | BOYAmt |
| EOY | $1,881,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,419,273 | BOYAmt |
| EOY | $9,221,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,994,483 | BOYAmt |
| EOY | $12,107,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,369,833 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $454,556 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$282,326 | PriorPeriodAdjustmentsAmt |
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $504,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $614,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $413,423 | CurrentTaxYearAmt |
| Total | $1,875,481 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,311,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,338,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,658,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,222,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,288,157 | CurrentTaxYearAmt |
| Total | $29,819,128 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,815,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,418,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,922,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,837,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,701,580 | CurrentTaxYearAmt |
| Total | $31,694,609 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,521 | CurrentTaxYearAmt |
| Total | $2,292,045 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $596,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,521 | CurrentTaxYearAmt |
| Total | $2,292,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,402,564 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $880,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $687,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $887,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,995 | CurrentTaxYearAmt |
| Total | $3,609,621 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $880,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $687,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $887,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,995 | CurrentTaxYearAmt |
| Total | $3,609,621 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $8,695 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,695,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,105,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,541,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,724,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,245,675 | CurrentTaxYearAmt |
| Total | $35,312,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87960 | PublicSupportPY509Pct |
| Investment Income CY | 0.10220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 8,595. 2022 AMOUNT: $ 100. |
| FORM 990, SCHEDULE A PART III, LINE 1: | DUE TO A RESTATEMENT OF THE FINANCIALS, THE 2021 SCHEDULE A LINE 1 DECREASED BY $282,236. |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $799,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $96,663 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,521 | GrantsOrScholarshipsAmt |
| End Year Balance | $874,142 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $961,483 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$142,490 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,993 | GrantsOrScholarshipsAmt |
| End Year Balance | $799,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $759,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $218,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,350 | GrantsOrScholarshipsAmt |
| End Year Balance | $961,483 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $762,729 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,784 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,162 | GrantsOrScholarshipsAmt |
| End Year Balance | $759,351 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $746,091 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,379 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,741 | GrantsOrScholarshipsAmt |
| End Year Balance | $762,729 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $823,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,268 | DepreciationAmt |
| Book Value | $782,545 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $874,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $371,290 | DepreciationAmt |
| Book Value | $503,360 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,019,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,793 | DepreciationAmt |
| Book Value | $996,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,282,817 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AAOF | $602,448 |
| RIGHT OF USE ASSETS | $19,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $621,576 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE OBLIGATION | $20,547 |
| DUE TO AAOF | $292,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $313,177 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ACADEMY HAS NUMEROUS SEPARATE ENDOWMENT FUNDS. EACH ENDOWMENT WAS ESTABLISHED TO PROVIDE INCOME IN SUPPORT OF SPECIFIC ACTIVITIES. THESE FUNDS AND ACTIVITIES RANGE FROM AWARDS FOR STUDENTS TO TECHNOLOGY USED IN OPERATIONS. |
| PART X, LINE 2: | THE ACADEMY AND THE FOUNDATION, HEREINAFTER COLLECTIVELY REFERRED TO AS THE ORGANIZATION, ARE EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE IRS 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| AUSTRALIA | 0 | 0 | GRANTMAKING | $6,500 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $1,500 |
| 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 | $8,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIP | AUSTRALIA | 5 | $6,500 | CHECK |
| FELLOWSHIP | NORTH AMERICA | 2 | $1,500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHOLARSHIPS/FELLOWSHIPS: THESE ARE ONLY AWARDED TO STUDENTS AT ELIGIBLE UNIVERSITIES, AND WE MAINTAIN RELATIONSHIPS WITH EACH OF THOSE UNIVERSITIES TO ENSURE COMPLIANCE. APPLICANTS MUST ALSO AGREE TO THE TERMS WHEN APPLYING. TRAVEL AWARDS: TRAVEL AWARDS ARE NOT DISTRIBUTED UNTIL AFTER THE EVENT, AND AFTER WE HAVE VERIFIED THE REQUIRED TRAVEL AND ATTENDANCE THAT THE AWARD PERTAINS TO. FOR EXAMPLE, OUR ANNUAL MEETING TRAVEL AWARDS ARE PAID AFTER THE MEETING ONLY TO VERIFIED ATTENDEES. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UMASS CHAN MEDICAL SCHOOL | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01605 | 043167352 | 501(C)(3) | $100,000 | $0 | CLINICAL RESEARCH AWARD |
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION | ||||||||
| 622 EAST WASHINGTON ST STE 300 | ORLANDO | FL | 32801 | 430768182 | 501(C)(3) | $281,000 | $0 | CONTRIBUTION TO EDUCATION |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| 801 5TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | 636005396 | 501(C)(3) | $50,000 | $0 | CAREER DEVELOPMENT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIPS | 77 | $58,500 |
| AWARDS | 2 | $4,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS: GRANTS ARE ALWAYS AWARDED TO AN "OVERSEEING" INSTITUTION (USUALLY A COLLEGE, MEDICAL ORG, OR RESEARCH INSTITUTION) AND NOT DIRECTLY TO THE PERSON. ALSO, THE INSTITUTION MUST SIGN A CONTRACT AFFIRMING THEIR INTENT, AND THE INDIVIDUAL MUST PROVIDE POST-GRANT REPORTS UPON REQUEST. SCHOLARSHIPS/FELLOWSHIPS: THESE ARE ONLY AWARDED TO STUDENTS AT ELIGIBLE UNIVERSITIES, AND WE MAINTAIN RELATIONSHIPS WITH EACH OF THOSE UNIVERSITIES TO ENSURE COMPLIANCE. APPLICANTS MUST ALSO AGREE TO THE TERMS WHEN APPLYING. TRAVEL AWARDS: TRAVEL AWARDS ARE ONLY DISTRIBUTED AFTER THE TRAVEL HAS OCCURRED. FOR EXAMPLE, OUR ANNUAL MEETING TRAVEL AWARDS ARE PAID AFTER THE MEETING ONCE ATTENDANCE HAS BEEN CONFIRMED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| 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 |
| 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 |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD JONES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $190,138 | $0 | $3,500 | $0 | $0 | $0 | $0 | $0 | $24,288 | $0 | $217,926 | $0 | $0 | $0 |
| PETER SCOTT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER (THRU 8/22) | $173,201 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,721 | $0 | $194,922 | $0 | $0 | $0 |
| HELEN VIKSNINS | ||||||||||||||
| VP, EDUCATION/PROFESSIONAL RELATIONS | $138,814 | $0 | $2,000 | $0 | $0 | $0 | $0 | $0 | $21,357 | $0 | $162,171 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $25 A MONTH FOR GYM AND HEALTH CLUB DUES. ON A CASE BY CASE BASIS, BUSINESS CLASS TRAVEL IS ALLOWED FOR LONG INTERNATIONAL FLIGHTS. DUE TO THE PANDEMIC AND SAFETY CONCERNS, BUSINESS CLASS WAS ALLOWED FOR LONG DOMESTIC FLIGHTS FOR BOARD AND STAFF. |
| PART I, LINE 7 | THE BOARD OF DIRECTORS DISCUSSES AND DETERMINES THE BONUS BASED ON THE TOTAL BONUS POOL, WHICH IS ALLOCATED AMONG STAFF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE AAO IS THE COMMON PAYMASTER FOR A RELATED ORGANIZATION, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR AAO. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ACADEMY SHALL BE A MEMBERSHIP ORGANIZATION AND SHALL BE COMPRISED OF TWO CLASSES OF MEMBERS: VOTING MEMBERS AND NONVOTING MEMBERS. THE VOTING MEMBERS OF THE ACADEMY SHALL BE THE FELLOWS OF THE ACADEMY (INCLUDING HONORARY FELLOWS, LIFE FELLOWS AND ERNERITUS FELLOWS) AND SHALL BE THE ONLY CLASS OF MEMBERS WITH THE RIGHT TO VOTE. THE NONVOTING MEMBERS OF THE ACADEMY SHALL BE THE CANDIDATES FOR FELLOWSHIP AND THE STUDENT 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 11B | 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 | WHEN ANY INTEREST ON THE PART OF A BOARD OF DIRECTORS MEMBER, COMMITTEE MEMBER OR SECTION OFFICER, OR THE EXECUTIVE DIRECTOR, OR OTHER STAFF MEMBER, OR A MEMBER OF THEIR IMMEDIATE FAMILY, POSES A CONFLICT OR AN APPEARANCE OF A CONFLICT WITH THE INDIVIDUAL'S AAO RESPONSIBILITIES, THE BOARD MEMBER, COMMITTEE MEMBER OR SECTION OFFICER, OR EXECUTIVE DIRECTOR WILL: PROMPTLY CALL THE CONFLICT OR APPEARANCE OF CONFLICT TO THE ATTENTION OF THE BOARD MEMBERS WHO ARE PARTICIPATING IN OR VOTING ON THE ISSUE WHICH POSES THE POSSIBLE CONFLICT AND ABSTAIN FROM PARTICIPATION IN OR VOTING ON THE ISSUE. THE OFFICIAL MINUTES OF ANY MEETING AT WHICH A DISCLOSURE OF CONFLICT WAS MADE WILL NOTE THAT FACT AND THAT THE BOARD MEMBER, COMMITTEE OR SECTION OFFICER, OR EXECUTIVE DIRECTOR ABSTAINED FROM ANY PARTICIPATION IN THE ISSUE. EACH MEMBER OF THE BOARD OF DIRECTORS, COMMITTEE MEMBER AND SECTION OFFICERS, AND THE ACADEMY STAFF WILL COMPLETE AND RETURN A CONFIDENTIAL "CONFLICT OF INTEREST DISCLOSURE FORM" TO THE ACADEMY OFFICE EVERY TWO YEARS, WHERE IT WILL BE MAINTAINED IN A CONFIDENTIAL FILE AVAILABLE FOR REVIEW ONLY IF A CHALLENGE IS RAISED. |
| FORM 990, PART VI, SECTION B, LINE 15 | A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY WITH THE BOARD OF DIRECTORS. THE 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 CHIEF EXECUTIVE OFFICER CONTRACT. CHIEF FINANCIAL OFFICER SALARY IS DETERMINED BY A PERFORMANCE EVALUATION CONDUCTED ANNUALLY WITH THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER THEN MAKES A SALARY DETERMINATION, TAKING INTO ACCOUNT EMPLOYEE PERFORMANCE, AND A REVIEW OF COMPARABLE SALARIES, PROVIDED IN SALARY SURVEYS OF NOT-FOR-PROFITS. THIS PROCESS LAST OCCURRED IN 2022. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST WASHINGTON STREET SUITE 30 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430768182 | EIN |
| Primary Activities | FUNDRAISING TO SUPPORT OPTOMETRIC RESEARCH & EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | 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 |
|---|---|---|
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | ||
| B | $281,000 | COST |
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | ||
| D | $292,630 | COST |
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | ||
| E | $602,448 | COST |
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | ||
| N | $106,112 | COST |
| AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC | ||
| O | $179,968 | COST |
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