2023-05-12T10:41:23-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2021-07-01 430768182 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC AMER 3213194870 622 EAST WASHINGTON ST 300 ORLANDO FL 32801 TRISH SHOMION CEO 3213194870 2023-05-11 1 TRISH SHOMION 999009999 AMY CHAPMAN P00843460 4078021200 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TRISH SHOMION 622 EAST WASHINGTON ST 300 ORLANDO FL 32801 2556160 0 X WWW.AAOPT.ORG/HOME/AAOF X 1947 NY DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 12 12 0 34 0 0 1021037 1094842 0 0 498912 488586 0 0 1519949 1583428 487750 544000 0 0 229375 200634 0 0 112411 163454 189450 880579 934084 639370 649344 9392794 8602014 164559 305350 9228235 8296664 TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 0 0 712242 544000 THE FOUNDATION PROMOTES THE ADVANCEMENT OF VISION SCIENCE BY PROVIDING FELLOWSHIPS, SCHOLARSHIPS, AND RESEARCH GRANTS TO OUTSTANDING GRADUATE STUDENTS OF OPTOMETRY AND VISION SCIENCE, AND THROUGH PUBLICATIONS, THE ACADEMY NEWSLETTER AND WEBSITE. 712242 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 221 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X RICHARD JONES 3213194870 622 EAST WASHINGTON ST 300 ORLANDO FL 32801 X PETER SCOTT CHIEF EXECUTIVE OFFICER 10.00 30.00 X 0 245370 31187 RICHARD JONES CHIEF FINANCIAL OFFICIER 13.00 27.00 X 0 172187 26124 ROBERT GRAY VP, PHILANTHROPY 40.00 X 0 143859 23376 SARA TAYLOR VICE PRESIDENT, MARKETING 5.00 35.00 X 0 113134 16632 STACEY COULTER PRESIDENT-ELECT 5.00 X X 0 0 0 VALERIE SHARPE SECRETARY-TREASURER 5.00 X X 0 0 0 WENDY HARRISON PRESIDENT 5.00 X X 0 0 0 PETE KOLLBAUM IMMEDIATE PAST-PRESIDENT 5.00 X X 0 0 0 LORETTA SZCZOTKA-FLYNN BOARD MEMBER 5.00 X 0 0 0 KERRY GIEDD BOARD MEMBER 5.00 X 0 0 0 DAVE SATTLER BOARD MEMBER 5.00 X 0 0 0 APRIL JASPER BOARD MEMBER 5.00 X 0 0 0 DANNE VENTURA BOARD MEMBER 5.00 X 0 0 0 SURESH VISWANATHAN BOARD MEMBER 5.00 X 0 0 0 A MIKA MOY BOARD MEMBER 5.00 X 0 0 0 KATHRYN RICHDALE BOARD MEMBER 5.00 X 0 0 0 0 674550 97319 0 0 1 0 0 277500 817342 1094842 372320 372320 1088998 972732 116266 116266 116266 1583428 0 0 488586 356250 356250 164250 164250 23500 23500 155246 93027 20874 41345 45388 27197 6103 12088 14280 14280 31628 31628 25278 23028 2250 1115 90 750 275 20339 10452 2138 7749 30250 12438 2118 15694 8661 2010 5411 1240 54238 26129 28109 PRINTING 3661 3661 934084 712242 109431 112411 500483 362543 735494 833730 4125 27215 0 0 8137174 7359122 15518 19404 9392794 8602014 47895 209831 3750 3750 112914 91769 164559 305350 X 2757623 2194351 6470612 6102313 9228235 8296664 9392794 8602014 X 649344 -1512511 -68404 X 0 1 X 1 0 X 1353940 800360 823834 1027037 1094842 5100013 1353940 800360 823834 1027037 1094842 5100013 2258346 2841667 212307 391136 225440 265464 372320 1466667 6566680 0.43270 0.41800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 609917 38204 13500 558213 565460 57207 12750 609917 574773 3681 12994 565460 581246 6843 13316 574773 578435 17115 14304 581246 0.53808 0.37114 0.09078 0 0 0 DUE TO AAO 91769 91769 340883 -1512511 301594 -1210917 1551800 31628 31628 1583428 1272454 301594 68404 369998 902456 31628 31628 934084 PART V, LINE 4: THE FOUNDATION HAS DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC DONOR-RESTRICTED ACTIVITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT/UNCOLLECTIBLE PLEDGES 68,404. 0 0 0 0 0 0 0 0 0 0 FELLOWSHIPS NORTH AMERICA 10 21000 WIRE CASH VALUE 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ILLINOIS COLLEGE OF OPTOMETRY 3241 S MICHIGAN AVE CHICAGO IL 60616 362310478 501C(3) 8000 0 SCHOLARSHIP INDIANA UNIVERSITY SCHOOL OF OPTOMETRY 800 EAST ATWATER AVENUE BLOOMINGTON IN 47405 356002673 501C(3) 8000 0 SCHOLARSHIP MARSHALL B KETCHUM UNIVERSITY 2575 YORBA LINDA BLVD FULLERTON CA 92831 951644593 501C(3) 9500 0 SCHOLARSHIP MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 10 LINCOLN SQUARE WORCHESTER MA 01608 042104700 501C(3) 7500 0 SCHOLARSHIP MICHIGAN COLLEGE OF OPTOMETRY 1124 SOUTH STATE STREET BIG RAPIDS MI 49307 386005159 501C(3) 8000 0 SCHOLARSHIP MIDWESTERN UNIVERSITY 5865 W UTOPIA RD GLENDALE AZ 85308 363377698 501C(3) 11000 0 SCHOLARSHIP NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 041591060 501C(3) 210000 0 RESEARCH GRANT NORTHEASTERN STATE UNIVERSITY 1001 NORTH GRAND AVENUE TAHLEQUAH OK 74464 911898417 501C(3) 8000 0 SCHOLARSHIP NOVA SOUTHEASTERN UNIVERSITY INC 3301 COLLEGE AVE FORT LAUDERDALE FL 33314 591083502 501C(3) 11500 0 SCHOLARSHIP SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVENUE MEMPHIS TN 38104 620548917 501C(3) 8000 0 SCHOLARSHIP SUNY STATE COLLEGE OF OPTOMETRY NEW YORK 33 WEST 42ND STREET NEW YORK NY 10036 146013200 501C(3) 7500 0 SCHOLARSHIP THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501C(3) 7500 0 SCHOLARSHIP THE OHIO STATE UNIVERSITY COLLEGE OF OPTOMETRY 338 WEST 10TH AVENUE COLUMBUS OH 43210 316025986 501C(3) 8000 0 RESEARCH GRANT UNIVERSITY OF ALABAMA - BIRMINGHAM SCHOOL OF OPTOMETRY 1716 UNIVERSITY BOULEVARD HPB - 121 BIRMINGHAM AL 35124 636005396 501C(3) 8000 0 SCHOLARSHIP UNIVERSITY OF CALIFORNIA - BERKELEY SCHOOL OF OPTOMETRY 380 MINOR LANE MC 2020 BERKELEY CA 94720 940002123 501C(3) 8000 0 RESEARCH GRANT WESTERN UNIVERSITY OF HEALTH SCIENCES 701 E SECOND STREET POMONA CA 91766 953127273 501C(3) 8000 0 SCHOLARSHIP UNIVERSITY OF PIKEVILLE 147 SYCAMORE STREET PIKEVILLE KY 41501 610444788 501C(3) 7500 0 SCHOLARSHIP 17 FELLOWSHIP GRANTS AND RESIDENCY 139 164250 PART I, LINE 2: GRANT RECIPIENTS MUST SUBMIT A REPORT OF THEIR RESEARCH FINDINGS NO LATER THAN ONE YEAR POST AWARD. TRAVEL FELLOWSHIPS MUST ATTEND THE ANNUAL MEETING IN ORDER TO RECEIVE THEIR FUNDING/AWARDS. 1 0 0 0 0 0 0 0 0 0 PETER SCOTT CHIEF EXECUTIVE OFFICER 0 242870 0 2500 0 0 0 0 0 31187 0 276557 0 0 RICHARD JONES CHIEF FINANCIAL OFFICIER 0 169687 0 2500 0 0 0 0 0 26124 0 198311 0 0 ROBERT GRAY VP, PHILANTHROPY 0 141759 0 2100 0 0 0 0 0 23376 0 167235 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED, THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE AMERICAN ACADEMY OF OPTOMETRY FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF THE AMERICAN ACADEMY OF OPTOMETRY. 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 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 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY USING A 360-DEGREE EVALUATION BY STAFF, COMMITTEES AND SECTION OFFICERS, AS WELL AS THE BOARD. THE MANAGEMENT COMMITTEE MAKES A RECOMMENDATION TO THE BOARD, TAKING INTO ACCOUNT A REVIEW OF COMPARABLE SALARIES, PROVIDED IN SALARY SURVEYS OF NOT-FOR-PROFITS. THE BOARD REVIEWS THE MANAGEMENT COMMITTEE'S RECOMMENDATION. THE DECISION/APPROVAL IS DOCUMENTED IN THE MINUTES AND IN THE EXECUTIVE DIRECTOR CONTRACT. THIS PROCESSED LAST OCCURRED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS PETER SCOTT IS THE CEO OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 30 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 10 HOURS PER WEEK RICHARD JONES IS THE CFO OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 27 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 13 HOURS PER WEEK FORM 990, PART XI, LINE 9: BAD DEBT/UNCOLLECTIBLE PLEDGES -68,404. AMERICAN ACADEMY OF OPTOMETRY 622 EAST WASHINGTON ST SUITE 300 ORLANDO FL 32801 411227642 OPTOMETRIC RESEARCH & SUPPORT DC 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 AMERICAN ACADEMY OF OPTOMETRY N 301594 AMERICAN ACADEMY OF OPTOMETRY C 277500 AMERICAN ACADEMY OF OPTOMETRY D 19404 AMERICAN ACADEMY OF OPTOMETRY E 91769