2022-08-05T12:41:11-05:00 2021-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-01-01 237393638 THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS AMER 9526462045 1935 COUNTY ROAD B2 W 165 ROSEVILLE MN 55113 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 4155618587 2022-08-05 1 CHRISTIE MORSE MD 999009999 MICHAEL LUMSDEN P01262236 4159561500 2022-08-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X OSCAR A CRUZ MD 1935 COUNTY ROAD B2 W 165 ROSEVILLE MN 55113 1307959 0 X WWW.AAPOS.ORG X 1974 DC ENHANCE THE QUALITY OF PEDIATRIC EYE CARE AND SUPPORT ADVANCEMENTS IN PEDIATRIC OPHTHALMOLOGY. 11 11 0 100 0 0 76934 50609 810225 1039454 135998 99504 101677 118392 1124834 1307959 58300 121131 0 0 62090 85000 0 0 0 712949 868647 833339 1074778 291495 233181 3614163 3993460 553265 411054 3060898 3582406 X THE MISSION OF THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS (AAPOS) IS TO PROMOTE THE HIGHEST QUALITY MEDICAL AND SURGICAL EYE CARE WORLDWIDE FOR CHILDREN AND FOR ADULTS WITH STRABISMUS. 0 0 76106 0 386931 ANNUAL MEETING: THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS (AAPOS) PRODUCES AN ANNUAL MEETING. THIS FORUM PROVIDES A VENUE FOR THE EXCHANGE OF IDEAS AND INFORMATION. THE ANNUAL MEETING ATTRACTS AN AVERAGE OF 1,070 PROFESSIONALS IN THE FIELD OF PEDIATRIC OPHTHALMOLOGY. 262462 0 92596 JAAPOS: JOURNAL OF AAPOS PRESENTS EXPERT INFORMATION ON CHILDREN'S EYE DISEASES, AND ON STRABISMUS AS IT IMPACTS ALL AGE GROUPS. MAJOR ARTICLES BY LEADING EXPERTS IN THE FIELD COVER CLINICAL AND INVESTIGATIVE STUDIES, TREATMENTS, CASE REPORTS, SURGICAL TECHNIQUES, DESCRIPTIONS OF INSTRUMENTATION, CURRENT CONCEPT REVIEWS, AND NEW DIAGNOSTIC TECHNIQUES. THE JOURNAL IS THE OFFICIAL PUBLICATION OF AAPOS. 119381 119381 0 GRANTMAKING: THE ORGANIZATION PROVIDES GRANTS TO ORGANIZATIONS WHICH ADVANCE OPHTHALMOLOGICAL CAUSES. DURING THE 2021 TAX YEAR, THE ORGANIZATION PROVIDED GRANTS TO 4 TAX-EXEMPT ORGANIZATIONS TO SPONSOR OPERATING EXPENSES. 78382 1750 559927 ALL OTHER PROGRAMS INCLUDE THE PROGRAM COMMITTEE, WHICH DEVELOPS CONTENTS FOR LECTURERS AND WORKSHOPS AT THE ANNUAL MEETING, AS WELL AS MEMBERSHIP DUES ADMINISTRATION. 78382 1750 559927 536331 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TIM LOSCH 4155618587 655 BEACH STREET SAN FRANCISCO CA 94109 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 20.00 1.00 X 75000 0 0 KATHERINE A LEE MD PHD PRES. THRU 6/2021 / PAST PRES. 1.00 1.00 X X 0 0 0 OSCAR A CRUZ MD VICE PRES THRU 6/2021 / PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT S GOLD MD VP ELECT THRU 6/2021 / VICE PRES. 1.00 1.00 X X 0 0 0 DEBORAH M ALCORN MD VICE PRESIDENT ELECT START 7/2021 1.00 1.00 X X 0 0 0 JANE C EDMOND MD PAST PRESIDENT THRU 6/2021 1.00 1.00 X X 0 0 0 ERIC A LICHTENSTEIN MD SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 DAVID K WALLACE MD MPH SECRETARY FOR PROGRAM 1.00 1.00 X X 0 0 0 YASMIN S BRADFIELD MD DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 MARY A O'HARA MD DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 FARUK H ORGE MD DIRECTOR-AT-LARGE THRU 6/2021 1.00 1.00 X 0 0 0 TINA RUTAR MD DIRECTOR-AT-LARGE EFFECTIVE 7/2021 1.00 1.00 X 0 0 0 DEREK T SPRUNGER MD CEF OF AAPOS ADVISORY BOARD 1.00 1.00 X 0 0 0 75000 0 0 0 0 0 0 SF ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 CONTRACT MANAGEMENT SERVICES 280000 ELSEVIER INC PO BOX 7247-0134 PHILADELPHIA PA 19170 JAAPOS PRINTING SERVICES 137609 FAIRMONT AUSTIN 101 RED RIVER STREET AUSTIN TX 78701 MEETING SERVICES 100869 3 50609 50609 MEMBERSHIP DUES 541900 547017 547017 REGISTRATION FEES 541900 352931 352931 JAAPOS EDITORIAL STIPEND 541900 92596 92596 EXHIBITOR FEES 541900 34000 34000 OTHER PROGRAM REVENUE 541900 12910 12910 1039454 63489 63489 76792 76792 36015 0 36015 36015 36015 MISCELLANEOUS REVENUE 900099 40000 40000 MAILING LIST REVENUE 900099 1600 1600 41600 1307959 1039454 0 217896 X 119381 119381 1750 1750 85000 85000 348886 348886 2717 2717 13946 13946 16692 16692 202859 197557 5302 28026 28026 23274 23274 4128 687 3441 84804 81713 3091 4922 4922 DUES AND SUBSCRIPTIONS 137548 134548 3000 PRINTING/PUBLICATION 695 695 STATE FILING FEES 150 150 1074778 536331 538447 0 821800 445521 50503 50680 5000 0 17989 28233 166521 508154 2552350 2960872 3614163 3993460 2545 94153 550720 316901 553265 411054 X 2959847 3523980 101051 58426 3060898 3582406 3614163 3993460 233181 288327 0 X 0 1 X 1 0 X 35351 81316 41179 76934 50609 285389 1473789 1651089 1692104 810225 1039454 6666661 1509140 1732405 1733283 887159 1090063 6952050 37180 48920 18455 52350 33650 190555 70549 69635 69840 146691 146183 502898 107729 118555 88295 199041 179833 693453 6258597 153014 175057 142700 121541 140281 732593 153014 175057 142700 121541 140281 732593 4600 700 40050 32300 41600 119250 1666754 1908162 1916033 1041000 1271944 7803893 0.80200 0.82940 0.09390 0.08850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 4,600. 2018 AMOUNT: $ 700. 2019 AMOUNT: $ 40,050. 2020 AMOUNT: $ 32,300. 2021 AMOUNT: $ 41,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 INTERNATIONAL PEDIATRIC OPHTHALMOLOGY AND STRABISMUS COUNCIL 655 BEACH STREET SAN FRANCISCO CA 94109 464028005 501(C)(3) 10000 0 SPONSOR OPERATING EXPENSES AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 20000 0 SPONSOR OPERATING EXPENSES THE FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 942682387 501(C)(3) 81000 0 SPONSOR OPERATING EXPENSES 2 1 PART I, LINE 2: THE ORGANIZATION'S MEMBERS ARE INTIMATELY INVOLVED WITH THE WORK OF GRANT RECIPIENTS. THE USE OF GRANTED FUNDS IS MONITORED BY WITNESSING THE WORK OF THE RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 3 AAPOS 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. PAYMENTS TO SF-AMS IN EXCHANGE FOR THESE SERVICES TOTALED $280,000 DURING 2021. FORM 990, PART VI, SECTION A, LINE 6 AAPOS HAS TWO CLASSES OF MEMBERS WHO, PURSUANT TO THE AAPOS' GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE: CHARTER MEMBERS AND ACTIVE MEMBERS. CHARTER MEMBERS ARE OPHTHALMOLOGISTS WHO JOINED AAPOS AT THE TIME OF THE FOUNDING OF THE ASSOCIATION AND WHO WERE ACTIVELY ENGAGED IN INSTRUCTION, RESEARCH, OR PATIENT CARE IN THE FIELD OF PEDIATRIC OPHTHALMOLOGY OR STRABISMUS. ACTIVE MEMBERS ARE: (I) PHYSICIANS LICENSED TO PRACTICE MEDICINE AND SURGERY, RESIDING AND ACTIVELY PRACTICING IN THE UNITED STATES OR IN CANADA; (II) ARE CERTIFIED IN OPHTHALMOLOGY BY EITHER THE AMERICAN BOARD OF OPHTHALMOLOGY, THE AMERICAN OSTEOPATHIC ASSOCIATION, OR BY THE ROYAL COLLEGE OF PHYSICIANS AND SURGEONS OF CANADA; (III) IS IN GOOD STANDING AS AN ACTIVE FELLOW OF EITHER THE AMERICAN ACADEMY OF OPHTHALMOLOGY, THE AMERICAN OSTEOPATHIC COLLEGE, OR AN ACTIVE MEMBER OF THE CANADIAN OPHTHALMOLOGICAL SOCIETY; (IV) HAS COMPLETED ONE YEAR OF FELLOWSHIP TRAINING IN PEDIATRIC AND/OR STRABISMUS UNDER THE DIRECTION OF AN AAPOS MEMBER, OR WHO HAS SATISFACTORILY COMPLETED AN AAPOS APPROVED FELLOWSHIP PROGRAM, OR WHO HAS SATISFACTORILY COMPLETED AN ASSOCIATION OF UNIVERSITY PROFESSORS IN OPHTHALMOLOGY FELLOWSHIP COMPLIANCE COMMITTEE COMPLIANT FELLOWSHIP; (V) HAS COMPLETED ONE YEAR OF PRACTICE IN PEDIATRIC OPHTHALMOLOGY AND/OR STRABISMUS; AND (VI) WHOSE CURRENT PRACTICE CONSISTS OF AT LEAST 75% PEDIATRIC OPHTHALMOLOGY AND/OR STRABISMUS. IN ADDITION, THE FORM 990 INSTRUCTIONS DEFINE A "MEMBER" AS ANY PERSON, INCLUDING A CORPORATION OR OTHER LEGAL ENTITY, WITH THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE, INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, CHILDREN'S EYE FOUNDATION, THE FOUNDATION OF AAPOS (CEF/FAAPOS), WOULD BE CONSIDERED A "MEMBER" OF THE ORGANIZATION AS THE CHAIRPERSON OF THE CEF/FAAPOS ADVISORY BOARD SERVES AS A VOTING MEMBER OF THE AAPOS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBERS, OTHER THAN THE CEF/FAAPOS APPOINTEE, ARE ELECTED BY CHARTER MEMBERS AND ACTIVE MEMBERS; EACH HAS THE RIGHT TO CAST ONE VOTE FOR THE BOARD MEMBER OF THEIR CHOICE. CEF/FAAPOS HAS THE POWER TO APPOINT ONE MEMBER TO THE GOVERNING BODY, DESIGNATED BY THE INDIVIDUAL SERVING AS THE CHAIRPERSON OF THE CEF/FAAPOS ADVISORY BOARD. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S BYLAWS MUST BE APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF, WITH QUESTIONS REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE BOARD OF DIRECTORS OF AAPOS THAT ITS DIRECTORS DISCLOSE AND, DEPENDING ON THE CIRCUMSTANCES, AVOID ANY AND ALL CONFLICTS OF INTEREST. A DIRECTOR HAS A CONFLICT OF INTEREST WHEN HE/SHE OR A MEMBER OF HIS/HER FAMILY HAS A RELATIONSHIP WITH OR AN INTEREST IN ANOTHER ENTITY THAT DOES BUSINESS WITH AAPOS OR IS A COMPETITOR OF AAPOS. THE CONFLICT OF INTEREST POLICY IS IMPLEMENTED AND ENFORCED SO AS TO PREVENT THE JUDGMENT OF THE BOARD FROM BEING INFLUENCED BY AN ECONOMIC RELATIONSHIP IN WHICH A DIRECTOR OR HIS/HER FAMILY IS PERSONALLY INVOLVED. DIRECTORS SATISFY TWO OBLIGATIONS IN REGARDS TO THIS CONFLICT OF INTEREST POLICY: (1) ASCERTAINING AND DISCLOSING THEIR OWN AND THEIR FAMILY'S CONFLICTS, AND (2) DETERMINING WHETHER ANOTHER INVOLVED PERSON SHOULD PARTICIPATE IN DELIBERATIONS AND/OR VOTING ON AN ISSUE WITH RESPECT TO WHICH HE/SHE HAS A CONFLICT. A DIRECTOR WILL DISCLOSE ANY CONFLICT AT BOARD MEETINGS AND RECUSE THEMSELVES IF SUCH CONFLICT EXISTS. TO ACCOMPLISH AND FULFILL THIS POLICY, ALL DIRECTORS ANNUALLY SUBMIT A DISCLOSURE STATEMENT, AND ARE RESPONSIBLE FOR UPDATING THE STATEMENT IF CHANGES OCCUR DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G JAAPOS EDITORIAL FEES: PROGRAM SERVICE EXPENSES 98,279. MANAGEMENT AND GENERAL EXPENSES 5,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,581. PROGRAM COORDINATOR FEES: PROGRAM SERVICE EXPENSES 42,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,944. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 56,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,334. CHILDREN'S EYE FOUNDATION THE FOUNDATION OF AAPOS 1935 COUNTY RD B2 W SUITE 165 ROSEVILLE MN 55113 237116400 HELP CHILDREN SEE WELL, HAVE GOOD VISION FOR LIFE AND PREVENT AMBLYOPIA. DC 501(C)(3) LINE 12B, II AAPOS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0