2021-04-26T15:22:08-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2019-07-01 430768182 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC AMER 3213194870 622 EAST WASHINGTON ST NO 300 ORLANDO FL 32801 PETER SCOTT EXECUTIVE DIRECTOR 3213194870 2021-04-25 1 AMY CHAPMAN P00843460 4078021200 2021-04-25 2019 2022-09-23 18:48:47Z X PETER SCOTT 622 EAST WASHINGTON ST NO 300 ORLANDO FL 32801 2337714 0 X WWW.AAOPT.ORG/HOME/AAOF X 1947 NY DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 12 12 0 80 0 0 800360 823834 0 0 311568 269385 0 0 1111928 1093219 504350 583500 0 0 109351 239340 0 0 265716 309452 222504 923153 1045344 188775 47875 7693719 7646554 179286 235952 7514433 7410602 TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 0 0 713122 583500 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. 713122 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 1 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 1 110 0 0 0 0 0 0 0 1 1 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 RICH JONES 3213194870 622 EAST WASHINGTON ST NO 300 ORLANDO FL 32801 X PETER SCOTT EXECUTIVE DIRECTOR 10.00 30.00 X 0 170964 11210 RICHARD JONES CPA CHIEF FINANCIAL OFFICER 13.00 27.00 X 0 161997 27937 HELEN VIKSNINS SENIOR DIRECTOR, PROGRAMS 1.00 40.00 X 0 120138 26473 ROBERT GRAY DEVELOPMENT DIRECTOR 40.00 1.00 X 0 124388 8228 DR PETE KOLLBAUM PRESIDENT 5.00 X X 0 0 0 DR WENDY HARRISON PRESIDENT ELECT 5.00 X X 0 0 0 DR STACEY COULTER SECRETARY-TREASURER 5.00 X X 0 0 0 DR DAVID KIRSCHEN IMMEDIATE PAST-PRESIDENT 5.00 X X 0 0 0 DAVID SATTLER BOARD MEMBER 5.00 X 0 0 0 DR JEFFREY WALLINE BOARD MEMBER 5.00 10.00 X 0 0 0 DR KATHRYN RICHDALE BOARD MEMBER 5.00 X 0 0 0 DR KERRY GIEDD BOARD MEMBER 5.00 X 0 0 0 DR LORETTA SZCZOTKA-FLYNN BOARD MEMBER 5.00 X 0 0 0 DR VALERIE SHARPE BOARD MEMBER 5.00 X 0 0 0 DR APRIL JASPER BOARD MEMBER 5.00 X 0 0 0 0 577487 73848 0 0 1 0 0 3850 66054 753930 823834 225440 225440 1288440 1244495 43945 43945 43945 0 3850 0 0 1093219 0 0 269385 254500 254500 238500 238500 90500 90500 192548 74312 18465 99771 46792 18520 4602 23670 12945 12945 25234 25234 30138 2351 585 27202 22829 18144 626 4059 34457 9680 2405 22372 20389 5959 1481 12949 72910 72910 1607 636 158 813 PRINTING 1995 20 5 1970 1045344 713122 66506 265716 139146 280748 1170939 918602 27112 4317 14646 13628 2625 1018 6308275 6400719 45622 41150 7693719 7646554 22513 8804 3750 3750 153023 223398 179286 235952 X 2135698 2025269 5378735 5385333 7514433 7410602 7693719 7646554 47875 -151706 0 X 0 1 X 1 0 X 907380 793889 1353940 800360 823834 4679403 907380 793889 1353940 800360 823834 4679403 1690184 2989219 180120 143173 212307 391136 225440 1152176 5831579 0.51260 0.63890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 574773 3681 12994 565460 581246 6843 13316 574773 578435 17115 14304 581246 563069 232 26574 11440 578435 579514 2670 -7710 11405 563069 0.53120 0.36460 0.10420 0 0 14646 13628 1018 1018 DUE TO AAO 223398 223398 1169980 -151706 253701 101995 1067985 25234 25234 1093219 1273811 253701 253701 1020110 25234 25234 1045344 PART V, LINE 4: THE FOUNDATION HAS DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC DONOR-RESTRICTED ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 EAST ASIA AND THE PACIFIC FELLOWSHIP 2000 WIRE TRANSFER CASH VALUE CANADA TRAVEL GRANT AND SCHOLARSHIP 2500 CHECK CASH VALUE CANADA TRAVEL GRANT AND SCHOLARSHIP 2500 CHECK CASH VALUE EAST ASIA AND THE PACIFIC RESEARCH GRANT 25000 WIRE TRANSFER CASH VALUE 4 0 AWARDS AND TRAVEL GRANTS EAST ASIA AND THE PACIFIC 10 36250 CHECK CASH VALUE AWARDS AND TRAVEL GRANTS CANADA 11 22250 CHECK CASH VALUE 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FOUNDATION FOR EDUCATION AND RESEARCH IN VISION INC 4901 CALHOUN ROAD HOUSTON TX 77204 762016422 501C(3) 10000 SCHOLARSHIP ILLINOIS COLLEGE OF OPTOMETRY 3241 S MICHIGAN AVE CHICAGO IL 60616 362310478 501C(3) 8000 SCHOLARSHIP INDIANA UNIVERSITY SCHOOL OF OPTOMETRY 800 E ATWATER AVE RM 310 BLOOMINGTON IN 47405 356002673 501C(3) 8000 SCHOLARSHIP INTER-AMERICAN UNIVERSITY OF PUERTO RICO 500 JOHN WILL HARRIS AVE BAYAMON PR 00957 660177776 501C(3) 8000 SCHOLARSHIP MARSHALL B KETCHUM UNIVERSITY 2575 YORBA LINDA BLVD FULLERTON CA 92831 951644593 501C(3) 10000 SCHOLARSHIP MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 10 LINCOLN SQ WORCHESTER MA 01608 042104700 501C(3) 7500 SCHOLARSHIP MICHIGAN COLLEGE OF OPTOMETRY 1124 STATE STREET BIG RAPIDS MI 49307 386005159 8000 SCHOLARSHIP MIDWESTERN UNIVERSITY 19555 N 59TH AVE GLENDALE AZ 85308 363377698 501C(3) 8000 SCHOLARSHIP NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 041591060 501C(3) 10000 SCHOLARSHIP NORTHEASTERN STATE UNIVERSITY 600 N GRAND AVE TAHLEQUAH OK 74464 736017987 8000 SCHOLARSHIP NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 33314 591083502 501C(3) 10500 SCHOLARSHIP PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501C(3) 10000 SCHOLARSHIP SALUS UNIVERSITY 8360 OLD YORK RD ELKINS PARK PA 19027 231413680 501C(3) 8000 SCHOLARSHIP SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVE MEMPHIS TN 38104 620548917 501C(3) 10000 SCHOLARSHIP STATE UNIVERSITY OF NEW YORK - COLLEGE OF OPTOMETRY 33 WEST 42ND ST NEW YORK CITY NY 10036 146013200 7500 SCHOLARSHIP THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501C(3) 7500 SCHOLARSHIP THE OHIO STATE UNIVERSITY 338 W 10TH AVE COLUMBUS OH 43210 316025986 12500 SCHOLARSHIP UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER 11100 EUCLID AVENUE CLEVELAND OH 44106 341567805 501C(3) 60000 RESEARCH GRANT UNIVERSITY OF ALABAMA - BIRMINGHAM SCHOOL OF OPTOMETRY 1716 UNIVERSITY BLVD BIRMINGHAM AL 35124 636005396 501C(3) 8000 SCHOLARSHIP UNIVERSITY OF CALIFORNIA - BERKELY SCHOOL OF OPTOMETRY 397 MINOR HALL BERKELEY CA 94720 940002123 501C(3) 8000 SCHOLARSHIP UNIVERSITY OF PIKEVILLE 147 SYCAMORE STREET PIKEVILLE KY 41501 610444788 501C(3) 7500 SCHOLARSHIP UNIVERSITY OF THE INCARNATE WORD 9725 DATAPOINT DRIVE SAN ANTONIO TX 78229 741109661 501C(3) 7500 SCHOLARSHIP UNTHSC FOUNDATION 3500 CAMP BOWIE BLVD EAD 802 FORT WORTH TX 76107 471744274 501C(3) 4000 SCHOLARSHIP WESTERN UNIVERSITY OF HEALTH SCIENCES 309 E SECOND ST POMONA CA 91766 953127273 501C(3) 8000 SCHOLARSHIP 20 24 FELLOWSHIP GRANTS AND TRAVEL GRANTS 126 238500 0 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 EXECUTIVE DIRECTOR 0 170964 0 0 0 0 0 0 0 11210 0 182174 0 0 RICHARD JONES CPA CHIEF FINANCIAL OFFICER 0 161997 0 0 0 0 0 0 0 27937 0 189934 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, 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 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 2019. 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 JEFFREY WALLINE IS A BOARD MEMBER 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 - 10 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 5 HOURS PER WEEK 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 253701 AMERICAN ACADEMY OF OPTOMETRY C 66054