2020-07-14T09:27:24-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2018-07-01 430768182 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC AMER 3213194870 2909 FAIRGREEN STREET ORLANDO FL 32803 PETER SCOTT CEO 3213194870 2020-07-13 1 AMY CHAPMAN P00843460 4078021200 2020-07-08 67.137.57.251 2020-07-13 07:30:52 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D86A7C1686D40EB4F6D937F2ACBD17E990CDC535 2018 2020-09-23 17:36:50Z FKA AMERICAN OPTOMETRIC FOUNDATION INC PETER SCOTT 2909 FAIRGREEN STREET ORLANDO FL 32803 2061710 0 X WWW.AAOPT.ORG/HOME/AAOF X 1947 NY DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 11 11 0 50 0 0 1353940 800360 0 0 356305 311568 -2933 0 1707312 1111928 472381 504350 0 0 113654 109351 0 0 175624 321008 309452 907043 923153 800269 188775 7543255 7693719 147989 179286 7395266 7514433 TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 0 0 647384 504350 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. 647384 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 90 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 2909 FAIRGREEN STREET ORLANDO FL 32803 X DR PETE KOLLBAUM PRESIDENT 5.00 10.00 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 DANNE VENTURA BOARD MEMBER 5.00 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 KARLA ZADNIK BOARD MEMBER 5.00 X 0 0 0 DR KATHY DUMBLETON BOARD MEMBER 5.00 X 0 0 0 DR KERRY GIEDD BOARD MEMBER 5.00 X 0 0 0 DR RICHARD MADONNA BOARD MEMBER 5.00 X 0 0 0 DR KATHRYN RICHDALE BOARD MEMBER 5.00 X 0 0 0 DR LORETTA SZCZOTKA-FLYNN BOARD MEMBER 5.00 X 0 0 0 SUSAN EGER BOARD MEMBER 5.00 X 0 0 0 DR VALERIE SHARPE BOARD MEMBER 5.00 X 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR (UNTIL APR.2019) 14.00 26.00 X 0 212946 26794 PETER SCOTT EXECUTIVE DIRECTOR (FROM APR.2019) 10.00 30.00 X 0 0 0 RICHARD JONES CPA DEPUTY EXEC DIR, FINANCE & ADMIN 13.00 27.00 X 0 154053 25235 HELEN VIKSNINS SENIOR DIRECTOR, PROGRAMS 1.00 40.00 X 0 115354 24368 0 482353 76397 0 0 1 0 0 7818 71129 721413 800360 391136 391136 870214 949782 -79568 -79568 -79568 0 7818 0 0 1111928 0 0 311568 X 206750 206750 185100 185100 112500 112500 79452 39112 19863 20477 29899 14718 7475 7706 9850 9850 25088 25088 95508 35693 18127 41688 32192 18022 3906 10264 19991 9841 4998 5152 5852 2190 1112 2550 97834 15887 5881 76066 1617 796 404 417 BAD DEBT 13763 6775 3441 3547 PRINTING 7757 7757 923153 647384 100145 175624 487011 139146 934419 1170939 14647 27112 14646 12021 4242 2625 6091402 6308275 11534 45622 7543255 7693719 10825 22513 3750 3750 133414 153023 147989 179286 X 2156721 2135698 5034271 5173523 204274 205212 7395266 7514433 7543255 7693719 188775 -69608 0 X 0 1 X 1 0 X 1224667 907380 793889 1353940 800360 5080236 1224667 907380 793889 1353940 800360 5080236 1008444 4071792 365723 180120 143173 212307 391136 1292459 6372695 0.63890 0.67900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581246 6843 13316 574773 578435 17115 14304 581246 563069 232 26574 11440 578435 579514 2670 -7710 11405 563069 580406 5623 6515 579514 0.52000 0.36000 0.12000 0 0 14646 12021 2625 2625 DUE TO AAO 153023 153023 1247677 -69608 230445 160837 1086840 25088 25088 1111928 1128510 230445 230445 898065 25088 25088 923153 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 AUSTRALIA RESEARCH GRANT 30000 WIRE TRANSFER CASH VALUE CANADA TRAVEL GRANTS 2375 CHECK CASH VALUE CANADA TRAVEL GRANTS 2375 CHECK CASH VALUE EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH GRANT 60000 WIRE TRANSFER CASH VALUE 4 0 TRAVEL GRANTS NORTH AMERICA 12 8250 CHECK CASH VALUE TRAVEL GRANTS AUSTRALIA 1 9500 CHECK CASH VALUE 0 0 0 0 0 0 1 FOUNDATION FOR EDUCATION AND RESEARCH IN VISION INC 4901 CALHOUN ROAD HOUSTON TX 77204 762016422 501C(3) 2000 SCHOLARSHIP ILLINOIS COLLEGE OF OPTOMETRY 3241 S MICHIGAN AVE CHICAGO IL 60616 362310478 501C(3) 13875 SCHOLARSHIP INDIANA UNIVERSITY SCHOOL OF OPTOMETRY 800 E ATWATER AVE RM 310 BLOOMINGTON IN 47405 356002673 501C(3) 7875 SCHOLARSHIP INTER-AMERICAN UNIVERSITY OF PUERTO RICO 500 JOHN WILL HARRIS AVE BAYAMON PR 00957 660177776 501C(3) 7875 SCHOLARSHIP MARSHALL B KETCHUM UNIVERSITY 2575 YORBA LINDA BLVD FULLERTON CA 92831 951644593 501C(3) 7875 SCHOLARSHIP MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 10 LINCOLN SQ WORCHESTER MA 01608 042104700 501C(3) 7375 SCHOLARSHIP MICHIGAN COLLEGE OF OPTOMETRY 1124 STATE STREET BIG RAPIDS MI 49307 386005159 9875 SCHOLARSHIP MIDWESTERN UNIVERSITY 19555 N 59TH AVE GLENDALE AZ 85308 363377698 501C(3) 7875 SCHOLARSHIP NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 041591060 501C(3) 7875 SCHOLARSHIP NORTHEASTERN STATE UNIVERSITY 600 N GRAND AVE TAHLEQUAH OK 74464 736017987 7375 SCHOLARSHIP NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 33314 591083502 501C(3) 9375 SCHOLARSHIP PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501C(3) 7875 SCHOLARSHIP SALUS UNIVERSITY 8360 OLD YORK RD ELKINS PARK PA 19027 231413680 501C(3) 9875 SCHOLARSHIP SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVE MEMPHIS TN 38104 620548917 501C(3) 9875 SCHOLARSHIP STATE UNIVERSITY OF NEW YORK - COLLEGE OF OPTOMETRY 33 WEST 42ND ST NEW YORK CITY NY 10036 146013200 7375 SCHOLARSHIP THE CURATORS OF THE UNIVERSITY OF MISSOURI ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 501C(3) 7375 SCHOLARSHIP THE OHIO STATE UNIVERSITY 338 W 10TH AVE COLUMBUS OH 43210 316025986 8875 SCHOLARSHIP TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOSTON MA 02111 043400617 501C(3) 25000 RESEARCH GRANT UNIVERSITY OF ALABAMA - BIRMINGHAM SCHOOL OF OPTOMETRY 1716 UNIVERSITY BLVD BIRMINGHAM AL 35124 636005396 501C(3) 8875 SCHOLARSHIP UNIVERSITY OF CALIFORNIA - BERKELY SCHOOL OF OPTOMETRY 397 MINOR HALL BERKELEY CA 94720 940002123 501C(3) 7875 SCHOLARSHIP UNIVERSITY OF HOUSTON DIVISION OF RESEARCH HOUSTON TX 77204 746001399 501C(3) 7875 SCHOLARSHIP UNIVERSITY OF PIKEVILLE 147 SYCAMORE STREET PIKEVILLE KY 41501 610444788 501C(3) 875 SCHOLARSHIP UNIVERSITY OF THE INCARNATE WORD 9725 DATAPOINT DRIVE SAN ANTONIO TX 78229 741109661 501C(3) 7875 SCHOLARSHIP WESTERN UNIVERSITY OF HEALTH SCIENCES 309 E SECOND ST POMONA CA 91766 953127273 501C(3) 7875 SCHOLARSHIP 20 4 FELLOWSHIP GRANTS AND TRAVEL GRANTS 87 185100 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 LOIS SCHOENBRUN EXECUTIVE DIRECTOR (UNTIL APR.2019) 0 201509 0 5653 0 5784 0 0 0 26794 0 239740 0 0 RICHARD JONES CPA DEPUTY EXEC DIR, FINANCE & ADMIN 0 153400 0 653 0 0 0 0 0 25235 0 179288 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED, THE FORM 990 WAS 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 2018. 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 LOIS SCHOENBRUN IS THE EXECUTIVE DIRECTOR OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. HER AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 26 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 14 HOURS PER WEEK PETER SCOTT (APRIL 2019 - JUNE 2019) IS THE EXECUTIVE DIRECTOR 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 SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION 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 AND PETE KOLLBAUM ARE BOARD MEMBERS OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION AND OF AMERICAN ACADEMY OF OPTOMETRY, A RELATED ORGANIZATION. THEIR 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 FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 35,693. MANAGEMENT AND GENERAL EXPENSES 18,127. FUNDRAISING EXPENSES 41,688. TOTAL EXPENSES 95,508. AMERICAN ACADEMY OF OPTOMETRY 2909 FAIRGREEN STREET ORLANDO FL 32803 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 230445 AMERICAN ACADEMY OF OPTOMETRY C 71129