2020-07-14T12:51:25-05:00 2019-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2019-01-01 237393638 THE AMERICAN ASSOCIATION FOR PEDIATRIC OPHTHALMOLOGY AND STRABISMUS AMER 4155618505 655 BEACH STREET SAN FRANCISCO CA 94109 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 4155618587 2020-07-01 1 TRACY S PAGLIA P00366884 4159561500 2020-07-01 76.14.38.113 2020-07-01 17:27:02 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00C4359F54289D19625D58AABAD73364CEA05A5F 2019 2021-01-29 14:40:06Z JANE C EDMOND MD 655 BEACH STREET SAN FRANCISCO CA 94109 3131720 0 X WWW.AAPOS.ORG X 1974 DC ENHANCE THE QUALITY OF PEDIATRIC EYE CARE AND SUPPORT ADVANCEMENTS IN PEDIATRIC OPHTHALMOLOGY. 10 10 0 100 0 0 81316 41179 1651089 1692104 144522 165929 86446 116729 1963373 2015941 76550 1382784 0 0 54444 55752 0 0 0 1493838 1588699 1624832 3027235 338541 -1011294 4351680 3769605 915505 1051575 3436175 2718030 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 1378584 1378584 GRANTMAKING: THE ORGANIZATION PROVIDES GRANTS TO ORGANIZATIONS WHICH ADVANCE OPHTHALMOLOGICAL CAUSES. DURING THE 2019 TAX YEAR, THE ORGANIZATION PROVIDED GRANTS TO 4 TAX-EXEMPT ORGANIZATIONS TO SPONSOR OPERATING EXPENSES. 802980 0 989416 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, ON AVERAGE, OVER 1,500 PROFESSIONALS IN THE FIELD OF PEDIATRIC OPHTHALMOLOGY. 271094 0 89000 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. 78881 4200 613688 THE PROGRAM COMMITTEE DEVELOPS CONTENTS FOR LECTURERS AND WORKSHOPS AT THE ANNUAL MEETING. 78881 4200 613688 2531539 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 1 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 R MICHAEL SIATKOWSKI MD PRES. THRU 6/2019 / PAST PRES. 1.00 1.00 X X 0 0 0 JANE C EDMOND MD VICE PRES THRU 6/2019 / PRESIDENT 1.00 1.00 X X 0 0 0 KATHERINE A LEE MD PHD VP ELECT THRU 6/2019 / VICE PRES 1.00 1.00 X X 0 0 0 OSCAR A CRUZ MD VICE PRESIDENT ELECT START 7/2019 1.00 1.00 X X 0 0 0 DEREK T SPRUNGER MD PAST PRES THRU 6/2019/DIR START 5/2019 1.00 1.00 X X 0 0 0 ROBERT S GOLD MD SECRETARY/TREASURER THRU 6/2019 1.00 1.00 X X 0 0 0 ERIC A LICHTENSTEIN MD SECRETARY/TREASURER START 7/2019 1.00 1.00 X X 0 0 0 SCOTT A LARSON MD SECRETARY FOR PROGRAM 1.00 1.00 X X 0 0 0 DEBORAH M ALCORN 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 1.00 1.00 X 0 0 0 JEAN E RAMSEY MD MPH DIRECTOR-AT-LARGE THRU 6/2019 1.00 1.00 X 0 0 0 CHRISTIE L MORSE MD EXECUTIVE VICE PRESIDENT 20.00 1.00 X 55752 0 0 55752 0 0 0 0 0 0 HILTON SAN DIEGO BAY FRONT 1 PARK BOULEVARD SAN DIEGO CA 92101 CONVENTION SERVICES 519185 SF ASSOCIATION MANAGEMENT SERVICES 655 BEACH STREET SAN FRANCISCO CA 94109 CONTRACT MANAGEMENT SERVICES 277000 ELSEVIER INC PO BOX 7247-0134 PHILADELPHIA PA 19170 JAAPOS PRINTING SERVICES 137105 ANY SCREEN 9656 LAVENDER CT PARKER CO 80138 AUDIO VISUAL SERVICES 130414 HYATT REGENCY SYDNEY 161 SUSSEX STREET SYDNEY AS CONVENTION SERVICES 109784 5 41179 41179 REGISTRATION FEES 541900 778426 778426 MEMBERSHIP DUES 541900 601470 601470 EXHIBITOR FEES 541900 184575 184575 JAAPOS EDITORIAL STIPEND 541900 89000 89000 OTHER ANNUAL MEETING REVENUE 541900 26415 26415 12218 12218 1692104 66021 66021 76679 76679 1215687 1115779 99908 99908 99908 MISCELLANEOUS REVENUE 900099 40050 40050 40050 2015941 1692104 0 282658 1378584 1378584 4200 4200 55752 55752 277000 277000 6118 6118 16285 16285 16879 16879 193767 189618 4149 56727 7766 48961 27786 2388 25398 25488 14287 11201 804859 782248 22611 7545 2947 4598 DUES AND SUBSCRIPTIONS 141827 137402 4425 PRINTING/PUBLICATION 14418 12099 2319 3027235 2531539 495696 0 934709 1083208 50041 76886 39075 204980 218826 3135105 2378455 4351680 3769605 17440 535320 898065 516255 915505 1051575 X 3407769 2692889 28406 25141 3436175 2718030 4351680 3769605 -1011294 293149 0 X 0 1 X 1 0 X 60000 50524 35351 81316 41179 268370 1329296 1409338 1473789 1651089 1692104 7555616 1389296 1459862 1509140 1732405 1733283 7823986 71760 46760 17180 42420 18455 196575 71183 70634 70549 69635 69840 351841 142943 117394 87729 112055 88295 548416 7275570 126711 125729 153014 175057 142700 723211 126711 125729 153014 175057 142700 723211 4600 700 40050 45350 1516007 1585591 1666754 1908162 1916033 8592547 0.84670 0.85010 0.08420 0.08820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 4,600. 2018 AMOUNT: $ 700. 2019 AMOUNT: $ 40,050. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES INTERNATIONAL ANNUAL MEETING 108503 0 2 0 0 0 2 108503 0 108503 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I, LINE 3. PART III ACCOUNTING METHOD: 1 INTERNATIONAL PEDIATRIC OPHTHALMOLOGY AND STRABISMUS COUNCIL 655 BEACH STREET SAN FRANCISCO CA 94109 464028005 501(C)(3) 13000 SPONSOR OPERATING EXPENSES AMERICAN ACADEMY OF OPHTHALMOLOGY 655 BEACH STREET SAN FRANCISCO CA 94109 411336784 501(C)(6) 20000 SPONSOR OPERATING EXPENSES CHILDREN'S EYE FOUNDATION THE FOUNDATION OF AAPOS 655 BEACH STREET SAN FRANCISCO CA 94109 237116400 501(C)(3) 1337484 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 $277,000 DURING 2019. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS DURING THE 2019 TAX YEAR; THE SIGNIFICANT CHANGE STEMMING FROM THOSE AMENDMENTS INCLUDE PROVIDING THAT THE CHILDREN'S EYE FOUNDATION, THE FOUNDATION OF AAPOS (CEF/FAAPOS), HAS THE POWER TO APPOINT ONE MEMBER OF THE GOVERNING BODY, WHO SHALL BE THE INDIVIDUAL SERVING AS THE CHAIRPERSON OF THE CEF/FAAPOS ADVISORY BOARD. 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. CHILDREN'S EYE FOUNDATION THE FOUNDATION OF AAPOS 655 BEACH STREET SAN FRANCISCO CA 94109 237116400 HELP CHILDREN SEE WELL, HAVE GOOD VISION FOR LIFE AND PREVENT AMBLYOPIA. DC 501(C)(3) LINE 12B, II AAPOS 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 CHILDREN'S EYE FOUNDATION THE FOUNDATION OF AAPOS B 1337484 BOOK VALUE