2019-05-13T17:00:13-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2017-07-01 430768182 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC AMER 3213194870 2909 FAIRGREEN STREET ORLANDO FL 32803 PETER SCOTT EXECUTIVE DIRECTOR 3213194870 2019-05-10 1 AMY CHAPMAN P00843460 4078021200 2019-05-10 67.137.57.251 2019-05-10 12:31:00 ED P 7C573EA794E54661D093FC45AEACE25987ECA875 7ABDF88AE6302E67C79326FB1C43098D4131D56C 2017 2019-02-21 02:37:17Z PETER SCOTT 2909 FAIRGREEN STREET ORLANDO FL 32803 1957317 0 X WWW.AAOPT.ORG/HOME/AAOF X 1947 NY DEVELOP & PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 11 11 0 19 0 0 793889 1353940 0 0 152715 356305 -6249 -2933 940355 1707312 417832 472381 0 0 76144 113654 0 0 141743 335107 321008 829083 907043 111272 800269 6569842 7543255 52812 147989 6517030 7395266 TO DEVELOP AND PROVIDE FINANCIAL SUPPORT FOR OPTOMETRIC RESEARCH & EDUCATION. 0 0 699515 472381 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 TORCH (NEWSLETTER) AND WEBSITE. 699515 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 92 0 0 0 0 0 0 0 1 1 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 MD FL OH CO X RICH JONES 3213194870 2909 FAIRGREEN STREET ORLANDO FL 32803 X DR DAVID KIRSCHEN PRESIDENT 5.00 X X 0 0 0 DR WENDY HARRISON PRESIDENT ELECT 5.00 X X 0 0 0 DR KATHY DUMBLETON IMMEDIATE PAST-PRESIDENT 5.00 X X 0 0 0 DR MELISSA BAILEY SECRETARY-TREASURER 5.00 X X 0 0 0 DR PETE KOLLBAUM BOARD MEMBER 5.00 10.00 X 0 0 0 SUSAN EGER BOARD MEMBER 5.00 X 0 0 0 DR RICHARD MADONNA BOARD MEMBER 5.00 X 0 0 0 DR JEFFREY WALLINE BOARD MEMBER 5.00 10.00 X 0 0 0 DR STACEY COULTER BOARD MEMBER 5.00 X 0 0 0 DR KERRY GIEDD BOARD MEMBER 5.00 X 0 0 0 DAVID SATTLER BOARD MEMBER 5.00 X 0 0 0 DR KARLA ZADNIK BOARD MEMBER 5.00 X 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 8.00 32.00 X 0 203263 35859 RICHARD JONES DEPUTY EXEC DIRECTOR,FINANCE & ADMIN 12.00 28.00 X 0 137120 23544 MAUREEN DIMONT DEVELOPMENT DIRECTOR 40.00 1.00 X 0 116739 10704 0 457122 70107 0 0 1 0 0 5960 93821 1254159 1353940 212307 212307 391070 247072 143998 143998 143998 0 5960 2933 -2933 -2933 1707312 0 0 353372 X 267000 267000 185381 185381 20000 20000 87825 48303 19761 19761 7026 3864 1581 1581 18803 10341 4231 4231 10310 10310 23547 23547 93821 51601 21110 21110 1620 1620 27291 9784 267 17240 24053 13229 5412 5412 20244 10815 4425 5004 60432 60432 608 334 137 137 ADMINISTRATIVE FEE 76446 76446 CREDIT CARD/BANKING FEE 4393 2417 988 988 PRINTING 4227 4227 BAD DEBT RECOVERY -25984 -25984 907043 699515 65785 141743 400734 487011 464542 934419 20343 14647 14646 10404 0 4242 5680696 6091402 3527 11534 6569842 7543255 1175 10825 3750 3750 47887 133414 52812 147989 X 2028848 2156721 4284819 5034271 203363 204274 6517030 7395266 6569842 7543255 800269 77967 0 X 0 1 X 1 0 X 596253 1224667 907380 793889 1353940 4876129 596253 1224667 907380 793889 1353940 4876129 823899 4052230 190486 365723 180120 143173 212307 1091809 5967938 0.67900 0.75820 X 578435 17115 14304 581246 563069 232 26574 11440 578435 579514 2670 -7710 11405 563069 580406 5623 6515 579514 558896 30110 8600 580406 0.52000 0.35000 0.13000 0 0 14646 10404 4242 4242 DUE TO AAO 133414 133414 1938832 77967 174167 2933 255067 1683765 23547 23547 1707312 1060596 174167 2933 177100 883496 23547 23547 907043 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 XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,933. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 2,933. 0 0 0 0 0 0 0 0 0 0 CANADA AWARD 1500 CHECK CASH VALUE CANADA AWARD 1500 CHECK CASH VALUE CANADA AWARD 1000 CHECK CASH VALUE CANADA AWARD 1000 CHECK CASH VALUE 2 RESEARCH AND FELLOWSHIP GRANTS NORTH AMERICA 9 15000 CHECK CASH VALUE 0 0 0 0 0 0 1 UNIVERSITY OF HOUSTON COLLEGE OF OPTOMETRY 4302 UNIVERSITY DRIVE - ROOM 326 HOUSTON TX 77204 746001399 68000 SCHOLARSHIP AND RESEARCH GRANT ILLINOIS COLLEGE OF OPTOMETRY 3241 S MICHIGAN AVE CHICAGO IL 60616 362310478 501C(3) 8000 SCHOLARSHIP INDIANA UNIVERSITY 800 E ATWATER AVE RM 310 BLOOMINGTON IN 47405 356002673 8000 SCHOLARSHIP INTERAMERICAN UNIV OF PUERTO RICO 500 JOHN WILL HARRIS AVE BAYAMON PR 00957 660177776 501C(3) 8000 SCHOLARSHIP MICHIGAN COLLEGE OF OPTOMETRY 1124 STATE STREET BIG RAPIDS MI 49307 386005159 10000 SCHOLARSHIP MIDWESTERN UNIVERSITY 19555 N 59TH AVE GLENDALE AZ 85308 363377698 8000 SCHOLARSHIP NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 041591060 501C(3) 7500 SCHOLARSHIP NORTHEASTERN STATE UNIVERSITY 601 N GRAND AVE TAHLEQUAH OK 74464 736017987 10000 SCHOLARSHIP NOVA SOUTHEASTERN UNIVERSITY 3200 SOUTH UNIVERSITY DRIVE FORT LAUDERDALE FL 33328 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) 10000 SCHOLARSHIP SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVE MEMPHIS TN 38104 620548917 501C(3) 8000 SCHOLARSHIP SUNY STATE COLLEGE OF OPTOMETRY 33 WEST 42ND ST NEW YORK NY 10036 146013200 7500 SCHOLARSHIP THE OHIO STATE UNIVERSITY 338 W 10TH AVE COLUMBUS OH 43210 316025986 12000 SCHOLARSHIP AND RESEARCH GRANT UNIVERSITY OF ALABAMA 1716 UNIVERSITY BLVD ROOM 124J BIRMINGHAM AL 35124 636005396 7500 SCHOLARSHIP UNIVERSITY OF CALIFORNIA 380 MINOR HALL BERKELEY CA 94720 940002123 8000 SCHOLARSHIP UNIVERSITY OF MISSOURI AT ST LOUIS COLLEGE OF OPTOMETRY ONE UNIVERSITY BLVD ST LOUIS MO 63121 436003859 9500 SCHOLARSHIP UNIVERSITY OF THE INCARNATE WORD 9725 DATAPOINT DRIVE SAN ANTONIO TX 78229 741109661 501C(3) 33000 SCHOLARSHIP AND RESEARCH GRANT WESTERN UNIVERSITY OF HEALTH SCIENCES 309 E SECOND ST POMONA CA 91766 953127273 501C(3) 8000 SCHOLARSHIP MASSACHUSETTS COLLEGE 10 LINCOLN SQ WORCHESTER MA 01608 042104700 501C(3) 7500 SCHOLARSHIP SOUTHERN CALIFORNIA COLLEGE OF OPT 2575 YORBA LINDA BLVD FULLERTON CA 92831 951644593 501C(3) 8000 SCHOLARSHIP 11 11 RESEARCH/FELLOWSHIP GRANTS 99 183500 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. X 1 1 0 0 0 0 0 0 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 0 195083 0 8180 0 0 0 15690 0 20169 0 239122 0 0 RICHARD JONES DEPUTY EXEC DIRECTOR,FINANCE & ADMIN 0 136378 0 742 0 0 0 10949 0 12595 0 160664 0 0 PART I, LINE 1A HEALTH CLUB DUES OF $225 - LOIS SCHOENBRUN; $250 - RICHARD JONES - INCLUDED IN TAXABLE INCOME AS APPLICABLE. ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $25 DOLLARS A MONTH FOR GYM AND HEALTH CLUB DUES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, 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 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 - 32 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 8 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 - 28 HOURS PER WEEK AMERICAN ACADEMY OF OPTOMETRY FOUNDATION - 12 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 51,601. MANAGEMENT AND GENERAL EXPENSES 21,110. FUNDRAISING EXPENSES 21,110. TOTAL EXPENSES 93,821. 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 174167 AMERICAN ACADEMY OF OPTOMETRY C 93821