2018-05-14T14:55:17-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2016-07-01 411227642 AMERICAN ACADEMY OF OPTOMETRY INC AMER 3213194860 2909 FAIRGREEN STREET ORLANDO FL 32803 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 3213194860 2018-05-11 1 AMY CHAPMAN P00843460 4078021200 2018-05-10 2016 2022-09-23 18:48:47Z LOIS SCHOENBRUN 2909 FAIRGREEN STREET ORLANDO FL 32803 6938730 0 X HTTP://WWW.AAOPTOM.ORG X 1929 DC TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 8 8 16 319 0 0 241324 466847 5363398 6051787 337412 217775 482196 165119 6424330 6901528 352961 380373 0 0 1117469 1177890 0 0 0 4351082 4393432 5821512 5951695 602818 949833 9029017 10995042 2027062 2288202 7001955 8706840 TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 0 0 3580318 4316765 ANNUAL MEETING: THE ANNUAL MEETING WAS HELD TO EXCHANGE MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO THE FIELD OF OPTOMETRY. THE ANNUAL MEETING INCLUDES THE CONTINUING EDUCATION PROGRAM THAT CONSISTS OF MORE THAN 250 COURSES AND PROMOTES KNOWLEDGE ON ALL ASPECTS OF THE OPTOMETRY PRACTICE. 583996 2500 PUBLICATIONS: THE ACADEMY'S JOURNAL, OPTOMETRY & VISION SCIENCE, ARCHIVES THE ADVANCEMENT OF PRIMARY EYE CARE BY PUBLISHING CURRENT RESEARCH IN THE FIELD. THE ACADEMY'S NEWSLETTERS INFORMS MEMBERS OF ACTIVITIES AND PROMOTES FELLOWSHIP. 1135180 380373 1732522 SECTIONS AND MEMBERSHIP: THE ACADEMY'S SECTIONS ALLOW FOR THE EXCHANGE OF MEDICAL AND SCIENTIFIC KNOWLEDGE RELATING TO SPECIALTIES WITHIN THE FIELD OF OPTOMETRY. MEMBERSHIP DUES AND APPLICATIONS FEES ARE RECEIVED IN EXCHANGE FOR MEMBERSHIP BENEFITS SUCH AS ACCESS TO LOCAL CHAPTERS TO MAKE IT EASY TO KEEP IN TOUCH THROUGH SOCIAL FUNCTIONS AND STUDY BETWEEN REGULAR ANNUAL MEETINGS AND ABILITY TO JOIN ONE OR MORE OF THE SECTIONS AND SPECIAL INTEREST GROUPS DEVOTED TO VARIOUS AREAS OF FOCUS. 5299494 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 260 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 0 0 FL MD OH CO X RICH JONES 3213194860 2909 FAIRGREEN STREET ORLANDO FL 32803 X JOSEPH SHOVLIN PRESIDENT 10.00 X X 0 0 0 BARBARA CAFFERY PRESIDENT-ELECT 10.00 X X 0 0 0 TIMOTHY MCMAHON SECRETARY-TREASURER 10.00 X X 0 0 0 BRETT G BENCE IMMEDIATE PAST-PRESIDENT 10.00 X X 0 0 0 SUSAN COTTER BOARD MEMBER 10.00 X 0 0 0 JEFFREY WALLINE BOARD MEMBER 10.00 5.00 X 0 0 0 PETE KOLLBAUM BOARD MEMBER 10.00 5.00 X 0 0 0 CARL SPEAR BOARD MEMBER 10.00 X 0 0 0 BERNARD DOLAN BOARD MEMBER 10.00 X X 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 32.00 8.00 X 197800 0 33029 RICHARD JONES SENIOR DIRECTOR, FINANCE & ADMINISTRATION 28.00 12.00 X 133443 0 22125 HELEN VIKSNINS SENIOR DIRECTOR, PROGRAMS 40.00 0.00 X 110061 0 21127 MAUREEN DIMONT DEVELOPMENT DIRECTOR 0.00 40.00 X 112122 0 4080 553426 0 80361 4 0 1 0 TRADESHOW LOGIC 1720 MARS HILL ROAD SUITE 8-100 ACWORTH GA 30101 EVENT AND MEETING MANAGEMENT 952753 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DRIVE CHICAGO IL 60693 WEB DESIGN/HOSTING 365488 ARAMARK SERVICES PO BOX 978839 DALLAS TX 75397 CATERING SERVICES 316259 ANAHEIM CONVENTION CENTER 800 WEST KATELLA AVENUE ANAHEIM CA 92802 MEETING SPACE 143156 TRAY INC PO BOX 1360 GLEN BURNIE MD 21061 PRINTING AND MAILING SERVICES 113457 6 466847 466847 ANNUAL MEETING 900099 4316765 4316765 MEMBERSHIP DUES 900099 1732522 1732522 PUBLICATIONS 511120 2500 2500 6051787 224233 224233 165119 165119 30744 37202 -6458 -6458 -6458 6901528 6051787 0 382894 269123 269123 90500 90500 20750 20750 392686 188178 204508 583967 488165 95802 49028 40596 8432 73564 58796 14768 78645 55500 23145 13121 13121 17110 17110 33137 33137 27138 25527 1611 123878 123878 268935 239578 29357 250948 219479 31469 44029 24155 19874 273674 185500 88174 2497139 2497139 118436 85313 33123 47147 35935 11212 JOURNAL 472527 472527 CREDIT CARD/BANK FEES 113867 100009 13858 OTHER EXPENSES 39912 26412 13500 REPS TO ORG-DUES 29769 29769 22665 22665 5951695 5299494 652201 0 689851 988046 96008 25272 493745 487068 1590034 462047 1085009 1127987 6642832 8318782 21572 47887 9029017 10995042 133141 137704 1681456 1998416 212465 152082 2027062 2288202 X 6132229 7528503 596461 668794 273265 509543 7001955 8706840 9029017 10995042 949833 755052 0 X 0 1 X 1 0 X 352339 107000 287753 241324 466847 1455263 4105165 4262130 4772358 5363398 6051787 24554838 4457504 4369130 5060111 5604722 6518634 26010101 0 59147 16119 36144 49404 121510 282324 59147 16119 36144 49404 121510 282324 25727777 454812 568948 600425 550118 389352 2563655 454812 568948 600425 550118 389352 2563655 276 200000 200276 4912592 4938078 5660536 6354840 6907986 28774032 0.89410 0.90390 0.08910 0.09230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 420990 234192 55183 13675 696690 444057 -472 -3389 19206 420990 419004 27300 11507 13754 444057 360305 71135 12436 419004 264363 21437 86755 12250 360305 0.00000 0.73000 0.27000 0 0 208425 208425 723000 94797 628203 658609 367250 291359 1127987 DUE TO AAOF 3527 ACCRUED EXPENSES 147635 DUE TO AFOS 920 152082 PART V, LINE 4: THE ACADEMY'S ENDOWMENT FUNDS WERE ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC ACTIVITIES. 1 0 0 0 0 0 0 0 0 0 TRAVEL FELLOWSHIPS EAST ASIA & THE PACIFIC 4 3750 CHECK TRAVEL FELLOWSHIPS NORTH AMERICA 14 10500 CHECK TRAVEL FELLOWSHIPS SUB-SAHARAN AFRICA 2 2250 CHECK TRAVEL FELLOWSHIPS EUROPE 1 750 CHECK AWARDS EUROPE 1 3500 CHECK 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE FOR STUDENT/RESIDENT TRAVEL AND AWARDS. ALL RECIPIENTS MUST ATTEND THE MEETING TO RECEIVE THE GRANT. 1 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION 2909 FAIRGREEN STREET ORLANDO FL 32803 430768182 501(C)(3) 119123 STAFFING SUPPORT AKRON'S CHILDREN HOSPITAL 1 PERKINS SQUARE AKRON OH 44308 340714357 100000 CLINICAL RESEARCH AWARD THE NEW ENGLAND COLLEGE OF OPTOMETRY 424 BEACON STREET BOSTON MA 02115 041591060 50000 CAREER DEVELOPMENT AWARD 1 2 RESEARCH/FELLOWSHIP 117 90500 PART I, LINE 2: GRANTS ARE FOR STUDENT/RESIDENT TRAVEL AND AWARDS. ALL RECIPIENTS MUST ATTEND THE MEETING TO RECEIVE THE GRANT. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 192120 0 5680 0 0 0 17571 0 15458 0 230829 0 0 0 RICHARD JONES SENIOR DIRECTOR, FINANCE & ADMINISTR 131641 0 1802 0 0 0 11555 0 10570 0 155568 0 0 0 PART I, LINE 1A PART I, LINE 1A: HEALTH CLUB DUES OF $240 - LOIS SCHOENBRUN; $240 - RICHARD JONES - NOT INCLUDED IN TAXABLE INCOME. ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $20 A MONTH FOR GYM AND HEALTH CLUB DUES. ON A CASE BY CASE BASIS, BUSINESS CLASS TRAVEL IS ALLOWED FOR LONG INTERNATIONAL FLIGHTS. BOARD MEMBER, TIMOTHY MCMAHON, REPRESENTED THE ACADEMY AT A WORLD COUNCIL OF OPTOMETRY (WCO) MEETING IN DURBAN, SOUTH AFRICA. BUSINESS CLASS TRAVEL WAS ALLOWED FOR THIS TRIP. PART I, LINE 3 LOIS SCHOENBRUN'S COMPENSATION IS DETERMINED BY THE AMERICAN ACADEMY OF OPTOMETRY VIA WRITTEN EMPLOYEE CONTRACT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY'S MEMBERSHIP CONSISTS OF FELLOWS (INCLUDING HONORARY FELLOWS, EMERITUS FELLOWS, AND LIFE FELLOWS), CANDIDATES FOR FELLOWSHIP, AND STUDENT MEMBERS. THE FELLOWS CONSTITUTE THE VOTING MEMBERS OF THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND AT-LARGE MEMBERS OF THE ACADEMY'S BOARD OF DIRECTORS ARE ELECTED BY THE VOTING MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ACADEMY'S GOVERNING DOCUMENTS MUST BE RATIFIED BY A TWO-THIRDS VOTE OF THOSE VOTING MEMBERS PRESENT, PROVIDED A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD OF DIRECTORS PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C 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 A PERFORMANCE EVALUATION IS CONDUCTED ANNUALLY WITH THE BOARD OF DIRECTORS. THE EVALUATION IS CONDUCTED 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 PROCESS LAST OCCURED IN 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC 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 AND OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, 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 AND OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, 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 IS A BOARD MEMBER OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, 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 PETE KOLLBAUM IS A BOARD MEMBER OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN ACADEMY OF OPTOMETRY FOUNDATION, 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 FORM 990, PART VII, SECTION A COMPENSATION TO BOARD MEMBERS: BOARD MEMBERS RECEIVE A DIRECT REIMBURSEMENT OF TRAVEL EXPENSES AND NO LONGER RECEIVE A STIPEND FOR EXPENSES. AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC 2909 FAIRGREEN STREET ORLANDO FL 32803 430768182 FUNDRAISING TO SUPPORT OPTOMETRIC RESEARCH & EDUCATION NY 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC B 119123 AMERICAN ACADEMY OF OPTOMETRY FOUNDATION INC N 141445