2017-05-15T08:49:37-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2015-07-01 411227642 AMERICAN ACADEMY OF OPTOMETRY INC AMER 3217103937 2909 FAIRGREEN STREET ORLANDO FL 32803 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 3217103937 2017-05-11 1 AMY CHAPMAN P00843460 4078021200 2017-05-11 2015 2021-01-29 14:40:06Z LOIS SCHOENBRUN 2909 FAIRGREEN STREET ORLANDO FL 32803 6823114 0 X HTTP://WWW.AAOPTOM.ORG X 1929 DC TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 8 8 18 306 0 0 295053 241324 4772358 5363398 905763 337412 199159 482196 6172333 6424330 355848 352961 0 0 1171635 1117469 0 0 0 3590594 4351082 5118077 5821512 1054256 602818 8659016 9029017 1880530 2027062 6778486 7001955 TO MAINTAIN AND ENHANCE EXCELLENCE IN OPTOMETRIC PRACTICE. 0 0 3082552 3666141 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. 632894 2050 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. 1119544 352961 1695207 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 TROUGH 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. 4834990 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 1 291 0 1 18 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 X RICH JONES 3213194860 2909 FAIRGREEN STREET ORLANDO FL 32803 X BRETT G BENCE PRESIDENT 10.00 X X 1000 0 0 BERNARD J DOLAN IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 BARBARA CAFFERY SECRETARY - TREASURER 10.00 X X 1000 0 0 JOSEPH P SHOVLIN PRESIDENT - ELECT 10.00 X X 1000 0 0 TIMOTHY T MCMAHON BOARD MEMBER 10.00 X 1000 0 0 JEFFREY WALLINE BOARD MEMBER 10.00 5.00 X 1000 0 0 PETE KOLLBAUM BOARD MEMBER 10.00 5.00 X 1000 0 0 SUSAN COTTER BOARD MEMBER 10.00 X 1000 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 32.00 8.00 X 194079 0 32091 RICHARD JONES CPA SENIOR DIRECTOR OF FINANCE 28.00 12.00 X 122161 0 20600 HELEN VIKSNINS SENIOR DIRECTOR, PROGRAMS 40.00 X 105814 0 20061 429054 0 72752 3 0 1 0 TRADESHOW LOGISTICS 1720 MARS HILL RD SUITE 8-160 ACKWORTH GA 30101 CONVENTION MEETING SERVICES 904621 CENTERPLATE 700 14TH STREET DENVER CO 80202 CONVENTION MEETING SERVICES 382085 HILTON NEW ORLEANS RIVERSIDE TWO POYDRAS STREET NEW ORLEANS LA 70140 CONVENTION MEETING TRAVEL 315745 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DRIVE CHICAGO IL 60693 PUBLISHING 276863 4 241324 5000 241324 ANNUAL MEETING 900099 3666141 3666141 MEMBERSHIP DUES 900099 1695207 1695207 PUBLICATIONS 511120 2050 2050 5363398 267922 267922 282196 282196 468274 398278 506 69996 -506 69490 69490 EVENT CANCELLATION FEE 900099 200000 200000 200000 6424330 5563398 0 619608 230961 230961 108000 108000 14000 14000 388887 224300 164587 538176 471327 66849 34716 31265 3451 86279 71224 15055 69411 53213 16198 12000 12000 16600 16600 31306 31306 458987 17812 441175 117780 117780 356767 328311 28456 219409 168684 50725 37584 23714 13870 236521 167086 69435 2058091 2058091 112331 91399 20932 46434 37710 8724 JOURNAL 549090 549090 RECRUITMENT 34461 34461 OTHER EXPENSES 33888 6729 27159 REPS TO ORG./DUES 29833 29833 5821512 4834990 986522 0 619239 689851 99950 96008 372728 493745 1436498 351489 1143023 1085009 6415568 6642832 8508 21572 8659016 9029017 85828 133141 1784083 1681456 10619 212465 1880530 2027062 X 5912007 6132229 594765 596461 271714 273265 6778486 7001955 8659016 9029017 602818 -379349 0 X X 0 1 X 1 0 X 165215 352339 107000 295053 241324 1160931 4121717 4105165 4262130 4772358 5363398 22624768 4286932 4457504 4369130 5067411 5604722 23785699 0 635 59147 16119 36144 49404 161449 635 59147 16119 36144 49404 161449 23624250 224111 454812 568948 600424 550118 2398413 224111 454812 568948 600424 550118 2398413 410 276 200000 200686 4511453 4912592 4938078 5667835 6354840 26384798 0.89540 0.89400 0.09090 0.08660 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM MAILING LIST SALES - 2011 AMOUNT: $ 410. 2012 AMOUNT: $ 276. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. SETTLEMENT INCOME - 2015 AMOUNT: $ 200,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444057 -472 -3389 19206 420990 419004 27300 11507 13754 444057 360305 71135 12436 419004 264363 21437 86755 12250 360305 263918 10000 -805 8750 264363 0.00000 0.65000 0.35000 0 0 208425 208425 701575 76453 625122 526498 275036 251462 1085009 DUE TO AOF 8853 ACCRUED EXPENSES 203612 212465 X PART V, LINE 4: THE ACADEMY'S ENDOWMENT FUNDS WERE ESTABLISHED FOR THE PURPOSES OF PROVIDING INCOME TO SUPPORT SPECIFIC ACTIVITIES. PART X, LINE 2: THE ACADEMY AND THE FOUNDATION, HEREINAFTER COLLECTIVELY REFERRED TO AS THE ORGANIZATION," ARE EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ACADEMY AND THE FOUNDATION AS PUBLICLY SUPPORTED FOUNDATIONS UNDER SECTION 509(A)(2) OF THE IRC. THE ACADEMY'S AND FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ACADEMY AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ACADEMY AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 0 0 0 0 0 0 0 0 0 EDUCATION TRAVEL EUROPE 1 750 CHECK EDUCATION TRAVEL NORTH AMERICA 11 8250 CHECK EDUCATION TRAVEL SOUTH ASIA 1 750 CHECK EDUCATION TRAVEL EAST ASIA & THE PACIFIC 1 750 CHECK AWARD EAST ASIA & THE PACIFIC 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 OPTOMETRIC FOUNDATION 2909 FAIRGREEN STREET ORLANDO FL 32803 430768182 501(C)(3) 180961 STAFFING SUPPORT THE OHIO STATE UNIVERSITY 338 W 10TH AVE COLUMBUS OH 43210 316402113 50000 CAREER DEVELOPMENT AWARD 1 1 STUDENT TRAVEL GRANTS 122 91500 RESIDENT TRAVEL GRANTS 22 16500 PART I, LINE 2: GRANTS ARE FOR STUDENT/RESIDENT TRAVEL AND AWARDS. ALL RECIPIENTS MUST ATTEND THE MEETING TO RECEIVE THE GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LOIS SCHOENBRUN EXECUTIVE DIRECTOR 189079 0 5000 0 0 0 15215 0 16876 0 226170 0 0 0 PART I, LINE 1A PART I, LINE 1A: HEALTH CLUB DUES OF $220 - LOIS SCHOENBRUN; $200 - RICHARD JONES; $160 - HELEN VIKSNINS - NOT INCLUDED IN TAXABLE INCOME. ALL EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $20 A MONTH FOR GYM AND HEALTH CLUB DUES. 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 11 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 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, AND OFFICERS. WHEN A POTENTIAL OR ACTUAL CONFLICT ARISES, THE INDIVIDUAL WITH THE CONFLICT IS REQUIRED TO NOTIFY THE BOARD OF DIRECTORS OF THE CONFLICT, ABSTAIN FROM ANY DISCUSSION OF THE TRANSACTION, AND ABSTAIN FROM VOTING ON THE TRANSACTION. ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A NEW DISCLOSURE FORM EVERY TWO YEARS. THE EXECUTIVE DIRECTOR AND EXECUTIVE ASSISTANT OVERSEE THESE PROCEDURES. 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 2016. 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 OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HER AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 32 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 8 HOURS PER WEEK RICHARD JONES IS THE SENIOR DIRECTOR OF FINANCE OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 28 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 12 HOURS PER WEEK JEFFREY WALLINE IS A BOARD MEMBER OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 10 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 5 HOURS PER WEEK PETE KOLLBAUM IS A BOARD MEMBER OF AMERICAN ACADEMY OF OPTOMETRY AND OF AMERICAN OPTOMETRIC FOUNDATION, A RELATED ORGANIZATION. HIS AVERAGE WEEKLY HOURS SPENT WORKING FOR EACH ORGANIZATION ARE: AMERICAN ACADEMY OF OPTOMETRY - 10 HOURS PER WEEK AMERICAN OPTOMETRIC FOUNDATION - 5 HOURS PER WEEK FORM 990, PART VII, SECTION A COMPENSATION TO BOARD MEMBERS: EACH BOARD MEMBER RECEIVED $1,000 STIPEND FOR TRAVEL EXPENSES TO ATTEND THE ANNUAL MEETING. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. AMERICAN OPTOMETRIC 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 OPTOMETRIC FOUNDATION INC B 180961 AMERICAN OPTOMETRIC FOUNDATION INC N 127027