AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-09-15
IRS object ID
201602599349300300
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-15T00:01:30-05:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263839190PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR PILGER MAYER INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH MARKET STREET SUITE 800AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411336784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone4155618500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941091336ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL BOYETTPersonNm
Person TitleCFOPersonTitleTxt
Phone4155618500PhoneNum
Signature2016-08-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STEPHEN SCHAFFERPreparerPersonNm
PTINP00210063PTIN
Phone4089616300PhoneNum
Preparation2016-08-30PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID W PARKE II MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941091336ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,689,430GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionAAO IS THE LARGEST NATIONAL MEMBERSHIP ORGANIZATION FOR OPHTHALMOLOGISTS.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee200TotalEmployeeCnt
Total Volunteers825TotalVolunteersCnt
Total Gross UBI$2,473,210TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$541,589NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,327,671PYContributionsGrantsAmt
CY Contributions Grants$6,384,510CYContributionsGrantsAmt
PY Program Service Revenue$37,874,942PYProgramServiceRevenueAmt
CY Program Service Revenue$39,361,274CYProgramServiceRevenueAmt
PY Investment Income$565,458PYInvestmentIncomeAmt
CY Investment Income$887,168CYInvestmentIncomeAmt
PY Other Revenue$11,566,913PYOtherRevenueAmt
CY Other Revenue$13,408,360CYOtherRevenueAmt
PY Total Revenue$54,334,984PYTotalRevenueAmt
CY Total Revenue$60,041,312CYTotalRevenueAmt
PY Grants And Similar Paid$3,300,017PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,221,914CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,115,162PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,531,104CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$26,392,553PYOtherExpensesAmt
CY Other Expenses$28,762,456CYOtherExpensesAmt
PY Total Expenses$53,807,732PYTotalExpensesAmt
CY Total Expenses$56,515,474CYTotalExpensesAmt
PY Revenues Less Expenses$527,252PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,525,838CYRevenuesLessExpensesAmt
Total Assets BOY$64,108,974TotalAssetsBOYAmt
Total Assets EOY$67,774,199TotalAssetsEOYAmt
Total Liabilities BOY$22,344,350TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,376,052TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$41,764,624NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,398,147NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN ACADEMY OF OPHTHALMOLOGY IS THE LARGEST TRADE ORGANIZATION IN THE WORLD FOR OPHTHALMOLOGISTS - EYE PHYSICIANS AND SURGEONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE AMERICAN ACADEMY OF OPHTHALMOLOGY IS THE LARGEST TRADE ORGANIZATION IN THE WORLD FOR OPHTHALMOLOGISTS. WE ARE EYE PHYSICIANS AND SURGEONS, DEDICATED TO PROTECTING SIGHT AND EMPOWERING LIVES. AS THE LEADER IN OPHTHALMIC EDUCATION, THE ACADEMY OFFERS A WEALTH OF MATERIALS TO SUPPORT OUR PHYSICIANS IN EVERY ASPECT OF PRACTICE - INCLUDING THE ONLINE OPHTHALMIC NEWS AND EDUCATION (ONE) NETWORK, PRACTICE MANAGEMENT TOOLS, THE INNOVATIVE IRIS REGISTRY (INTELLIGENT RESEARCH IN SIGHT), AND EYE HEALTH RESOURCES FOR PATIENTS AND THE PUBLIC. WE PRODUCE THE LARGEST ANNUAL OPHTHALMIC CONVENTION IN THE WORLD, WHICH BRINGS TOGETHER AN AVERAGE OF 25,000 PHYSICIANS, TECHNICIANS, PRACTICE MANAGERS AND INDUSTRY PROFESSIONALS TO SHARE THE LATEST ADVANCES AND TECHNOLOGY IN OPHTHALMIC MEDICINE. WE RELENTLESSLY ADVOCATE FOR THE HIGHEST QUALITY EYE CARE, REPRESENTING OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE EYE CARE POLICY.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document122IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee200EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155618500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID W PARKE II MD
EXECUTIVE VICE PRESIDENT/CEO30.0010.00Yes (X)Yes (X)$865,080$0$49,670
WILLIAM L RICH III MD FACS
PRESIDENT ELECT (2015)/PRESIDENT9.001.00Yes (X)Yes (X)$175,000$0$0
CYNTHIA A BRADFORD MD
PRESIDENT ELECT9.001.00Yes (X)Yes (X)$0$0$0
RUSSELL N VAN GELDER MD PHD
PRESIDENT (2015)/PAST PRESIDENT9.001.00Yes (X)Yes (X)$75,000$0$0
CHRISTIE L MORSE MD
CHAIR, FOUNDATION ADVISORY BOARD1.001.00Yes (X)$0$0$0
MATHEW W MACCUMBER MD PHD
VICE CHAIR (2015) CHAIR, THE COUNCIL4.001.00Yes (X)$10,000$0$0
GEORGE B BARTLEY MD
EDITOR, JOURNAL (2015)19.001.00Yes (X)Yes (X)$0$0$0
JAN-TJEERD HN DE FABER MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
LIHTEH WU MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
PAUL B GINSBURG PHD
PUBLIC TRUSTEE1.001.00Yes (X)$10,000$0$0
MR HUMPHREY JF TAYLOR
PUBLIC TRUSTEE1.001.00Yes (X)$17,000$0$0
JONATHAN B RUBENSTEIN MD
SECRETARY FOR ANNUAL MEETING4.001.00Yes (X)Yes (X)$22,000$0$0
DANIEL J BRICELAND MD
SR. SECRETARY FOR ADVOCACY4.001.00Yes (X)Yes (X)$22,000$0$0
LOUIS B CANTOR MD
SR. SECRETARY FOR CLINICAL EDUCATION4.001.00Yes (X)Yes (X)$22,000$0$0
ROBERT E WIGGINS MD MHA
SR. SECRETARY FOR OPHTHALMIC PRACTICE4.001.00Yes (X)Yes (X)$22,000$0$0
ANDREW M PRINCE MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
CYNTHIA MATTOX MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JANE C EDMOND MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
MICHAEL F CHIANG MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
MILDRED MG OLIVIER MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
THOMAS A OETTING MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
LYNN K GORDON MD PHD
VICE CHAIR, THE COUNCIL1.001.00Yes (X)$0$0$0
GREGORY L SKUTA MD
PAST PRESIDENT (2015)1.001.00Yes (X)$0$0$0
ANN A WARN MD MBA
CHAIR, THE COUNCIL (2015)4.001.00Yes (X)$15,000$0$0
FRANK J MARTIN MD
INTERNATIONAL TRUSTEE-AT-LARGE (2015)1.001.00Yes (X)$0$0$0
CHARLES M ZACKS MD
TRUSTEE-AT-LARGE (2015)1.001.00Yes (X)$0$0$0
LINDA M TSAI MD
TRUSTEE-AT-LARGE (2015)1.001.00Yes (X)$0$0$0
JILL A BOYETT
VP AND CFO30.0010.00Yes (X)$392,041$0$34,888
CATHERINE G COHEN
VP - GOVT AFFAIRS40.000.00$290,720$0$59,987Yes (X)
DEBRA L ROSENCRANCE
VP - MEETINGS AND EXHIBITS40.000.00$262,772$0$36,931Yes (X)
DALE FAJARDO
VP - OPHTHALMIC KNOWLEDGE40.000.00$262,399$0$26,266Yes (X)
RENALDO O JUANSO
VP - COMM. AND MEDIA40.000.00$263,298$0$34,492Yes (X)
JOSEPH CARR
VP - IT40.000.00$263,008$0$60,107Yes (X)
JANE A AGUIRRE
VP - GLOBAL ALLIANCES40.000.00$261,523$0$33,974Yes (X)
FLORA LUM
VP - QUALITY AND DATA SCIENCE40.000.00$211,866$0$33,635Yes (X)
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS40.000.00$200,317$0$48,001Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,663,024TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$417,951TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K66IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE VENETIAN RESORT HOTEL & CASINO
3355 LAS VEGAS BLVD SOUTHLAS VEGASNV89109ANNUAL MEETING HOTEL AND MEETING SPACE$3,458,190
FREEMAN AUDIO VISUAL INC
PO BOX 650519DALLASTX75265ANNUAL MEETING AUDIO AND VISUAL SERVICES$2,997,705
FIGMD INC
2225 GREENBAY DRHANOVER PARKIL60133IRIS REGISTRY DEVELOPMENT$2,511,764
FREEMAN INC
PO BOX 650036DALLASTX75265ANNUAL MEETING LOGISTICS SERVICES$1,065,925
TORA PRINT SERVICES INC
1500 N GREENVIEW AVECHICAGOIL60642PRINTING SERVICES$847,065
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K43CntrctRcvdGreaterThan100KCnt
Related Organizations$4,908,937RelatedOrganizationsAmt
All Other Contributions$1,475,573AllOtherContributionsAmt
Total Contributions$6,384,510TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$18,808,639$18,808,639
ANNUAL MEETING900099$18,230,759$18,230,759
COURSES, SEMINARS900099$2,321,876$2,321,876
FieldValueIRS element (for citing)
Total Program Service Revenue$39,361,274TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$806,576TotalRevenueColumnAmt
Exclusion$806,576ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,378,291TotalRevenueColumnAmt
Exclusion$3,378,291ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,618,153SecuritiesAmt
Other$37,544OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,575,105SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$43,048SecuritiesAmt
Other$37,544OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,592TotalRevenueColumnAmt
Exclusion$80,592ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,315,603GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,073,013CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,242,590TotalRevenueColumnAmt
Related Or Exempt Func Income$5,242,590RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADVERTISING541800$2,921,047$447,837$2,473,210
OTHER900099$1,242,749$1,242,749
SUBSCRIPTION REVENUE900099$623,683$623,683
FieldValueIRS element (for citing)
Other Revenue Total$4,787,479OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,041,312TotalRevenueColumnAmt
Related Or Exempt Func Income$46,918,133RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,473,210UnrelatedBusinessRevenueAmt
Exclusion$4,265,459ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,221,914TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,670,754TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,175,713TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,526,597TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,781,175TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,376,865TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$309,979TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$73,000TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$763,226TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$124,750TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,419,741TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,788,945TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$729,009TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$122,387TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,836,889TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,250,768TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,861TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$49,757TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$721,983TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$286,416TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TAX ON UNRELATED BUSINE$419,747
ANNUAL MEETINGS$10,149,825
PRINTING AND PUBLICATIO$1,489,275
DUES AND SUBSCRIPTIONS$397,822

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$1,190,924TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,515,474TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,206,106BOYAmt
EOY$2,335,404EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,472,177BOYAmt
EOY$36,965,396EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,200,000BOYAmt
EOY$1,100,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$934,198BOYAmt
EOY$971,964EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,474,029BOYAmt
EOY$1,260,476EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,834,475LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,753,993LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,686,185BOYAmt
EOY$3,080,482EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,136,279BOYAmt
EOY$22,060,477EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,108,974BOYAmt
EOY$67,774,199EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,928,178BOYAmt
EOY$5,582,721EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,500,986BOYAmt
EOY$16,759,569EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$915,186BOYAmt
EOY$1,033,762EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,344,350BOYAmt
EOY$23,376,052EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,559,233BOYAmt
EOY$42,791,491EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,205,391BOYAmt
EOY$1,606,656EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,764,624BOYAmt
EOY$44,398,147EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,108,974BOYAmt
EOY$67,774,199EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,525,838ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$892,315NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$15,170,898DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$3,505,193NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$3,505,193NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$3,529,872AggregateReportedDuesNtcAmt
Taxable-$24,679TaxableAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III-BFormAndLineReferenceDesc
ExplanationTHE ACADEMY WORKS TO EDUCATE OTHER HEALTH CARE PROVIDERS AND THE PUBLIC ABOUT EYE CARE AND REPRESENTS OPHTHALMOLOGISTS AND THEIR PATIENTS BEFORE THE GOVERNMENT AND OTHER ORGANIZATIONS THAT INFLUENCE THE PROVISION OF EYE CARE.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$315,748OtherCostOrOtherBasisAmt
Depreciation$134,545DepreciationAmt
Book Value$181,203BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,031,081OtherCostOrOtherBasisAmt
Depreciation$3,904,931DepreciationAmt
Book Value$2,126,150BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,487,646OtherCostOrOtherBasisAmt
Depreciation$2,714,517DepreciationAmt
Book Value$773,129BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,080,482TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RETIREE HEALTH INSURANCE BENEFITS$500,204
CAPITAL LEASE OBLIGATIONS$533,558
FieldValueIRS element (for citing)
Total Liability$1,033,762TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAAO FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT AAO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE STATEMENT OF POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICE, APPLICATION FEES, DUES, PRODUCT SALESEDUCATION - TRADESHOWS$25,000
EUROPE00PROGRAM SERVICE, APPLICATION FEES, DUES, PRODUCT SALESEDUCATION - TRADESHOWS$40,000
SOUTH AMERICA00PROGRAM SERVICE, APPLICATION FEES, DUES, PRODUCT SALESEDUCATION - TRADESHOWS$20,000
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00PROGRAM SERVICE, APPLICATION FEES, DUES, PRODUCT SALESEDUCATION - TRADESHOWS$15,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$100,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$100,000TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA941091336942682387501C(3)$3,000,000GENERAL SUPPORT
LOUISIANA ACADEMY OF EYE PHYSICIANS & SURGEONS
6767 PERKINS ROAD SUITE 100BATON ROUGELA70808472422976501C(6)$37,000GENERAL SUPPORT
MASSACHUSETTS SOCIETY OF EYE PHYSICIANS
PO BOX 236BOSTONMA021330236237208474501C(6)$25,000GENERAL SUPPORT
AMERICAN GLAUCOMA SOCIETY
655 BEACH STSAN FRANCISCOCA941091336222765077501C(3)$15,000GENERAL SUPPORT
WYOMING MEDICAL SOCIETY
PO BOX 4009CHEYENNEWY82003830164457501C(6)$14,000GENERAL SUPPORT
THE ALLIANCE FOR EYE AND VISION RESEARCH
1801 ROCKVILLE PIKE STE 400ROCKVILLEMD208521606521846140501C(3)$17,000GENERAL SUPPORT
CALIFORNIA ACADEMY OF EYE PHYSICIANS & SURGEONS
425 MARKET ST SUITE 2275SAN FRANCISCOCA94105941479836501C(6)$36,500GENERAL SUPPORT
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NWWASHINGTONDC20001530196932501C(3)$10,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS ARE REQUIRED TO SUBMIT RESULT REPORTS, WHICH INCLUDE THE USE OF FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID W PARKE II MD
EXECUTIVE VICE PRESIDENT/CEO$726,497$0$110,400$0$28,183$0$26,000$0$23,670$0$914,750$0$0$0
WILLIAM L RICH III MD FACS
PRESIDENT ELECT (2015)/PRESIDENT$175,000$0$0$0$0$0$0$0$0$0$175,000$0$0$0
JILL A BOYETT
VP AND CFO$349,847$0$42,000$0$194$0$26,000$0$8,888$0$426,929$0$0$0
CATHERINE G COHEN
VP - GOVT AFFAIRS$254,544$0$36,000$0$176$0$25,880$0$34,107$0$350,707$0$0$0
DEBRA L ROSENCRANCE
VP - MEETINGS AND EXHIBITS$225,012$0$37,000$0$760$0$25,930$0$11,001$0$299,703$0$0$0
DALE FAJARDO
VP - OPHTHALMIC KNOWLEDGE$246,180$0$16,000$0$219$0$19,703$0$6,563$0$288,665$0$0$0
RENALDO O JUANSO
VP - COMM. AND MEDIA$225,513$0$37,000$0$785$0$25,604$0$8,888$0$297,790$0$0$0
JOSEPH CARR
VP - IT$226,796$0$36,000$0$212$0$26,000$0$34,107$0$323,115$0$0$0
JANE A AGUIRRE
VP - GLOBAL ALLIANCES$224,904$0$36,000$0$619$0$24,810$0$9,164$0$295,497$0$0$0
FLORA LUM
VP - QUALITY AND DATA SCIENCE$201,590$0$9,600$0$676$0$20,676$0$12,959$0$245,501$0$0$0
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS$192,141$0$8,000$0$176$0$20,249$0$27,752$0$248,318$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1A:FormAndLineReferenceDesc
ExplanationTHESE BENEFITS ARE PROVIDED TO THE CEO UNDER TERMS OF HIS CONTRACT AND ARE INCLUDED IN FORM W-2 AS TAXABLE COMPENSATION.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDAVID W PARKE MDPersonNm
Relationship With OrgOFFICERRelationshipWithOrgTxt
Loan PurposeHOME LOANLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$1,800,000OriginalPrincipalAmt
Balance Due$1,100,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$1,100,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OMICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionLESS THAN MAJORITY OF OVERLAPPING CURRENT DIRECTORSRelationshipDescriptionTxt
Transaction$1,177,000TransactionAmt
TransactionROYALTIES AND RENTAL REVENUETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2AALL PAYROLL FORMS W-2 WERE ISSUED THROUGH A PROFESSIONAL PAYROLL SERVICE PROVIDER.
FORM 990, PART VI, SECTION A, LINE 6THE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE ACADEMY HAS THE FOLLOWING TYPES OF MEMBERS: ACTIVE FELLOWS, LIFE FELLOWS, HONORARY FELLOWS, INACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE OSTEOPATHIC FELLOWS, INACTIVE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS, INTERNATIONAL MEMBERS, ASSOCIATE MEMBERS, LIFE MEMBERS, LIFE INTERNATIONAL MEMBERS, LIFE ASSOCIATE MEMBERS, MEMBERS IN TRAINING, INTERNATIONAL MEMBERS IN TRAINING, AND INACTIVE MEMBERS. THE ONLY CLASSES OF MEMBERSHIP ENTITLED TO VOTE ON ANY MATTER, OR TO ATTEND ANY ANNUAL OR SPECIAL BUSINESS MEETING OF THE ACADEMY, ARE ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS, LIFE FELLOWS, LIFE OSTEOPATHIC FELLOWS, ACTIVE MEMBERS AND LIFE MEMBERS. ONLY ACTIVE FELLOWS, ACTIVE OSTEOPATHIC FELLOWS AND LIFE FELLOWS ARE ELIGIBLE FOR NOMINATION, ELECTION, OR APPOINTMENT AS AN ELECTED OR APPOINTED OFFICER OR AS A TRUSTEE-AT-LARGE OF THE ACADEMY OR AS THE CHAIR OR VICE CHAIR OF THE COUNCIL.
FORM 990, PART VI, SECTION A, LINE 7BTHE ACADEMY PROVIDES NOTICE OF PROPOSED WORDING OF AMENDMENTS TO THE ARTICLES OF INCORPORATION, BYLAWS, CODE OF ETHICS AND PROCEDURAL RULES, WHICH ARE ENDORSED BY THE BOARD OF TRUSTEES, TO ALL VOTING FELLOWS AND MEMBERS, WHICH ARE REQUIRED TO BE VOTED UPON ACCORDING TO THE BYLAWS. THE RESULTS OF VOTING ARE ANNOUNCED TO THE MEMBERS ON THE ACADEMY'S WEBSITE, IN THE ACADEMY'S JOURNAL AND "EYENET."
FORM 990, PART VI, SECTION B, LINE 11THE CHIEF FINANCIAL OFFICER, THE DIRECTOR OF FINANCE AND THE ACCOUNTING MANAGER COMPLETELY REVIEWED THE FORM 990 WITH THE RETURN PREPARERS. THE FORM 990 WAS THEN REVIEWED BY THE EXECUTIVE VICE PRESIDENT. THE FORM 990 WAS MAILED AT LEAST ONE WEEK PRIOR TO FILING TO EACH MEMBER OF THE BOARD OF DIRECTORS, WHO WERE INVITED TO ASK QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CAAO REQUIRES ALL BOARD MEMBERS TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE DETAILING POTENTIAL CONFLICTS. UPON IDENTIFICATION OF A POTENTIAL CONFLICT OF INTEREST, AAO SEEKS RESOLUTION OF THE CONFLICT THROUGH A VARIETY OF METHODS INCLUDING RECUSAL FROM SPECIFIC DISCUSSIONS, ACTIVITIES OR VOTES, RESIGNATIONS OR BY OTHER MEANS.
FORM 990, PART VI, SECTION B, LINE 15THE AAO COMPENSATION COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT ELECT, PAST PRESIDENT AND THE MOST RECENT PAST PRESIDENT NO LONGER SERVING ON THE BOARD. THE COMMITTEE ANNUALLY REVIEWS THE STIPEND AND CONTRACT PAYMENTS FOR ALL PHYSICIAN POSITIONS AND USES COMPARATIVE DATA FROM OTHER MEDICAL SPECIALTY SOCIETIES IN THEIR ANALYSIS. THE COMMITTEE IS RESPONSIBLE FOR THE INITIAL CONTRACT NEGOTIATION WITH A NEW CEO/EVP WITH THE ADVICE AND ASSISTANCE OF A PROFESSIONAL COMPENSATION ANALYST WHO PROVIDES COMPARATIVE DATA AND CONSULTATION. FINALLY, THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CEO/EVP TO DETERMINE THE ANNUAL PERFORMANCE BONUS - WHICH IS LIMITED TO A MAXIMUM OF 15% OF HIS SALARY PER CONTRACT.
FORM 990, PART VI, SECTION C, LINE 19THE CONFLICT OF INTEREST POLICY, AS WELL AS OTHER POLICY STATEMENTS FOR ACADEMY LEADERS ARE AVAILABLE ON OUR WEBSITE. CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PUBLISHED EVERY FALL IN THE JOURNAL OF OPHTHALMOLOGY AND ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE BYLAWS ARE GIVEN TO ALL 23,000 MEMBERS WHEN THEY JOIN THE ACADEMY BUT ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART IX, LINE 11GCONTRACTUAL SERVICES IRIS REGISTRY 2,511,764. ANNUAL MEETING AUDIO VISUAL SERVICES 2,997,705. PRINTING SERVICES 847,065. PUBLISHING 584,640. OTHER CONTRACTUAL SERVICES 1,478,567.
FORM 990, PART XII, LINE 2C:THE ROLE AND OPERATION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA94109942682387SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)LINE 11B, IIAMERICAN ACADEMY OF OPHTHALMOLOGYYes (1)
AMERICAN ACADEMY OF OPHTHALMOLOGY - CES FUND
655 BEACH STREETSAN FRANCISCOCA94109411865087SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)LINE 11B, IIAMERICAN ACADEMY OF OPHTHALMOLOGYYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ACADEMY SERVICES INC AND SUBSIDIARYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
EIN942960420EIN
Primary ActivitiesMANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$2,104,816ShareOfTotalIncomeAmt
Share Of EOY Assets$2,363,449ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
B$4,908,037ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
K$1,466,270ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
C$3,000,000ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
O$79,054ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
D$20,056,360ACTUAL
ACADEMY SERVICES INC AND SUBSIDIARY
D$130,454ACTUAL
ACADEMY SERVICES INC AND SUBSIDIARY
D$10,197,574ACTUAL

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