AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
Tax period
2014-04-01 to 2015-03-31
Filed
2016-01-15
IRS object ID
201620189349300017
Schema version
2014v6.0
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)
Return2016-01-15T11:21:54-06:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

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 Begin2014-04-01TaxPeriodBeginDt

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
Signature2016-01-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STEPHEN SCHAFFERPreparerPersonNm
PTINP00210063PTIN
Phone4089616300PhoneNum
Preparation2016-01-18PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$57,825,186GrossReceiptsAmt
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 OPTHALMOLOGISTS.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers825TotalVolunteersCnt
Total Gross UBI$2,322,290TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$418,179NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,269,236PYContributionsGrantsAmt
CY Contributions Grants$4,327,671CYContributionsGrantsAmt
PY Program Service Revenue$37,110,467PYProgramServiceRevenueAmt
CY Program Service Revenue$37,874,942CYProgramServiceRevenueAmt
PY Investment Income$518,695PYInvestmentIncomeAmt
CY Investment Income$565,458CYInvestmentIncomeAmt
PY Other Revenue$11,831,108PYOtherRevenueAmt
CY Other Revenue$11,566,913CYOtherRevenueAmt
PY Total Revenue$58,729,506PYTotalRevenueAmt
CY Total Revenue$54,334,984CYTotalRevenueAmt
PY Grants And Similar Paid$3,646,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,300,017CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,302,281PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,115,162CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$25,479,603PYOtherExpensesAmt
CY Other Expenses$26,392,553CYOtherExpensesAmt
PY Total Expenses$52,428,134PYTotalExpensesAmt
CY Total Expenses$53,807,732CYTotalExpensesAmt
PY Revenues Less Expenses$6,301,372PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$527,252CYRevenuesLessExpensesAmt
Total Assets BOY$62,674,200TotalAssetsBOYAmt
Total Assets EOY$64,108,974TotalAssetsEOYAmt
Total Liabilities BOY$22,483,886TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,344,350TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,190,314NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,764,624NetAssetsOrFundBalancesEOYAmt
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
IRP Document128IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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)$956,524$0$49,638
JONATHAN B RUBENSTEIN MD
SECRETARY FOR ANNUAL MEETING4.001.00Yes (X)Yes (X)$22,000$0$0
CHRISTIE L MORSE MD
CHAIR, FAAO ADVISORY1.001.00Yes (X)$0$0$0
HUMPHREY J F TAYLOR
PUBLIC TRUSTEE1.001.00Yes (X)$15,000$0$0
PAUL B GINSBURG PHD
PUBLIC TRUSTEE1.001.00Yes (X)$15,000$0$0
RUSSELL N VAN GELDER MD PHD
PRESIDENT9.001.00Yes (X)Yes (X)$25,000$0$0
ANN A WARN MD MBA
CHAIR, THE COUNCIL4.001.00Yes (X)$15,000$0$0
GEORGE B BARTLEY MD
EDITOR, OPHTHALMOLOGY19.001.00Yes (X)Yes (X)$0$0$0
LINDA M TSAI MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
CHARLES M ZACKS MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
ALAA ELDANASOURY MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
LOUIS B CANTOR MD
SR.SECRETARY FOR CLINICAL4.001.00Yes (X)Yes (X)$22,000$0$0
JANE C EDMOND MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
MILDRED MG OLIVIER
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
MATHEW W MACCUMBER MD PHD
VICE CHAIR - THE COUNCIL1.001.00Yes (X)$10,000$0$0
THOMAS A OETTING MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
ROBERT E WIGGINS MD MHA
SR. SECRETARY FOR OPHTHALMIC PRACTICE4.001.00Yes (X)Yes (X)$22,000$0$0
GREGORY L SKUTA MD
PRESIDENT (2014)1.001.00Yes (X)$75,000$0$0
JOHN R STECHSCHULTE MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
FRANK J MARTIN MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
CYNTHIA A BRADFORD MD
SR. SECRETARY FOR ADVOCACY4.001.00Yes (X)Yes (X)$22,000$0$0
PAUL STERNBERG JR MD
PAST PRESIDENT (2014)1.001.00Yes (X)$0$0$0
WILLIAM L RICH III MD
PRESIDENT-ELECT1.001.00Yes (X)$0$0$0
ANDREW M PRINCE MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JAN-TJEERD HN DE FABER MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
DANIEL J BRICELAND MD
SECRETARY FOR STATE AFFAIRS1.001.00Yes (X)$16,500$0$0
DAVID A DURFEE MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JILL A BOYETT
VICE PRESIDENT AND CFO30.0010.00Yes (X)$419,447$0$33,697
CATHERINE G COHEN
VP - GOVT AFFAIRS40.000.00$321,639$0$58,052Yes (X)
DEBRA L ROSENCRANCE
VP - MEETINGS AND EXHIBITS40.000.00$292,040$0$36,090Yes (X)
RICHARD A ZORAB
VP - OPHTHALMIC KNOWLEDGE40.000.00$309,508$0$34,171Yes (X)
JANE A AGUIRRE
VP - GLOBAL ALLIANCES40.000.00$283,556$0$31,072Yes (X)
JOSEPH CARR
VP - IT40.000.00$291,985$0$58,172Yes (X)
FLORA C LUM MD
VP - QUALITY AND DATA SCIENCE40.000.00$211,893$0$26,461Yes (X)
RENALDO O JUANSO
VP - COMM. AND MEDIA40.000.00$290,282$0$33,252Yes (X)
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS40.000.00$208,646$0$38,986Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,845,020TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$399,591TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K41IndivRcvdGreaterThan100KCnt
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
FREEMAN AUDIO VISUAL INC
PO BOX 650036DALLASTX75265ANNUAL MEETING AUDIO VISUAL SERVICES$3,179,166
FIGMG INC
2225 GREENBAY DRIVEHANOVER PARKIL60133IRIS REGISTRY DEVELOPMENT$2,228,186
TORA PRINT SERVICES
1500 N GREENVIEW AVECHICAGOIL94142PRINTING SERVICES$819,980
ELSEVIER INC
1600 JFK BLVD SUITE 1800PHILADELPHIAPA19103PUBLISHING$763,773
KUSHNER & ASSOCIATES
3444 CLOUDCRAFT DRIVEMALIBUCA90265ANNUAL MEETING TRANSPORTATION SERVICES$762,512
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K56CntrctRcvdGreaterThan100KCnt
Related Organizations$3,285,057RelatedOrganizationsAmt
All Other Contributions$1,042,614AllOtherContributionsAmt
Total Contributions$4,327,671TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$18,386,104$18,386,104
ANNUAL MEETING900099$17,031,227$17,031,227
COURSES, SEMINARS900099$2,457,611$2,457,611
FieldValueIRS element (for citing)
Total Program Service Revenue$37,874,942TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$408,872TotalRevenueColumnAmt
Exclusion$408,872ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,327,534TotalRevenueColumnAmt
Exclusion$3,327,534ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,431,650SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,275,064SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$156,586SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$156,586TotalRevenueColumnAmt
Exclusion$156,586ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,578,044GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,215,138CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,362,906TotalRevenueColumnAmt
Related Or Exempt Func Income$4,362,906RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADVERTISING541800$2,676,673$354,383$2,322,290
SUBSCRIPTION REVENUE900099$633,885$633,885
OTHER900099$565,915$565,915
FieldValueIRS element (for citing)
Other Revenue Total$3,876,473OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,334,984TotalRevenueColumnAmt
Related Or Exempt Func Income$43,792,031RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,322,290UnrelatedBusinessRevenueAmt
Exclusion$3,892,992ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,300,017TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,134,127TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,255,147TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,559,986TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,825,916TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,339,986TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$267,412TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$115,713TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,339TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,774,033TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,811,824TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$608,149TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$152,953TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,841,595TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,358,486TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,158TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$64,378TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$765,633TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$292,048TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
UBI TAX$49,335
ANNUAL MEETINGS$9,004,714
PRINTING AND PUBLICATIO$1,094,968
DUES AND SUBSCRIPTIONS$345,254

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$1,293,439TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,807,732TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,080,182BOYAmt
EOY$3,206,106EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,699,110BOYAmt
EOY$32,472,177EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,300,000BOYAmt
EOY$1,200,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,038,438BOYAmt
EOY$934,198EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,345,538BOYAmt
EOY$1,474,029EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,877,129LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,190,944LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,153,359BOYAmt
EOY$2,686,185EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,057,573BOYAmt
EOY$22,136,279EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,674,200BOYAmt
EOY$64,108,974EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,902,936BOYAmt
EOY$4,928,178EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,799,285BOYAmt
EOY$16,500,986EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$781,665BOYAmt
EOY$915,186EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,483,886BOYAmt
EOY$22,344,350EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,984,923BOYAmt
EOY$36,559,233EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,190,314BOYAmt
EOY$41,764,624EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,674,200BOYAmt
EOY$64,108,974EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$527,252ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,047,058NetUnrlzdGainsLossesInvstAmt
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$16,774,378DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$2,048,691NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$249,781NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$2,298,472NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$2,302,331AggregateReportedDuesNtcAmt
Taxable-$3,859TaxableAmt

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$116,424DepreciationAmt
Book Value$199,324BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,260,227OtherCostOrOtherBasisAmt
Depreciation$3,518,671DepreciationAmt
Book Value$1,741,556BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,301,154OtherCostOrOtherBasisAmt
Depreciation$2,555,849DepreciationAmt
Book Value$745,305BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,686,185TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RETIREES HEALTH INSURANCE BENEFITS$480,551
CAPITAL LEASE OBLIGATIONS$434,635
FieldValueIRS element (for citing)
Total Liability$915,186TotalLiabilityAmt
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. AAO RECOGNIZES INTEREST AND PENALTIES ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THE YEARS STILL OPEN TO AUDIT FOR THE U.S. FEDERAL JURISDICTION ARE 2012 THROUGH 2014 AND FOR VARIOUS STATE JURISDICTIONS ARE 2011 THROUGH 2014.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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA941091336942682387501(C)(3)$3,000,000GENERAL SUPPORT
LOUISIANA OPHTHALMOLOGY ASSOCIATION
400 POYDRAS ST STE 1350NEW ORLEANSLA701303245135562161501(C)(6)$83,217GENERAL SUPPORT
MASSACHUSETTS SOCIETY OF EYE PHYSICIANS
PO BOX 236BOSTONMA021330236237208474501(C)(6)$25,000GENERAL SUPPORT
ARIZONA OPHTHALMOLOGICAL SOCIETY
810 W BETHANY HOME RDPHEONIXAZ85013860418847501(C)(6)$23,000GENERAL SUPPORT
OKLAHOMA ACADEMY OF OPHTHALMOLOGY
401 WEST 15TH ST SUITE 825AUSTINTX787011665731329023501(C)(6)$17,500GENERAL SUPPORT
THE ALLIANCE FOR EYE AND VISION RESEARCH
12300 TWINBROOK PARKWAY SUITE 250ROCKVILLEMD208521606521846140501(C)(3)$17,000GENERAL SUPPORT
WYOMING MEDICAL SOCIETY
PO BOX 4009CHEYENNEWY82003830164457501(C)(6)$7,000GENERAL SUPPORT
HAWAII OPHTHALMOLOGICAL SOCIETY
99-128 AIEA HEIGHTS DR SUITE 703AIEAHI967013978990199120501(C)(6)$10,000GENERAL SUPPORT
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NW INSTITUTE OFWASHINGTONDC20001530196932501(C)(3)$10,000GENERAL SUPPORTMEDICINE BOARD ON HEALTH SCIENCES P
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

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 (10 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$836,143$0$105,000$0$15,381$0$25,800$0$23,838$0$1,006,162$0$0$0
JILL A BOYETT
VICE PRESIDENT AND CFO$381,835$0$37,000$0$612$0$25,800$0$7,897$0$453,144$0$0$0
CATHERINE G COHEN
VP - GOVT AFFAIRS$286,016$0$35,000$0$623$0$25,680$0$32,372$0$379,691$0$0$0
DEBRA L ROSENCRANCE
VP - MEETINGS AND EXHIBITS$255,922$0$35,500$0$618$0$25,667$0$10,423$0$328,130$0$0$0
RICHARD A ZORAB
VP - OPHTHALMIC KNOWLEDGE$273,935$0$35,000$0$573$0$25,466$0$8,705$0$343,679$0$0$0
JANE A AGUIRRE
VP - GLOBAL ALLIANCES$247,994$0$35,000$0$562$0$24,499$0$6,573$0$314,628$0$0$0
JOSEPH CARR
VP - IT$256,837$0$35,000$0$148$0$25,800$0$32,372$0$350,157$0$0$0
FLORA C LUM MD
VP - QUALITY AND DATA SCIENCE$203,659$0$8,100$0$134$0$19,358$0$7,103$0$238,354$0$0$0
RENALDO O JUANSO
VP - COMM. AND MEDIA$254,132$0$35,500$0$650$0$25,355$0$7,897$0$323,534$0$0$0
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS$200,048$0$8,000$0$598$0$20,026$0$18,960$0$247,632$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$1,200,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$1,200,000TotalBalanceDueAmt

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$1,163,883TransactionAmt
TransactionROYALTIES AND REVENUE INCOMETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 11GCODEQUEST 182,693. CONTRACTUAL SERVICES IRIS REGISTRY 1,827,535. ISRS JOURNAL 140,721. MEIDA RELATIONS 102,356. AAO CORPORATE REBRA 444,226. EYESMART CAMPAIGN 159,507. OKAP 367,251. ADMIN - JOURNAL 763,773. PRACTICE EXPENSE 103,000. SURGICAL SCOPE FUND 802,608. LEG/POL STATE ADVOCACY 187,574. PAYROLL PROCESSING 224,992. BANK FEES 930,240. CATERING 120,146. TEMPORARY HELP 234,221. SNOMED/DICOM 106,219. REIMBURSEMENT HEALTH POL 220,000. OTHER CONTRACTUAL SERVICES 1,856,971.
FORM 990, PART XII, LINE 2C:THE ROLE AND OPERATION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS.
FORM 990, PART V, LINE 2A:ALL PAYROLL FORMS W-2 WERE ISSUED THROUGH A PROFESSIONAL PAYROLL SERVICE PROVIDER.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA94109942682387SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)11, TYPE IIN/AYes (1)
AMERICAN ACADEMY OF OPHTHALMOLOGY -CES FUND
655 BEACH STREETSAN FRANCISCOCA94109411865087SUPPORT CHARITABLE MISSION OF AMERICAN ACADEMY OF OPHTHALMOLOGYCA501(C)(3)11, TYPE IIN/AYes (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$2,169,372ShareOfTotalIncomeAmt
Share Of EOY Assets$1,752,848ShareOfEOYAssetsAmt
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$3,000,000ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
K$1,200,000ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
C$3,255,057ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
O$667,000ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
D$17,834,221ACTUAL
ACADEMY SERVICES INC AND SUBSIDIARY
D$130,454ACTUAL
ACADEMY SERVICES INC AND SUBSIDIARY
D$8,998,023ACTUAL

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