AMERICAN ACADEMY OF OPHTHALMOLOGY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF OPHTHALMOLOGY INC (EIN 41-1336784)
Tax period
2013-04-01 to 2014-03-31
Filed
2015-01-22
IRS object ID
201510229349301156
Schema version
2013v4.0
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)
Return2015-01-22T17:05:22-06:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263839190PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR PILGER MAYER INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CALIFORNIA STREET SUITE 600AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94108ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411336784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone4155618500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code941091336ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL BOYETTPersonNm
Person TitleCFOPersonTitleTxt
Phone4155618500PhoneNum
Signature2015-01-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STEPHEN SCHAFFERPreparerPersonNm
PTINP00210063PTIN
Phone4154215757PhoneNum
Preparation2015-01-22PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code941091336ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$60,761,509GrossReceiptsAmt
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 Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers825TotalVolunteersCnt
Total Gross UBI$2,105,747TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$218,357NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,733,824PYContributionsGrantsAmt
CY Contributions Grants$9,269,236CYContributionsGrantsAmt
PY Program Service Revenue$36,200,459PYProgramServiceRevenueAmt
CY Program Service Revenue$37,110,467CYProgramServiceRevenueAmt
PY Investment Income$409,348PYInvestmentIncomeAmt
CY Investment Income$518,695CYInvestmentIncomeAmt
PY Other Revenue$12,097,582PYOtherRevenueAmt
CY Other Revenue$11,831,108CYOtherRevenueAmt
PY Total Revenue$54,441,213PYTotalRevenueAmt
CY Total Revenue$58,729,506CYTotalRevenueAmt
PY Grants And Similar Paid$3,474,209PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,646,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$22,010,304PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,302,281CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$24,041,370PYOtherExpensesAmt
CY Other Expenses$25,479,603CYOtherExpensesAmt
PY Total Expenses$49,525,883PYTotalExpensesAmt
CY Total Expenses$52,428,134CYTotalExpensesAmt
PY Revenues Less Expenses$4,915,330PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,301,372CYRevenuesLessExpensesAmt
Total Assets BOY$54,468,902TotalAssetsBOYAmt
Total Assets EOY$62,674,200TotalAssetsEOYAmt
Total Liabilities BOY$22,055,220TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,483,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,413,682NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$40,190,314NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION THAT IS THE LARGEST NATIONAL TRADE ORGANIZATION FOR OPTHALMOLOGISTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE AMERICAN ACADEMY OF OPHTHALMOLOGY IS A MEMBERSHIP ORGANIZATION THAT IS THE LARGEST NATIONAL TRADE ORGANIZATION FOR OPHTHALMOLOGISTS. THE ACADEMY DEVELOPS, PRODUCES, PUBLISHES AND DISTRIBUTES A WIDE RANGE OF PRINT AND ELECTRONIC EDUCATIONAL AND SCIENTIFIC MATERIALS IN THE AREAS OF CLINICAL EDUCATION, PRACTICE MANAGEMENT AND PUBLIC INFORMATION. ALTHOUGH MEMBERSHIP IS COMPOSED PRIMARILY OF OPHTHALMOLOGISTS, OTHER PHYSICIANS AND SCIENTISTS CONCERNED WITH CLINICAL AND BASIC SCIENTIFIC DISCIPLINES OF THE EYE AND RELATED STRUCTURES MAY APPLY TO OTHER MEMBERSHIP CATEGORIES.THE EDUCATION MISSION IS ALSO SERVED BY THE ACADEMY'S ANNUAL SCIENTIFIC CONVENTION WHICH IS ATTENDED BY APPROXIMATELY 25,000 MEMBERS AND OTHER PROFESSIONALS INTERESTED IN THE DELIVERY OF HIGH QUALITY PATIENT EYE CARE. IN ADDITION, THE 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.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 Document127IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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 Member14IndependentVotingMemberCnt
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 OPHTHALMOLOGYBusinessNameLine1
FieldValueIRS element (for citing)
Phone4155618500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
PAUL STERNBERG JR MD
PRESIDENT (2013)9.001.00Yes (X)$75,000$0$0
DAVID W PARKE II MD
EXECUTIVE VP/CEO30.0010.00Yes (X)$809,251$0$42,152Yes (X)
JONATHAN B RUBENSTEIN MD
SECRETARY-ANNUAL MEETING4.001.00Yes (X)$22,000$0$0
DAVID A DURFEE MD
SR SECY/OPHTHMALIC PRACTICE (2013)4.001.00Yes (X)$22,000$0$0
GREGORY L SKUTA MD
PRESIDENT ELECT (2013)9.001.00Yes (X)$25,000$0$0
CHRISTIE L MORSE MD
CHAIR FOUNDATION ADVISORY BOARD1.001.00Yes (X)$0$0$0
MATHEW W MACCUMBER MD PHD
VICE CHAIR, THE COUNCIL1.001.00Yes (X)$0$0$0
HUMPHREY JF TAYLOR
PUBLIC TRUSTEE1.001.00Yes (X)$12,000$0$0
PAUL B GINSBURG PHD
PUBLIC TRUSTEE1.001.00Yes (X)$15,000$0$0
THOMAS A OETTING MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
ROBERT E WIGGINS MD MHA
SR SECY/OPHTHMALIC PRACTICE (2014)4.001.00Yes (X)$0$0$0
FRANK J MARTIN MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
RUTH D WILLIAMS MD
PAST PRESIDENT1.001.00Yes (X)$0$0$0
CYNTHIA A BRADFORD MD
SR. SECRETARY FOR ADVOCACY4.001.00Yes (X)$22,000$0$0
ALAA EL DANASOURY MD
INTERNATIONAL TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
RUSSELL N VAN GELDER MD PHD
CHAIR - THE COUNCIL (2013)1.001.00Yes (X)$15,000$0$0
MILDRED G OLIVIER MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
GEORGE B BARTLEY MD
EDITOR, JOURNAL19.001.00Yes (X)$0$0$0
ANN A WARN MD MBA
CHAIR - THE COUNCIL (2014)4.001.00Yes (X)$10,000$0$0
JOHN R STECHSCHULTE MD
TRUSTEE-AT-LARGE1.001.00Yes (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
LOUIS B CANTOR
SR.SECY FOR CLINICAL EDUCATION4.001.00Yes (X)$22,000$0$0
JANE C EDMOND MD
TRUSTEE-AT-LARGE1.001.00Yes (X)$0$0$0
JILL A BOYETT
VP AND CFO30.0010.00$393,070$0$31,504Yes (X)
RICHARD A ZORAB
VP - OPHTHALMIC KNOWLEDGE40.000.00$291,925$0$32,352Yes (X)
CATHERINE G COHEN
VP-GOVT AFFAIRS40.000.00$282,863$0$51,700Yes (X)
DEBRA L ROSENCRANCE
VP-MEETINGS AND EXHIBITS40.000.00$249,402$0$34,185Yes (X)
JANE A AGUIRRE
VP - GLOBAL ALLIANCES40.000.00$240,712$0$32,374Yes (X)
JOSEPH CARR
VP - IT40.000.00$250,393$0$53,408Yes (X)
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS40.000.00$194,208$0$37,500Yes (X)
RENALDO O JUANSO
VP- COMM. AND MEDIA40.000.00$247,338$0$32,069Yes (X)
DALE E FAJARDO
DIRECTOR, ONE NETWORK40.000.00$184,382$0$23,992Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,383,544TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$371,236TotalOtherCompensationAmt
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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
FREEMAN AUDIO VISUAL INC
4545 W DAVIS STREETDALLASTX75211ANNUAL MEETING AUDIO VISUAL SERVICES$1,019,164
FIGMG INC
2225 GREENBAY DRIVEHANOVER PARKIL60133IRIS REGISTRY DEVELOPMENT$997,700
KUSHNER & ASSOCIATES
3444 CLOUDCROFT DRIVEMALIBUCA90265ANNUAL MEETING TRANSPORTATION SRVC$560,314
MARRIOTT BUSINESS SERVICES
PO BOX 402642ATLANTAGA60642ANNUAL MEETING SERVICES$389,851
TORA PRINT SERVICES
1500 N GREENVIEW AVECHICAGOIL94142PRINTING SERVICES$286,075
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K29CntrctRcvdGreaterThan100KCnt
Related Organizations$7,744,475RelatedOrganizationsAmt
All Other Contributions$1,524,761AllOtherContributionsAmt
Total Contributions$9,269,236TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$17,919,059$17,919,059
ANNUAL MEETING900099$16,348,500$16,348,500
COURSES, SEMINARS900099$2,842,908$2,842,908
FieldValueIRS element (for citing)
Total Program Service Revenue$37,110,467TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$375,766TotalRevenueColumnAmt
Exclusion$375,766ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,369,936TotalRevenueColumnAmt
Exclusion$3,369,936ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$906,374SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$763,445SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$142,929SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,929TotalRevenueColumnAmt
Exclusion$142,929ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,925,337GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,268,558CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,656,779TotalRevenueColumnAmt
Related Or Exempt Func Income$4,656,779RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADVERTISING541800$2,538,490$432,743$2,105,747
SUBCRIPTION REVENUE900099$551,703$551,703
OTHER900099$461,480$461,480

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$252,720TotalRevenueColumnAmt
Related Or Exempt Func Income$252,720RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,804,393OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,729,506TotalRevenueColumnAmt
Related Or Exempt Func Income$43,465,892RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,105,747UnrelatedBusinessRevenueAmt
Exclusion$3,888,631ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,646,250TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,458,404TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,336,380TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,631,087TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,574,551TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,301,859TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$202,387TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$774,855TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$88,419TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,371,861TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,991,299TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$648,307TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$90,833TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,573,921TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,140,733TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,986,632TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$66,129TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$926,948TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$318,525TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
UBI TAX$138,179
PRINTING AND PUBS$1,271,718
MISCELLANEOUS$258,857
DUES AND SUBSCRIPTIONS$244,011

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$1,814,011TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$52,428,134TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,682,312BOYAmt
EOY$7,080,182EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,682,694BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,835,232BOYAmt
EOY$29,699,110EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,500,000BOYAmt
EOY$1,300,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,098,499BOYAmt
EOY$1,038,438EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,357,895BOYAmt
EOY$1,345,538EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,950,223LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,796,864LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,609,441BOYAmt
EOY$2,153,359EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,702,829BOYAmt
EOY$20,057,573EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,468,902BOYAmt
EOY$62,674,200EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,002,195BOYAmt
EOY$4,902,936EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,363,621BOYAmt
EOY$16,799,285EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$689,404BOYAmt
EOY$781,665EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,055,220BOYAmt
EOY$22,483,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,914,616BOYAmt
EOY$34,984,923EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,499,066BOYAmt
EOY$5,205,391EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,413,682BOYAmt
EOY$40,190,314EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,468,902BOYAmt
EOY$62,674,200EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,301,372ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,475,260NetUnrlzdGainsLossesInvstAmt
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 Year0AgreeCarryoverPriorYearInd
Dues Assessments$15,069,578DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$3,806,266NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$3,806,266NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$3,556,485AggregateReportedDuesNtcAmt
Carried Over$249,781CarriedOverAmt

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$313,898OtherCostOrOtherBasisAmt
Depreciation$98,349DepreciationAmt
Book Value$215,549BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,263,289OtherCostOrOtherBasisAmt
Depreciation$3,248,492DepreciationAmt
Book Value$1,014,797BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,373,036OtherCostOrOtherBasisAmt
Depreciation$2,450,023DepreciationAmt
Book Value$923,013BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,153,359TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RETIREES HEALTH INSURANCE BENEFITS$415,357
CAPITAL LEASE OBLIGATIONS$366,308
FieldValueIRS element (for citing)
Total Liability$781,665TotalLiabilityAmt
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 2009 THROUGH 2012 AND FOR THE CALIFORNIA STATE JURISDICTION 2007 THROUGH 2012.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 ASIA00PROGRAM 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 (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
NATIONAL ALLIANCE FOR EYE AND VISION RESEARCH (NAEVR)
1801 ROCKVILLE PIKE SUITE 400ROCKVILLEMD20852522030304501(C)(4)$17,000GENERAL SUPPORT
COLORADO SOCIETY OF EYE PHYSICIANS & SURGEONS
7351 LOWRY BLVD STE 110DENVERCO80230510147990501(C)(6)$8,500GENERAL SUPPORT
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY
655 BEACH STREETSAN FRANCISCOCA941091336942682387501(C)(3)$3,000,000GENERAL SUPPORT
INDIANA ACADEMY OF OPHTHALMOLOGY
125 W MARKET ST STE 300INDIANAPOLISIN46204237363521501(C)(6)$10,000GENERAL SUPPORT
GEORGIA SOCIETY OF OPHTHALMOLOGY
2711 IRVIN WAY STE 111DECATURGA300301700581082376501(C)(6)$10,000GENERAL SUPPORT
MISSISSIPPI ACADEMY OF EYE PHYSICIANS & SURGEONS
PO BOX 217JACKSONMS39205646023774501(C)(6)$8,500GENERAL SUPPORT
NORTH DAKOTA SOCIETY OF EYE PHYSICIANS & SURGEONS
PO BOX 1198BISMARCKND58502450459054501(C)(6)$8,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
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)
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 VP/CEO$690,382$0$102,450$0$16,419$0$19,358$0$22,794$0$851,403$0$0$0
JILL A BOYETT
VP AND CFO$352,552$0$39,500$0$1,018$0$22,290$0$9,214$0$424,574$0$0$0
RICHARD A ZORAB
VP - OPHTHALMIC KNOWLEDGE$257,720$0$33,500$0$705$0$21,746$0$10,606$0$324,277$0$0$0
CATHERINE G COHEN
VP-GOVT AFFAIRS$249,166$0$33,200$0$497$0$23,592$0$28,108$0$334,563$0$0$0
DEBRA L ROSENCRANCE
VP-MEETINGS AND EXHIBITS$214,837$0$33,000$0$1,565$0$25,132$0$9,053$0$283,587$0$0$0
JANE A AGUIRRE
VP - GLOBAL ALLIANCES$208,360$0$31,000$0$1,352$0$24,224$0$8,150$0$273,086$0$0$0
JOSEPH CARR
VP - IT$216,896$0$33,000$0$497$0$25,300$0$28,108$0$303,801$0$0$0
ROBERT C PALMER
DIRECTOR OF STATE AFFAIRS$185,461$0$7,800$0$947$0$19,818$0$17,682$0$231,708$0$0$0
RENALDO O JUANSO
VP- COMM. AND MEDIA$214,841$0$32,000$0$497$0$24,988$0$7,081$0$279,407$0$0$0
DALE E FAJARDO
DIRECTOR, ONE NETWORK$176,335$0$7,550$0$497$0$18,272$0$5,720$0$208,374$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$1,300,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$1,300,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OMICBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionLESS THAN MAJORITY OF OVERLAPPING CURRENT DIRECTORSRelationshipDescriptionTxt
Transaction$1,120,426TransactionAmt
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 EXTERNAL LEGAL COUNSEL. 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 11GPAYROLL PROCESSING FEES 211,100. BANK FEES 947,708. IRIS REGISTRY TECHNOLOGY DEVELOPMENT COSTS 876,278. ONE WEBSITE HOSTING/MAINTENANCE 231,000. OPHTHALMOLOGY JOURNAL 880,771. EYESMART CONTRACTUAL 225,929. COMMUNICATIONS/MEDIA RELATIONS CONTRACTUAL 229,003. EYECARE AMERICA CONTRACTUAL 108,999. MUSEUM OF VISION CONTRACTUAL 68,713. OKAP TESTING, SCORING 384,532. EDUCATION PROGRAMS CONTRACTUAL 453,251. MEMBERSHIP AWARDS & CONTRACTUAL 94,036. WAREHOUSE FULFILLMENT 34,076. ISRS JOURNAL EDITORIAL & CONTENT 187,567. EYENET EDITORIAL & CONTENT 46,285. CODEQUEST PROGRAM 272,370. OPHTHALMOLOGY JOB CENTER 48,000. HOSKINS CENTER CONTRACTUAL 76,473. WEBSITE DEVELOPMENT 197,992. MEDICARE & HEALTH REIMBURSEMENT CONTRACTUAL 259,525. CONSULTING FEES 697,445. OTHER 840,808.
FORM 990, PART XII, LINE 2CTHE ROLE AND OPERATION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS.
FORM 990, PART V, LINE 2AALL PAYROLL W-2 WERE ISSUED THROUGH A PROFESSIONAL PAYROLL SERVICE PROVIDER.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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 CHARITABLE EDUCATIONAL & SCIENTIFIC FUND
655 BEACH STREETSAN FRANCISCOCA94109SUPPORT 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 SUBSIDIARYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BEACH STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
EIN942960420EIN
Primary ActivitiesMANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF OPHTHALMOLOGYBusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$1,985,514ShareOfTotalIncomeAmt
Share Of EOY Assets$1,072,765ShareOfEOYAssetsAmt
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 Org0LoansOrGuaranteesToOtherOrgInd
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 Facilities0SharingOfFacilitiesInd
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 (4 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$1,199,371ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
C$7,744,475ACTUAL
FOUNDATION OF THE AMERICAN ACADEMY OF OPHTALMOLOGY
O$648,082ACTUAL

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